1.
The Role Of A Tax Advisor
By Matt Stevens Dated: 18/08/2012
Copyright : @ www.howardmarksandco.co.uk

2.
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
Copyright : @ www.howardmarksandco.co.uk

3.
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

4.
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
Copyright : @ www.howardmarksandco.co.uk

5.
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

6.
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
Copyright : @ www.howardmarksandco.co.uk

7.
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

8.
Thank You!
Copyright : @ www.howardmarksandco.co.uk