(Career Asssessments, Exploration & Counselling)
Career: Tax Examiners, Collectors, and Revenue Agents
Job Description
Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
Job Tasks
Importance %age |
Task Description |
94
|
Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information. |
93
|
Maintain records for each case, including contacts, telephone numbers, and actions taken. |
92
|
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation. |
72
|
Collect taxes from individuals or businesses according to prescribed laws and regulations. |
72
|
Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns. |
72
|
Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment. |
67
|
Send notices to taxpayers when accounts are delinquent. |
67
|
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. |
52
|
Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law. |
52
|
Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met. |
49
|
Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems. |
45
|
Enter tax return information into computers for processing. |
43
|
Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions. |
36
|
Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities. |
36
|
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. |
34
|
Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property. |
33
|
Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases. |
32
|
Review selected tax returns to determine the nature and extent of audits to be performed on them. |
31
|
Recommend criminal prosecutions or civil penalties. |
30
|
Secure a taxpayer's agreement to discharge a tax assessment, or submit contested determinations to other administrative or judicial conferees for appeals hearings. |
29
|
Process individual and corporate income tax returns, and sales and excise tax returns. |
26
|
Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments. |
23
|
Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed. |
18
|
Participate in informal appeals hearings on contested cases from other agents. |
14
|
Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records. |
Work Activities
Importance %age |
Activity Description |
76
|
Updating and Using Relevant Knowledge
|
74
|
Getting Information
|
71
|
Organizing, Planning, and Prioritizing Work
|
70
|
Communicating with Supervisors, Peers, or Subordinates
|
70
|
Evaluating Information to Determine Compliance with Standards
|
70
|
Communicating with Persons Outside Organization
|
68
|
Identifying Objects, Actions, and Events
|
67
|
Establishing and Maintaining Interpersonal Relationships
|
67
|
Processing Information
|
66
|
Analyzing Data or Information
|
61
|
Making Decisions and Solving Problems
|
61
|
Performing Administrative Activities
|
58
|
Performing for or Working Directly with the Public
|
56
|
Interpreting the Meaning of Information for Others
|
54
|
Documenting/Recording Information
|
52
|
Training and Teaching Others
|
49
|
Judging the Qualities of Things, Services, or People
|
48
|
Resolving Conflicts and Negotiating with Others
|
48
|
Interacting With Computers
|
43
|
Thinking Creatively
|
43
|
Coordinating the Work and Activities of Others
|
39
|
Provide Consultation and Advice to Others
|
39
|
Scheduling Work and Activities
|
38
|
Monitor Processes, Materials, or Surroundings
|
37
|
Developing and Building Teams
|
36
|
Coaching and Developing Others
|
35
|
Developing Objectives and Strategies
|
31
|
Selling or Influencing Others
|
30
|
Assisting and Caring for Others
|
29
|
Handling and Moving Objects
|
28
|
Estimating the Quantifiable Characteristics of Products, Events, or Information
|
21
|
Controlling Machines and Processes
|
20
|
Staffing Organizational Units
|
20
|
Guiding, Directing, and Motivating Subordinates
|
17
|
Monitoring and Controlling Resources
|
16
|
Inspecting Equipment, Structures, or Material
|
14
|
Operating Vehicles, Mechanized Devices, or Equipment
|
13
|
Performing General Physical Activities
|
3
|
Repairing and Maintaining Electronic Equipment
|
2
|
Repairing and Maintaining Mechanical Equipment
|
1
|
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
|