Tax examiner determining tax liability and collecting taxes from individuals and businesses according to laws and regulations, while maintaining records and assisting taxpayers with inquiries and documentation
Experience
Tax Examiner and Collector, and Revenue Agent
Where you worked
Month Year to Month Year
Sent notices to taxpayers when accounts were delinquent
Conferred with taxpayers or their representatives to discuss issues, laws, and regulations involved in returns
Notified taxpayers of any overpayment or underpayment, and issued refunds or requested further payments
Maintained records for each case, including contacts, telephone numbers, and actions taken
Contacted taxpayers by mail or telephone to address discrepancies and request supporting documentation
Answered questions from taxpayers and assisted them in completing tax forms
Collected taxes from individuals or businesses according to prescribed laws and regulations
Skills
Checking & Planning
Examining financial records, Assessing client financial status, Verifying records accuracy, Examining financial records or processes, Developing financial plans for clients, Updating legal knowledge
Working With People
Informing about status, Corresponding with customers
Core Skills
Collecting evidence for legal cases, Gathering financial records
Tools and software
Alteryx software, Microsoft Excel, Microsoft Office software, Microsoft Outlook, Microsoft PowerPoint, SAP software