feat: tax-advisor skill package v0.1.0

2026-08-14 17:18:32 +02:00
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--- a/PROVENANCE.md
+++ b/PROVENANCE.md
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+# Data provenance — tax-advisor
+
+Where the content of this skill package comes from, counted by
+content items (tasks, competences, tools, evidence entries, curated
+knowledge). Rendered live by Gitea:
+
+```mermaid
+%%{init: {'theme':'base','themeVariables':{'pie1':'#f9a825','pie2':'#1e88e5','pie3':'#ff355e','pie4':'#d97757','pie5':'#8e24aa','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%%
+pie showData
+    title Content sources — tax-advisor
+    "ESCO (occupation & competences)" : 43
+    "O*NET (tasks & tools)" : 64
+    "Job boards (market evidence)" : 103
+    "Anthropic official Claude skills" : 6
+    "External AI skill packs (mapped)" : 176
+```
+
+| Source | Items | Share | Files |
+|---|---|---|---|
+| ESCO (occupation & competences) | 43 | 11.0 % | references/profile.md, references/skills.md |
+| O*NET (tasks & tools) | 64 | 16.3 % | references/tasks.md, references/tools.md |
+| Job boards (market evidence) | 103 | 26.3 % | references/market.md (full report) + "Market evidence" headline sections |
+| Wikipedia & AI expert curation | 0 | 0.0 % | glossary, literature, usecases, intake, quality, evals/ |
+| Anthropic official Claude skills | 6 | 1.5 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
+| External AI skill packs (mapped) | 176 | 44.9 % | references/ai-skills.md (per-source attribution inside) |
+| Stack Exchange practitioner Q&A (CC-BY-SA) | 0 | 0.0 % | references/practitioner-qa.md (per-entry attribution inside) |
+
+Licensing: O*NET (USDOL/ETA, CC BY 4.0) · ESCO (© European Union) ·
+job-ad evidence via official APIs (JSearch/Adzuna) · Wikipedia content
+paraphrased with source URLs — never copied · external AI skills are
+linked, not copied (Apache-2.0/MIT/source-available, see ai-skills.md).
--- a/SKILL.md
+++ b/SKILL.md
@@ -0,0 +1,78 @@
+---
+name: tax-advisor
+description: "Occupational skill for the role 'tax advisor' (also: fiscal advisor, tax specialist, tax expert, tax evaluator, tax preparer, tax adviser). Use when the user asks for typical tax advisor work such as: Answer questions and provide future tax planning to clients.; Explain federal and state tax laws to individuals and companies.; Schedule appointments with clients."
+---
+
+# Tax Advisor
+
+Tax advisors use their expertise in tax legislation to provide commercially-focused advisory and consultancy services to a wide range of clients from all economic sectors. They explain complicated tax-related legislation to their clients and assist them in ensuring the most efficient and beneficial payment of taxes by devising tax-efficient strategies. They also inform them of fiscal changes and developments and may specialise in tax strategies concerning mergers or multinational reconstruction for business clients, trust and estate taxes for individual clients etc.
+
+## Core workflow
+
+1. Answer questions and provide future tax planning to clients.
+2. Explain federal and state tax laws to individuals and companies.
+3. Schedule appointments with clients.
+4. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
+5. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
+6. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
+7. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
+8. Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
+
+## How to use this skill
+
+- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
+- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
+- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
+- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
+- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
+
+## Key competences (essential)
+
+- advise on tax planning
+- advise on tax policy
+- calculate tax
+- disseminate information on tax legislation
+- inform on fiscal duties
+- inspect tax returns
+- inspect taxation documents
+- interpret financial statements
+- manage personal finances
+- observe confidentiality
+- prepare financial statements
+- prepare tax returns forms
+- research taxation procedures
+- secure sensitive customer's information
+- sign income tax returns
+
+## Hot technologies
+
+- Intuit QuickBooks
+- Microsoft Access
+- Microsoft Outlook
+- Microsoft Office software
+- Microsoft Excel
+- Intuit TurboTax
+- Microsoft Word
+
+
+<!-- hot-tech -->
+
+## Hot technologies
+
+Top tools from 52 gated job ads (see references/market.md, as of 2026-07-20):
+
+- chat — 13 %
+- email — 13 %
+- UltraTax — 13 %
+- video conferencing — 13 %
+- ChatGPT — 10 %
+- GoSystem — 10 %
+- Microsoft Copilot — 10 %
+- Microsoft Excel — 8 %
+- Microsoft Office — 8 %
+- QuickBooks — 8 %
+
+<!-- hot-tech -->
+
+---
+*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/59c22779-4d89-4bc9-ba8b-d64bea236723), O*NET 30.3 (13-2082.00). See manifest.json for licensing/attribution.*
--- a/manifest.json
+++ b/manifest.json
@@ -0,0 +1,274 @@
+{
+  "name": "tax-advisor",
+  "title": "tax advisor",
+  "version": "0.1.0",
+  "layer": "core",
+  "language": "en",
+  "generated": "2026-07-07",
+  "ids": {
+    "esco_uri": "http://data.europa.eu/esco/occupation/59c22779-4d89-4bc9-ba8b-d64bea236723",
+    "esco_code": "2411.1.12",
+    "isco_group": "2411",
+    "onet_soc": "13-2082.00",
+    "crosswalk_match": "exactMatch"
+  },
+  "sources": [
+    {
+      "name": "ESCO",
+      "version": "1.2.1",
+      "url": "https://esco.ec.europa.eu/"
+    },
+    {
+      "name": "O*NET",
+      "version": "30.3",
+      "url": "https://www.onetcenter.org/",
+      "license": "CC BY 4.0"
+    }
+  ],
+  "attribution": "This package includes information from the O*NET Database (v30.3) by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0. skillfactor is not endorsed by USDOL/ETA. ESCO data (v1.2.1) (c) European Union, used per the ESCO download conditions: https://esco.ec.europa.eu/en/use-esco/download",
+  "counts": {
+    "tasks": 12,
+    "dwas": 10,
+    "skills_essential": 17,
+    "skills_optional": 25,
+    "software": 41
+  },
+  "enrichment_ai_skills": {
+    "generated": "2026-07-14",
+    "method": "deterministic mapping (ISCO prefix + title/competence keywords)",
+    "sources": {
+      "anthropics/skills": {
+        "repo": "https://github.com/anthropics/skills",
+        "commit": "f6656c1",
+        "license": "Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available \u2014 see the LICENSE.txt in the upstream skill folder",
+        "skills": 3
+      },
+      "mohitagw15856/pm-claude-skills": {
+        "repo": "https://github.com/mohitagw15856/pm-claude-skills",
+        "commit": "876fa30",
+        "license": "MIT",
+        "skills": 5
+      },
+      "jeremylongshore/claude-code-plugins-plus-skills": {
+        "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
+        "commit": "e112938a",
+        "license": "MIT",
+        "skills": 12
+      },
+      "jawwadfirdousi/agent-skills": {
+        "repo": "https://github.com/jawwadfirdousi/agent-skills",
+        "commit": "962ffed",
+        "license": "no explicit license \u2014 referenced by link only",
+        "skills": 1
