# Tax Examiners and Collectors, and Revenue Agents

> Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
- **Entity Type:** role
- **Schema Version:** role.v1
- **Soc Code:** 13-2081.00
- **Summary:** Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

## Aliases

- Revenue Agent
- Tax Collector
- Tax Compliance Officer
- Tax Examiner
- City Tax Auditor
- Collections Specialist
- Revenue Collector
- Revenue Officer
- Revenue Specialist
- Tax Examining Technician
- Adjustment Examiner
- Block Advisor

## Tasks

| Text | Type | Iwa |
| --- | --- | --- |
| Collect taxes from individuals or businesses according to prescribed laws and regulations. | Supplemental | 4.A.4.c.3.d |
| Send notices to taxpayers when accounts are delinquent. | Core | 4.A.4.a.3.c |
| Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property. | Supplemental | 4.A.2.b.2.h |
| 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. | Supplemental | 4.A.2.a.2.a |
| Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems. | Supplemental | 4.A.2.a.1.i |
| Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met. | Supplemental | 4.A.4.a.3.c |
| Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns. | Core | 4.A.4.a.1.b |
| Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment. | Core | 4.A.4.a.3.c |
| Maintain records for each case, including contacts, telephone numbers, and actions taken. | Core | 4.A.3.b.6.b |
| Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments. | Supplemental | 4.A.4.b.4.j |
| Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation. | Core | 4.A.4.a.8.c |
| Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law. | Supplemental | 4.A.2.a.3.c |

## Emerging Tasks


## Activities

| Name | Iwa |
| --- | --- |
| Correspond with customers to answer questions or resolve complaints. | 4.A.4.a.8.c |
| Collect payments for goods or services. | 4.A.4.c.3.d |
| Update knowledge of legal or regulatory environments. | 4.A.2.b.3.a |
| Document information related to legal proceedings. | 4.A.3.b.6.b |
| Explain regulations, policies, or procedures. | 4.A.4.a.1.b |
| Inform individuals or organizations of status or findings. | 4.A.4.a.3.c |
| Examine financial records. | 4.A.2.a.3.c |
| Maintain data in information systems or databases. | 4.A.3.b.6.h |
| Examine financial records or processes. | 4.A.2.a.3.c |
| Verify accuracy of records. | 4.A.2.a.2.a |
| Assess financial status of clients. | 4.A.2.a.1.i |
| Develop financial plans for clients. | 4.A.2.b.2.h |
| Negotiate agreements to resolve disputes. | 4.A.4.a.7.b |
| Communicate with government agencies. | 4.A.4.b.1.c |
| Collect evidence for legal proceedings. | 4.A.1.a.1.c |
| Prepare legal or investigatory documentation. | 4.A.3.b.6.n |
| Oversee business processes. | 4.A.4.b.4.j |
| Gather financial records. | 4.A.1.a.1.d |
| Testify at legal or legislative proceedings. | 4.A.4.a.3.a |

## Capabilities

| Name | Family | Value |
| --- | --- | --- |
| Customer and Personal Service | knowledge | 4.3 |
| English Language | knowledge | 4.09 |
| Reading Comprehension | essential_skill | 4 |
| Active Listening | essential_skill | 4 |
| Speaking | essential_skill | 4 |
| Oral Comprehension | ability | 4 |
| Written Comprehension | ability | 4 |
| Oral Expression | ability | 4 |
| Deductive Reasoning | ability | 4 |
| Inductive Reasoning | ability | 4 |
| Information Ordering | ability | 4 |
| Critical Thinking | essential_skill | 3.88 |
| Mathematics | knowledge | 3.88 |
| Problem Sensitivity | ability | 3.88 |
| Administrative | knowledge | 3.86 |
| Near Vision | ability | 3.75 |
| Speech Recognition | ability | 3.75 |
| Speech Clarity | ability | 3.75 |
| Law and Government | knowledge | 3.71 |
| Written Expression | ability | 3.62 |
| Economics and Accounting | knowledge | 3.47 |
| Administration and Management | knowledge | 3.42 |
| Writing | essential_skill | 3.25 |
| Mathematics | essential_skill | 3.25 |
| Active Learning | essential_skill | 3.25 |
| Monitoring | essential_skill | 3.25 |
| Judgment and Decision Making | transferable_skill | 3.12 |
| Category Flexibility | ability | 3.12 |
| Mathematical Reasoning | ability | 3.12 |
| Number Facility | ability | 3.12 |
| Social Perceptiveness | transferable_skill | 3 |
| Coordination | transferable_skill | 3 |
| Negotiation | transferable_skill | 3 |
| Complex Problem Solving | transferable_skill | 3 |
| Time Management | transferable_skill | 3 |
| Flexibility of Closure | ability | 3 |
| Learning Strategies | essential_skill | 2.88 |
| Persuasion | transferable_skill | 2.88 |
| Instructing | transferable_skill | 2.88 |
| Service Orientation | transferable_skill | 2.88 |

