Explore Tax Consultant Schools (2024)

Looking to start your journey as a Tax Consultant? Finding the right education is key. Here's a curated list of schools offering quality Tax Consultant programs:

  • We've identified top institutions known for excellent Tax Consultant education.
  • Options include both local schools and nationally recognized programs.
  • Each listing highlights relevant degree programs for aspiring Tax Consultant professionals.
  • You'll also find information on related career paths in the field.

Browse through these options to find a program that aligns with your career goals in the Tax Consultant industry.

Top Tax Consultant Schools (2024)

View our ranking methodology here
#1Maricopa County

University of Phoenix-Arizona

Phoenix, AZ

In-State Tuition:$9,552
Out-of-State Tuition:$9,552
Admission Rate:N/A
Graduation Rate:18%
Total Enrollment:88,891
#2Merrimack County

Southern New Hampshire University

Manchester, NH

In-State Tuition:$15,000
Out-of-State Tuition:$15,000
Admission Rate:96%
Graduation Rate:41%
Total Enrollment:164,091
#3Salt Lake County

Western Governors University

Salt Lake City, UT

In-State Tuition:$7,404
Out-of-State Tuition:$7,404
Admission Rate:N/A
Graduation Rate:49%
Total Enrollment:156,935
#4El Paso County

Colorado Technical University-Colorado Springs

Colorado Springs, CO

In-State Tuition:$12,036
Out-of-State Tuition:$12,036
Admission Rate:N/A
Graduation Rate:20%
Total Enrollment:24,808
#5Maricopa County

Grand Canyon University

Phoenix, AZ

In-State Tuition:$16,407
Out-of-State Tuition:$16,407
Admission Rate:78%
Graduation Rate:45%
Total Enrollment:101,816
#6Lynchburg City

Liberty University

Lynchburg, VA

In-State Tuition:$15,467
Out-of-State Tuition:$15,467
Admission Rate:99%
Graduation Rate:66%
Total Enrollment:96,709

Tax Consultant Required Education (2024)

To become a Tax Consultant, you will need to meet specific educational requirements that vary based on the level of expertise you want to achieve in your career.

  • Minimum Education

    • Bachelor's Degree: A bachelor's degree in accounting, finance, business administration, or a related field is typically required. This degree will provide you with a foundational understanding of tax laws, financial principles, and compliance regulations.

  • Advanced Education

    • Master's Degree: Pursuing a master's degree in taxation or a Master of Business Administration (MBA) with a concentration in accounting or finance can enhance your knowledge and qualifications. An advanced degree often allows you to take on more complex tax issues and may improve your job prospects.
    • Legal Juris Doctor (JD): Some Tax Consultants hold a law degree. A Juris Doctor can provide an in-depth understanding of tax law and give you the ability to represent clients in legal matters related to taxation.

By fulfilling these educational requirements, you will be better equipped to navigate the complexities of tax regulations and provide informed recommendations to your clients.

Tax Consultant Professional Certifications & Licenses (2024)

To become a Tax Consultant, you typically need to pursue the following certifications and licenses to enhance your qualifications and credibility in the field:

  • Enrolled Agent (EA)
    This certification is awarded by the IRS to individuals who demonstrate their expertise in tax matters. EAs are authorized to represent taxpayers before the IRS, making this certification valuable for a career as a Tax Consultant.

  • Certified Public Accountant (CPA)
    While not strictly required, obtaining a CPA license can significantly boost your career. CPAs are often trusted for financial advice and are authorized to perform audits, which can be beneficial in tax consulting. To become a CPA, you will need to pass the Uniform CPA Examination and meet state-specific educational and experience requirements.

  • Chartered Tax Professional (CTP)
    Offered by the Tax Institute, this certification focuses on tax planning, compliance, and preparation. It demonstrates your commitment to ongoing education and professional standards in taxation.

  • Certified Management Accountant (CMA)
    This certification is valuable if you aim to provide comprehensive financial management services along with tax consulting. The CMA designation covers financial planning, analysis, control, decision support, and professional ethics.

