Tax Examiner or Collector or Revenue Agent

Tax examiners and collectors, and revenue agents determine how much is owed in taxes and collect tax from individuals and businesses on behalf of federal, state, and local governments. They review tax returns, conduct audits, identify taxes owed, and collect overdue tax payments.

Tax examiners and collectors, and revenue agents typically do the following:

• Review filed tax returns to determine whether credits and deductions claimed are allowed by law
• Contact taxpayers to address problems and to request supporting documentation
• Conduct field audits and investigations of income tax returns to verify information or to update tax liabilities
• Evaluate financial information, using their understanding of accounting procedures and knowledge of changes to tax laws and regulations
• Keep records on each active case including telephone numbers and actions taken
• Notify taxpayers of overpayment or underpayment and issue a refund or request additional payment

Tax examiners and collectors, and revenue agents held about 55,300 jobs in 2021. The largest employers of tax examiners and collectors, and revenue agents were as follows:

Federal government	44%
State government, excluding education and hospitals	38
Local government, excluding education and hospitals	17

Tax examiners and collectors, and revenue agents work primarily in an office setting; others spend most of their time conducting field audits in taxpayers’ homes or places of business.

Work Schedules

Most tax examiners and collectors, and revenue agents work full time.

Tax examiners and collectors, and revenue agents typically need a bachelor’s degree in accounting or a related field. However, the required level of education and experience varies with the position and employer.

Education

Tax examiners and collectors, and revenue agents typically need a bachelor’s degree in accounting or a related field, such as business. For some jobs, work experience may substitute for a degree.

Candidates for tax examiner and collector positions at the Internal Revenue Service (IRS) may qualify with a bachelor’s degree in any field of study or with specialized experience, or with a combination of education and experience. Internal revenue agents at the IRS generally need a bachelor’s degree in accounting; a combination of education and experience equivalent to a major in accounting; or a Certified Public Accountant (CPA) certificate.

Training

Newly hired tax examiners and collectors, and revenue agents typically receive on-the-job training that lasts between 1 month and 1 year. These workers also must keep current with changes to the tax code and in enforcement and collection procedures.

Work Experience in a Related Occupation

Some employers accept work experience as a substitute for education. For example, employers may hire tax examiners and revenue agents who have experience as accountants or bookkeepers, or they may hire tax collectors who have experience working as bill and account collectors, customer service representatives, or credit checkers.

Advancement

Tax examiners who review individual tax returns may advance to revenue agent positions, working on more complex business returns.

Tax examiners and collectors, and revenue agents who demonstrate leadership skills and a thorough knowledge of tax collection activities may advance to supervisory or managerial positions.

Tax examiners and collectors, and revenue agents typically have an interest in the Persuading and Organizing interest areas, according to the Holland Code framework. The Persuading interest area indicates a focus on influencing, motivating, and selling to other people. The Organizing interest area indicates a focus on working with information and processes to keep things arranged in orderly systems.

If you are not sure whether you have a Persuading or Organizing interest which might fit with a career as a tax examiner and collector, and revenue agent, you can take a career test to measure your interests.

Tax examiners and collectors, and revenue agents should also possess the following specific qualities:

Analytical skills. Tax examiners and revenue agents must be able to identify questionable claims for credits and deductions. Ultimately, they must be able to determine, on further review of financial documentation, if the credits or deductions are lawful.

Computer skills. Tax examiners and revenue agents must be comfortable using a variety of computer programs. These programs include tax preparation and bookkeeping software used by individuals and businesses.

Detail oriented. Tax examiners and revenue agents verify the accuracy of each entry on the tax returns they review. Therefore, it is important that they pay attention to detail.

Interpersonal skills. Collectors must be comfortable dealing with people, including speaking with them during confrontational situations. When pursuing overdue accounts, collectors should be firm and composed.

Organizational skills. Tax examiners and revenue agents often work with multiple returns and a variety of financial documents. Keeping the various pieces of information organized is essential.

The median annual wage for tax examiners and collectors, and revenue agents was $56,780 in May 2021. The median wage is the wage at which half the workers in an occupation earned more than that amount and half earned less. The lowest 10 percent earned less than $35,260, and the highest 10 percent earned more than $102,840.

In May 2021, the median annual wages for tax examiners and collectors, and revenue agents in the top industries in which they worked were as follows:

Federal government	$58,760
State government, excluding education and hospitals	58,670
Local government, excluding education and hospitals	47,740

Most tax examiners and collectors, and revenue agents work full time.

Employment of tax examiners and collectors, and revenue agents is projected to decline 7 percent from 2021 to 2031.

Despite declining employment, about 4,300 openings for tax examiners and collectors, and revenue agents are projected each year, on average, over the decade. All of those openings are expected to result from the need to replace workers who transfer to other occupations or exit the labor force, such as to retire. 

Employment

Employment of these workers will depend primarily on future changes to federal, state, and local government budgets. Because the salaries of tax examiners and collectors, and revenue agents are paid with public funds, budgetary constraints may directly impact governments' ability to hire these workers and, in turn, affect employment growth.

For more information about careers with your state or local government, contact the appropriate office of taxation.

For more information about careers at the Internal Revenue Service (IRS), visit

IRS Careers

For more information about Office of Personnel Management (OPM) requirements for the federal accounting and budget occupational series, which includes tax-related occupations, visit

U.S. Office of Personnel Management (OPM)

 

 

Where does this information come from?

The career information above is taken from the Bureau of Labor Statistics Occupational Outlook Handbook. This excellent resource for occupational data is published by the U.S. Department of Labor every two years. Truity periodically updates our site with information from the BLS database.

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I am not sure if this career is right for me. How can I decide?

There are many excellent tools available that will allow you to measure your interests, profile your personality, and match these traits with appropriate careers. On this site, you can take the Career Personality Profiler assessment, the Holland Code assessment, or the Photo Career Quiz.