- Provide requested information on students' progress and the development of case plans.
Occupations with related tasks Save Table: XLSX CSV
- Send notices to taxpayers when accounts are delinquent.
- Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
- Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
- Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
- 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.
- Answer questions from taxpayers and assist them in completing tax forms.
- Collect taxes from individuals or businesses according to prescribed laws and regulations.
- Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
- 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.
- Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
- Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
- Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
- 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.
- 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.
- Review selected tax returns to determine the nature and extent of audits to be performed on them.
- Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
- Participate in informal appeals hearings on contested cases from other agents.
- Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
- Enter tax return information into computers for processing.
- Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
- Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
- Send notices to taxpayers when accounts are delinquent.
- Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
- Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
- Warn violators of infractions or penalties.
- Prepare correspondence to inform concerned parties of licensing decisions or appeals processes.
- Evaluate applications, records, or documents to gather information about eligibility or liability issues.
- Advise licensees or other individuals or groups concerning licensing, permit, or passport regulations.
- Prepare reports of activities, evaluations, recommendations, or decisions.
- Report law or regulation violations to appropriate boards or agencies.
- Confer with or interview officials, technical or professional specialists, or applicants to obtain information or to clarify facts relevant to licensing decisions.
- Issue licenses to individuals meeting standards.
- Collect fees for licenses.
- Administer oral, written, road, or flight tests to license applicants.
- Visit establishments to verify that valid licenses or permits are displayed and that licensing standards are being upheld.
- Score tests and observe equipment operation and control to rate ability of applicants.
- Identify compliance issues that require follow-up or investigation.
- Keep informed regarding pending industry changes, trends, or best practices.
- Provide assistance to internal or external auditors in compliance reviews.
- Verify that all firm and regulatory policies and procedures have been documented, implemented, and communicated.
- Warn violators of infractions or penalties.
- Prepare correspondence to inform concerned parties of licensing decisions or appeals processes.
- Arrange for the next of kin to be notified of deaths.
- Provide information concerning the circumstances of death to relatives of the deceased.
- Perform medicolegal examinations and autopsies, conducting preliminary examinations of the body to identify victims, locate signs of trauma, and identify factors that would indicate time of death.
- Inquire into the cause, manner, and circumstances of human deaths and establish the identities of deceased persons.
- Complete death certificates, including the assignment of cause and manner of death.
- Collect and document any pertinent medical history information.
- Complete reports and forms required to finalize cases.
- Observe, record, and preserve any objects or personal property related to deaths, including objects such as medication containers and suicide notes.
- Inventory personal effects recovered from bodies, such as jewelry or wallets.
- Observe and record the positions and conditions of bodies and related evidence.
- Interview persons present at death scenes to obtain information useful in determining the manner of death.
- Locate and document information regarding the next of kin, including their relationship to the deceased and the status of notification attempts.
- Direct activities of workers conducting autopsies, performing pathological and toxicological analyses, and preparing documents for permanent records.
- Remove or supervise removal of bodies from death scenes, using the proper equipment and supplies, and arrange for transportation to morgues.
- Coordinate the release of personal effects to authorized persons and facilitate the disposition of unclaimed corpses and personal effects.
- Testify at inquests, hearings, and court trials.
- Confer with officials of public health and law enforcement agencies to coordinate interdepartmental activities.
- Witness and certify deaths that are the result of a judicial order.
- Record the disposition of minor children, as well as details of arrangements made for their care.
- Collect wills, burial instructions, and other documentation needed for investigations and for handling of the remains.
- Arrange for the next of kin to be notified of deaths.
- Provide information concerning the circumstances of death to relatives of the deceased.
- Prepare correspondence, reports of inspections or investigations, or recommendations for action.
- Examine records, reports, or other documents to establish facts or detect discrepancies.
- Inspect government property, such as construction sites or public housing, to ensure compliance with contract specifications or legal requirements.
- Investigate alleged license or permit violations.
- Inspect manufactured or processed products to ensure compliance with contract specifications or legal requirements.
- Collect, identify, evaluate, or preserve case evidence.
- Submit samples of products to government laboratories for testing, as required.
- Inspect government-owned equipment or materials in the possession of private contractors to ensure compliance with contracts or regulations or to prevent misuse.
- Investigate applications for special licenses or permits.
- Recommend legal or administrative action to protect government property.
- Testify in court or at administrative proceedings concerning investigation findings.
- Coordinate with or assist law enforcement agencies in matters of mutual concern.
- Monitor investigations of suspected offenders to ensure that they are conducted in accordance with constitutional requirements.
