Will “Financial Adviser” be Replaced By Robots? 🤔

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”

• Provide internal and external auditing services for businesses or individuals.
• Establish tables of accounts and assign entries to proper accounts.
• 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 forms and manuals for accounting and bookkeeping personnel and direct their work activities.
• Report to management regarding the finances of establishment.
• Represent clients before taxing authorities and provide support during litigation involving financial issues.
• Serve as bankruptcy trustees or business valuators.
• Advise management about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts.
• Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
• Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
• Appraise, evaluate, and inventory real property and equipment, recording information such as the description, value, and location of property.
• Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
• Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems.
• Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
• Maintain or examine the records of government agencies.
• Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.

Related Technology & Tools

• Tablet computers
• Desktop computers
• Laser facsimile machines
• 10-key calculators
• Notebook computers
• Photocopying equipment
• Personal computers
• Scanners

• Oracle PeopleSoft
• Financial reporting software
• Sage BusinessWorks
• Human resource management software HRMS
• Payroll software
• PROPHIX Enterprise
• 1099 ProsSoftware
• Oracle Hyperion
• Brentmark Estate Planning Quickview
• SAP
• Sync Essentials Trade Accountant
• Avalara AvaTax ST
• Best MIP Fund Accounting
• Sage MAS 500
• SAP Business Objects
• Softrax Revenue Management
• Microsoft Dynamics
• Cammack Computations Inter-Est
• Sage Platinum for Windows PFW
• Oracle E-Business Suite Financials
• Microsoft Dynamics NAV
• Fund accounting software
• NetSuite ERP
• Best Software CPAPayroll
• Accounting fraud detection software
• Thomson GoSystem Tax
• Delphi Technology
• Asset management software
• Sage CPADocument Manager
• Sage CPAClient Checkbook
• Blackbaud The Raiser's Edge
• Multiview Accounts Receivable
• Sage CPAAccounts Payable
• H&R Block Tax
• Billing software
• Sage ERP Accpac
• Yardi Systems Yardi Enterprise
• Exact Software Macola ES
• Creative Solutions UltraTax 1040
• Microsoft Windows
• Sage CPAAccounts Receivable
• Paisley AutoAudit
• Fixed-assets depreciation software
• Tax software
• UA Business Software Professional Edition
• eXtensible Business Reporting Language XBRL
• Cartesis ES Magnitude
• RSM McGladrey Auditor Assistant
• AcornSystems Corporate Performance Management
• CCH ProSystem fx TAX
• Intuit QuickBooks
• Accountants Templates JAZZ-It!
• American Riviera Magtax
• BNA Income Tax Planning Solutions
• Microsoft Excel
• Intrax ProcedureNet
• Universal Tax Systems TaxWise
• Structured query language SQL
• Evron Computer Systems SAGE PFW (Platinum For Windows)
• Intuit Lacerte
• Orrtax Software IntelliTax Business for Windows
• Oracle JD Edwards EnterpriseOne
• IDMS Account Ability
• Cost accounting software
• Micronetics Xpert Write-up
• Yardi
• RSM McGladrey Advanced Practice Solutions Paperless Audit
• Advanced Micro Systems 1099-Etc
• Healthcare common procedure coding system HCPCS
• Medical procedure coding software
• Microsoft Visual Basic
• ADP Super Report Writer
• BNA Estate and Gift Tax Suite
• Orrtax Software IntelliTax Classic
• Microsoft Dynamics GP
• Microsoft Office
• Lead Activity Analyzer
• Pro Systems Client Write-Up System for Windows
• Microsoft SharePoint
• New Millennium Communications Genesis Accounting
• AuditWare
• IBM Notes
• Invoice software
• FRx Software Microsoft FRx
• Accounting compliance software
• Paisley Cardmap
• Paisley IssueTrack
• SAP Crystal Reports
• ATX Total Engagement Office
• Microsoft Outlook
• Oracle Fusion Applications
• Sage MAS 200
• Tax compliance property tax management software
• Practice management software PMS
• LexisNexis
• IBM Cognos Impromptu
• Estate planning software
• Lead Business Analyzer
• Intuit TurboTax
• Qlik Tech QlikView
• CCIS AccountAbility
• SAP BusinessObjects Data Integrator
• Intuit QuickBooks Premier
• IBM Power Systems software
• Microsoft Word
• OmniRIM Records Management Suite
• Automation Counselors municiPAL
• CYMA IV Accounting for Windows
• Microsoft FRx
• Paisley RiskNavigator
• Accounts payable software
• Abacus Tax
• Income tax return preparation software
• Profit Developers Electronic File Interchange
• Microsoft Access
• Sage Abra HRMS
• Heron CrossTie General Ledger
• Oracle PeopleSoft Financials
• Microsoft PowerPoint
• AdaptaSoft CyberPay
• Document management system software
• Pentana audit work system PAWS
• Oracle Business Intelligence Enterprise Edition
• MethodWare ProAudit Advisor
• Financial statement software
• Accurate NXG
• Paisley Focus Control Assurance
• Data entry software
• MEDITECH software
• BNA Sales and Use Tax Rates and Forms
• ATX Total Tax Office
• ACCUCert
• Accounts receivable software
• NewPortWave Year End Solutions
• Summit Software Summit Biofuels Accounting
• CPSI EHR System
• Intuit ProSeries
• Sage 300 Construction and Real Estate
• Epic Systems
• Cartesis Magnitude iAnalysis
• Microsoft Dynamics SL
• KPB Associates TaxStream
• Tumbleweed SecureTransport
• Accutrac Records Management Software
• Sage 50 Accounting
• FLS eDP PAYROLLtax
• FileMaker Pro
• General ledger software
• OSI TrustWise
• ADP Workforce Now
• ATX Total Accounting Office
• AcorynSystems Activity Based Costing/Management ABC/M
• Roundtable Software Advantage Accounting System
• Medical condition coding software