Will “Tax Preparer” 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 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 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 Preparer”

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

Related Technology & Tools

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

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