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Tax Examiners, Collectors, and Revenue Agents - 13-2081.00

O*NET-SOC Description

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

Sample of Reported Job Titles

  • Revenue Agent
  • Tax Auditor
  • Revenue Officer
  • Delinquent Tax Collection Assistant
  • Revenue Collector
  • Tax Collector
  • Tax Examiner
  • Tax Compliance Officer
  • Tax Examining Technician
  • Income Tax Auditor

SOC Occupation Groups

13-0000 Business and Financial Operations Occupations
13-2000 Financial Specialists
13-2080 Tax Examiners, Collectors, Preparers, and Revenue Agents
13-2081.00 Tax Examiners, Collectors, and Revenue Agents

Related Occupations

Tasks

  • 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.
  • Collect taxes from individuals or businesses according to prescribed laws and regulations.
  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
  • 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.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
  • Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments.
  • 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.
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
  • Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
  • 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.
  • 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.
  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • Participate in informal appeals hearings on contested cases from other agents.
  • Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases.
  • Process individual and corporate income tax returns, and sales and excise tax returns.
  • Recommend criminal prosecutions or civil penalties.
  • Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
  • 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.
  • Secure a taxpayer's agreement to discharge a tax assessment, or submit contested determinations to other administrative or judicial conferees for appeals hearings.
  • Send notices to taxpayers when accounts are delinquent.

Detailed Work Activities

  • advise clients on financial matters
  • analyze data to discover facts in case
  • analyze existing evidence or facts
  • analyze financial data
  • compute taxes
  • conduct financial investigations
  • confer with taxpayer or representative
  • determine if evidence is sufficient to recommend prosecution
  • determine tax liability according to prescribed laws
  • direct serving of legal documents
  • follow tax laws or regulations
  • gather relevant financial data
  • interview client to obtain additional tax information
  • make presentations on financial matters
  • negotiate payment arrangements with customers
  • note discrepancies in financial records
  • participate in appeals hearings
  • prepare audit reports or recommendations
  • prepare correspondence relating to financial discrepancies
  • prepare tax reports
  • recommend customer payment plan
  • use accounting terminology
  • verify bank or financial transactions
  • write administrative procedures services manual
  • write legal correspondence

Military Crosswalk Titles

No information available.

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Revenue Agent
  • Revenue Officer