  • Accredited Tax Advisor (ATA)
    Granted by the Accreditation Council for Accountancy and Taxation, this certification shows that you have advanced knowledge and skills in taxation, enhancing your credibility among clients.

  • Master of Science in Taxation (MST)
    While not a certification, pursuing an MST may be beneficial for in-depth knowledge of tax law and compliance. This degree can set you apart in a competitive job market.

These certifications and licenses will equip you with the necessary knowledge and credentials to establish a successful career as a Tax Consultant. Be sure to check your state’s specific requirements, as licensing conditions may vary.

Job Duties for Tax Consultants

  • Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.

  • Prepare detailed reports on audit findings.

  • Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.

Technologies and Skills Used by Tax Consultants

Accounting software

    Accounting software

    • Intuit QuickBooks
    • Sage 50 Accounting

    Financial analysis software

    • Oracle E-Business Suite Financials
    • Tropics workers' compensation software

    Word processing software

    • Google Docs
    • Microsoft Word

    Basic Skills

    • Listening to others, not interrupting, and asking good questions
    • Reading work related information

    Basic Skills

    • Listening to others, not interrupting, and asking good questions
    • Reading work related information

    People and Technology Systems

    • Figuring out how a system should work and how changes in the future will affect it
    • Thinking about the pros and cons of different options and picking the best one

    People and Technology Systems

    • Figuring out how a system should work and how changes in the future will affect it
    • Thinking about the pros and cons of different options and picking the best one

    Problem Solving

    • Noticing a problem and figuring out the best way to solve it

    Problem Solving

    • Noticing a problem and figuring out the best way to solve it

    Tax Consultant Internships, Apprenticeships & Practical Training

    As you explore opportunities to gain practical experience as a Tax Consultant, consider the following types of internships and apprenticeships that can help you develop essential skills and build professional connections:

    • Tax Preparation Internships

      • Many accounting firms and tax preparation companies offer internships specifically focused on tax preparation during the busy tax season. In these roles, you will assist experienced tax professionals in preparing and filing tax returns for individuals and businesses.

    • Corporate Tax Internships

      • Large corporations often have internships within their finance or accounting departments that focus on corporate tax compliance and planning. You'll learn about the tax implications of business decisions while working on financial reports and tax strategies.

    • Public Accounting Firm Internships

      • Firms such as Deloitte, PwC, and KPMG offer internship programs that allow you to work alongside tax consultants and gain exposure to various tax issues, including federal and state taxation, international tax, and tax-related consulting services.

    • Government Agency Internships

      • Consider internships with government tax agencies, such as the Internal Revenue Service (IRS) or state tax authorities. These roles can provide insight into enforcement and compliance while enhancing your knowledge of tax regulations and standards.

    • Nonprofit Organization Tax Internships

      • Interning with organizations that cater to nonprofit tax filings can provide solid experience with IRS compliance for tax-exempt organizations. This can include preparation and review of Form 990 and other related filings.

    • Virtual Tax Internships

      • Some firms have adapted to remote work and offer virtual internships. These positions allow you to gain experience in tax software, participate in client meetings via video conferencing, and collaborate with teams remotely while working on tax-related tasks.

    • Apprenticeships with Tax Consulting Firms

      • Some tax consulting firms have structured apprenticeship programs where you can learn on-the-job under the mentorship of seasoned professionals. These programs often combine practical work experiences with potential coursework or training sessions focused on developing expertise in tax consulting.

    • Educational Institution Partnerships

      • Many colleges and universities partner with local businesses or government agencies to offer internship programs for students in accounting or finance. Check if your educational institution has such partnerships, as these can lead to valuable internships.

    Pursuing these opportunities will not only enhance your understanding of tax-related issues but will also allow you to develop relationships with industry professionals and potentially open doors to full-time employment after graduation.

    Tax Consultant Continuing Education & Professional Development (2024)

    As a Tax Consultant, keeping your skills and knowledge current is essential to provide the best services to your clients. Here are several avenues for continuing education and professional development:

    • Continuing Professional Education (CPE) Credits

      • Many states require licensed tax professionals to acquire CPE credits annually. Look for accredited programs that offer courses relevant to tax law, compliance, and regulations.
      • Online platforms such as the American Institute of Certified Public Accountants (AICPA) and National Association of Tax Professionals (NATP) provide extensive online courses on various tax topics.

