Tax examiners, collectors, and revenue agents are responsible for examining and analyzing tax and revenue documents on behalf of their organization, as well as processing and filling out financial forms and tax documents for clients. These agents must be organized and pay close attention to detail to identify financial errors in tax returns and financial applications while increasing profitability by taking advantage of tax deductions, tax credits, and other allowances. They often specialize in multiple account methods and use spreadsheet software to organize them; other important responsibilities include performing tax collection investigations, collecting evidence and documentation to make cases, communicating with other financial institutions to coordinate collection efforts, and assisting other agents in reaching all organizational goals within given time-frames.
Those in this position must work well in team environments with other examiners and collectors, but should also have strong analytical skills to work on their own with minimal supervision. They generally work in office settings during traditional business hours, though they may be required to travel to specific locations to gather documents.
A bachelor's degree in finance, accounting, or a related field is generally required for this position, and relevant prior experience is highly beneficial. Tax and leadership certifications are also helpful.
Tax Examiner, Collector, or Revenue Agent Tasks
Review both personal and corporate local, state, and federal tax returns for completeness and accuracy.
Conduct field and office audits of both businesses and individuals.
Collect overdue tax payments and issue refunds accordingly.
Advise taxpayers regarding over or underpayment of taxes.
Ensure that all appropriate taxes are being paid and illegal deductions are not being taken.