Will “Financial Adviser” be Replaced By Robots? 🤔
Unknown Chance of Automation
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Job Description
Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
Job Details
- The SOC (Standard Occupational Classification) code is 13-2011.01
☝️ Information based on the reference occupation “Accountants”.
Also Known As…
- Accountants
- Staff Accountant
- General Accountant
- Financial Reporting Accountant
- Cost Accountant
- Certified Public Accountant (CPA)
- Business Analyst
- Accounting Supervisor
- Accounting Officer
- Accounting Manager
- Accountant
- Traveling Repair Accountant
- Traveling Accountant
- Tax Representative
- Tax Preparer
- Tax Manager
- Tax Expert
- Tax Associate
- Tax Analyst
- Tax Accountant
- Systems Accountant
- Revenue Manager
- Revenue Accountant
- Reporting Analyst
- Railroad Accountant
- Public Accountant
- Property Accountant
- Project Accountant
- Procurement Accountant
- Plant Controller
- Payroll Analyst
- Payroll Accountant
- Nonprofit Financial Controller
- Non Profit Financial Controller
- Mutual Fund Accountant
- Medical Accountant
- Key Account Manager
- Inventory Accountant
- Industrial Accountant
- General Ledger Accountant
- Fund Accountant
- Forensic Accountant
- Fiscal Accountant
- Financial Systems Analyst
- Financial Analyst
- Financial Accountant
- Finance Director
- Cost Controller
- Cost Accounting Manager
- Corporate Accountant
- Controller
- Chief Accountant
- Chartered Accountant
- Cash Accountant
- Bursar
- Budget Accountant
- Bookkeeper
- Bank Accountant
- Asset Analyst
- Accounting Technician
- Accounting Systems Analyst
- Accounting Methods Analyst
- Accounting Consultant
- Accounting Bookkeeper
- Accounting Analyst
- Accountant Manager
Tasks for “Financial Adviser”
- Report to management regarding the finances of establishment.
- Provide internal and external auditing services for businesses or individuals.
- Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
- Advise management about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts.
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
- Prepare forms and manuals for accounting and bookkeeping personnel and direct their work activities.
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
- Establish tables of accounts and assign entries to proper accounts.
- Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
- Represent clients before taxing authorities and provide support during litigation involving financial issues.
- Serve as bankruptcy trustees or business valuators.
- Maintain or examine the records of government agencies.
- Appraise, evaluate, and inventory real property and equipment, recording information such as the description, value, and location of property.
- Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems.
Related Technology & Tools
- Laser facsimile machines
- Desktop computers
- Personal computers
- Notebook computers
- Photocopying equipment
- 10-key calculators
- Tablet computers
- Scanners
- Paisley Cardmap
- Paisley RiskNavigator
- Intuit TurboTax
- IBM Power Systems software
- Accounting compliance software
- 1099 ProsSoftware
- Accountants Templates JAZZ-It!
- Paisley Focus Control Assurance
- CCH ProSystem fx TAX
- Invoice software
- Sage ERP Accpac
- Sage MAS 200
- Fixed-assets depreciation software
- Thomson GoSystem Tax
- Delphi Technology
- CCIS AccountAbility
- Medical procedure coding software
- ACCUCert
- Sage 50 Accounting
- UA Business Software Professional Edition
- Microsoft Visual Basic
- Sage CPAAccounts Payable
- Abacus Tax
- General ledger software
- ATX Total Accounting Office
- Avalara AvaTax ST
- Financial statement software
- MethodWare ProAudit Advisor
- Oracle PeopleSoft
- PROPHIX Enterprise
- Orrtax Software IntelliTax Business for Windows
- Microsoft Dynamics NAV
- Microsoft Windows
- KPB Associates TaxStream
- Paisley IssueTrack
- American Riviera Magtax
- Epic Systems
- Oracle JD Edwards EnterpriseOne
- Human resource management software HRMS
- Lead Business Analyzer
- Sage CPAAccounts Receivable
- Cartesis ES Magnitude
- Best MIP Fund Accounting
- CPSI EHR System
- CYMA IV Accounting for Windows
- Accutrac Records Management Software
- Evron Computer Systems SAGE PFW (Platinum For Windows)
- SAP Crystal Reports
- Practice management software PMS
- FRx Software Microsoft FRx
- Billing software
- Microsoft Excel
- Microsoft Dynamics GP
- Tax software
- FileMaker Pro
- Universal Tax Systems TaxWise
- Microsoft PowerPoint
- Sage CPADocument Manager
- IBM Cognos Impromptu
- Financial reporting software
- Oracle Fusion Applications
- Data entry software
- Best Software CPAPayroll
- Creative Solutions UltraTax 1040
- Cost accounting software
- MEDITECH software
- Microsoft Dynamics SL
- eXtensible Business Reporting Language XBRL
- Brentmark Estate Planning Quickview
- ADP Super Report Writer
- OmniRIM Records Management Suite
- ATX Total Tax Office
- IDMS Account Ability
- Intuit Lacerte
- Intuit ProSeries
- Payroll software
- Tumbleweed SecureTransport
- Sage CPAClient Checkbook
- Intuit QuickBooks
- Microsoft SharePoint
- SAP Business Objects
- Lead Activity Analyzer
- Cartesis Magnitude iAnalysis
- Accurate NXG
- BNA Sales and Use Tax Rates and Forms
- Microsoft Office
- Healthcare common procedure coding system HCPCS
- AcorynSystems Activity Based Costing/Management ABC/M
- SAP
- NetSuite ERP
- Document management system software
- Advanced Micro Systems 1099-Etc
- Automation Counselors municiPAL
- Yardi
- Tax compliance property tax management software
- Micronetics Xpert Write-up
- IBM Notes
- Microsoft Outlook
- Fund accounting software
- Softrax Revenue Management
- Microsoft FRx
- Intuit QuickBooks Premier
- Structured query language SQL
- FLS eDP PAYROLLtax
- RSM McGladrey Auditor Assistant
- Blackbaud The Raiser's Edge
- Profit Developers Electronic File Interchange
- AcornSystems Corporate Performance Management
- BNA Income Tax Planning Solutions
- ADP Workforce Now
- AuditWare
- Oracle E-Business Suite Financials
- Pentana audit work system PAWS
- Sage Platinum for Windows PFW
- Cammack Computations Inter-Est
- RSM McGladrey Advanced Practice Solutions Paperless Audit
- OSI TrustWise
- Accounts receivable software
- Accounts payable software
- NewPortWave Year End Solutions
- Income tax return preparation software
- Orrtax Software IntelliTax Classic
- Summit Software Summit Biofuels Accounting
- Yardi Systems Yardi Enterprise
- Oracle PeopleSoft Financials
- Sage MAS 500
- Qlik Tech QlikView
- Roundtable Software Advantage Accounting System
- H&R Block Tax
- LexisNexis
- Accounting fraud detection software
- Oracle Hyperion
- Microsoft Word
- New Millennium Communications Genesis Accounting
- Paisley AutoAudit
- Microsoft Dynamics
- Exact Software Macola ES
- Sage BusinessWorks
- ATX Total Engagement Office
- BNA Estate and Gift Tax Suite
- Heron CrossTie General Ledger
- Sync Essentials Trade Accountant
- Estate planning software
- Microsoft Access
- Sage Abra HRMS
- Sage 300 Construction and Real Estate
- Medical condition coding software
- Pro Systems Client Write-Up System for Windows
- SAP BusinessObjects Data Integrator
- Multiview Accounts Receivable
- AdaptaSoft CyberPay
- Intrax ProcedureNet
- Oracle Business Intelligence Enterprise Edition
- Asset management software