CompGeo Salary Survey Benchmark Job Summary and Competencies

Tax Examiners, Collectors, and Revenue Agents

The Benchmark Job Description below represents the specific Position Characteristics of the job used in the Salary Survey. Benchmark Job Descriptions should be inspected carefully to review the degree of matching between an organizations' Job and the Salary Survey Benchmark. Matching internal Jobs to Salary Survey Benchmark Jobs should not be done on Job Title alone. A thorough comparison of Salary Survey Benchmark to Internal Job Descriptions is recommended. A good overlap should exist on any comparisons used on critical Job Dimensions and Competencies.
 
CompGeo Occupation Group: Finance
Job Family: Tax
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
 
Summary Job Description Tasks
Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations. 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.
 
Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
 
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.
 
Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
 
Process individual and corporate income tax returns, and sales and excise tax returns.
 
Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
 
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.
 
Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
 
Recommend criminal prosecutions or civil penalties.
 
Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
 
Secure a taxpayer's agreement to discharge a tax assessment, or submit contested determinations to other administrative or judicial conferees for appeals hearings.
 
Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases.
 
Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments.
 
Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
 
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.
 
Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
 
Participate in informal appeals hearings on contested cases from other agents.
 
 
CompGeo Occupation Group: Finance
Job Family: Tax
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
 
Important Knowledge Competencies Competency Description
Law and Government Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
 
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.
 
English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
 
Computers and Electronics Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
 
Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
 
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.
 
Economics and Accounting Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
 
 
CompGeo Occupation Group: Finance
Job Family: Tax
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
 
Important Skill Competencies Competency Description
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.
 
Social Perceptiveness Being aware of others' reactions and understanding why they react as they do.
 
Complex Problem Solving Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
 
Judgment and Decision Making Considering the relative costs and benefits of potential actions to choose the most appropriate one.
 
Time Management Managing one's own time and the time of others.
 
Mathematics Using mathematics to solve problems.
 
Monitoring Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
 
Coordination Adjusting actions in relation to others' actions.
 
Persuasion Persuading others to change their minds or behavior.
 
Service Orientation Actively looking for ways to help people.
 
Negotiation Bringing others together and trying to reconcile differences.
 
Learning Strategies Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
 
Instructing Teaching others how to do something.
 
 
CompGeo Occupation Group: Finance
Job Family: Tax
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
 
Important Ability Competencies Competency Description
Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences.
 
Problem Sensitivity The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
 
Deductive Reasoning The ability to apply general rules to specific problems to produce answers that make sense.
 
Information Ordering The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
 
Written Comprehension The ability to read and understand information and ideas presented in writing.
 
Oral Expression The ability to communicate information and ideas in speaking so others will understand.
 
Inductive Reasoning The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
 
Near Vision The ability to see details at close range (within a few feet of the observer).
 
Speech Recognition The ability to identify and understand the speech of another person.
 
Speech Clarity The ability to speak clearly so others can understand you.
 
Written Expression The ability to communicate information and ideas in writing so others will understand.
 
Category Flexibility The ability to generate or use different sets of rules for combining or grouping things in different ways.
 
Number Facility The ability to add, subtract, multiply, or divide quickly and correctly.
 
Selective Attention The ability to concentrate on a task over a period of time without being distracted.
 
Mathematical Reasoning The ability to choose the right mathematical methods or formulas to solve a problem.
 
Flexibility of Closure The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
 
Perceptual Speed The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
 
Originality The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
 
Finger Dexterity The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
 
Fluency of Ideas The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
 
Speed of Closure The ability to quickly make sense of, combine, and organize information into meaningful patterns.
 
Far Vision The ability to see details at a distance.
 
 
CompGeo Occupation Group: Finance
Job Family: Tax
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
 
Tools/Technology Example Product Category
Automated tax system software Accounting software
 
Document management system software Document management software
 
Email software Electronic mail software
 
Image processing systems Graphics or photo imaging software
 
Intuit QuickBooks software Accounting software
 
Microsoft Access Data base user interface and query software
 
Microsoft Excel Spreadsheet software
 
Microsoft Office software Office suite software
 
Microsoft PowerPoint Presentation software
 
Microsoft Word Word processing software
 
Online databases Data base user interface and query software
 
Optical character recognition OCR software Optical character reader OCR or scanning software
 
Web browser software Internet browser software
 
10-key calculators Calculators or accessories
 
Computer laser printers Laser printers
 
Computer scanners Scanners
 
Desktop computers Desktop computers
 
Laptop computers Notebook computers
 
Multi-line telephone systems Special purpose telephones
 
Personal computers Personal computers
 
Photocopiers Photocopiers
 
 
CompGeo Occupation Group: Finance
Job Family: Tax
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
 
Prerequisite Qualification Category Education and Experience Level
On-the-Job Training Over 1 month, up to and including 3 months
 
On-Site or In-Plant Training Up to and including 1 month
 
Related Work Experience None
 
On-Site or In-Plant Training Over 1 month, up to and including 3 months
 
 
CompGeo Occupation Group: Finance
Job Family: Tax
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
 
Alternate Job Title(s)
Adjustment Examiner
Auditor
City Collector
Collections Specialist
Collector
Collector of Internal Revenue
Collector of Port
Customer Service Representative
Customs Agent
Customs Appraiser
Customs Collector
Customs Examiner
Customs Guard
Customs Inspector
Customs Officer
Customs Verifier
Delinquent Tax Collection Assistant
Delinquent Tax Collector
Estate Tax Examiner
IRS Agent (Internal Revenue Service Agent)
Income Tax Adjuster
Income Tax Auditor
Income Tax Investigator
Inspector
Internal Revenue Agent
Merchandise Appraiser
Merchandise Examiner
Opener
Revenue Agent
Revenue Collector
Revenue Enforcement Agent
Revenue Enforcement Collection Agent
Revenue Field Agent
Revenue Field Auditor
Revenue Inspector
Revenue Investigator
Revenue Officer
Revenue Specialist
Reviewer
Special Agent
State Auditor
Tax Adjuster
Tax Agent
Tax Analyst
Tax Auditor
Tax Collector
Tax Compliance Agent
Tax Compliance Officer
Tax Compliance Representative
Tax Examiner
Tax Examining Technician
Tax Investigator
Tax Manager
Tax Revenue Officer
Treasurer
Treasury Agent
U.S. Revenue Officer
Verifier
 
CompGeo Occupation Group: Finance
Job Family: Tax
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
 
 
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