Related occupations for task:
Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Advise clients on housing matters, such as housing rental, homeownership, mortgage delinquency, or foreclosure prevention.
- Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
- Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
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