Tax Examiners and Collectors, and Revenue Agent Career

Job Description: Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.


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Tax Examiners and Collectors, and Revenue Agent Career

What Tax Examiners and Collectors, and Revenue Agents do:

  • Collect taxes from individuals or businesses according to prescribed laws and regulations.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
  • 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.
  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • Answer questions from taxpayers and assist them in completing tax forms.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
  • Send notices to taxpayers when accounts are delinquent.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
  • Process individual and corporate income tax returns, and sales and excise tax returns.
  • Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
  • Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
  • 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.
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
  • Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
  • Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
  • Recommend criminal prosecutions or civil penalties.
  • Enter tax return information into computers for processing.
  • Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.
  • Participate in informal appeals hearings on contested cases from other agents.
  • Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.

What work activities are most important?

Importance Activities

Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.

Performing for or Working Directly with the Public - Performing 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 Organization - Communicating 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 Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Interacting With Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.

Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.

Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.

Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.

Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.

Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others.

Thinking Creatively - Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Judging the Qualities of Things, Services, or People - Assessing the value, importance, or quality of things or people.

Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks.

Monitor Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Training and Teaching Others - Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Developing Objectives and Strategies - Establishing long-range objectives and specifying the strategies and actions to achieve them.

Coaching and Developing Others - Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Estimating the Quantifiable Characteristics of Products, Events, or Information - Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members.

Assisting and Caring for Others - Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Holland Code Chart for a Tax Examiners and Collectors, and Revenue Agent

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