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Related Occupations for Task
13-2082.00 - Tax Preparers

Related occupations for task:

Answer questions and provide future tax planning to clients.

13-2071.00 Credit Counselors
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.
  • Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
  • Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
  • Conduct research to help clients avoid repossessions or foreclosures or remove levies or wage garnishments.
13-2072.00 Loan Officers
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Handle customer complaints and take appropriate action to resolve them.
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
13-2081.00 Tax Examiners and Collectors, and Revenue Agents
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Answer questions from taxpayers and assist them in completing tax forms.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
13-1199.06 Online Merchants
  • Correspond with online customers via electronic mail, telephone, or other electronic messaging to address questions or complaints about products, policies, or shipping methods.
  • Disclose merchant information and terms and policies of transactions in online or offline materials.
13-1121.00 Meeting, Convention, and Event Planners   Bright Outlook Bright Outlook  
  • Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.

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