+      },
+      "brycewang-stanford/Auto-Empirical-Research-Skills": {
+        "repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills",
+        "commit": "85bf545",
+        "license": "CC-BY-4.0",
+        "skills": 1
+      },
+      "kazukinagata/shinkoku": {
+        "repo": "https://github.com/kazukinagata/shinkoku",
+        "commit": "e610b30",
+        "license": "MIT",
+        "skills": 12
+      },
+      "davepoon/buildwithclaude": {
+        "repo": "https://github.com/davepoon/buildwithclaude",
+        "commit": "3c94e0c",
+        "license": "MIT",
+        "skills": 2
+      },
+      "davila7/claude-code-templates": {
+        "repo": "https://github.com/davila7/claude-code-templates",
+        "commit": "fa79251",
+        "license": "MIT",
+        "skills": 4
+      },
+      "a5c-ai/babysitter": {
+        "repo": "https://github.com/a5c-ai/babysitter",
+        "commit": "44a5d58b",
+        "license": "MIT",
+        "skills": 5
+      },
+      "nexscope-ai/eCommerce-Skills": {
+        "repo": "https://github.com/nexscope-ai/eCommerce-Skills",
+        "commit": "56f3288",
+        "license": "MIT",
+        "skills": 2
+      },
+      "open-gitagent/opengap": {
+        "repo": "https://github.com/open-gitagent/opengap",
+        "commit": "d7a8e2e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "harperreed/dotfiles": {
+        "repo": "https://github.com/harperreed/dotfiles",
+        "commit": "6b5ced1",
+        "license": "MIT",
+        "skills": 1
+      },
+      "indranilbanerjee/digital-marketing-pro": {
+        "repo": "https://github.com/indranilbanerjee/digital-marketing-pro",
+        "commit": "a3d119c",
+        "license": "MIT",
+        "skills": 1
+      },
+      "mukul975/Anthropic-Cybersecurity-Skills": {
+        "repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills",
+        "commit": "673da1f",
+        "license": "Apache-2.0",
+        "skills": 2
+      },
+      "affaan-m/everything-claude-code": {
+        "repo": "https://github.com/affaan-m/everything-claude-code",
+        "commit": "ed38744",
+        "license": "MIT",
+        "skills": 1
+      },
+      "AgriciDaniel/claude-ads": {
+        "repo": "https://github.com/AgriciDaniel/claude-ads",
+        "commit": "669c760",
+        "license": "MIT",
+        "skills": 3
+      },
+      "alirezarezvani/claude-skills": {
+        "repo": "https://github.com/alirezarezvani/claude-skills",
+        "commit": "0241f43",
+        "license": "MIT",
+        "skills": 5
+      },
+      "foryourhealth111-pixel/Vibe-Skills": {
+        "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
+        "commit": "34429a8",
+        "license": "Apache-2.0",
+        "skills": 2
+      },
+      "himself65/finance-skills": {
+        "repo": "https://github.com/himself65/finance-skills",
+        "commit": "87f688e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "microsoft/skills": {
+        "repo": "https://github.com/microsoft/skills",
+        "commit": "dc543aa",
+        "license": "MIT",
+        "skills": 2
+      },
+      "heshengtao/super-agent-party": {
+        "repo": "https://github.com/heshengtao/super-agent-party",
+        "commit": "181588d",
+        "license": "custom (see upstream LICENSE)",
+        "skills": 1
+      },
+      "ruvnet/claude-code-flow": {
+        "repo": "https://github.com/ruvnet/claude-code-flow",
+        "commit": "73914bd",
+        "license": "MIT",
+        "skills": 1
+      },
+      "ruvnet/ruflo": {
+        "repo": "https://github.com/ruvnet/ruflo",
+        "commit": "73914bd",
+        "license": "MIT",
+        "skills": 1
+      },
+      "gooseworks-ai/goose-skills": {
+        "repo": "https://github.com/gooseworks-ai/goose-skills",
+        "commit": "94ec916",
+        "license": "no explicit license \u2014 referenced by link only",
+        "skills": 1
+      },
+      "sanjay3290/ai-skills": {
+        "repo": "https://github.com/sanjay3290/ai-skills",
+        "commit": "3619692",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "googleworkspace/cli": {
+        "repo": "https://github.com/googleworkspace/cli",
+        "commit": "a3768d0",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "JimLiu/baoyu-skills": {
+        "repo": "https://github.com/JimLiu/baoyu-skills",
+        "commit": "6b7a2e4",
+        "license": "MIT",
+        "skills": 1
+      },
+      "giuseppe-trisciuoglio/developer-kit": {
+        "repo": "https://github.com/giuseppe-trisciuoglio/developer-kit",
+        "commit": "306f428",
+        "license": "MIT",
+        "skills": 1
+      },
+      "JasonColapietro/suede-creator-skills": {
+        "repo": "https://github.com/JasonColapietro/suede-creator-skills",
+        "commit": "0dc2aef",
+        "license": "MIT",
+        "skills": 1
+      },
+      "pedrohcgs/claude-code-my-workflow": {
+        "repo": "https://github.com/pedrohcgs/claude-code-my-workflow",
+        "commit": "be53c12",
+        "license": "MIT",
+        "skills": 1
+      },
+      "nexu-io/open-design": {
+        "repo": "https://github.com/nexu-io/open-design",
+        "commit": "4b66023",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "vibeeval/vibecosystem": {
+        "repo": "https://github.com/vibeeval/vibecosystem",
+        "commit": "cea9462",
+        "license": "MIT",
+        "skills": 1
+      },
+      "K-Dense-AI/claude-scientific-skills": {
+        "repo": "https://github.com/K-Dense-AI/claude-scientific-skills",
+        "commit": "4d97e29",
+        "license": "MIT",
+        "skills": 1
+      },
+      "K-Dense-AI/scientific-agent-skills": {
+        "repo": "https://github.com/K-Dense-AI/scientific-agent-skills",
+        "commit": "4d97e29",
+        "license": "MIT",
+        "skills": 1
+      }
+    },
+    "total_skills": 80,
+    "tiers": {
+      "core": 63,
+      "adjacent": 17
+    }
+  },
+  "provenance": {
+    "items": {
+      "esco": 43,
+      "onet": 64,
+      "jobads": 103,
+      "wiki_ai": 0,
+      "anthropic": 6,
+      "ai_skills": 176,
+      "stackx": 0
+    },
+    "share_percent": {
+      "esco": 11.0,
+      "onet": 16.3,
+      "jobads": 26.3,
+      "wiki_ai": 0.0,
+      "anthropic": 1.5,
+      "ai_skills": 44.9,
+      "stackx": 0.0
+    },
+    "method": "content items per source category"
+  },
+  "collar": "white",
+  "computer_work": true
+}
--- a/references/ai-skills.md
+++ b/references/ai-skills.md
@@ -0,0 +1,370 @@
+# External AI agent skills — tax-advisor
+
+Proven, publicly available AI agent skills mapped to this occupation.
+Nothing is copied from the sources: every entry is a name, a one-line
+summary and a link to the upstream skill package. Each section names
+its source repository, commit, license and retrieval date.
+
+**Tiers:** `core` = the skill directly exercises a top market hard
+skill, tool or method (from gated job-ad evidence) or an essential
+ESCO competence of this occupation; `adjacent` =
+plausibly useful, secondary. Entries are capped at 12 per source
+and 80 in total per occupation (core first,
+strongest matches survive); everything beyond the caps is excluded
+and logged in the pipeline audit trail, not in this package.
