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Tax Examiners and Collectors, and Revenue Agents Occupation Detailed Description

Tax Examiners and Collectors, and Revenue Agents career

General Job Description and Education/Training Levels for Tax Examiners and Collectors, and Revenue Agents

The main tasks and work activities of Tax Examiners and Collectors, and Revenue Agents are to collect payments for goods or services, update knowledge of legal or regulatory environments, document information related to legal proceedings, explain regulations, policies, or procedures. In general, for the Tax Examiners and Collectors, and Revenue Agents, reading Comprehension, active Listening, critical Thinking, speaking and other 12 skills are required.
Tax Examiners and Collectors, and Revenue Agents Job Description
EducationMost occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Related ExperiencePrevious work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Job TrainingEmployees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
ExampleThese occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include hydroelectric production managers, travel guides, electricians, agricultural technicians, barbers, court reporters, and medical assistants.
The following chart shows the education/training levels for Tax Examiners and Collectors, and Revenue Agents jobs. 31.95% of Tax Examiners and Collectors, and Revenue Agents have High School Diploma (or the equivalent) and 4.43% of Tax Examiners and Collectors, and Revenue Agents have Post-Secondary Certificate.
Less than a High School Diploma
0.00%
High School Diploma (or the equivalent)
31.95%
Post-Secondary Certificate
4.43%
Some College Courses
7.72%
Associate's Degree (or other 2-year degree)
6.72%
Bachelor's Degree and Above
49.18%

Tasks and Work Activities of Tax Examiners and Collectors, and Revenue Agents

  • Collect taxes from individuals or businesses according to prescribed laws and regulations.
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Send notices to taxpayers when accounts are delinquent.
  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
  • Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
  • Review selected tax returns to determine the nature and extent of audits to be performed on them.
  • Enter tax return information into computers for processing.
  • Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
  • Process individual and corporate income tax returns, and sales and excise tax returns.
  • Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
  • Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
  • Recommend criminal prosecutions or civil penalties.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
  • Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
  • Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
  • Getting InformationObserving, receiving, and otherwise obtaining information from all relevant sources.
  • Performing for or Working Directly with the PublicPerforming for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
  • Communicating with Persons Outside OrganizationCommunicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
  • Processing InformationCompiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Evaluating Information to Determine Compliance with StandardsUsing relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
  • Interacting With ComputersUsing computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Establishing and Maintaining Interpersonal RelationshipsDeveloping constructive and cooperative working relationships with others, and maintaining them over time.
  • Making Decisions and Solving ProblemsAnalyzing information and evaluating results to choose the best solution and solve problems.
  • Organizing, Planning, and Prioritizing WorkDeveloping specific goals and plans to prioritize, organize, and accomplish your work.
  • Communicating with Supervisors, Peers, or SubordinatesProviding information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  • Collect payments for goods or services.
  • Update knowledge of legal or regulatory environments.
  • Document information related to legal proceedings.
  • Explain regulations, policies, or procedures.
  • Correspond with customers to answer questions or resolve complaints.
  • Inform individuals or organizations of status or findings.
  • Examine financial records.
  • Verify accuracy of financial information.
  • Maintain data in information systems or databases.
  • Examine financial records or processes.
  • Verify accuracy of records.
  • Assess financial status of clients.
  • Advise others on legal or regulatory compliance matters.
  • Develop financial plans for clients.
  • Negotiate agreements to resolve disputes.
  • Communicate with government agencies.
  • Collect evidence for legal proceedings.
  • Prepare legal or investigatory documentation.
  • Oversee business processes.
  • Gather financial records.

Skills and Abilities for Tax Examiners and Collectors, and Revenue Agents

  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical ThinkingUsing logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • SpeakingTalking to others to convey information effectively.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • Active LearningUnderstanding the implications of new information for both current and future problem-solving and decision-making.
  • Social PerceptivenessBeing aware of others' reactions and understanding why they react as they do.
  • MathematicsUsing mathematics to solve problems.
  • Service OrientationActively looking for ways to help people.
  • PersuasionPersuading others to change their minds or behavior.
  • CoordinationAdjusting actions in relation to others' actions.
  • MonitoringMonitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Time ManagementManaging one's own time and the time of others.
  • Judgment and Decision MakingConsidering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Complex Problem SolvingIdentifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Oral ComprehensionThe ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Inductive ReasoningThe ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  • Deductive ReasoningThe ability to apply general rules to specific problems to produce answers that make sense.
  • Problem SensitivityThe ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
  • Oral ExpressionThe ability to communicate information and ideas in speaking so others will understand.
  • Written ComprehensionThe ability to read and understand information and ideas presented in writing.
  • Information OrderingThe ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
  • Speech ClarityThe ability to speak clearly so others can understand you.
  • Speech RecognitionThe ability to identify and understand the speech of another person.
  • Near VisionThe ability to see details at close range (within a few feet of the observer).
  • Written ExpressionThe ability to communicate information and ideas in writing so others will understand.
  • Number FacilityThe ability to add, subtract, multiply, or divide quickly and correctly.
  • Flexibility of ClosureThe ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
  • Category FlexibilityThe ability to generate or use different sets of rules for combining or grouping things in different ways.
  • Mathematical ReasoningThe ability to choose the right mathematical methods or formulas to solve a problem.
  • Desktop calculatore.g. 10-key calculators
  • Laser printerse.g. Computer laser printers
  • Scannerse.g. Computer scanners
  • Desktop computerse.g. Desktop computers
  • Notebook computerse.g. Laptop computers
  • Special purpose telephonese.g. Multi-line telephone systems
  • Personal computerse.g. Personal computers
  • Photocopierse.g. Photocopiers
  • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • English LanguageKnowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Law and GovernmentKnowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
  • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • MathematicsKnowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • Computers and ElectronicsKnowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.