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Career Details

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


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


Key Facts
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Bright Outlook
Career Details
Green Job
Career Details
Current Employment
67,900
Estimate
Forecasted Employment
63,700
Estimate
Change in Employment
-4,200
Estimate
Change in Employment %
-6.2%
Estimate
Tasks
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Tasks
The tasks listed below can be performed to prepare you for a career in this field.
Core
  • 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.
  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • 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.
  • Answer questions from taxpayers and assist them in completing tax forms.
Supplemental
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • 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.
  • 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.
  • Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
  • Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
  • 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.
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
  • Participate in informal appeals hearings on contested cases from other agents.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Knowledge
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Knowledge

The items listed below are organized into sections that contain knowledge useful for pursuing a career in this field. Each section also contains a "Percentage of Importance" statistic that shows how relevant an item is to the occupation.
 Customer and Personal Service
  • 88%
    Knowledge 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 Accounting
  • 81%
    Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
 English Language
  • 81%
    Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
 Law and Government
  • 79%
    Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
 Clerical
  • 77%
    Knowledge 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.
 Mathematics
  • 76%
    Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
 Computers and Electronics
  • 67%
    Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
 Administration and Management
  • 58%
    Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
 Education and Training
  • 56%
    Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
 Psychology
  • 51%
    Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
 Public Safety and Security
  • 50%
    Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Tools
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Tools
The tools listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Computer printers
  • Computer laser printers
 Computers
  • Desktop computers
  • Laptop computers
  • Personal computers
 Personal communication devices
  • Multi-line telephone systems
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Technology
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Technology
The technologies listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Business function specific software
  • ADP Workforce NowHOT
  • Microsoft OfficeHOT
 Finance accounting and enterprise resource planning ERP software
  • Automated tax system software
  • Fund accounting software
  • Intuit QuickBooksHOT
  • SAPHOT
  • Tax software
 Content management software
  • Document management system software
 Information exchange software
  • Email software
  • Microsoft OutlookHOT
 Content authoring and editing software
  • Image processing systems
  • Microsoft ExcelHOT
  • Microsoft PowerPointHOT
  • Microsoft WordHOT
  • Optical character recognition OCR software
 Data management and query software
  • Microsoft AccessHOT
  • Online databases
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Certifications
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Certifications
The certifications listed below are useful to pursue if you are interested in a career in this field.
 Advanced
 Core
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Licensing
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Licensing
The licensing information below is organized into sections and is useful for pursuing if you are interested in a career in this field.
No specific licensing information is listed for this occupation in the area you have selected.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Related Programs
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Programs related to this career, offered by participating institution(s), are listed below.

Clicking on the Degree programs in the list below will take you away from the Careers page.
INSTITUTION
PROGRAMS
Peirce College
Jobs
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Jobs related to this career may be found on Indeed.com or on the Google Job Search page.