+
+_Matched deterministically (ISCO group + title/competence keywords,
+tiered against market evidence + ESCO essentials) by
+`pipeline/p5_enrich_ai_skills.py` on 2026-07-14._
+
+## Source: anthropics/skills
+
+- Repository: [https://github.com/anthropics/skills](https://github.com/anthropics/skills) (commit `f6656c1`, retrieved 2026-07-14)
+- License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `docx` | adjacent | Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … | [source](https://github.com/anthropics/skills/tree/main/skills/docx) |
+| `pdf` | adjacent | Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … | [source](https://github.com/anthropics/skills/tree/main/skills/pdf) |
+| `xlsx` | adjacent | Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … | [source](https://github.com/anthropics/skills/tree/main/skills/xlsx) |
+
+## Source: a5c-ai/babysitter
+
+- Repository: [https://github.com/a5c-ai/babysitter](https://github.com/a5c-ai/babysitter) (commit `44a5d58b`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `tax-provision-calculator` | core | ASC 740 income tax provision calculation skill with deferred tax analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/tax-provision-calculator) |
+| `throughput-accountant` | core | TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/operations/skills/throughput-accountant) |
+| `three-statement-model-builder` | core | Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/three-statement-model-builder) |
+| `multi-jurisdiction-tax-calculator` | adjacent | Multi-state and international tax calculation skill with nexus analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/multi-jurisdiction-tax-calculator) |
+| `k1-generator` | adjacent | Generates K-1 schedules for partner distributions with tax allocations | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/venture-capital/skills/k1-generator) |
+
+## Source: affaan-m/everything-claude-code
+
+- Repository: [https://github.com/affaan-m/everything-claude-code](https://github.com/affaan-m/everything-claude-code) (commit `ed38744`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `marketing-campaign` | core | End-to-end marketing campaign planning and execution. Covers audience research, positioning, campaign angle definition, landing page copy, email sequences, social posts, ad copy, short-form video scripts, and content calendars. Use as the … | [source](https://github.com/affaan-m/everything-claude-code/tree/ed38744/skills/marketing-campaign) |
+
+## Source: AgriciDaniel/claude-ads
+
+- Repository: [https://github.com/AgriciDaniel/claude-ads](https://github.com/AgriciDaniel/claude-ads) (commit `669c760`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `ads-microsoft` | core | Audit Microsoft Advertising measurement, UET, search and audience campaigns, Google imports, syndication, keywords, creative, bidding, budgets, Copilot inventory, and policy. Use for Microsoft Ads, Bing Ads, UET, Microsoft Audience … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-microsoft) |
+| `ads-budget` | core | Plan and review paid-media budgets, bidding, pacing, marginal return, forecasts, CPA, ROAS, MER, LTV:CAC, constraints, and allocation across supported platforms. Use for ad budget allocation, media budget, bidding strategy, scaling, spend … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-budget) |
+| `ads` | adjacent | Operate professional paid advertising across Google, Meta, YouTube, LinkedIn, TikTok, Microsoft, Apple, Amazon, Reddit, Pinterest, Snapchat, and X. Use for account intake, source-grounded audits, strategy, budget and measurement planning, … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/ads) |
+
+## Source: alirezarezvani/claude-skills
+
+- Repository: [https://github.com/alirezarezvani/claude-skills](https://github.com/alirezarezvani/claude-skills) (commit `0241f43`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `financial-analyst` | core | Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/financial-analyst) |
+| `finance-skills` | core | Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/finance-skills) |
+| `google-workspace-cli` | core | Google Workspace administration via the gws CLI (github.com/googleworkspace/cli). Install, authenticate, and automate Gmail, Drive, Sheets, Calendar, Docs, Chat, and Tasks. Run security audits and use local recipe templates and persona … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/engineering-team/google-workspace-cli/skills/google-workspace-cli) |
+| `prompt-engineer-toolkit` | core | Turns marketing prompts into tested, versioned production assets: A/B prompt evaluation against structured test cases, immutable prompt version history with diffs, ready-to-use marketing prompt templates (ad copy, email campaigns, social … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/marketing-skill/skills/prompt-engineer-toolkit) |
+| `compliance-readiness` | adjacent | /cs:compliance-readiness <program> — Multi-framework compliance officer 6-question forcing interrogation of any compliance program. Use before starting a new framework, planning the annual audit calendar, or preparing for certification … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/compliance-os/skills/compliance-readiness) |
+
+## Source: brycewang-stanford/Auto-Empirical-Research-Skills
+
+- Repository: [https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills) (commit `85bf545`, retrieved 2026-07-14)
+- License: CC-BY-4.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `cost-benefit` | core | Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/58-charlescoverdale-econstack/cost-benefit) |
+
+## Source: davepoon/buildwithclaude
+
+- Repository: [https://github.com/davepoon/buildwithclaude](https://github.com/davepoon/buildwithclaude) (commit `3c94e0c`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `invoice-organizer` | core | Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/invoice-organizer) |
+| `financial-model` | core | Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/venture-capital-intelligence/skills/financial-model) |
+
+## Source: davila7/claude-code-templates
+
+- Repository: [https://github.com/davila7/claude-code-templates](https://github.com/davila7/claude-code-templates) (commit `fa79251`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `invoice-organizer` | core | Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/productivity/invoice-organizer) |
+| `pdf-fill-studio` | core | Fill any PDF locally and place each value precisely in a visual editor. Use when the user wants to fill out a PDF form, enter data into a PDF, complete a tax/insurance/bank form, or position text on a flat/scanned PDF. Handles flat … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/document-processing/pdf-fill-studio) |
+| `conversation-memory` | core | Persistent memory systems for LLM conversations including short-term, long-term, and entity-based memory Use when: conversation memory, remember, memory persistence, long-term memory, chat history. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/ai-research/conversation-memory) |
+| `research-grants` | adjacent | Write competitive research proposals for NSF, NIH, DOE, and DARPA. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with submission … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/scientific/research-grants) |
+
+## Source: foryourhealth111-pixel/Vibe-Skills
+
+- Repository: [https://github.com/foryourhealth111-pixel/Vibe-Skills](https://github.com/foryourhealth111-pixel/Vibe-Skills) (commit `34429a8`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `edgartools` | core | Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/edgartools) |
+| `research-grants` | adjacent | Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/research-grants) |
+
+## Source: giuseppe-trisciuoglio/developer-kit
+
+- Repository: [https://github.com/giuseppe-trisciuoglio/developer-kit](https://github.com/giuseppe-trisciuoglio/developer-kit) (commit `306f428`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `langchain4j-spring-boot-integration` | core | Provides integration patterns for LangChain4j with Spring Boot. Configures AI model beans, sets up chat memory with Spring context, integrates RAG pipelines with Spring Data, and handles auto-configuration, dependency injection, and Spring … | [source](https://github.com/giuseppe-trisciuoglio/developer-kit/tree/306f428/plugins/developer-kit-java/skills/langchain4j-spring-boot-integration) |
+
+## Source: googleworkspace/cli
+
