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Related Occupations for Task
13-2011.02 - Auditors Bright Outlook

Related occupations for task:

Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.

13-2052.00 Personal Financial Advisors   Bright Outlook Bright Outlook     Green Occupation Green
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
13-2071.00 Credit Counselors Bright Outlook
  • Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
13-2099.03 Investment Underwriters Bright Outlook Green Occupation
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
13-2053.00 Insurance Underwriters
  • Examine documents to determine degree of risk from such factors as applicant financial standing and value and condition of property.
13-2041.00 Credit Analysts
  • Evaluate customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity.

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