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