+- Repository: [https://github.com/googleworkspace/cli](https://github.com/googleworkspace/cli) (commit `a3768d0`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `recipe-post-mortem-setup` | core | Create a Google Docs post-mortem, schedule a Google Calendar review, and notify via Chat. | [source](https://github.com/googleworkspace/cli/tree/a3768d0/skills/recipe-post-mortem-setup) |
+
+## Source: gooseworks-ai/goose-skills
+
+- Repository: [https://github.com/gooseworks-ai/goose-skills](https://github.com/gooseworks-ai/goose-skills) (commit `94ec916`, retrieved 2026-07-14)
+- License: no explicit license — referenced by link only
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `meeting-brief` | core | Daily meeting preparation system that checks your calendar each morning, deeply researches external attendees (LinkedIn, company info, GitHub, past notes), and sends you personalized briefs via email (1 per person). Use when you want … | [source](https://github.com/gooseworks-ai/goose-skills/tree/94ec916/skills/sales/composites/meeting-brief) |
+
+## Source: harperreed/dotfiles
+
+- Repository: [https://github.com/harperreed/dotfiles](https://github.com/harperreed/dotfiles) (commit `6b5ced1`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `personal-finance-planning` | core | Use when asked to organize finances, create a budget, plan debt payoff, build savings goals, audit subscriptions, or do any personal money management task. Triggers on "budget", "finances", "savings", "debt", "subscriptions", "emergency … | [source](https://github.com/harperreed/dotfiles/tree/6b5ced1/.claude/skills-archive/personal-finance-planning) |
+
+## Source: heshengtao/super-agent-party
+
+- Repository: [https://github.com/heshengtao/super-agent-party](https://github.com/heshengtao/super-agent-party) (commit `181588d`, retrieved 2026-07-14)
+- License: custom (see upstream LICENSE)
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `officeCLI` | core | Create, analyze, proofread, and modify Office documents (.docx, .xlsx, .pptx) using the officecli CLI tool. Use when the user wants to create, inspect, check formatting, find issues, add charts, or modify Office documents. | [source](https://github.com/heshengtao/super-agent-party/tree/181588d/skills/officeCLI) |
+
+## Source: himself65/finance-skills
+
+- Repository: [https://github.com/himself65/finance-skills](https://github.com/himself65/finance-skills) (commit `87f688e`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `yfinance-data` | core | Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … | [source](https://github.com/himself65/finance-skills/tree/87f688e/plugins/market-analysis/skills/yfinance-data) |
+
+## Source: indranilbanerjee/digital-marketing-pro
+
+- Repository: [https://github.com/indranilbanerjee/digital-marketing-pro](https://github.com/indranilbanerjee/digital-marketing-pro) (commit `a3d119c`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `qbr-plan` | core | Prepare a Quarterly Business Review. Use when: building QBR presentations, client performance reviews, or strategy updates. | [source](https://github.com/indranilbanerjee/digital-marketing-pro/tree/a3d119c/skills/qbr-plan) |
+
+## Source: JasonColapietro/suede-creator-skills
+
+- Repository: [https://github.com/JasonColapietro/suede-creator-skills](https://github.com/JasonColapietro/suede-creator-skills) (commit `0dc2aef`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `suede-campaign-in-a-box` | core | Turn a song or release into a full artist campaign: hooks, rituals, visuals, merch, rollout calendar, email, site copy, and fan actions. | [source](https://github.com/JasonColapietro/suede-creator-skills/tree/0dc2aef/skills/suede-campaign-in-a-box) |
+
+## Source: jawwadfirdousi/agent-skills
+
+- Repository: [https://github.com/jawwadfirdousi/agent-skills](https://github.com/jawwadfirdousi/agent-skills) (commit `962ffed`, retrieved 2026-07-14)
+- License: no explicit license — referenced by link only
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `german-elster-tax-filing` | core | gather all information needed to prepare a german personal income tax return in elster for tax years 2024 onward. use when the user wants a questionnaire-style intake, a tax estimate, or a form-by-form elster mapping with exact fields and … | [source](https://github.com/jawwadfirdousi/agent-skills/tree/962ffed/german-elster-tax-filing/skills/german-elster-tax-filing) |
+
+## Source: jeremylongshore/claude-code-plugins-plus-skills
+
+- Repository: [https://github.com/jeremylongshore/claude-code-plugins-plus-skills](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) (commit `e112938a`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `find-cpa-firm` | core | Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/mcp/servicegraph/skills/find-cpa-firm) |
+| `calculating-crypto-taxes` | core | Calculate cryptocurrency tax obligations with cost basis tracking, capital gains computation, and Form 8949 generation. Use when calculating crypto taxes, generating tax reports, comparing cost basis methods, or identifying taxable events. … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/crypto/crypto-tax-calculator/skills/calculating-crypto-taxes) |
+| `fondo-core-workflow-b` | core | Execute Fondo R&D tax credit workflow: qualify activities, calculate credits, file Form 6765, and claim payroll tax offset for startups. Trigger: "fondo R&D credit", "fondo tax credit", "fondo Form 6765", "startup tax credit".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-b) |
+| `fondo-install-auth` | core | Set up Fondo account and configure integrations with Gusto, QuickBooks, and bank accounts for automated startup bookkeeping and R&D tax credits. Trigger: "setup fondo", "fondo account", "fondo integrations", "connect fondo".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-install-auth) |
+| `fondo-local-dev-loop` | core | Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-local-dev-loop) |
+| `fondo-core-workflow-a` | core | Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a) |
+| `meeting-prep` | core | Prepare briefings for today's meetings \u2014 attendee research, email\ \ history, past meeting notes, LinkedIn, and company context. Use when running the\ \ daily meeting prep cron, or when user asks to prepare for meetings, review who\ \ … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/business-tools/executive-assistant-skills/skills/meeting-prep) |
+| `oraclecloud-sdk-patterns` | core | Production-grade OCI SDK patterns for client lifecycle, retry logic, and memory leak avoidance. Use when building long-running OCI services, fixing memory leaks with Instance Principal auth, or implementing retry/backoff. Trigger with "oci … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/oraclecloud-pack/skills/oraclecloud-sdk-patterns) |
+| `finta-sdk-patterns` | core | Integration patterns for Finta fundraising CRM with email and calendar APIs. Use when building automated investor outreach, syncing data from Finta exports, or creating custom fundraising dashboards. Trigger with phrases like "finta … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/finta-pack/skills/finta-sdk-patterns) |
+| `langchain-model-inference` | core | Invoke Claude, GPT-4o, and Gemini through LangChain 1.0 without tripping on the content-block, token-accounting, and structured-output quirks that silently break production code. Use when initializing chat models, routing across providers, … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/langchain-py-pack/skills/langchain-model-inference) |
+| `finta-install-auth` | core | Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/finta-pack/skills/finta-install-auth) |
+| `langchain-langgraph-checkpointing` | core | Persist LangGraph agent state correctly with MemorySaver and PostgresSaver\ \ \u2014\nthread_id discipline, JSON-serializable state rules, time-travel, schema\n\ migration. Use when adding chat memory, migrating from … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/langchain-py-pack/skills/langchain-langgraph-checkpointing) |
+
+## Source: JimLiu/baoyu-skills
+
+- Repository: [https://github.com/JimLiu/baoyu-skills](https://github.com/JimLiu/baoyu-skills) (commit `6b7a2e4`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `baoyu-wechat-summary` | core | Summarizes WeChat group chat highlights into a structured digest using the local wx-cli binary (https://github.com/jackwener/wx-cli). Generates a normal digest by default; a roast (毒舌) version is opt-in. Maintains per-group history … | [source](https://github.com/JimLiu/baoyu-skills/tree/6b7a2e4/skills/baoyu-wechat-summary) |
