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O*NET-SOC 13-2081.00

Tax Examiners and Collectors, and Revenue Agents

Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3
  1. Collect taxes from individuals or businesses according to prescribed laws and regulations.Supplemental5288
  2. Send notices to taxpayers when accounts are delinquent.Core5293
  3. Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.Supplemental5305
  4. 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.Supplemental5302
  5. Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.Supplemental5303
  6. Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.Supplemental5301
  7. Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.Core5291
  8. Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.Core5294
  9. Maintain records for each case, including contacts, telephone numbers, and actions taken.Core5290
  10. Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.Supplemental5308
  11. Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.Core5292
  12. Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.Supplemental5296
  13. Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.Supplemental5289
  14. Answer questions from taxpayers and assist them in completing tax forms.Core20016
  15. 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.Supplemental5310
  16. Review selected tax returns to determine the nature and extent of audits to be performed on them.Supplemental5297
  17. Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.Supplemental5299
  18. Participate in informal appeals hearings on contested cases from other agents.Supplemental5312
  19. Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.Supplemental5307
  20. Enter tax return information into computers for processing.Supplemental5298
  21. Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.Supplemental5306

Technology Skills

From O*NET 30.3, 22 examples in 16 categories, 11 Hot Technology

Free · O*NET 30.3

Human resources software

  • ADP Workforce Now

Business intelligence and data analysis software

  • Alteryx softwareHot TechnologyIn Demand
  • Microsoft Power BIHot Technology

Accounting software

  • Automated tax system software
  • Fund accounting software
  • Intuit QuickBooksHot Technology
  • Tax softwareIn Demand

Document management software

  • Document management system software

Electronic mail software

  • Email software
  • Microsoft OutlookHot TechnologyIn Demand

Graphics or photo imaging software

  • Image processing systems

Tax preparation software

  • Intuit TurboTaxHot Technology

Data base user interface and query software

  • Microsoft AccessHot Technology
  • Online databases

Spreadsheet software

  • Microsoft ExcelHot TechnologyIn Demand

Office suite software

  • Microsoft Office softwareHot TechnologyIn Demand

Presentation software

  • Microsoft PowerPointHot TechnologyIn Demand

Word processing software

  • Microsoft WordHot Technology

Optical character reader OCR or scanning software

  • Optical character recognition OCR software

Enterprise resource planning ERP software

  • SAP softwareHot TechnologyIn Demand

Compliance software

  • Tax compliance property tax management softwareIn Demand

Internet browser software

  • Web browser software

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

  • Collect evidence for legal proceedings.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Gather financial records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Judging the Qualities of Objects, Services, or People

  • Assess financial status of clients.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Processing Information

  • Verify accuracy of records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Evaluating Information to Determine Compliance with Standards

  • Examine financial records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Examine financial records or processes.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Thinking Creatively

  • Develop financial plans for clients.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Updating and Using Relevant Knowledge

  • Update knowledge of legal or regulatory environments.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Documenting/Recording Information

  • Document information related to legal proceedings.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Maintain data in information systems or databases.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 5 of 23 AI skills mapped to this activity, by automation level

    • Replaces 3
    • Augments 17
    • Supports 2
    • Informs 1
  • Prepare legal or investigatory documentation.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Interpreting the Meaning of Information for Others

  • Explain regulations, policies, or procedures.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Communicating with People Outside the Organization

  • Testify at legal or legislative proceedings.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Inform individuals or organizations of status or findings.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Resolving Conflicts and Negotiating with Others

  • Negotiate agreements to resolve disputes.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 1 of 1 AI skills mapped to this activity, by automation level

    • Supports 1

Performing for or Working Directly with the Public

  • Correspond with customers to answer questions or resolve complaints.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Coordinating the Work and Activities of Others

  • Communicate with government agencies.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Guiding, Directing, and Motivating Subordinates

  • Oversee business processes.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Monitoring and Controlling Resources

  • Collect payments for goods or services.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Three: Medium Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill2 of 19
Distinct tools24
Level mix
  • Replaces 3
  • Augments 17
  • Supports 3
  • Informs 1

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.