## Skills

| Name | Type |
| --- | --- |
| English Language | Common Skill |
| Reading Comprehension | Common Skill |
| Information Ordering | Specialized Skill |
| Inductive Reasoning | Common Skill |
| Deductive Reasoning | Common Skill |
| Active Listening | Common Skill |
| Mathematics | Common Skill |
| Critical Thinking | Common Skill |
| Speech Recognition | Specialized Skill |
| Microsoft PowerPoint | Common Skill |
| Microsoft Outlook | Common Skill |
| Microsoft Excel | Common Skill |
| Writing | Common Skill |
| Active Learning | Common Skill |
| Time Management | Common Skill |
| Social Perceptiveness | Common Skill |
| Negotiation | Common Skill |
| Microsoft Word | Common Skill |
| Microsoft Access | Specialized Skill |
| Complex Problem Solving | Common Skill |
| Learning Strategies | Specialized Skill |
| Instructing | Specialized Skill |
| Tax Software | Specialized Skill |
| Systems Analysis | Specialized Skill |
| Psychology | Specialized Skill |
| Finger Dexterity | Common Skill |
| Visualization | Specialized Skill |
| Online Databases | Specialized Skill |
| Email Software | Specialized Skill |
| ADP Workforce Now | Specialized Skill |
| Geography | Specialized Skill |
| Telecommunications | Specialized Skill |
| Foreign Language | Common Skill |
| Depth Perception | Common Skill |
| Chemistry | Specialized Skill |
| Physics | Specialized Skill |
| Biology | Specialized Skill |
| Installation | Specialized Skill |
| Presentation Software | Specialized Skill |
| Equipment Selection | Specialized Skill |

## Tools

| Example | Category | Hot | In Demand |
| --- | --- | --- | --- |
| Alteryx software | Business intelligence and data analysis software | yes | yes |
| Microsoft Excel | Spreadsheet software | yes | yes |
| Microsoft Office software | Office suite software | yes | yes |
| Microsoft Outlook | Electronic mail software | yes | yes |
| Microsoft PowerPoint | Presentation software | yes | yes |
| SAP software | Enterprise resource planning ERP software | yes | yes |
| Intuit QuickBooks | Accounting software | yes | no |
| Intuit TurboTax | Tax preparation software | yes | no |
| Microsoft Access | Data base user interface and query software | yes | no |
| Microsoft Power BI | Business intelligence and data analysis software | yes | no |
| Microsoft Word | Word processing software | yes | no |
| Tax compliance property tax management software | Compliance software | no | yes |
| Tax software | Accounting software | no | yes |
| ADP Workforce Now | Human resources software | no | no |
| Automated tax system software | Accounting software | no | no |
| Document management system software | Document management software | no | no |
| Email software | Electronic mail software | no | no |
| Fund accounting software | Accounting software | no | no |
| Image processing systems | Graphics or photo imaging software | no | no |
| Online databases | Data base user interface and query software | no | no |
| Optical character recognition OCR software | Optical character reader OCR or scanning software | no | no |
| Web browser software | Internet browser software | no | no |

## Work Context

| Name | Value |
| --- | --- |
| Importance of Being Exact or Accurate | 4.96 |
| E-Mail | 4.9 |
| Indoors, Environmentally Controlled | 4.88 |
| Spend Time Sitting | 4.72 |
| Telephone Conversations | 4.56 |
| Deal With External Customers or the Public in General | 4.53 |
| Contact With Others | 4.52 |
| Work With or Contribute to a Work Group or Team | 4.23 |
| Importance of Repeating Same Tasks | 4.19 |
| Impact of Decisions on Co-workers or Company Results | 4.18 |
| Freedom to Make Decisions | 4.12 |
| Determine Tasks, Priorities and Goals | 4.12 |
| Face-to-Face Discussions with Individuals and Within Teams | 4.11 |
| Frequency of Decision Making | 4.07 |
| Written Letters and Memos | 4.05 |
| Time Pressure | 3.74 |
| Dealing With Unpleasant, Angry, or Discourteous People | 3.61 |
| Spend Time Making Repetitive Motions | 3.3 |
| Physical Proximity | 3.07 |
| Coordinate or Lead Others in Accomplishing Work Activities | 3.06 |
| Degree of Automation | 3.03 |
| Consequence of Error | 2.91 |
| Conflict Situations | 2.77 |
| Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls | 2.63 |
| Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable | 2.6 |
| Work Outcomes and Results of Other Workers | 2.58 |
| Health and Safety of Other Workers | 2.12 |
| Level of Competition | 2 |
| Exposed to Extremely Bright or Inadequate Lighting Conditions | 1.96 |
| In an Enclosed Vehicle or Operate Enclosed Equipment | 1.69 |
| Dealing with Violent or Physically Aggressive People | 1.64 |
| Spend Time Standing | 1.59 |
| Public Speaking | 1.56 |
| Indoors, Not Environmentally Controlled | 1.49 |
| Exposed to Contaminants | 1.45 |
| Spend Time Walking or Running | 1.43 |
| Spend Time Bending or Twisting Your Body | 1.31 |
| Pace Determined by Speed of Equipment | 1.24 |
| Exposed to Very Hot or Cold Temperatures | 1.13 |
| Spend Time Kneeling, Crouching, Stooping, or Crawling | 1.13 |

