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Tax Advisor
Tax AccountantTax Consultant
Yes, AI prepares the returns and reads the code, but the advisor navigates the ethics and the ambiguity of the law.
Key Takeaways
- 1Compliance-heavy tasks like data ingestion and individual return preparation are over 80% automated.
- 2Generative AI serves as an instant researcher for complex tax laws and standard updates (FASB/IRS).
- 3Value shifts to proactive strategic tax planning and representing clients in high-stakes audits.
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Now
0-2 years🔄
What's changing
- 1Automated data ingestion
- 2Instant tax code research
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Implications
- Return preparation time drops 80%
- Shift to planning vs. forms