Tax Examiners and Collectors, and Revenue Agent Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
Tax Examiners and Collectors, and Revenue Agent is Also Know as
In different settings, Tax Examiners and Collectors, and Revenue Agent is titled as
- City Tax Auditor
- Collections Specialist
- Revenue Agent
- Revenue Collector
- Revenue Officer
- Revenue Specialist
- Tax Collector
- Tax Compliance Officer
- Tax Examiner
- Tax Examining Technician
Education and Training of Tax Examiners and Collectors, and Revenue Agent
Tax Examiners and Collectors, and Revenue Agent is categorized in Job Zone Three: Medium Preparation Needed
Experience Required for Tax Examiners and Collectors, and Revenue Agent
Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Education Required for Tax Examiners and Collectors, and Revenue Agent
Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Degrees Related to Tax Examiners and Collectors, and Revenue Agent
- Bachelor in Accounting
- Associate Degree Courses in Accounting
- Masters Degree Courses in Accounting
- Bachelor in Taxation
- Associate Degree Courses in Taxation
- Masters Degree Courses in Taxation
Training Required for Tax Examiners and Collectors, and Revenue Agent
Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Related Ocuupations
Some Ocuupations related to Tax Examiners and Collectors, and Revenue Agent in different industries are
- Tax Preparers
- Accountants and Auditors
- Bill and Account Collectors
- Bookkeeping, Accounting, and Auditing Clerks
- Credit Authorizers, Checkers, and Clerks
- Billing and Posting Clerks
- Payroll and Timekeeping Clerks
- Financial Examiners
- Budget Analysts
- Eligibility Interviewers, Government Programs
- Credit Analysts
- Court, Municipal, and License Clerks
- Loan Officers
- Insurance Claims and Policy Processing Clerks
- Appraisers and Assessors of Real Estate
- Title Examiners, Abstractors, and Searchers
- Brokerage Clerks
- Personal Financial Advisors
- Financial Managers
- Loan Interviewers and Clerks
What Do Tax Examiners and Collectors, and Revenue Agent do?
- 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.
- 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.
- Send notices to taxpayers when accounts are delinquent.
- Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
- 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.
- 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.
- Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
- 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.
- Answer questions from taxpayers and assist them in completing tax forms.
Qualities of Good Tax Examiners and Collectors, and Revenue Agent
- Written Comprehension: The ability to read and understand information and ideas presented in writing.
- Oral Expression: The ability to communicate information and ideas in speaking so others will understand.
- Oral Comprehension: The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Deductive Reasoning: The ability to apply general rules to specific problems to produce answers that make sense.
- Inductive Reasoning: The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
- Information Ordering: The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
- Problem Sensitivity: The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
- Speech Clarity: The ability to speak clearly so others can understand you.
- Speech Recognition: The ability to identify and understand the speech of another person.
- Near Vision: The ability to see details at close range (within a few feet of the observer).
- Written Expression: The ability to communicate information and ideas in writing so others will understand.
- Mathematical Reasoning: The ability to choose the right mathematical methods or formulas to solve a problem.
- Number Facility: The ability to add, subtract, multiply, or divide quickly and correctly.
- Category Flexibility: The ability to generate or use different sets of rules for combining or grouping things in different ways.
- Flexibility of Closure: The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
- Memorization: The ability to remember information such as words, numbers, pictures, and procedures.
- Selective Attention: The ability to concentrate on a task over a period of time without being distracted.
- Perceptual Speed: The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
- Fluency of Ideas: The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
- Far Vision: The ability to see details at a distance.
- Speed of Closure: The ability to quickly make sense of, combine, and organize information into meaningful patterns.
- Time Sharing: The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
- Auditory Attention: The ability to focus on a single source of sound in the presence of other distracting sounds.
- Finger Dexterity: The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
- Originality: The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
- Visualization: The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
- Arm-Hand Steadiness: The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
- Wrist-Finger Speed: The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
- Manual Dexterity: The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
- 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.
- Visual Color Discrimination: The ability to match or detect differences between colors, including shades of color and brightness.
- Hearing Sensitivity: The ability to detect or tell the differences between sounds that vary in pitch and loudness.
- Control Precision: The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
- Dynamic Strength: The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
- Depth Perception: The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
- Gross Body Equilibrium: The ability to keep or regain your body balance or stay upright when in an unstable position.
- Spatial Orientation: The ability to know your location in relation to the environment or to know where other objects are in relation to you.
- Sound Localization: The ability to tell the direction from which a sound originated.
- Glare Sensitivity: The ability to see objects in the presence of a glare or bright lighting.
- Peripheral Vision: The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
- Night Vision: The ability to see under low-light conditions.
- 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.
- 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.
- Gross Body Coordination: The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
- Dynamic Flexibility: The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
- Extent Flexibility: The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
- Stamina: The ability to exert yourself physically over long periods of time without getting winded or out of breath.
- Explosive Strength: The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
- Static Strength: The ability to exert maximum muscle force to lift, push, pull, or carry objects.
- Speed of Limb Movement: The ability to quickly move the arms and legs.
- Reaction Time: The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
- 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.
Tools Used by Tax Examiners and Collectors, and Revenue Agent
- 10-key calculators
- Computer laser printers
- Computer scanners
- Desktop computers
- Laptop computers
- Multi-line telephone systems
- Personal computers
- Photocopiers
Technology Skills required for Tax Examiners and Collectors, and Revenue Agent
- ADP Workforce Now
- Automated tax system software
- Document management system software
- Email software
- Fund accounting software
- Image processing systems
- Intuit QuickBooks
- Intuit TurboTax
- Microsoft Access
- Microsoft Excel
- Microsoft Office software
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Online databases
- Optical character recognition OCR software
- SAP software
- Tax compliance property tax management software
- Tax software
- Web browser software