## Preparation

- **Job Zone:** 3
- **Job Zone Name:** Job Zone Three: Medium Preparation Needed
- **Education:** Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
- **Experience:** Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
- **Svp Range:** (6.0 to < 7.0)

### Education Distribution

| Label | Percentage |
| --- | --- |
| Bachelor's Degree | 33.61 |
| Associate's Degree (or other 2-year degree) | 25.59 |
| High School Diploma | 23.17 |
| Some College Courses | 13.7 |
| Master's Degree | 3.7 |
| First Professional Degree | 0.24 |

## Person Fit

| Name | Family | Value |
| --- | --- | --- |
| Conventional | career_interest_type | 6.85 |
| Accounting | specific_interest_area | 6.28 |
| Office Work | specific_interest_area | 5.73 |
| Finance | specific_interest_area | 4.74 |
| Enterprising | career_interest_type | 4.38 |
| Dependability | work_style | 4 |
| Law | specific_interest_area | 3.72 |
| Social | career_interest_type | 3.15 |
| Attention to Detail | work_style | 3 |
| Integrity | work_style | 2.55 |
| Investigative | career_interest_type | 2.47 |
| Management/Administration | specific_interest_area | 2.42 |
| Cautiousness | work_style | 2.32 |
| Mathematics/Statistics | specific_interest_area | 2.22 |
| Professional Advising | specific_interest_area | 1.91 |
| Human Resources | specific_interest_area | 1.89 |

## Related Roles

| Soc Code | Slug | Title | Tier |
| --- | --- | --- | --- |
| 13-2082.00 | role-13-2082-00 | Tax Preparers | Primary-Short |
| 13-2011.00 | role-13-2011-00 | Accountants and Auditors | Primary-Short |
| 43-3011.00 | role-43-3011-00 | Bill and Account Collectors | Primary-Short |
| 43-4041.00 | role-43-4041-00 | Credit Authorizers, Checkers, and Clerks | Primary-Short |
| 43-3031.00 | role-43-3031-00 | Bookkeeping, Accounting, and Auditing Clerks | Primary-Short |
| 43-4061.00 | role-43-4061-00 | Eligibility Interviewers, Government Programs | Primary-Long |
| 43-3021.00 | role-43-3021-00 | Billing and Posting Clerks | Primary-Long |
| 43-3051.00 | role-43-3051-00 | Payroll and Timekeeping Clerks | Primary-Long |
| 13-2061.00 | role-13-2061-00 | Financial Examiners | Primary-Long |
| 13-2031.00 | role-13-2031-00 | Budget Analysts | Primary-Long |
| 13-2041.00 | role-13-2041-00 | Credit Analysts | Supplemental |
| 43-4031.00 | role-43-4031-00 | Court, Municipal, and License Clerks | Supplemental |

## Career Clusters

| Cluster | Slug |
| --- | --- |
| Public Service & Safety | public-service-safety |

## Education Level

- **Category:** Bachelor's degree

## Study Programs

| Title | Slug |
| --- | --- |
| Business, Management, Marketing, and Related Support Services | business-management-marketing-and-related-support-services |

## Market

- **Median Wage:** 59740
- **Mean Wage:** 67570
- **Pct10Wage:** 40020
- **Pct25Wage:** 46820
- **Pct75Wage:** 79330
- **Pct90Wage:** 110300
- **Employment:** 53530
- **Area Title:** U.S.