    • Certifications

      • Obtaining additional certifications can enhance your credentials. Consider:
        • Certified Public Accountant (CPA)
        • Enrolled Agent (EA)
        • Chartered Financial Consultant (ChFC)
        • Certified Management Accountant (CMA)
      • Each of these certifications has specific requirements and can demonstrate a higher level of expertise in the field.

    • Workshops and Seminars

      • Attend local or national tax workshops and seminars. Organizations like the IRS and various tax professional associations often host events covering the latest tax law changes and best practices.
      • Networking opportunities at these events can also connect you with fellow professionals and industry leaders.

    • Webinars and Online Learning

      • With the rise of online education, many institutions and organizations offer live and recorded webinars. These provide flexible options to learn about current tax issues and best practices.
      • Websites like Coursera, LinkedIn Learning, and Tax Academy offer courses tailored to tax consultants.

    • Professional Associations

      • Join professional organizations such as:
        • AICPA
        • NATP
        • National Society of Accountants (NSA)
      • Membership often includes access to industry publications, networking events, and exclusive webinars.

    • Mentorship Programs

      • Seek mentorship from experienced professionals in the field. Mentorship can provide you with personalized guidance and insights into advanced tax strategies and career development.

    • Conferences

      • Participate in annual conferences hosted by professional organizations. These gatherings offer workshops, panel discussions, and the opportunity to learn from experts.
      • Conferences can also facilitate networking opportunities and collaboration with peers in the industry.

    • Specialized Training

      • Focus on niche areas within tax consulting, such as international tax, estate planning, or corporate taxation. Specialized training can set you apart and enhance your marketability.

    • Reading Current Literature

      • Stay informed by reading industry publications, tax journals, and blogs. Following updates from the IRS and other regulatory entities helps you remain aware of changes affecting tax practices.

    • Online Forums and Communities

      • Engage in online forums dedicated to tax consulting, such as those on LinkedIn or other professional networks. These platforms allow for the exchange of ideas, questions, and solutions with peers.

    By actively pursuing these continuing education and professional development opportunities, you can enhance your expertise, expand your professional network, and better serve your clients throughout your career as a Tax Consultant.

    What To Look For When Deciding On Campus vs Online Degree Programs for Tax Consultants (2024)

    When considering your education path to become a Tax Consultant, you have the option of pursuing online or campus-based programs. Both formats offer distinct advantages and challenges that align with different learning styles, schedules, and career goals. Below are some important factors to consider for each option:

    Online Education Programs

    • Flexibility: Online programs allow you to study at your own pace and on your own schedule. This is particularly beneficial if you are balancing work, family responsibilities, or other commitments.

    • Accessibility: With the ability to attend classes from anywhere with an internet connection, you can access programs offered by institutions across the country, providing a broader range of options.

    • Technology-Driven Learning: Many online programs utilize modern technology and resources that can enhance your understanding of tax regulations and software used in the profession.

    • Self-Motivation Required: Online learning often requires a high degree of self-discipline and time management skills. You are responsible for staying on track with coursework and deadlines.

    • Limited In-Person Interaction: While many online programs offer discussion boards and virtual office hours, you may miss out on the face-to-face interaction with peers and instructors that in-person learning provides.

    Campus-Based Education Programs

    • Structured Learning Environment: Campus programs typically follow a set schedule with regular class times, which may provide a more disciplined approach to your studies.

    • Networking Opportunities: Being on campus can enhance your ability to build relationships with professors and peers, which can lead to internship or job opportunities in the tax field.

    • Hands-On Experience: Some campus programs may offer labs or direct access to tax preparation software and tools, allowing you to gain practical experience in a controlled setting.

    • Access to Campus Resources: On-campus programs often provide access to resources such as libraries, study groups, and mentorship programs that can be beneficial for your educational experience.

    • Potentially Higher Costs: Tuition and fees for on-campus programs may be higher compared to online programs. Additionally, you may incur costs related to commuting or living on campus.

