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Tax Examiners and Collectors, and Revenue Agents

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

Tasks
21 tasks6 core, 15 supplemental
Family
Business & FinancialOne of its 50 occupations
Code
13-2081.00SOC 2018: 13-2081

Read the 21 tasks Download this record as JSON

What the work is made of

6 core tasks and 15 supplemental, each quoted as published, with the survey it came from.

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Core: central to the jobSupplemental: done by some, not all

  1. Task 1. Send notices to taxpayers when accounts are delinquent.Core taskTask 5293Rated by 59 people who do the job, August 2022
  2. Task 2. Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.Core taskTask 5291Rated by 60 people who do the job, August 2022
  3. Task 3. Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.Core taskTask 5294Rated by 58 people who do the job, August 2022
  4. Task 4. Maintain records for each case, including contacts, telephone numbers, and actions taken.Core taskTask 5290Rated by 59 people who do the job, August 2022
  5. Task 5. Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.Core taskTask 5292Rated by 61 people who do the job, August 2022
  6. Task 6. Answer questions from taxpayers and assist them in completing tax forms.Core taskTask 20016Rated by 60 people who do the job, August 2022
  7. Task 7. Collect taxes from individuals or businesses according to prescribed laws and regulations.Supplemental taskTask 5288Rated by 61 people who do the job, August 2022
  8. Task 8. Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.Supplemental taskTask 5305Rated by 61 people who do the job, August 2022
  9. Task 9. 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.Supplemental taskTask 5302Rated by 59 people who do the job, August 2022
  10. Task 10. Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.Supplemental taskTask 5303Rated by 61 people who do the job, August 2022
  11. Task 11. Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.Supplemental taskTask 5301Rated by 60 people who do the job, August 2022
  12. Task 12. Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.Supplemental taskTask 5308Rated by 61 people who do the job, August 2022
  13. Task 13. Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.Supplemental taskTask 5296Rated by 61 people who do the job, August 2022
  14. Task 14. Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.Supplemental taskTask 5289Rated by 60 people who do the job, August 2022
  15. Task 15. 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.Supplemental taskTask 5310Rated by 59 people who do the job, August 2022
  16. Task 16. Review selected tax returns to determine the nature and extent of audits to be performed on them.Supplemental taskTask 5297Rated by 61 people who do the job, August 2022
  17. Task 17. Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.Supplemental taskTask 5299Rated by 60 people who do the job, August 2022
  18. Task 18. Participate in informal appeals hearings on contested cases from other agents.Supplemental taskTask 5312Rated by 60 people who do the job, August 2022
  19. Task 19. Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.Supplemental taskTask 5307Rated by 60 people who do the job, August 2022
  20. Task 20. Enter tax return information into computers for processing.Supplemental taskTask 5298Rated by 61 people who do the job, August 2022
  21. Task 21. Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.Supplemental taskTask 5306Rated by 58 people who do the job, August 2022

Where this comes from

Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.

How we copy and credit sources
  1. Published by
    O*NET 29.0, U.S. Department of LaborEmployment and Training Administration
  2. Classification
    Standard Occupational Classification 2018, 13-2081
  3. License
    CC BY 4.0Free to copy and reuse, with credit
  4. Changed by us
    Nothing.

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