Tax Examiners and Collectors, and Revenue Agents

Description

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

Tasks

  • 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.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Send notices to taxpayers when accounts are delinquent.
  • 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.
  • Answer questions from taxpayers and assist them in completing tax forms.
  • Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Enter tax return information into computers for processing.
  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
  • Review selected tax returns to determine the nature and extent of audits to be performed on them.
  • 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.
  • Process individual and corporate income tax returns, and sales and excise tax returns.
  • Recommend criminal prosecutions or civil penalties.
  • Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
  • Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
  • Participate in informal appeals hearings on contested cases from other agents.
  • 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.
  • Secure a taxpayer's agreement to discharge a tax assessment, or submit contested determinations to other administrative or judicial conferees for appeals hearings.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
  • Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
  • Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases.
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.

Knowledge

Engineering and Technology
Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
Design
Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
History and Archeology
Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
Physics
Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub- atomic structures and processes.
Chemistry
Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
Medicine and Dentistry
Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.

Skills

Operation and Control
Controlling operations of equipment or systems.
Science
Using scientific rules and methods to solve problems.
Equipment Selection
Determining the kind of tools and equipment needed to do a job.
Installation
Installing equipment, machines, wiring, or programs to meet specifications.
Equipment Maintenance
Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
Troubleshooting
Determining causes of operating errors and deciding what to do about it.
Repairing
Repairing machines or systems using the needed tools.

Abilities

Trunk Strength
The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without 'giving out' or fatiguing.
Wrist-Finger Speed
The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
Response Orientation
The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
Rate Control
The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
Reaction Time
The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
Multilimb Coordination
The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
Speed of Limb Movement
The ability to quickly move the arms and legs.
Static Strength
The ability to exert maximum muscle force to lift, push, pull, or carry objects.
Explosive Strength
The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
Dynamic Strength
The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.

Interests

Conventional
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Social
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Realistic
Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
Investigative
Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
Artistic
Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Work Style

Integrity
Job requires being honest and ethical.
Self Control
Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Independence
Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Analytical Thinking
Job requires analyzing information and using logic to address work-related issues and problems.
Stress Tolerance
Job requires accepting criticism and dealing calmly and effectively with high stress situations.
Cooperation
Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Adaptability/Flexibility
Job requires being open to change (positive or negative) and to considerable variety in the workplace.
Initiative
Job requires a willingness to take on responsibilities and challenges.

Work Values

Achievement
Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
Support
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Relationships
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Working Conditions
Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
Recognition
Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
Independence
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Lay Titles

Adjustment Examiner
Auditor
City Collector
Collections Specialist
Collector
Collector of Internal Revenue
Collector of Port
Customer Service Representative
Customs Agent
Customs Appraiser
Customs Collector
Customs Examiner
Customs Guard
Customs Inspector
Customs Officer
Customs Verifier
Delinquent Tax Collection Assistant
Delinquent Tax Collector
Estate Tax Examiner
Income Tax Adjuster
Income Tax Auditor
Income Tax Investigator
Inspector
Internal Revenue Agent
IRS Agent (Internal Revenue Service Agent)
Merchandise Appraiser
Merchandise Examiner
Opener
Revenue Agent
Revenue Collector
Revenue Enforcement Agent
Revenue Enforcement Collection Agent
Revenue Field Agent
Revenue Field Auditor
Revenue Inspector
Revenue Investigator
Revenue Officer
Revenue Specialist
Reviewer
Special Agent
State Auditor
Tax Adjuster
Tax Agent
Tax Analyst
Tax Auditor
Tax Collector
Tax Compliance Agent
Tax Compliance Officer
Tax Compliance Representative
Tax Examiner
Tax Examining Technician
Tax Investigator
Tax Manager
Treasurer
Treasury Agent
U.S. Revenue Officer
Verifier

National Wages and Employment Info

Median Wages (2008):
$24.25 hourly, $50,440 annual.
Employment (2008):
65,560 employees