- Locate and interview plaintiffs, witnesses, or representatives of business or government to gather facts relevant to inspections or alleged violations.
- Prepare correspondence, reports of inspections or investigations, or recommendations for action.
- Obtain and serve subpoenas.
- Gather financial documents related to investigations.
- Interview witnesses or suspects and take statements.
- Prepare written reports of investigation findings.
- Document all investigative activities.
- Create and maintain logs, records, or databases of information about fraudulent activity.
- Coordinate investigative efforts with law enforcement officers and attorneys.
- Lead, or participate in, fraud investigation teams.
- Testify in court regarding investigation findings.
- Prepare evidence for presentation in court.
- Recommend actions in fraud cases.
- Review reports of suspected fraud to determine need for further investigation.
- Design, implement, or maintain fraud detection tools or procedures.
- Analyze financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance procedures.
- Maintain knowledge of current events and trends in such areas as money laundering and criminal tools and techniques.
- Evaluate business operations to identify risk areas for fraud.
- Conduct in-depth investigations of suspicious financial activity, such as suspected money-laundering efforts.
- Advise businesses or agencies on ways to improve fraud detection.
- Train others in fraud detection and prevention techniques.
- Conduct field surveillance to gather case-related information.
- Negotiate with responsible parties to arrange for recovery of losses due to fraud.
- Research or evaluate new technologies for use in fraud detection systems.
- Arrest individuals to be charged with fraud.
- Obtain and serve subpoenas.
- Analyze organizational, occupational, and industrial data to facilitate organizational functions and provide technical information to business, industry, and government.
- Evaluate job positions, determining classification, exempt or non-exempt status, and salary.
- Ensure company compliance with federal and state laws, including reporting requirements.
- Prepare occupational classifications, job descriptions, and salary scales.
- Provide advice on the resolution of classification and salary complaints.
- Research job and worker requirements, structural and functional relationships among jobs and occupations, and occupational trends.
- Advise managers and employees on state and federal employment regulations, collective agreements, benefit and compensation policies, personnel procedures, and classification programs.
- Perform multifactor data and cost analyses that may be used in areas such as support of collective bargaining agreements.
- Prepare reports, such as organization and flow charts and career path reports, to summarize job analysis and evaluation and compensation analysis information.
- Plan, develop, evaluate, improve, and communicate methods and techniques for selecting, promoting, compensating, evaluating, and training workers.
- Assess need for and develop job analysis instruments and materials.
- Consult with, or serve as, technical liaison between business, industry, government, and union officials.
- Observe, interview, and survey employees and conduct focus group meetings to collect job, organizational, and occupational information.
- Assist in preparing and maintaining personnel records and handbooks.
- Administer employee insurance, pension, and savings plans, working with insurance brokers and plan carriers.
- Research employee benefit and health and safety practices, and recommend changes or modifications to existing policies.
- Develop, implement, administer, and evaluate personnel and labor relations programs, including performance appraisal, affirmative action, and employment equity programs.
- Advise staff of individuals' qualifications.
- Negotiate collective agreements on behalf of employers or workers, and mediate labor disputes and grievances.
- Review occupational data on Alien Employment Certification Applications to determine the appropriate occupational title and code, and provide local offices with information about immigration and occupations.
- Plan and develop curricula and materials for training programs and conduct training.
- Work with the Department of Labor and promote its use with employers.
- Prepare research results for publication in form of journals, books, manuals, and film.
- Speak at conferences and events to promote apprenticeships and related training programs.
- Analyze organizational, occupational, and industrial data to facilitate organizational functions and provide technical information to business, industry, and government.
- Inform individuals and groups of pollution control regulations and inspection findings, and explain how problems can be corrected.
- Determine the nature of code violations and actions to be taken, and issue written notices of violation, participating in enforcement hearings, as necessary.
- Prepare, organize, and maintain inspection records.
- Investigate complaints and suspected violations regarding illegal dumping, pollution, pesticides, product quality, or labeling laws.
- Determine which sites and violation reports to investigate, and coordinate compliance and enforcement activities with other government agencies.
- Interview individuals to determine the nature of suspected violations and to obtain evidence of violations.
- Verify that hazardous chemicals are handled, stored, and disposed of in accordance with regulations.
- Learn and observe proper safety precautions, rules, regulations, and practices so that unsafe conditions can be recognized and proper safety protocols implemented.
- Monitor follow-up actions in cases where violations were found, and review compliance monitoring reports.
