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