About Tax Consultant Qualifications

Tax consultants help businesses and individuals accurately prepare federal and state income tax forms. The Internal Revenue Service and the U.S. Department of the Treasury do not specify any requirements for tax consultants and qualifications for this tax field varies between states as well.

Degrees

While all tax consultants must have a high school diploma or a satisfactory score on the General Education Development (GED) exam, some employers only hire tax consultants with an undergraduate degree. In states like Oregon, tax consultants are required to complete a specified number of classes in tax-related topics in order to work in the field.

Licensing

Each state has different licensing requirements for tax consultants. In California, tax consultants receive licensing from the California Board of Accountancy after completing 60 hours of tax instruction, while Oregon tax consultants must take an exam given by the Oregon Board of Tax Practitioners. Other states do not require a tax license, but a state-issued business license may be necessary for independent consultants.

Training

Tax consultants employed by tax preparation firms usually receive training through their employer. This training may take place over multiple days or a few weeks depending on the company. Those employed as temporary workers for the busy tax season may take night classes with the company to prepare for the position.

Other

Some states require tax consultants to be bonded by their employer. In addition, states that have licensing requirements may specify that tax consultants attend continuing education courses as well.