Tax Examiners and Collectors, and Revenue Agents

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This occupation is part of the Business and Financial Operations cluster

About the Job

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

It is also Called

  • Account Clerk
  • Accounting Assistant
  • Adjustment Examiner
  • Administrative Specialist
  • Appeals Officer
  • Appraiser
  • Auditor
  • Business Taxes Specialist
  • City Collector
  • City Tax Auditor

What They 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.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Send notices to taxpayers when accounts are delinquent.
  • 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.
  • Answer questions from taxpayers and assist them in completing tax forms.
  • 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.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.

Interests

People who work in this occupation generally have the interest code: CE.

This means people who work in this occupation generally have Conventional interests, but also prefer Enterprising environments.

Work Values

People who work in this occupation generally prize Achievement, but also value Support and Relationships in their jobs.

Things They Need to Know

  • 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.
  • Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
  • Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Things They Need to Be Able to Do

  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • 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.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Speaking - Talking to others to convey information effectively.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  • Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
  • Mathematics - Using mathematics to solve problems.

Education Required

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

Wages

In 2012, the average annual wage in California was $63,420 with most people making between $37,840 and $99,640

Outlook

0.59%
avg. annual growth

During 2010, this occupation employed approximately 10,100 people in California. It is projected that there will be 10,700 employed in 2020.

This occupation will have about 60 openings due to growth and about 240 replacement openings for approximately 300 total annual openings.

Common College Majors

Industries that Employ this Occupation

Industry breakdown is not available for this occupation

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