Automation index
Can AI do a Tax advisor’s job?
Today an AI can already classify, reconcile, and prep a first close. The final call, and what goes to the tax office, still has a name on it.
It measures how much work time can already be saved, not who will lose their job.
IS WORK OVER?
Tax advisor
30%
AI or a robot can already do 30% of this job.
#92 / 182
isworkover.com
Where the week goes
Score = Σ (weight × saving). Weights are our frequency estimate, not an O*NET time %. Saving is separate evidence or estimate.
Task weights are our estimate from O*NET frequency (FT). O*NET does not publish share of the week.
| Task | Share | AI | Adds |
|---|---|---|---|
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
EstimateNo public source pins this saving. It is an estimate from the method. |
14% | 28% | +3.9 |
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
EstimateNo public source pins this saving. It is an estimate from the method. |
13% | 28% | +3.6 |
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
EstimateNo public source pins this saving. It is an estimate from the method. |
11% | 28% | +3.1 |
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
EstimateNo public source pins this saving. It is an estimate from the method. |
10% | 28% | +2.8 |
Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
EstimateNo public source pins this saving. It is an estimate from the method. |
9% | 55% | +5 |
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
EstimateNo public source pins this saving. It is an estimate from the method. |
8% | 22% | +1.8 |
Explain federal and state tax laws to individuals and companies.
EstimateNo public source pins this saving. It is an estimate from the method. |
8% | 28% | +2.2 |
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
EstimateNo public source pins this saving. It is an estimate from the method. |
7% | 28% | +2 |
Other less frequent tasks (weight estimated from frequency).
EstimateNo public source pins this saving. It is an estimate from the method. |
20% | 28% | +5.6 |
| Total | 100% | 30% |
Modelled week 100% · Public evidence 0% · Estimate 100% · Confidence: Low
Occupation sources · O*NET 13-2082.00 · ESCO/ISCO 2411