The Role Of A Tax Advisor

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The Role Of A Tax Advisor By Matt Stevens

Copyright : @ www.howardmarksandco.co.uk

Dated: 18/08/2012


Who Is A Tax Advisor? • A financial expert adept & trained in tax laws • A person who can advise on taxes • They work with clients & guide them on minimizing taxes • May also work as a person financial advisor

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What Work Does A Tax Advisor Do? • Planning for taxes • Filing of tax returns & tax computations • Preparing payroll for a company • Investment planning • Managing family trusts • Planning for estates • Generalized book-keeping Copyright : @ www.howardmarksandco.co.uk


What Is Required To Be A Tax Advisor? • Registering himself as an agent with the tax department • Having a good background in finance &/or law • Knowledge about advising regarding taxes • Knowledge about the changes in tax laws

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What Is The Job Description? • Researching, analyzing & interpreting changes in tax laws • Working within tax & law provisions • Consulting special customers • Preparing & submitting tax returns • Establishing & structuring the trusts of families • Providing guidance on indirect taxes like VAT Copyright : @ www.howardmarksandco.co.uk


What Are The Responsibilities? • Forming strategies to pay as little tax as possible • Finding advantageous ways to prepare & submit tax returns on behalf of his client • Making necessary changes to original tax return document • Maintaining a high ethics level

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Want To Contact Us? Address: Howard Marks & Co. 21 Bodley Road New Malden Surrey KT3 5QD Telephone: 0208 942 6505 E-mail: howmar999@aol.com Website: www.howardmarksandco.co.uk

Copyright : @ www.howardmarksandco.co.uk


Thank You!

Copyright : @ www.howardmarksandco.co.uk


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