## Industries


### Top


### Concentrated


## Ai Signals

| Source | Label | Score | Scale | Release |
| --- | --- | --- | --- | --- |
| frey_osborne | Computerization probability | 0.93 | 0-1 probability | 2013-baseline-2016-employment-snapshot |
| felten_aioe | AI occupational exposure | 1.36682 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_image_generation_aioe | Image generation occupational exposure | 1.042565 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_language_modeling_aioe | Language modeling occupational exposure | 1.253237 | relative exposure score | 2021-plus-generative-ai-workbooks |

## Ai Outlook


### Index

- **Value:** 93
- **Percentile:** 98
- **Band:** High
- **Version:** ai-exposure-index-v1

#### Components

| Percentile | Source |
| --- | --- |
| 93 | felten_aioe |
| 89 | openai_gpts_are_gpts |
| 96 | microsoft_working_with_ai |
- **Component Count:** 3

### Exposure

| Source | Label | Value | Percentile | Band | Note |
| --- | --- | --- | --- | --- | --- |
| felten_aioe | Overall AI exposure (Felten et al.) | 1.36682 | 93 | High | How much this job's abilities overlap with what AI systems can do, across many AI capabilities. A relative research score, not a forecast of job loss. |
| eloundou_gamma | LLM task exposure, γ (OpenAI / Eloundou) | 0.967741935483871 | 89 | High | Share of this job's tasks where a large language model plus simple tools could cut the time to do them by at least half. γ is capped at 1.0 and many jobs reach that ceiling, so treat a top score as 'in the top group', not a precise rank. |
| microsoft_applicability | AI assistant applicability (Microsoft) | 0.33992502659325374 | 96 | High | How applicable today's AI assistants are to this job's activities, measured from real Microsoft Copilot conversations. Applicability is not the same as replacement. |

### Frey Historical

- **Source:** frey
- **Label:** Computerization probability (Frey & Osborne, 2013)
- **Value:** 0.93
- **Percentile:** 84
- **Band:** High
- **Note:** A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
- **Teleworkable:** no

### Eloundou

- **Alpha:** 0.1935483870967742
- **Beta:** 0.5806451612903225
- **Gamma:** 0.967741935483871

### Usage Tasks

| Task | Usage Percent | Importance |
| --- | --- | --- |
| Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information. | 0.022184882235250135 | 4.19 |
| Answer questions from taxpayers and assist them in completing tax forms. | 0.005957051711317166 | 4.17 |
| Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns. | 0.0020541557625231607 | 4.41 |
- **Usage Release:** 2026-01-15-v4-plus-2025-03-27-v2

### Bls

- **Growth Percent:** -1.8
- **Growth Percentile:** 19
- **Direction:** Declining
- **Annual Openings Thousands:** 4.3
- **Annual Openings Percentile:** 45
- **Employment2024Thousands:** 57.6
- **Employment2034Thousands:** 56.5

### Sources

| Source | Version |
| --- | --- |
| bls_employment_projections | 2024-2034 |
| dingel_neiman | dingel-neiman-workathome |
| felten_aioe | felten-raj-seamans-aioe |
| frey_osborne | frey-osborne-automation |
| microsoft_working_with_ai | working-with-ai |
| openai_gpts_are_gpts | gpts-are-gpts |

## Ai Playbook

- **Trusted Task Count:** 3
- **Task Count:** 4
- **Total Sample:** 230
- **Autonomy Median:** 3
- **Dominant Collaboration:** learning
- **Automation Share:** 7.55
- **Augmentation Share:** 64.62
- **Work Use Percent:** 46.23

### Collaboration

| Label | Percent |
| --- | --- |
| learning | 64.62 |
| directive | 7.55 |

### Use Case

| Label | Percent |
| --- | --- |
| work | 46.23 |
| personal | 20.28 |
| coursework | 17.92 |

### Delegated Tasks

| Task | Usage Percent | Collaboration | Autonomy Median | Sample Count |
| --- | --- | --- | --- | --- |
| Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information. | 0.009101137642205276 | learning | 3 | 91 |
| Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records. | 0.00730091261407676 | learning | 4 | 73 |
| Answer questions from taxpayers and assist them in completing tax forms. | 0.004800600075009376 | learning | 3 | 48 |

### Boundary Tasks

| Task | Human Needed Percent | Sample Count |
| --- | --- | --- |
| Answer questions from taxpayers and assist them in completing tax forms. | 97.91666666666666 | 48 |
| Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information. | 96.7032967032967 | 91 |
| Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records. | 90.41095890410958 | 73 |

### Seed Prompts

| Prompt | Collaboration |
| --- | --- |
| Teach me how to maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information, then check my work as I try it myself. | learning |
| Teach me how to install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records, then check my work as I try it myself. | learning |
| Teach me how to answer questions from taxpayers and assist them in completing tax forms, then check my work as I try it myself. | learning |
- **Release:** 2026-01-15-v4-plus-2025-03-27-v2

## Counts

- **Tasks:** 21
- **Skills:** 42
- **Capabilities:** 120
- **Tools:** 22
- **Related Roles:** 20

## Source

- **Dataset:** gold.onet_role_starter_surface
- **Version:** 30.3
- **Generated At:** 2026-06-02T21:00:32.945303+00:00
- **Content Hash:** 248f8671e352aa4f