What does a financial advisor do? What does a tax advisor do?

A financial consultant is a professional who has professional financial knowledge to provide customers with investment and financial advisory and planning services. The job responsibilities and services of financial advisors vary from company to company and industry to industry. Financial advisors should be diligent and conscientious, and abide by industry norms and professional ethics.

According to the relevant provisions, the acquirer shall engage a professional institution registered in China with the qualification to engage in financial advisory business as a financial adviser in the acquisition of a listed company.

If the acquirer fails to hire a financial adviser in accordance with the regulations, it shall not acquire the listed company. Financial advisors should be diligent and conscientious, and abide by industry norms and professional ethics. Maintain independence and ensure the authenticity, accuracy and completeness of the documents produced and issued.

If the financial adviser believes that the acquirer is using the acquisition of the listed company to harm the legitimate rights and interests of the acquired company and its shareholders, it shall refuse to provide financial advisory services to the acquirer. In order to perform its duties, the financial adviser may engage other professional institutions to assist it in verifying the acquirer, but shall make independent judgments on the information provided and disclosed by the acquirer.

Give guidance and sort out the work and give instructions to the financial staff.

In the investment consulting services, the financial and tax consultants provide enterprises with the overall plan design of listing, the formulation of asset restructuring and restructuring plans, financial planning and tax planning, and capital operation planning.

Provide feasibility analysis for the listing of the company on the basis of comprehensive due diligence; Assist the company in designing the overall listing plan and drawing up the work schedule; Assist enterprises in formulating asset restructuring and restructuring plans according to the listing plan; Finding and introducing suitable strategic investors and financial investors for the company; Assist enterprises in contacting and screening listing intermediaries; Assist enterprises in formulating equity incentive plans and management buyout plans; Provide financial planning, tax planning and other financial and tax advisory services for enterprises.

Introduction:

1. Play the role of an assistant in the realization of management according to law, and promote the operation and management activities of enterprises into the track of the legal system;

2. Play a consulting role in encountering legal problems to ensure that enterprises act in accordance with the law;

3. Play a guiding role in the implementation of economic contract management, and realize the comprehensive and scientific management of economic contracts by enterprises;

4. Play a leading and mediating role in resolving disputes, straighten out the relationship between the enterprise and the outside, and safeguard the legitimate rights and interests of the enterprise;

5. Play a promoting role in legal education and help enterprise workers enhance their concept of legal system.

Answer: Financial and tax consultant refers to a professional investment management company that provides enterprises with the overall design of listing plans, asset restructuring and restructuring plans, financial planning and tax planning, capital operation planning, etc. in investment consulting services.

Basic introduction. Provide feasibility analysis for the listing of the company on the basis of comprehensive due diligence;

Assist the company in designing the overall listing plan and drawing up the work schedule;

Assist enterprises in formulating asset restructuring and restructuring plans according to the listing plan;

The work content of financial and tax consultants is as follows:1. Receive the business flow sheet and customer information provided by the sales consultant, and understand the customer needs.

2. Communicate with new customers in a timely manner, determine business needs, answer customer inquiries, and undertake value-added services.

3. Divide the agency business and agency business according to customer needs.

4. After the agency business information is completed, it will be submitted to the field supervisor, and the accounting assistant will be assigned after reviewing the agency business handover order.

5. Push the order pick-up notification to guide the customer to confirm the tax message.

6. Guide and train customers to operate related processes and receive customer bills.

7. Pre-sales and after-sales support, answering questions from sales consultants.

8. Deal with the problems that need to be communicated with customers in the work of the host accountant and accounting assistant.

9. Return visits from old customers, training customer experience, and communicating related matters related to contract renewal.

10. Tracking and confirmation of taxpayers' input invoice certification.

11. Update the knowledge base of the accounting department every week.

Financial and tax consultants are the use of tax laws and tax policies to provide a variety of services for the optimization of taxpayers' tax behavior, solve tax problems, handle tax matters in the name of taxpayers under the authorization of taxpayers, coordinate the handling of tax-enterprise relations, and mediate tax disputes. Its role has the following seven aspects:

1) Consultation and interpretation of laws and regulations related to finance and taxation.

2) Guidance on the application of preferential tax policies.

3) Modification and approval of tax-related clauses of daily purchase and sale and labor contracts.

(4) Assist enterprises to conduct financial and taxation legal training for their employees.

5) Assist and guide enterprises to conduct tax health checks.

6) Issue advisory opinions and demonstration analysis reports for specific issues and specific projects.

7) Participate in tax-related negotiations and communication on behalf of enterprises, and carry out tax planning.

Financial and tax consulting refers to a professional investment management company that provides enterprises with the overall design of listing plans, asset restructuring and restructuring plans, financial planning and tax planning, capital operation planning, etc. Basic introduction. Provide feasibility analysis for the listing of the company on the basis of comprehensive due diligence; Assist the company in designing the overall listing plan and drawing up the work schedule; Assist enterprises in formulating asset restructuring and restructuring plans according to the listing plan;

With the improvement of the quality of life, many emerging industries have been born, such as financial and tax consultants, many people are curious, what does financial and tax consultants do? In fact, the main tasks of financial and tax consultants are: 1. Improve the relevant affairs of corporate finance and taxation in the enterprise, and pay close attention to tax-related accounting treatment.

2. Help enterprises understand the relevant tax laws and regulations, and then establish a corresponding accounting system, which can choose tax policies according to the actual situation of the enterprise, and can be used reasonably. 3. Deliver new tax news and the application and handling of various preferential tax policies for enterprises. 4. Find suitable strategic investors and financial investors for the enterprise.

A common problem in enterprises at present.

Corporate accounting is not professional enough.

The boss doesn't understand finance and taxation and doesn't pay attention to it.

Nearly 99% of enterprises have financial and tax problems! Check for accuracy!

Once the tax problem is found out, it will be fined, rectified or sentenced to jail!

Once financial problems erupt, increasing costs will affect profits and drag down operations!

For individuals or enterprises, Lichen Consulting can reduce financial risks, reduce taxes, standardize finance, and help enterprises solve problems.

Financial advisors mainly deal with: solving accounting standards, financial systems, execution tracking, cost control, accounting guidance, financial and tax management process difficulties, accounting and tax review, financial and tax risk investigations, such as:

1. Quarterly and annual financial statements and tax statements for compliance review, and provide accounting treatment and data accounting advice document reports;

b. Quarterly and annual tax practice review and tax risk detection, and provide tax saving guidance and risk avoidance document reports;

c.One-on-one expert on-the-fly solution guidance for personal or business problems.