What You'll 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.
  • 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.
  • 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.

Essential Skills

Reading Comprehension 4.0/5
Active Listening 4.0/5
Speaking 4.0/5
Critical Thinking 3.88/5
Writing 3.25/5
Mathematics 3.25/5
Active Learning 3.25/5
Monitoring 3.25/5
Judgment and Decision Making 3.12/5
Social Perceptiveness 3.0/5
Coordination 3.0/5
Negotiation 3.0/5

Career Fit Overview

Use this summary to sense whether the day to day rhythm and focus of this path line up with what energizes you.

Top passions

  • Organizer: Bringing order to data and processes satisfies you.
  • Leader: Taking charge and moving ideas forward motivates you.
  • Helper: Supporting people and making a difference matters to you.

Common styles

Integrity, Attention to Detail, Dependability, Self-Control, Independence

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Key Abilities

This career demands strong capabilities in the following areas:

Oral Comprehension 4.0/5
Written Comprehension 4.0/5
Oral Expression 4.0/5
Deductive Reasoning 4.0/5
Inductive Reasoning 4.0/5
Information Ordering 4.0/5
Problem Sensitivity 3.88/5
Near Vision 3.75/5

Technologies & Tools

ADP Workforce Now Alteryx software Automated tax system software Document management system software Email software Fund accounting software Image processing systems Intuit QuickBooks Intuit TurboTax Microsoft Access Microsoft Excel Microsoft Office software Microsoft Outlook Microsoft Power BI Microsoft PowerPoint Microsoft Word Online databases Optical character recognition OCR software SAP software Tax compliance property tax management software

Work Environment & Style

Common Styles for This Career

  • Integrity (High importance: 4.66/5)
  • Attention to Detail (High importance: 4.64/5)
  • Dependability (High importance: 4.54/5)
  • Self-Control (High importance: 4.42/5)
  • Independence (High importance: 4.38/5)

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How to Become One

This career typically requires vocational school, related on-the-job experience, or an associate's degree. Some specialized training or certification may also be required.

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Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Adjustment Examiner Block Advisor City Collector City Tax Auditor Collections Specialist Collector Corporate Tax Associate Credentialed Tax Expert Customs Agent Customs Appraiser Customs Collector Customs Examiner Customs Guard Customs Inspector Customs Verifier Delinquent Tax Collector Estate Tax Examiner Federal Tax Analyst Garnishment Specialist Income Tax Adjuster Income Tax Analyst Income Tax Auditor Income Tax Investigator Indirect Tax Analyst Internal Revenue Agent Internal Revenue Collector International Tax Services Associate IRS Agent (Internal Revenue Service Agent) Merchandise Appraiser Merchandise Examiner Payroll Tax Analyst Port Collector Property Tax Analyst Returns Agent Returns Processor Revenue Agent Revenue Collector Revenue Enforcement Agent Revenue Enforcement Collection Agent Revenue Inspector Revenue Investigator Revenue Officer Revenue Specialist Sales Tax Analyst Special Agent State and Local Tax Associate State Auditor Tax Adjuster Tax Administrative Assistant Tax Agent Tax Analyst Tax Associate Tax Collection Coordinator Tax Collector Tax Compliance Officer Tax Compliance Representative Tax Examiner Tax Examining Technician Tax Investigator Tax Preparer Tax Processor Tax Professional Tax Revenue Officer Tax Reviewer Tax Specialist Tax Technician Treasury Agent U.S. Revenue Officer Verifier