- Examine permits, licenses, applications, and records to ensure compliance with licensing requirements.
- Prepare written, oral, tabular, and graphic reports summarizing requirements and regulations, including enforcement and chain of custody documentation.
- Observe and record field conditions, gathering, interpreting, and reporting data such as flow meter readings and chemical levels.
- Determine sampling locations and methods, and collect water or wastewater samples for analysis, preserving samples with appropriate containers and preservation methods.
- Research and keep informed of pertinent information and developments in areas such as EPA laws and regulations.
- Participate in the development of spill prevention programs and hazardous waste rules and regulations, and recommend corrective actions for hazardous waste problems.
- Inspect waste pretreatment, treatment, and disposal facilities and systems for conformance to federal, state, or local regulations.
- Analyze and implement state, federal or local requirements as necessary to maintain approved pretreatment, pollution prevention, and storm water runoff programs.
- Evaluate label information for accuracy and conformance to regulatory requirements.
- Respond to questions and inquiries, such as those concerning service charges and capacity fees, or refer them to supervisors.
- Research and perform calculations related to landscape allowances, discharge volumes, production-based and alternative limits, and wastewater strength classifications, making recommendations and completing documentation.
- Perform laboratory tests on samples collected, such as analyzing the content of contaminated wastewater.
- Inform health professionals, property owners, and the public about harmful properties and related problems of water pollution and contaminated wastewater.
- Review and evaluate applications for registration of products containing dangerous materials, or for pollution control discharge permits.
- Conduct research on hazardous waste management projects to determine the magnitude of problems and treatment or disposal alternatives and costs.
- Maintain and repair materials, work sites, and equipment.
- Prepare data to calculate sewer service charges and capacity fees.
- Inform individuals and groups of pollution control regulations and inspection findings, and explain how problems can be corrected.
- Contact job applicants to inform them of the status of their applications.
- Interpret and explain human resources policies, procedures, laws, standards, or regulations.
- Hire employees and process hiring-related paperwork.
- Maintain current knowledge of Equal Employment Opportunity (EEO) and affirmative action guidelines and laws, such as the Americans with Disabilities Act (ADA).
- Prepare or maintain employment records related to events, such as hiring, termination, leaves, transfers, or promotions, using human resources management system software.
- Address employee relations issues, such as harassment allegations, work complaints, or other employee concerns.
- Review employment applications and job orders to match applicants with job requirements.
- Inform job applicants of details such as duties and responsibilities, compensation, benefits, schedules, working conditions, or promotion opportunities.
- Select qualified job applicants or refer them to managers, making hiring recommendations when appropriate.
- Schedule or conduct new employee orientations.
- Maintain and update human resources documents, such as organizational charts, employee handbooks or directories, or performance evaluation forms.
- Confer with management to develop or implement personnel policies or procedures.
- Conduct exit interviews and ensure that necessary employment termination paperwork is completed.
- Interview job applicants to obtain information on work history, training, education, or job skills.
- Perform searches for qualified job candidates, using sources such as computer databases, networking, Internet recruiting resources, media advertisements, job fairs, recruiting firms, or employee referrals.
- Provide management with information or training related to interviewing, performance appraisals, counseling techniques, or documentation of performance issues.
- Analyze employment-related data and prepare required reports.
- Advise management on organizing, preparing, or implementing recruiting or retention programs.
- Develop or implement recruiting strategies to meet current or anticipated staffing needs.
- Administer employee benefit plans.
- Schedule or administer skill, intelligence, psychological, or drug tests for current or prospective employees.
- Conduct reference or background checks on job applicants.
- Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and designated licensing codes.
- Evaluate recruitment or selection criteria to ensure conformance to professional, statistical, or testing standards, recommending revisions, as needed.
- Coordinate with outside staffing agencies to secure temporary employees, based on departmental needs.
- Evaluate selection or testing techniques by conducting research or follow-up activities and conferring with management or supervisory personnel.
- Contact job applicants to inform them of the status of their applications.
- Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Submit applications to credit analysts for verification and recommendation.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Review and update credit and loan files.
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Handle customer complaints and take appropriate action to resolve them.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
- Compute payment schedules.
- Supervise loan personnel.
- Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
- Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
- Authorize or sign mail collection letters.
- Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
- Confer with underwriters to resolve mortgage application problems.
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
- Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
- Inform individuals and groups about the financial assistance available to college or university students.
- Maintain and review account records, updating and recategorizing them according to status changes.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Review accounts to determine write-offs for collection agencies.
- Review billing for accuracy.
- Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
