---
esco_uri: http://data.europa.eu/esco/skill/161a6c5a-593a-4977-b7b7-49c6a2a2f2a3
esco_label: "advise on tax planning"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# advise on tax planning — Financial Advisor

As a Financial Advisor, 'advising on tax planning' isn’t about *doing* taxes – it’s about weaving tax efficiency into every recommendation you make. Daily this looks like discussing the tax implications of investment choices (e.g., Roth vs. Traditional IRA contributions, capital gains rates on different asset classes), retirement account strategies (drawdown sequencing to minimize bracket creep), and even major life events like home purchases or college savings plans. You're proactively identifying opportunities to shield client wealth from unnecessary taxes *within* the broader financial plan, not just reacting to tax time.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
