How do they match: Tax Examiners and Collectors, and Revenue Agents

  • Customer Service Representative
  • Tax Compliance Representative

  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
  • 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.
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
  • Process individual and corporate income tax returns, and sales and excise tax returns.

  • Advise others on financial matters.
  • Assess financial status of clients.
  • Develop financial analysis methods.
  • Develop financial plans for clients.
  • Examine financial records or processes.
  • Examine financial records.
  • Gather financial records.
  • Verify accuracy of financial information.