Top 10 Tips to Be a Successful Tax Advisor | Tax tips

Top 10 Tips to Be a Successful Tax Advisor | Tax tips

HomeItemized DumplingTop 10 Tips to Be a Successful Tax Advisor | Tax tips
Top 10 Tips to Be a Successful Tax Advisor | Tax tips
ChannelPublish DateThumbnail & View CountDownload Video
Channel AvatarPublish Date not found Thumbnail
0 Views
Let's learn how to be a good tax preparer so you can get promoted faster!

Here's a summary of the tips I gave in the video:
0:00 – Introduction
0:26 – 1. Know your tax year
1:34 – 2. Know your acronyms
2:08 – 3. Don't eat for hours
2:39 – 4. Don't give worthless work
3:00 – 5. Ask questions
3:23 – 6. Communicate with your team
3:50 – 7. Learn Excel
4:06 – 8. Accept the fact that you will receive rating points
4:24 – 9. Be able to explain your work
4:48 – 10. GOOGLE IT!

1. Know your tax year
Knowing what your tax year looks like can help you plan and prepare
the tax year. Depending on the type of entity, there may be different due dates and estimated tax compliance issues.
2. Know your acronyms
People like to use shortcuts and one of them is acronyms. Knowing these in advance can help you understand things faster.
3. Don't eat for hours
The taxability of a tax employee (and in general) is very important for every company. Companies rely on efficient tax partners to quickly and effectively release returns. But if a customer's return needs more time, there's no harm in charging for more hours.
4. Don't give worthless work
Many people do not rate their work and often give crappy work. Please don't be that person.
5. Ask questions
Asking questions can be useful for everyone. For example, if you see a foreign bank account with a lot of money in it, you will most likely have to pay additional taxes. Asking your managers will give you extra points and save you time.
6. Communicate with your team
Communication is important.
7. Learn Excel
Excel is important. Learn to embrace and love it.
8. Accept the fact that you will receive rating points
Everybody makes mistakes.
9. Be able to explain your work
Sounds pretty obvious.
10. GOOGLE IT!
See #9.

If you've made it this far, congratulations! Please support me so I can afford a real microphone and camera.

Robinhood – Get a free stock worth 3 – 225
https://join.robinhood.com/michaeq7

Webull link – Get up to 4 free shares worth 21 – 3700
https://act.webull.com/pr/WJiGyrxWQkwR/kmj/inviteUs/recommend_1613_A_pop

M1 Finance – Get 30 when you deposit 100 into your account
https://m1.finance/lasWO5zAZjes

Instagram: aznmiggul23

For questions or concerns you can reach me at [email protected]

Disclaimer: Any advice in this video is solely my own opinion and does not constitute tax advice. My opinions and views do not represent companies where I have worked. For more information about your own tax situation, please contact your tax advisor.

Please take the opportunity to connect and share this video with your friends and family if you find it helpful.