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How Do You Become A Personal Tax Advisor?

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How Do You Become A Personal Tax Advisor?

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Personal tax advisors work with clients to provide them with guidance concerning present and future strategies for maximizing investments and income while minimizing tax liabilities. This duty is often integrated with the other roles of a personal financial advisor, such as tax planning, tax consulting or financial consulting. Prepare to Become a Personal Tax Advisor Step 1 Polish the special skills required to become a successful tax advisor, including accurate number-crunching ability, a penchant for calculating taxes, proficiency with tax software and forms, an entrepreneur’s gift for drumming up business and high standards of personal integrity. Step 2 Build a strong academic background. This is critical both for your work and for the credentials crucial either to getting a job or to building your customer base as a self-employed entrepreneur. Step 3 Obtain a bachelor’s degree in accounting, finance, economics or a related field and select courses in taxes, risk management and fina

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