    Summary

    Choosing between online and campus-based programs for your education as a Tax Consultant depends on your personal learning preferences, financial situation, and career goals. Carefully assess each option's features to determine which aligns best with your needs as you start your journey in the field of taxation.

    Tax Consultant Typical Career Path (2024)

    As you consider a career as a Tax Consultant, you can expect to progress through various roles that can enhance your expertise and broaden your responsibilities. Here’s a typical career trajectory:

    Entry-Level Positions

    • Tax Associate/Junior Tax Consultant: In this role, you will assist in preparing tax returns for individuals or businesses. You will likely collect and organize financial documents, perform preliminary tax calculations, and help with data entry.

    • Tax Intern: Often part of an educational program, internships provide practical experience. You will gain insights into tax processes, shadow experienced consultants, and help with administrative tasks while learning about tax regulations.

    Mid-Level Positions

    • Tax Consultant/Senior Tax Associate: After gaining some experience, you will take on more complex tax preparation and planning tasks. You will work directly with clients, offer tax advisory services, and begin to specialize in specific areas, such as corporate tax or estate planning.

    • Tax Analyst: This position focuses on analyzing financial data, identifying tax risks, and providing compliance recommendations. You may also conduct research on tax regulations and assist in audit preparation.

    Advanced Positions

    • Tax Manager: In this role, you will oversee a team of tax associates and prepare more advanced tax strategies for clients. Your responsibilities may include managing compliance projects, ensuring adherence to tax laws, and serving as a primary point of contact for clients.

    • Tax Director/Assistant Vice President: At this level, you lead tax planning strategies, manage tax audits, and develop policies to optimize tax positions for your organization or client base. You will collaborate with other departments and be involved in high-level decision-making.

    • Partner/Principal in a Tax Firm: The ultimate goal for many in this field, you will assume leadership within the firm, guiding strategic initiatives, managing client relationships at the highest level, and influencing the direction of the firm's tax services.

    Each step in this career path builds upon your knowledge and skills, propelling you toward leadership roles within the tax consultancy arena. Continuous professional development and networking play significant roles in advancing through these stages, making it essential to engage in relevant training and industry events.

    Related Fields and Alternative Career Paths to Tax Consultants (2024)

    As a Tax Consultant, your skills and education can translate to various related fields. Here are some career paths that share similarities in educational requirements or utilize transferable skills you may have developed:

    • Accountant

      • The role of an accountant involves a deeper focus on financial reporting and compliance. If you have a background in tax consulting, transitioning to accounting may require certification (such as CPA) but can leverage your existing knowledge of financial statements and taxation.

    • Financial Analyst

      • Financial analysts evaluate financial data to assist businesses in decision-making. Your analytical skills in tax analysis can serve as a strong foundation for analyzing market trends and investment opportunities.

    • Auditor

      • Internal or external auditors examine financial records to ensure compliance with laws and regulations. The skills you've developed in tax regulations and detail-oriented analysis can be advantageous in an auditing role.

    • Business Consultant

      • Business consultants provide strategic advice to improve operations and profitability. Your experience in tax consultation equips you with valuable insights into financial strategies that can enhance a company's bottom line.

    • Forensic Accountant

      • Forensic accountants investigate financial discrepancies and fraud. Your attention to detail and understanding of tax laws may allow for a smoother transition into this detailed investigative field.

    • Compliance Officer

      • Compliance officers ensure that companies adhere to legal standards and regulations. The knowledge you possess about tax compliance will be beneficial in ensuring organizations meet various regulatory requirements.

    • Financial Planner

      • Financial planners help individuals manage their finances, including investments and retirement planning. Your tax expertise can play a significant role in creating strategies for minimizing tax liabilities and optimizing clients' financial situations.

    • Investment Advisor

      • Investment advisors provide guidance on securities and investment portfolios. Understanding the tax implications of various investment options can enhance your value to clients as an advisor.

    • Real Estate Tax Consultant

      • In this niche area, professionals focus specifically on property taxes. With your foundational knowledge in tax systems, you can specialize in providing consulting services for real estate valuation, taxation, and appeals.

    In pursuing any of these alternative career paths, consider obtaining additional certifications or specialized training to enhance your qualifications and improve your job prospects.

