Skills for your AI
Turns supplier data from connected sources into reports, dashboards, scorecards, and analyses tailored to each supplier. Use when the user needs supplier performance summaries, report templates, automated report distribution, dashboards, scorecards, financial,
Turns raw support performance data into compiled datasets, analyses, reports, forecasts, benchmarks, visualizations, root-cause findings, and action plans. Use when the user needs support metrics gathered, analyzed, reported, forecast, benchmarked, visualized,
Supports accountants through the full sustainability reporting workflow—data collection, KPI calculation, drafting, stakeholder engagement, materiality, benchmarking, compliance, review, carbon footprint, supply chain, and sustainable finance. Use when prepari
Produces financial forecasts, risk assessments, budgets, scenario analyses, and board-ready reports from company and market data. Use when the user needs revenue or cash flow forecasts, budget or expense optimization, investment prioritization, risk mitigation
Manages project schedules, resources, risks, budgets, stakeholder communication, documentation, progress reporting, change impact, task assignment and lessons learned for a systems analyst. Use when planning or optimizing a schedule, allocating resources, asse
Standardizes Obsidian vault tags to a hierarchical taxonomy, consolidates duplicates, normalizes technology names, and generates tag analysis reports. Use when asked to analyze, normalize, consolidate, or update tags in the VAULT01 vault.
Prepares tax audits by gathering and organizing documents, reviewing financial statements, assessing risk, researching standards, creating workpapers, sampling data, and drafting auditor communications. Use when an analyst needs audit preparation support, docu
Calculates taxes, checks deduction and credit eligibility, and estimates liabilities, penalties, and refunds across income types and jurisdictions. Use when a tax analyst needs rate lookups, bracket or payroll figures, capital gains, foreign income, self-emplo
Interprets tax codes, regulations, and guidance for tax analysts by researching provisions, clarifying language, identifying applicable rules, analyzing changes, evaluating planning strategies, assessing compliance, explaining exceptions, summarizing and compa
Prepares tax returns, research, planning, compliance reviews, and audit support for finance professionals. Use when drafting a return, researching tax law changes, proposing planning strategies, reviewing records for compliance risk, finding credits and deduct
Identifies, calculates, and optimizes tax credits and deductions for clients, with eligibility screening, documentation, compliance, and tax law updates. Use when a tax analyst needs eligibility checks, credit or deduction calculations, deduction guidance, pla
Prepares tax dispute cases end to end, from legal research and evidence analysis to drafting appeals, building arguments, negotiation strategy, risk assessment, hearing preparation, and case compliance tracking. Use when an analyst needs research, drafts, argu
Finds, identifies, and organizes tax documents from user-provided folders into a CPA-ready package with an index, a prioritized chase list of missing items, and questions for the preparer. Use when the user wants a tax document checklist, asks what they are mi
Estimates, forecasts, optimizes, and reviews tax liabilities, credits, compliance, and cross-border positions for financial analysts. Use when the analyst needs tax liability estimates, optimization strategies, credit and incentive analysis, compliance and ris
Analyzes financial data to identify deductions, credits, brackets, and tax strategies across domestic, international, entity, benefit, estate, and debt matters. Use when the user asks about missed deductions, quarterly estimated payments, tax-efficient investi
Prepares corporate tax analysis, optimization strategies, compliance checklists, risk registers, and planning memos across domestic and international tax work. Use when the user asks about tax savings, compliance deadlines, tax-efficient investments, capital p
Analyzes tax rates, incentives, expenditures, compliance, revenue forecasts, equity, international issues, and proposed policy changes to produce structured reports. Use when comparing tax systems, evaluating incentives or loopholes, assessing compliance, fore
Monitors federal, state, local, and international tax regulation changes and turns them into briefings, checklists, guides, reminders, and client communications. Use when an accountant asks for tax rate, deduction, credit, reporting, deadline, compliance, IRS,
Guides tax analysts through tax software installation, configuration, data import, return preparation, e-filing, compliance, reporting, integration, and collaboration. Use when installing or updating tax software, importing or validating client data, preparing
Supports a VP of Finance with tax planning, compliance monitoring, risk assessment, reporting, audit support, research, transfer pricing, incentives, forecasting, and investment/compensation analysis. Use when the user asks for tax-saving strategies, legislati
Researches tax law, analyzes financial data, and designs tax-efficient strategies across domestic, international, R&D, supply chain, and incentive areas. Use when the user asks about tax regulations, deductions, credits, planning opportunities, decision tax im
Provides tax optimization strategies for pre-tax vs Roth contributions, charitable giving, capital gains timing, and deduction maximization. Use when the user asks about retirement contribution types, donation tax benefits, selling investments to minimize taxe
Helps finance managers optimize tax liabilities, ensure compliance, forecast obligations, assess risk, and plan strategy using company financial data and current tax regulations. Use when asked about deductions, credits, compliance, forecasting, audits, transf
Provides tax training, research, compliance guidance, and professional standards support for tax analysts, with educational framing and approval reminders. Use when an analyst needs tax law updates, filing guidance, deductions and credits, international tax an
