Will “Tax Associate” 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 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 Adviser
• 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 “Tax Associate”

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

Related Technology & Tools

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

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