+
+## Source: K-Dense-AI/claude-scientific-skills
+
+- Repository: [https://github.com/K-Dense-AI/claude-scientific-skills](https://github.com/K-Dense-AI/claude-scientific-skills) (commit `4d97e29`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `research-grants` | adjacent | Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/research-grants) |
+
+## Source: K-Dense-AI/scientific-agent-skills
+
+- Repository: [https://github.com/K-Dense-AI/scientific-agent-skills](https://github.com/K-Dense-AI/scientific-agent-skills) (commit `4d97e29`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `research-grants` | adjacent | Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/research-grants) |
+
+## Source: kazukinagata/shinkoku
+
+- Repository: [https://github.com/kazukinagata/shinkoku](https://github.com/kazukinagata/shinkoku) (commit `e610b30`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `e-tax` | core | This skill should be used when the user wants to file their tax return electronically via the 確定申告書等作成コーナー (NTA Tax Return Preparation Corner) using Claude in Chrome, Antigravity Browser Sub-Agent, or Playwright CLI (fallback). It guides … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/e-tax) |
+| `tax-legal-context` | core | Background legal and regulatory context for the shinkoku tax filing plugin. Contains the standard disclaimer about the scope of tax information provided, the relationship to the Tax Accountant Act (税理士法), and tool limitations. This skill … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/tax-legal-context) |
+| `submit` | core | This skill should be used when the user is ready to submit their tax return, needs a final review checklist, wants to know how to submit (e-Tax, mail, or in-person), or asks about common mistakes before submission. Trigger phrases include: … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/submit) |
+| `assess` | core | This skill should be used when the user asks to determine what tax filings they need, wants to know if they must file a tax return (確定申告), asks about consumption tax obligations (消費税), or needs help understanding their filing requirements. … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/assess) |
+| `income-tax` | core | This skill should be used when the user needs to calculate their income tax (所得税), compute deductions, or import withholding slips. Trigger phrases include: "所得税を計算", "確定申告書を作成", "控除を計算", "源泉徴収票を取り込む", "所得税額", "納付額を計算", "還付額を計算", "第一表", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/income-tax) |
+| `consumption-tax` | core | This skill should be used when the user needs to calculate consumption tax (消費税) or determine their tax method (2割特例, 簡易課税, or 本則課税). Trigger phrases include: "消費税を計算", "消費税の申告", "消費税申告書", "2割特例", "簡易課税", "本則課税", "課税売上", "消費税額", "インボイス", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/consumption-tax) |
+| `tax-ebookkeeping-context` | core | Background context for the Electronic Bookkeeping Act (電子帳簿保存法) in the shinkoku tax filing plugin. Contains requirements for electronic bookkeeping, scanner storage, mandatory electronic transaction data storage, and shinkoku's compliance … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/tax-ebookkeeping-context) |
+| `settlement` | core | This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/settlement) |
+| `gather` | adjacent | This skill should be used when the user needs to know what documents to collect for their tax filing, wants a checklist of required documents, or asks where to obtain specific tax documents. Trigger phrases include: "必要書類", "書類を集める", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/gather) |
+| `invoice-system` | adjacent | This skill should be used when the user asks about the invoice system (インボイス制度), qualified invoices (適格請求書), registration numbers (登録番号), input tax credits (仕入税額控除), the 20% special measure (2割特例), the 30% special measure (3割特例), … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/invoice-system) |
+| `tax-advisor` | adjacent | This skill should be used when the user asks tax-related questions, wants advice on deductions or tax savings, or needs expert guidance equivalent to a tax accountant (税理士) or life planner. Trigger phrases include: "税金について教えて", "控除は使える？", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/tax-advisor) |
+| `tax-housing-loan-context` | adjacent | Background context for housing loan tax credit (住宅ローン控除) in the shinkoku tax filing plugin. Contains eligibility requirements, credit limits, calculation rules, and interaction with furusato-nozei for the current tax year. This skill is … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/tax-housing-loan-context) |
+
+## Source: microsoft/skills
+
+- Repository: [https://github.com/microsoft/skills](https://github.com/microsoft/skills) (commit `dc543aa`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `azure-ai-projects-dotnet` | core | Azure AI Projects SDK for .NET. High-level client for Azure AI Foundry projects including agents, connections, datasets, deployments, evaluations, and indexes. Use for AI Foundry project management, versioned agents, and orchestration. … | [source](https://github.com/microsoft/skills/tree/dc543aa/.github/plugins/azure-sdk-dotnet/skills/azure-ai-projects-dotnet) |
+| `m365-agent-evaluator` | core | Use this skill when a user wants to create, run, or analyze evaluation suites for Microsoft 365 Copilot declarative agents with the public @microsoft/m365-copilot-eval CLI. Trigger on intents such as "evaluate my agent", "test my agent", … | [source](https://github.com/microsoft/skills/tree/dc543aa/.github/plugins/microsoft-365-agents-toolkit/skills/m365-agent-evaluator) |
+
+## Source: mohitagw15856/pm-claude-skills
+
+- Repository: [https://github.com/mohitagw15856/pm-claude-skills](https://github.com/mohitagw15856/pm-claude-skills) (commit `876fa30`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `tax-planning-checklist` | core | Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/tax-planning-checklist) |
+| `kyc-escalation` | core | Write an internal KYC/AML escalation memo: a factual time-stamped trigger description, customer-profile vs activity mismatch analysis, red-flag taxonomy mapping, outstanding information, and a recommendation with rationale. Use when asked … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-banking/skills/kyc-escalation) |
+| `budget-builder` | core | Build a realistic personal monthly budget from someone's income and expenses. Use when asked to make a budget, plan monthly spending, allocate income, or get finances under control. Produces a categorized budget (a 50/30/20-style … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-money/skills/budget-builder) |
+| `net-worth-statement` | core | Produce a personal net-worth statement — assets minus liabilities — and a way to track it. Use when asked to calculate net worth, summarize finances, or set up net-worth tracking. Produces a categorized assets/liabilities statement, the … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-money/skills/net-worth-statement) |
+| `collections-email` | core | Write a polite-but-firm payment-reminder / collections email sequence for overdue invoices. Use when asked to write a collections email, a payment reminder, a dunning sequence, or to chase an overdue invoice. Produces a staged sequence — … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/collections-email) |
+
+## Source: mukul975/Anthropic-Cybersecurity-Skills
+
+- Repository: [https://github.com/mukul975/Anthropic-Cybersecurity-Skills](https://github.com/mukul975/Anthropic-Cybersecurity-Skills) (commit `673da1f`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `analyzing-macro-malware-in-office-documents` | core | Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-macro-malware-in-office-documents) |
+| `performing-thick-client-application-penetration-test` | core | Conduct a thick client application penetration test to identify insecure local storage, hardcoded credentials, DLL hijacking, memory manipulation, and insecure API communication in desktop applications using dnSpy, Procmon, and Burp Suite. | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/performing-thick-client-application-penetration-test) |
+
+## Source: nexscope-ai/eCommerce-Skills
+
+- Repository: [https://github.com/nexscope-ai/eCommerce-Skills](https://github.com/nexscope-ai/eCommerce-Skills) (commit `56f3288`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `shopify-tax-compliance` | core | Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/shopify-tax-compliance) |
