Skip navigation

Tax Examiners and 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

  • City Tax Auditor
  • Collections Specialist
  • Revenue Agent
  • Revenue Collector
  • Revenue Officer
  • Revenue Specialist
  • Tax Collector
  • Tax Compliance Officer
  • Tax Examiner
  • Tax Examining Technician

SOC Occupation Groups

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

Related Occupations

Tasks

  • Answer questions from taxpayers and assist them in completing tax forms.
  • 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.
  • 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.
  • 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.
  • 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

  • Assess financial status of clients.
  • Collect evidence for legal proceedings.
  • Collect payments for goods or services.
  • Communicate with government agencies.
  • Correspond with customers to answer questions or resolve complaints.
  • Develop financial plans for clients.
  • Document information related to legal proceedings.
  • Examine financial records or processes.
  • Examine financial records.
  • Explain regulations, policies, or procedures.
  • Gather financial records.
  • Inform individuals or organizations of status or findings.
  • Maintain data in information systems or databases.
  • Negotiate agreements to resolve disputes.
  • Oversee business processes.
  • Prepare legal or investigatory documentation.
  • Testify at legal or legislative proceedings.
  • Update knowledge of legal or regulatory environments.
  • Verify accuracy of records.

Military Crosswalk Titles

  • Finance Technician (Marine Corps - Enlisted)

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Revenue Agent
  • Revenue Officer