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

Description:

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


National Salary Information:

Hourly Statistics:

Annual Statistics:

Source: Bureau of Labor Statistics 2015 wage data.


Employment Projections:

Employment (2014):
67,900 employed

Projected (2024):
63,700 employed

Projected growth (2014-2024)


Source: Bureau of Labor Statistics 2015 2014-2024 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2014-2024). "Projected job openings" represent openings due to growth and replacement.


Alternate Titles:

  • Account Clerk
  • Accounting Assistant
  • Adjustment Examiner
  • Administrative Specialist
  • Appeals Officer
  • Appraiser
  • Auditor
  • Business Taxes Specialist
  • City Collector
  • City Tax Auditor
  • Collections Specialist
  • Collector
  • Collector of Internal Revenue
  • Collector of Port
  • County Treasurer
  • 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
  • Delinquent Tax Collector Assistant
  • Deputy Clerk
  • Deputy Treasurer
  • Estate Tax Examiner
  • Field Agent
  • Field Tax Auditor
  • Finance Associate
  • Garnishment Specialist
  • Income Tax Adjuster
  • Income Tax Administrator
  • Income Tax Auditor
  • Income Tax Investigator
  • Inspector
  • Internal Revenue Agent
  • IRS Agent (Internal Revenue Service Agent)
  • Merchandise Appraiser
  • Merchandise Examiner
  • Opener
  • Return Agent
  • Returns Processor
  • 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
  • Special Tax Auditor
  • State Auditor
  • Tax Accountant
  • Tax Adjuster
  • Tax Agent
  • Tax Analyst
  • Tax Assessor
  • Tax Assistant
  • Tax Associate
  • Tax Auditor
  • Tax Collection Coordinator
  • Tax Collector
  • Tax Compliance Agent
  • Tax Compliance Officer
  • Tax Compliance Representative
  • Tax Examiner
  • Tax Examining Technician
  • Tax Investigator
  • Tax Manager
  • Tax Processor
  • Tax Revenue Officer
  • Tax Technician
  • Treasurer
  • Treasury Agent
  • U.S. Revenue Officer
  • Verifier


  • Job Zone Three: Medium Preparation Needed

    Experience:

    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:

    Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.

    Job Training:

    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.


    Required Skills:

  • Reading Comprehension
  • Active Listening
  • Writing
  • Speaking
  • Mathematics
  • Critical Thinking
  • Active Learning
  • Learning Strategies
  • Monitoring
  • Social Perceptiveness
  • Coordination
  • Persuasion
  • Negotiation
  • Instructing
  • Service Orientation
  • Complex Problem Solving
  • Operations Analysis
  • Technology Design
  • Programming
  • Operation Monitoring
  • Quality Control Analysis
  • Judgment and Decision Making
  • Systems Analysis
  • Systems Evaluation
  • Time Management
  • Management of Financial Resources
  • Management of Material Resources
  • Management of Personnel Resources

  • Knowledge Used:

  • Administration and Management
  • Clerical
  • Economics and Accounting
  • Sales and Marketing
  • Customer and Personal Service
  • Personnel and Human Resources
  • Production and Processing
  • Computers and Electronics
  • Mechanical
  • Mathematics
  • Psychology
  • Sociology and Anthropology
  • Geography
  • Therapy and Counseling
  • Education and Training
  • English Language
  • Foreign Language
  • Philosophy and Theology
  • Public Safety and Security
  • Law and Government
  • Telecommunications
  • Communications and Media
  • Transportation


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

  • Tools & Technology:

  • 10-key calculators
  • Computer laser printers
  • Computer scanners
  • Desktop computers
  • Laptop computers
  • Multi-line telephone systems
  • Personal computers
  • Photocopiers
  • Automated tax system software
  • Document management system software
  • Email software
  • Image processing systems
  • Intuit QuickBooks software
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Online databases
  • Optical character recognition OCR software
  • SAP software
  • Tax software
  • Web browser software


  • business and financial operations


    industry stats

    SOC: 13-0000

    Total Employed: 7,032,560

    Average Annual Salary: $73,800