+| `ecommerce-email-marketing-builder` | core | E-commerce email marketing system builder. Creates complete email automation flows with full copywriting, subject lines, ESP setup instructions, segmentation rules, and annual campaign calendars. Generates copy-paste-ready email sequences … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/ecommerce-email-marketing-builder) |
+
+## Source: nexu-io/open-design
+
+- Repository: [https://github.com/nexu-io/open-design](https://github.com/nexu-io/open-design) (commit `4b66023`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `invoice` | adjacent | A printable invoice page — sender + recipient block, line items table, tax breakdown, totals, and payment instructions. Use when the brief mentions "invoice", "bill", "billing statement", or "发票". | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/invoice) |
+
+## Source: open-gitagent/opengap
+
+- Repository: [https://github.com/open-gitagent/opengap](https://github.com/open-gitagent/opengap) (commit `d7a8e2e`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `document-review` | core | Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … | [source](https://github.com/open-gitagent/opengap/tree/d7a8e2e/examples/full/skills/document-review) |
+
+## Source: pedrohcgs/claude-code-my-workflow
+
+- Repository: [https://github.com/pedrohcgs/claude-code-my-workflow](https://github.com/pedrohcgs/claude-code-my-workflow) (commit `be53c12`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `triage-inbox` | core | Triage academic email and calendar (Gmail / Google Calendar via the session's MCP) into a prioritized digest plus a referee-obligations tracker — classifying referee requests, R&R and editor correspondence, co-author threads, seminar and … | [source](https://github.com/pedrohcgs/claude-code-my-workflow/tree/be53c12/.claude/skills/triage-inbox) |
+
+## Source: ruvnet/claude-code-flow
+
+- Repository: [https://github.com/ruvnet/claude-code-flow](https://github.com/ruvnet/claude-code-flow) (commit `73914bd`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `AgentDB Memory Patterns` | core | Implement persistent memory patterns for AI agents using AgentDB. Includes session memory, long-term storage, pattern learning, and context management. Use when building stateful agents, chat systems, or intelligent assistants. | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/.agents/skills/agentdb-memory-patterns) |
+
+## Source: ruvnet/ruflo
+
+- Repository: [https://github.com/ruvnet/ruflo](https://github.com/ruvnet/ruflo) (commit `73914bd`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `AgentDB Memory Patterns` | core | Implement persistent memory patterns for AI agents using AgentDB. Includes session memory, long-term storage, pattern learning, and context management. Use when building stateful agents, chat systems, or intelligent assistants. | [source](https://github.com/ruvnet/ruflo/tree/73914bd/.agents/skills/agentdb-memory-patterns) |
+
+## Source: sanjay3290/ai-skills
+
+- Repository: [https://github.com/sanjay3290/ai-skills](https://github.com/sanjay3290/ai-skills) (commit `3619692`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `gmail` | core | Interact with Gmail - search emails, read messages, send emails, create drafts, and manage labels. Use when user asks to: search email, read email, send email, create email draft, mark as read, archive email, star email, or manage Gmail … | [source](https://github.com/sanjay3290/ai-skills/tree/3619692/skills/gmail) |
+
+## Source: vibeeval/vibecosystem
+
+- Repository: [https://github.com/vibeeval/vibecosystem](https://github.com/vibeeval/vibecosystem) (commit `cea9462`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `saas-payment-patterns` | adjacent | Payment provider abstraction, webhook security, subscription lifecycle, dunning flows, pricing models, invoicing, tax handling, and refund patterns for SaaS applications. | [source](https://github.com/vibeeval/vibecosystem/tree/cea9462/skills/saas-payment-patterns) |
--- a/references/berufsbild-de.md
+++ b/references/berufsbild-de.md
@@ -0,0 +1,69 @@
+# Berufsbild (Deutschland) — Steuerberater/in
+
+> **Quelle:** BERUFENET, Bundesagentur für Arbeit — Beruf-ID 7567,
+> KldB 2010: B 72304 · via öffentliche BERUFENET-API,
+> abgerufen 2026-07-12. Automatisches Label-Matching
+> (Score 1.00); Inhalte paraphrasiert/gekürzt, Volltext beim
+> Original: https://web.arbeitsagentur.de/berufenet/beruf/7567
+
+## Steckbrief
+
+Berufstyp
+Weiterbildungsberuf
+Weiterbildungsart
+Weiterbildungsprüfung nach bundesweit einheitlicher Regelung
+Teilnahme an Vorbereitungslehrgängen nicht erforderlich
+Weiterbildungsdauer
+Unterschiedlich, je nach Bildungsangebot, Unterrichtszeit (Vollzeit/Teilzeit) und Lernform
+Aufgaben und TätigkeitenSteuerberater und -beraterinnen unterstützen bei Steuererklärungen, überprüfen Steuersparmodelle und beurteilen Verträge. Sie bieten Unternehmen Hilfestellung bei Rechnungslegung nach nationalen sowie internationalen Vorgaben, Bilanzen und Zollangelegenheiten an. Zudem beraten sie bei Unternehmensgründungen, betrieblichen Umstrukturierungen sowie Umwandlungen und erteilen Auskunft über schenkungs- und erbrechtliche Angelegenheiten, Altersvorsorge, Investitionsentscheidungen und Unternehmensbewertungen. Sie überprüfen Steuerbescheide und vertreten Mandanten und Mandantinnen bei finanzgerichtlichen Verfahren oder Steuerstraf- und Bußgeldverfahren. Darüber hinaus nehmen sie Aufgaben als Treuhänder bzw. Treuhänderinnen oder Insolvenz- und Vermögensverwalter bzw. -verwalterinnen wahr.
+Arbeitsbereiche und -orteBeschäftigungsbetriebe:Steuerberater und -beraterinnen sind in Steuerberatungs-, Wir
+
+## Die Weiterbildung im Überblick
+
+Steuerberater bzw. Steuerberaterin ist eine berufliche Gesamter Bereich der beruflichen Weiterbildung (Anpassungs- und Aufstiegsweiterbildungen); schließt auch die im Berufsbildungsgesetz bzw. der Handwerksordnung als "Fortbildung" bezeichneten Aufstiegsfortbildungen ein
+" name="Weiterbildung">Weiterbildung. Die Prüfung ist bundesweit einheitlich geregelt.
+Für die Zulassung zur Prüfung ist es nicht erforderlich, an einem Lehrgang teilzunehmen.
+
+## Abschluss-/Berufsbezeichnungen
+
+Steuerberater/Steuerberaterin
+
+Steuerbevollmächtigter/Steuerbevollmächtigte
+
+## Entwicklung der Weiterbildung
+
+1961:Erlass des Steuerberatungsgesetzes mit den Berufsbildern Steuerberater/in und Steuerbevollmächtigte/r
+1972:Änderung des Steuerberatungsgesetzes, Aufgabe des eigenständigen Berufsbildes Steuerbevollmächtigte/r (Übergangsfrist bis 1980)
+1979:Verordnung zur Durchführung der Vorschriften über Steuerberater/innen, Steuerbevollmächtigte und Steuerberatungsgesellschaften: Regelung der Steuerberaterprüfung und des Verfahrens über die Bestellung als Steuerberater/in
+seit 2008:Steuerberater/innen können neben ihrer Selbstständigkeit bestimmte Tätigkeiten als angestellte Syndikus-Steuerberater/innen in Unternehmen ausüben
+2020:Novellierung des Berufsbildungsgesetzes (BBiG) und der Handwerksordnung (HWO): u.a. Einführung der Weiterbildungsabschlüsse "Geprüfte/r Berufsspezialist/in", "Bachelor Professional" und "Master Professional", um die Gleichwertigkeit von beruflicher und akademischer Bildung zu betonen. Das Führen der Berufsbezeichnungen ist abhängig vom Erlass entsprechender neuer Fortbildungsregelungen.
+2021:Anpassung der Verordnung von 1979: nunmehr Berufsausübungsgesellschaften statt Steuerberatungsgesellschaften
+
+## Weiterbildung im Ausland
+
+Für eine Weiterbildung im Ausland gibt es z.B. folgende Möglichkeit:
+Schweiz
+Weiterbildungsangebote: wab - Die Weiterbildungsdatenbank der Schweiz
+(z.B. mit dem Suchbegriff "Steuerberater/in")
+Dokumentation beruflicher AuslandserfahrungenDer Europass bietet die Möglichkeit, im Ausland absolvierte Lernaufenthalte zu dokumentieren.
+Weitere Informationen zum Europass
+
+## Weiterbildungsdauer
+
+Unterschiedlich, je nach Bildungsangebot, Unterrichtszeit (Vollzeit/Teilzeit) und Lernform
+
+## Verkürzungen/Verlängerungen
+
+Verkürzte Prüfung für Wirtschaftsprüfer/innen und vereidigte Buchprüfer/innenWirtschaftsprüfer bzw. Wirtschaftsprüferinnen und vereidigte Buchprüfer bzw. Buchprüferinnen können auf Antrag die Steuerberaterprüfung in verkürzter Form ablegen.
+ Die schriftliche Prüfung besteht dann aus 2 statt 3 Aufsichtsarbeiten, die Prüfungsgebiete "Handelsrecht sowie Grundzüge des bürgerlichen Rechts, des Gesellschaftsrechts, des Insolvenzrechts und des Rechts der Europäischen Union", "Betriebswirtschaft und Rechnungswesen" sowie "Volkswirtschaft" entfallen.
