Takeover Tracker
45%medium risk
Tax Preparers
vs

47 shared · 14 different

core competencies

37%medium risk
Loan Officers

Side-by-Side Comparison

MetricTax PreparersLoan Officers
Risk Score44.6%36.6%
Risk TierMedium RiskMedium Risk
Risk Percentile90th71th
Tasks at Risk (>50%)8 / 127 / 15
Median Salary$50,560$74,180
Employment74K291K

Skill Comparison

|

Sorted by largest difference

Customer and Personal Service
Selling or Influencing Others
Making Decisions and Solving Problems
Resolving Conflicts and Negotiating with Others
Judgment and Decision MakingAI-Augmented
Organizing, Planning, and Prioritizing Work
Coordinating the Work and Activities of Others
Written Expression
Speaking
Documenting/Recording Information
Identifying Objects, Actions, and Events
Speech Recognition

Protective Factors

Higher values indicate stronger protection against AI displacement

Tax Preparers

26%

total discount

Loan Officers

29%

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 Officers

7 of 15 at risk
89%Compute payment schedules.
87%Submit applications to credit analysts for verification and recommendation.
86%Review loan agreements to ensure that they are complete and accurate according to policy.
86%Review and update credit and loan files.
65%Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

Wage Comparison

Loan Officers earns +$23,620(+47%) vs Tax Preparers
Tax PreparersLoan Officers
10th
$30,500$38,490
25th
$37,750$50,460
Median
$50,560$74,180
75th
$75,590$101,920
90th
$96,240$145,780

Premium Head-to-Head Analysis

Displacement Timeline Comparison

Tax Preparers20282035
Loan Officers20282035
20242030203520402045

Loan Officers has a longer runway before significant displacement, projected 0 years later than Tax Preparers.

Risk-Adjusted Salary

Salary weighted by displacement risk: salary × (1 − risk%)

Tax Preparers

$28,025

from $50,560

Loan Officers

$47,038

from $74,180

After adjusting for AI risk, Loan Officers offers $19,012 more in risk-adjusted pay.

Transition Feasibility

1%

Skill Overlap

Low overlap — significant retraining needed for transition

0

Unique to Tax

0

Unique to Loan

Combined Protection Strategy

Regardless of which path you choose, focus on these protective factors

Social Intelligence
Decision Complexity
Fine Manipulation
Creativity
Tax PreparersLoan Officers