skills-core/tax-advisor
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
Files
489ebbd1d972533e05e98f1f72f2ef32510da401
tax-advisor/references/ai-skills.md
skillfactor-pipeline 489ebbd1d9 feat: tax-advisor skill package v0.1.0
2026-08-14 17:18:32 +02:00

40 KiB
Raw Blame History

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 (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
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
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

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
tax-provision-calculator core ASC 740 income tax provision calculation skill with deferred tax analysis source
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
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
multi-jurisdiction-tax-calculator adjacent Multi-state and international tax calculation skill with nexus analysis source
k1-generator adjacent Generates K-1 schedules for partner distributions with tax allocations source

Source: affaan-m/everything-claude-code

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

Source: AgriciDaniel/claude-ads

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
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
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

Source: alirezarezvani/claude-skills

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
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
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
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
compliance-readiness adjacent /cs:compliance-readiness — 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

Source: brycewang-stanford/Auto-Empirical-Research-Skills

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

Source: davepoon/buildwithclaude

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
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

Source: davila7/claude-code-templates

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
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
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
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

Source: foryourhealth111-pixel/Vibe-Skills

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
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

Source: giuseppe-trisciuoglio/developer-kit

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

Source: googleworkspace/cli

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

Source: gooseworks-ai/goose-skills

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

Source: harperreed/dotfiles

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

Source: heshengtao/super-agent-party

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

Source: himself65/finance-skills

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

Source: indranilbanerjee/digital-marketing-pro

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

Source: JasonColapietro/suede-creator-skills

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

Source: jawwadfirdousi/agent-skills

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

Source: jeremylongshore/claude-code-plugins-plus-skills

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
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
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
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
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
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
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
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
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
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
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
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

Source: JimLiu/baoyu-skills

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

Source: K-Dense-AI/claude-scientific-skills

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

Source: K-Dense-AI/scientific-agent-skills

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

Source: kazukinagata/shinkoku

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
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
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
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
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
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
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
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
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
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
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
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

Source: microsoft/skills

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
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

Source: mohitagw15856/pm-claude-skills

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
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
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
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
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

Source: mukul975/Anthropic-Cybersecurity-Skills

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
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

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
shopify-tax-compliance core Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting source
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

Source: nexu-io/open-design

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

Source: open-gitagent/opengap

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

Source: pedrohcgs/claude-code-my-workflow

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

Source: ruvnet/claude-code-flow

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

Source: ruvnet/ruflo

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

Source: sanjay3290/ai-skills

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

Source: vibeeval/vibecosystem

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