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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.

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    Work Activities

    Work Activities

    • 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.
    • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
    • Enter tax return information into computers for processing.
    • Send notices to taxpayers when accounts are delinquent.
    • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
    • 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.
    • Review selected tax returns to determine the nature and extent of audits to be performed on them.
    • 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.
    • Process individual and corporate income tax returns, and sales and excise tax returns.
    • Recommend criminal prosecutions or civil penalties.
    • Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
    • Answer questions from taxpayers and assist them in completing tax forms.
    • Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
    • Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
    • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
    • Participate in informal appeals hearings on contested cases from other agents.
    • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
    • Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
    • Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
    • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
    • Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
    • Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
    • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.

    Skills

    • Active Listening

      Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

    • Reading Comprehension

      Understanding written sentences and paragraphs in work related documents.

    • Critical Thinking

      Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

    WorkKeys®

    Applied Math
    5
    Workplace Documents
    5
    Graphic Literacy
    5

    Abilities

    • 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).

    • Oral Comprehension

      The ability to listen to and understand information and ideas presented through spoken words and sentences.

    Knowledge

    • Customer and Personal Service

      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

      Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    Career Video

    Additional videos and more information available on CareerOneStop

    Pay

    • Ohio Annual Salary 65860/yr
    • Typical Salary
    • Ohio Hourly Wage 31.66/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 1,370
    • Yearly Projected Openings 110

    Typical Education

    Personality

    Conventional: People interested in this work like activities that include data, detail, and regular routines. They do well at jobs that need:
    • Integrity
    • Self Control
    • Attention to Detail
    • Independence
    • Analytical Thinking
    • Dependability

    Tools

    • Personal computers
    • Notebook computers
    • Laser printers
    • Desktop computers
    • Desktop calculator

    Technology

    • Enterprise resource planning ERP software
    • Electronic mail software
    • Document management software
    • Data base user interface and query software
    • Accounting software

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    Workforce Supply Tool

    Workforce Supply Tool

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