Low to No Risk

15

Moderate Risk

1

High Risk

4

Extreme Risk

5

• 2Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
• 1.2Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
• 0.5Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
• 2.1Review selected tax returns to determine the nature and extent of audits to be performed on them.
• 2.7Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
• 1.4Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
• 1.5Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
• 0.5Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
• 0.8Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
• 2Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
• 2.6Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
• 1.5Investigate 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.
• 1.8Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
• 0.4Participate in informal appeals hearings on contested cases from other agents.
• 2Answer questions from taxpayers and assist them in completing tax forms.

36.0% of Tax Examiners and Collectors, and Revenue Agents tasks can be automated with AI or robotics