Takeover Tracker

45%medium risk
Tax Preparers
vs

45 shared · 17 different

core competencies

39%medium risk
Loan Counselors

Side-by-Side Comparison

MetricTax PreparersLoan Counselors
Risk Score44.6%38.7%
Risk TierMedium RiskMedium Risk
Risk Percentile90th77th
Tasks at Risk (>50%)8 / 128 / 15
Median Salary$50,560$50,480
Employment74K28K

Skill Comparison

|

Sorted by largest difference

Getting Information
Updating and Using Relevant Knowledge
Performing Administrative Activities
Analyzing Data or Information
Speech Recognition
Organizing, Planning, and Prioritizing Work
Speech Clarity
Communications and Media
Identifying Objects, Actions, and Events
Documenting/Recording Information
Problem Sensitivity
Economics and Accounting

Protective Factors

Higher values indicate stronger protection against AI displacement

Tax Preparers

26%

total discount

Loan Counselors

26%

total discount

Task Risk Comparison

Tasks sorted by AI automation risk — higher means more automatable

Tax Preparers

8 of 12 at risk
88%Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
86%Schedule appointments with clients.
86%Calculate form preparation fees according to return complexity and processing time required.
84%Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
84%Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Loan Counselors

8 of 15 at risk
87%Submit applications to credit analysts for verification and recommendation.
86%Check loan agreements to ensure that they are complete and accurate, according to policies.
84%Maintain current knowledge of credit regulations.
66%Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
65%Review billing for accuracy.

Wage Comparison

Loan Counselors earns -$80(0%) vs Tax Preparers
Tax PreparersLoan Counselors
10th
$30,500$38,980
25th
$37,750$45,420
Median
$50,560$50,480
75th
$75,590$61,760
90th
$96,240$77,920

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