+Befreiung von der SteuerberaterprüfungVon der Steuerberaterprüfung sind zu befreien:
+Professoren/Professorinnen, die auf dem Gebiet der von den Bundes- oder Länderfinanzbehörden verwalteten Steuern mind. 10 Jahre an einer deutschen Staatliche und staatlich anerkannte Bildungseinrichtung des tertiären Bereichs; dazu zählen forschungsorientierte Universitäten und gleichgestellte Hochschulen, z.B. Kirchliche und Philosophisch-Theologische Hochschulen; sie alle haben das Promotionsrecht; außerdem gibt es praxis- und anwendungsorientierte Fachhochschulen bzw. Hochschulen für angewandte Wissenschaften sowie Duale Hochschulen
+" name="Hochschule (HS)">Hochschule gelehrt haben
+
+ ehemalige Finanzrichter/innen, die mind. 10 Jahre auf dem Gebiet der von den Bundes- oder Länderfinanzbehörden verwalteten Steuern tätig gewesen sind
+
+ehemalige Beamte/Beamtinnen des höheren Dienstes und vergleichbare Angestellte der Finanzverwaltung, der gesetzgebenden Körperschaften, der Gerichte der Finanzgerichtsbarkeit sowie der obersten Behörden und der Rechnungsprüfungsbehörden des Bundes und der Länder. Diese müssen mind. 10 Jahre im höheren Dienst oder als Angestellter/Angestellte in vergleichbaren Vergütungsgruppen auf dem Gebiet der von den Bundes- oder Landesfinanzbehörden verwalteten Steuern als Sachgebietsleiter/in oder mind. in gleichwertiger Stellung tätig gewesen sein.
+
+ehemalige Beamte/Beamtinnen des gehobenen Dienstes und vergleichbare Angestellte der Finanzverwaltung, der gesetzgebenden Körperschaften, der Gerichte der Finanzgerichtsbarkeit sowie der obersten Behörden und der Rechnungsprüfungsbehörden des Bundes und der Länder. Diese müssen mind. 15 Jahre im gehobenen Dienst oder als Angestellter/Angestellte in vergleichbaren Vergütungsgruppen auf dem Gebiet der von den Bundes- oder Landesfinanzbehörden verwalteten Steuern als Sachgebietsleiter/in oder mindestens in gleichwertiger Stellung tätig gewesen sein.
+
+Personen, die eine dies
--- a/references/market.md
+++ b/references/market.md
@@ -0,0 +1,153 @@
+# Market evidence report — tax-advisor
+
+Source: **52 real job ads** (JSearch API, countries: us 44, gb 8), extracted into the MSSQL evidence store; as of 2026-07-20.
+This report contains extracted, aggregated facts only — no ad text is
+reproduced (copyright / platform terms).
+
+## Seniority distribution
+
+| Seniority | Ads | Share |
+|---|---|---|
+| mid | 38 | 73 % |
+| senior | 9 | 17 % |
+| junior | 3 | 6 % |
+| lead | 2 | 4 % |
+
+## Tools — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | chat | 7 | 13 % |
+| 2 | email | 7 | 13 % |
+| 3 | UltraTax | 7 | 13 % |
+| 4 | video conferencing | 7 | 13 % |
+| 5 | ChatGPT | 5 | 10 % |
+| 6 | GoSystem | 5 | 10 % |
+| 7 | Microsoft Copilot | 5 | 10 % |
+| 8 | Microsoft Excel | 4 | 8 % |
+| 9 | Microsoft Office | 4 | 8 % |
+| 10 | QuickBooks | 4 | 8 % |
+
+## Hard skills — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | tax preparation | 33 | 63 % |
+| 2 | tax planning | 30 | 58 % |
+| 3 | client relationship management | 10 | 19 % |
+| 4 | tax advisory | 8 | 15 % |
+| 5 | audit support | 7 | 13 % |
+| 6 | client relationship building | 7 | 13 % |
+| 7 | tax compliance | 7 | 13 % |
+| 8 | tax research | 7 | 13 % |
+| 9 | financial analysis | 6 | 12 % |
+| 10 | tax audit support | 6 | 12 % |
+| 11 | business growth | 5 | 10 % |
+| 12 | client interviewing | 5 | 10 % |
+| 13 | tax notice resolution | 5 | 10 % |
+| 14 | estate planning | 3 | 6 % |
+| 15 | shareholder planning | 3 | 6 % |
+| 16 | tax return preparation | 3 | 6 % |
+| 17 | tax return review | 3 | 6 % |
+
+## Methods — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+
+## Responsibilities — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | tax return preparation | 21 | 40 % |
+| 2 | client communication | 12 | 23 % |
+| 3 | irs support | 11 | 21 % |
+| 4 | client relationship building | 8 | 15 % |
+| 5 | relationship building | 8 | 15 % |
+| 6 | client advising | 6 | 12 % |
+| 7 | client consultation | 6 | 12 % |
+| 8 | tax return completion | 6 | 12 % |
+| 9 | audit guidance | 5 | 10 % |
+| 10 | tax interview conducting | 4 | 8 % |
+| 11 | tax interview conduction | 4 | 8 % |
+| 12 | tax return review | 4 | 8 % |
+| 13 | client relationship management | 3 | 6 % |
+| 14 | tax planning | 3 | 6 % |
+| 15 | tax service delivery | 3 | 6 % |
+
+## Regional breakdown
+
+> **Corpus note:** 52 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.
+
+### US (us)
+
+44 ads.
+
+**Top hard skills:**
+
+- tax preparation — 75 % (33 ads)
+- tax planning — 64 % (28 ads)
+- client relationship management — 18 % (8 ads)
+- audit support — 16 % (7 ads)
+- client relationship building — 16 % (7 ads)
+- financial analysis — 14 % (6 ads)
+- tax audit support — 14 % (6 ads)
+- tax compliance — 14 % (6 ads)
+- tax research — 14 % (6 ads)
+- business growth — 11 % (5 ads)
+
+**Top tools:**
+
+- chat — 16 % (7 ads)
+- email — 16 % (7 ads)
+- UltraTax — 16 % (7 ads)
+- video conferencing — 16 % (7 ads)
+- ChatGPT — 11 % (5 ads)
+- GoSystem — 11 % (5 ads)
+- Microsoft Copilot — 11 % (5 ads)
+- Microsoft Excel — 9 % (4 ads)
+- Microsoft Office — 9 % (4 ads)
+- QuickBooks — 9 % (4 ads)
+
+**Seniority:** mid 70 % · senior 18 % · junior 7 % · lead 5 %
+
+### UK (gb)
+
+**Insufficient evidence** — 8 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
+
+### EU/DACH (de, at, ch, nl)
+
+**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
+
+
+## Job title variants in the market
+
+| Title | Ads |
+|---|---|
+| Block Advisors Tax Advisor - Immediate Hire | 6 |
+| Senior Tax Associate | 6 |
+| Senior Tax Advisor | 3 |
+| Tax Preparer | 3 |
+| Entry Level Tax Preparer | 2 |
+| Tax Advisor | 2 |
+| Tax Partner | 2 |
+| Accountant - Tax Accountant (Senior) | 1 |
+| Block Advisor & Tax Advisor | 1 |
+| Corporate Tax Advisor | 1 |
+| Corporate Tax Assistant Manager / Manager- Advisory Focus | 1 |
+| DC GovCon Tax Partner | 1 |
+| Fiduciary Tax Advisor | 1 |
+| FULLY REMOTE - Tax Advisor (CPA/EA Cert or Accounting/Finance degree) | 1 |
+| Manager of Tax Planning (CPA) | 1 |
+| Preparador de impuestos | 1 |
+| Private Client Services Tax Senior Associate | 1 |
+| Private Client Tax Assistant Manager / Manager- Advisory Focus | 1 |
+| Remote Tax Advisory Opportunities - Remote UK Working | 1 |
+| Seasonal Tax Preparer - Business Services Group (BSG) | 1 |
+| Senior Associate, Tax | 1 |
+| Senior Private Client Tax Advisor | 1 |
+| Senior Tax Accountant (Public Accounting) | 1 |
+| Senior Tax Advisor- Employment Tax - London/Manchester | 1 |
+| Specialist Tax Advisor | 1 |
+
+Methodology: entities extracted per ad ({hard_skills, tools, methods, responsibilities, seniority}), normalized, counted as DISTINCT ads per entity; report threshold ≥ 3 ads. Headline sections in skills.md/tools.md use the stricter ≥ 20 % threshold.
