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