    Tax Consultant Frequently Asked Questions (FAQs) (2024)

    • What education is required to become a Tax Consultant?
      Typically, you need at least a bachelor's degree in accounting, finance, or a related field. Many tax consultants also pursue advanced degrees, such as a Master of Accountancy or a Master of Taxation, to enhance their knowledge and career prospects.

    • Do I need a specific certification to work as a Tax Consultant?
      Yes, while it is not always mandatory, obtaining a Certified Public Accountant (CPA) license or an Enrolled Agent (EA) designation can significantly enhance your credibility and employment opportunities in the field.

    • Is prior experience necessary to become a tax consultant?
      Some entry-level positions might not require prior experience, but internships or work experience in accounting during your degree program is beneficial. It helps you develop practical skills and networking opportunities.

    • Can I start my career as a Tax Consultant without a graduate degree?
      Yes, you can begin your career with just a bachelor’s degree. However, having a graduate degree or professional certifications can provide you with a competitive edge in the job market.

    • How important are continuing education and professional development in this field?
      Continuing education is vital as tax laws frequently change. Engaging in ongoing professional development and obtaining required continuing education credits keeps you updated on regulatory changes and can enhance your career growth.

    • What subjects should I focus on during my degree to prepare for a career as a Tax Consultant?
      Concentrate on courses in taxation, business law, financial accounting, managerial accounting, and auditing. Additionally, classes in ethics and regulatory compliance are beneficial.

    • Are there online degree programs available for aspiring Tax Consultants?
      Yes, many accredited colleges and universities offer online degree programs in accounting and finance that can prepare you for a career as a Tax Consultant.

    • Is a background in finance or business necessary to work in taxes?
      While a background in accounting is the most common path, a degree in finance, business administration, or economics can also provide valuable skills and knowledge relevant to the tax consulting field.

    • What skills should I develop to succeed as a Tax Consultant?
      Important skills include attention to detail, analytical thinking, strong communication abilities, proficiency with accounting software, and a solid understanding of tax regulations and laws.

    • What is the job outlook for Tax Consultants?
      The job outlook for tax consultants is generally positive, with a steady demand for tax preparation and advisory services. Growth can be influenced by the complexities of tax laws and the need for compliance.

    Additional Resources for Tax Consultants (2024)

    • American Institute of CPAs (AICPA)
      This organization provides a wealth of resources for tax professionals, including guidelines, publications, and continuing education opportunities.
      Website

    • National Association of Tax Professionals (NATP)
      NATP offers resources tailored specifically for tax professionals, including training programs, tools, and networking opportunities.
      Website

    • Internal Revenue Service (IRS)
      The IRS website provides essential information on federal tax laws, forms, and publications necessary for tax preparation and consultation.
      Website

    • Pace University - Taxation Programs
      An educational institution that offers various programs focused on taxation, including certificate and degree programs that can help you gain the necessary knowledge for a tax consulting career.
      Website

    • University of Illinois at Urbana-Champaign - Taxation Curriculum
      Recognized for its comprehensive taxation curriculum, this university offers resources and courses that are beneficial for aspiring tax consultants.
      Website

    • TurboTax Tax Professional Program
      This program provides tools and resources that facilitate the use of tax software for professionals. Learn more about their solutions tailored for tax consultants.
      Website

    • LinkedIn Learning
      Offers a variety of online courses on tax preparation and consulting, allowing you to enhance your skills in a flexible format.
      Website

    • CCH CPELink
      Provides continuing education courses in tax and accounting topics to help you stay updated on industry trends and legislation.
      Website

    • Tax Foundation
      An authoritative source for tax policy analysis and research, providing reports and articles that can broaden your understanding of tax systems and policies.
      Website

    • IRS e-Services
      A suite of online tools that offers services to tax professionals, such as e-filing and client account management.
      Website

    • State Tax Agencies
      Check your state’s tax agency website for region-specific rules, regulations, and resources, which can be essential for understanding local tax laws.
      Website Example for California

    By utilizing these resources, you can gain the knowledge and tools necessary for a successful career as a Tax Consultant.