--- a/references/profile.md
+++ b/references/profile.md
@@ -0,0 +1,29 @@
+# Occupation profile — tax advisor
+
+- **ESCO URI:** http://data.europa.eu/esco/occupation/59c22779-4d89-4bc9-ba8b-d64bea236723
+- **ESCO code:** 2411.1.12
+- **ISCO-08 group:** 2411 — Accountants
+- **O*NET-SOC:** 13-2082.00 — Tax Preparers (match: exactMatch)
+
+## Description (ESCO)
+
+Tax advisors use their expertise in tax legislation to provide commercially-focused advisory and consultancy services to a wide range of clients from all economic sectors. They explain complicated tax-related legislation to their clients and assist them in ensuring the most efficient and beneficial payment of taxes by devising tax-efficient strategies. They also inform them of fiscal changes and developments and may specialise in tax strategies concerning mergers or multinational reconstruction for business clients, trust and estate taxes for individual clients etc.
+
+## Definition
+
+nan
+
+## Alternative labels
+
+- fiscal advisor
+- tax specialist
+- tax expert
+- tax evaluator
+- tax preparer
+- tax adviser
+- tax consultant
+- tax advisors
+- chartered tax adviser
+- corporate tax preparer
+- tax examiner
+- licensed tax consultant
--- a/references/skills.md
+++ b/references/skills.md
@@ -0,0 +1,71 @@
+# Competences — tax advisor
+
+Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/59c22779-4d89-4bc9-ba8b-d64bea236723).
+
+## Essential
+
+- **advise on tax planning** (skill/competence)
+- **advise on tax policy** (skill/competence)
+- **calculate tax** (skill/competence)
+- **disseminate information on tax legislation** (skill/competence)
+- **inform on fiscal duties** (skill/competence)
+- **inspect tax returns** (skill/competence)
+- **inspect taxation documents** (skill/competence)
+- **interpret financial statements** (skill/competence)
+- **manage personal finances** (skill/competence)
+- **observe confidentiality** (skill/competence)
+- **prepare financial statements** (skill/competence)
+- **prepare tax returns forms** (skill/competence)
+- **research taxation procedures** (skill/competence)
+- **secure sensitive customer's information** (skill/competence)
+- **sign income tax returns** (skill/competence)
+- **tax legislation** (knowledge)
+- **value-added tax law** (knowledge)
+
+## Optional
+
+- accounting entries (knowledge)
+- advise on efficiency improvements (skill/competence)
+- advise on financial matters (skill/competence)
+- advise on legal decisions (skill/competence)
+- business management principles (knowledge)
+- cadastral taxation (knowledge)
+- check official documents (skill/competence)
+- civil law (knowledge)
+- collect tax (skill/competence)
+- commercial law (knowledge)
+- compile legal documents (skill/competence)
+- conduct financial audits (skill/competence)
+- develop taxation policies (skill/competence)
+- fraud detection (knowledge)
+- international financial reporting standards (knowledge)
+- international taxation of transfer prices (knowledge)
+- legal department processes (knowledge)
+- legal terminology (knowledge)
+- make strategic business decisions (skill/competence)
+- manage payroll reports (skill/competence)
+- national generally accepted accounting principles (knowledge)
+- negotiate in legal cases (skill/competence)
+- prepare financial auditing reports (skill/competence)
+- provide legal advice (skill/competence)
+- use consulting techniques (skill/competence)
+
+<!-- market-evidence -->
+
+## Market evidence (job-ad analysis, 52 ads, as of 2026-07-20)
+
+Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
+
+### Hard skills
+
+- tax preparation — **63 %**
+- tax planning — **58 %**
+- client relationship management — **19 %**
+
+### Responsibilities
+
+- tax return preparation — **40 %**
+- client communication — **23 %**
+- irs support — **21 %**
+
+<!-- market-evidence -->
--- a/references/tasks.md
+++ b/references/tasks.md
@@ -0,0 +1,31 @@
+# Tasks & work activities — tax advisor
+
+Source: O*NET 30.3, occupation 13-2082.00 (Tax Preparers).
+
+## Task statements
+
+- **[Core]** Answer questions and provide future tax planning to clients.
+- **[Core]** Explain federal and state tax laws to individuals and companies.
+- **[Core]** Schedule appointments with clients.
+- **[Core]** Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
+- **[Core]** Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
+- **[Core]** Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
+- **[Core]** Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
+- **[Core]** Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
+- **[Core]** Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
+- **[Core]** Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
+- **[Core]** Calculate form preparation fees according to return complexity and processing time required.
+- **[Core]** Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
+
+## Detailed work activities
+
+- Advise others on financial matters.
+- Calculate tax information.
+- Correspond with customers to answer questions or resolve complaints.
+- Develop financial plans for clients.
+- Examine financial records.
+- Explain regulations, policies, or procedures.
+- Interview clients to gather financial information.
+- Schedule appointments.
+- Update professional knowledge.
+- Verify accuracy of records.
--- a/references/tools.md
+++ b/references/tools.md
@@ -0,0 +1,47 @@
+# Tools & technology — tax advisor
+
+Source: O*NET 30.3 'Software Skills' for 13-2082.00.
+
+| Software | Category | Hot technology |
+|---|---|---|
+| Intuit QuickBooks | Accounting software | yes |
+| Microsoft Access | Data base user interface and query software | yes |
+| Microsoft Outlook | Electronic mail software | yes |
+| Microsoft Office software | Office suite software | yes |
+| Microsoft Excel | Spreadsheet software | yes |
+| Intuit TurboTax | Tax preparation software | yes |
+| Microsoft Word | Word processing software | yes |
+| ATX Total Accounting Office | Accounting software |  |
+| Quicken | Accounting software |  |
+| Tax software | Accounting software |  |
+| M8 Client Billing | Billing and invoicing software |  |
+| ScheduleVIEW | Calendar and scheduling software |  |
+| Tax compliance property tax management software | Compliance software |  |
+| Sage 50 Accounting | Data base user interface and query software |  |
+| Laserfiche Avante | Document management software |  |
+| Email software | Electronic mail software |  |
+| Datair Employee Benefits Systems | Financial analysis software |  |
+| Kleinrock Publishing | Financial analysis software |  |
+| Sales Tax Tools Sales Tax Researcher | Financial analysis software |  |
+| Sungard Relius | Financial analysis software |  |
+| Sync Essentials Trade Accountant | Financial analysis software |  |
+| Greatland Corporation Winfiler | Human resources software |  |
+| Microsoft Internet Explorer | Internet browser software |  |
+| ACI TaskTracker | Project management software |  |
+| Thomson GoSystem MyTaxInfo | Spreadsheet software |  |
+| ATX Total Tax Office | Tax preparation software |  |
+| CCH ProSystem fx TAX | Tax preparation software |  |
+| Creative Solutions CPA Depreciation | Tax preparation software |  |
+| Creative Solutions UltraTax CS | Tax preparation software |  |
+| Datagroup ElectroFile 1040 | Tax preparation software |  |
+| Datagroup ElectroFile ELF | Tax preparation software |  |
+| Datagroup ElectroFile ST | Tax preparation software |  |
+| Electronic ToolKit for Tax Preparers | Tax preparation software |  |
+| ExacTax PackageEX | Tax preparation software |  |
+| GreatTax | Tax preparation software |  |
+| Intellitax financial solutions software | Tax preparation software |  |
+| Intuit ProSeries | Tax preparation software |  |
+| LaCerte 1040 Tax Analyzer | Tax preparation software |  |
+| Petz Enterprises V-Tax | Tax preparation software |  |
+| Thomson Reuters UltraTax CS | Tax preparation software |  |
+| Universal Tax Systems TaxWise | Tax preparation software |  |