Tax Examiners and Collectors, and Revenue Agents
Medium59.98%
Found in Industries:
Salary Range
Low (10th %)$37,690
Median$58,530
High (90th %)$107,660
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Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
The automation risk for the occupation "Tax Examiners and Collectors, and Revenue Agents" is estimated at 60.0%, with a base risk of 60.7%. This relatively high risk stems from the repetitive and rule-based nature of many core tasks performed in this role, which aligns with the capabilities of emerging automation and artificial intelligence technologies. Many tax-related processes involve well-defined procedures, structured data, and standardized communications, all of which can be handled efficiently by software tools. Because of this, a significant proportion of the tasks performed by these professionals are increasingly susceptible to automation, especially with the growing prevalence of e-filing systems and digital record-keeping. The top three most automatable tasks in this occupation highlight functions that require less human judgment and more clerical or process-driven actions. Tasks such as sending notices to taxpayers when accounts are delinquent, notifying taxpayers of overpayments or underpayments, and even issuing refunds or requesting further payments are primarily routine and follow prescribed rules. Conferencing with taxpayers or their representatives to discuss returns and resolve problems can also be heavily scripted and supported by AI-powered chatbots or automated help desks. These tasks, therefore, present ample opportunities for automation-driven efficiency gains, consistent with the occupation's moderate-to-high risk assessment. However, several responsibilities resist automation, demanding higher-level reasoning, negotiation, and legal expertise. For example, securing a taxpayer’s agreement to discharge a tax assessment or managing contested determinations for appeals hearings requires nuanced interpersonal skills, negotiation ability, and an understanding of legal subtleties—areas where technology still falls short. Entering tax return information accurately is a bottleneck but also resists full automation due to unstructured or inconsistent data inputs. Preparing briefs, searching, and seizing records for court cases involves a certain degree of originality, analysis, and investigatory skill, which are documented bottleneck abilities (with originality measured at rates such as 2.3% and 2.6%). These resistant tasks underscore why, despite high overall automation risk, a human element remains essential for core legal, analytical, and judgment-based duties in this occupation.
Filter by Automatable Status
Send notices to taxpayers when accounts are delinquent.
Automatable
Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
Automatable
Maintain records for each case, including contacts, telephone numbers, and actions taken.
Automatable
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Partially Automatable
Answer questions from taxpayers and assist them in completing tax forms.
Partially Automatable
Collect taxes from individuals or businesses according to prescribed laws and regulations.
Partially Automatable
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.
Automatable
Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
Partially Automatable
Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
Partially Automatable
Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
Non-Automatable
Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
Partially Automatable
Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
Partially Automatable
Review selected tax returns to determine the nature and extent of audits to be performed on them.
Partially Automatable
Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
Partially Automatable
Participate in informal appeals hearings on contested cases from other agents.
Partially Automatable
Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
Partially Automatable
Enter tax return information into computers for processing.
Automatable
Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
Partially Automatable
Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
Partially Automatable
Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
Partially Automatable
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.
Partially Automatable
Reading ComprehensionActive ListeningLearning StrategiesComplex Problem SolvingEquipment MaintenanceQuality Control AnalysisSystems EvaluationRepairingJudgment and Decision MakingSystems AnalysisTime ManagementManagement of Financial ResourcesManagement of Material ResourcesManagement of Personnel ResourcesWritingSpeakingMathematicsScienceCritical ThinkingActive LearningMonitoringSocial PerceptivenessCoordinationPersuasionNegotiationInstructingService OrientationOperations AnalysisTechnology DesignEquipment SelectionInstallationProgrammingOperations MonitoringOperation and ControlTroubleshooting
Arm-Hand SteadinessAuditory AttentionCategory FlexibilityControl PrecisionDeductive ReasoningDepth PerceptionDynamic FlexibilityDynamic StrengthExplosive StrengthExtent FlexibilityFar VisionFinger DexterityFlexibility of ClosureFluency of IdeasGlare SensitivityGross Body CoordinationGross Body EquilibriumHearing SensitivityInductive ReasoningInformation OrderingManual DexterityMathematical ReasoningMemorizationMultilimb CoordinationNear VisionNight VisionNumber FacilityOral ComprehensionOral ExpressionOriginalityPerceptual SpeedPeripheral VisionProblem SensitivityRate ControlReaction TimeResponse OrientationSelective AttentionSound LocalizationSpatial OrientationSpeech ClaritySpeech RecognitionSpeed of ClosureSpeed of Limb MovementStaminaStatic StrengthTime SharingTrunk StrengthVisual Color DiscriminationVisualizationWrist-Finger SpeedWritten ComprehensionWritten Expression
Administration and ManagementAdministrativeEconomics and AccountingSales and MarketingBiologyPsychologySociology and AnthropologyCustomer and Personal ServicePersonnel and Human ResourcesProduction and ProcessingFood ProductionComputers and ElectronicsEngineering and TechnologyDesignMechanicalMathematicsPhysicsChemistryLaw and GovernmentMedicine and DentistryForeign LanguageHistory and ArcheologyFine ArtsPhilosophy and TheologyPublic Safety and SecurityTelecommunicationsCommunications and MediaTransportationGeographyEnglish LanguageEducation and TrainingTherapy and CounselingBuilding and Construction
Monitoring Processes, Materials, or SurroundingsGetting InformationIdentifying Objects, Actions, and EventsProcessing InformationEvaluating Information to Determine Compliance with StandardsAnalyzing Data or InformationMaking Decisions and Solving ProblemsThinking CreativelyUpdating and Using Relevant KnowledgeDeveloping Objectives and StrategiesScheduling Work and ActivitiesOrganizing, Planning, and Prioritizing WorkPerforming General Physical ActivitiesHandling and Moving ObjectsControlling Machines and ProcessesOperating Vehicles, Mechanized Devices, or EquipmentWorking with ComputersRepairing and Maintaining Mechanical EquipmentDrafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentInterpreting the Meaning of Information for OthersCommunicating with Supervisors, Peers, or SubordinatesCommunicating with People Outside the OrganizationEstablishing and Maintaining Interpersonal RelationshipsAssisting and Caring for OthersSelling or Influencing OthersResolving Conflicts and Negotiating with OthersPerforming for or Working Directly with the PublicCoordinating the Work and Activities of OthersDeveloping and Building TeamsTraining and Teaching OthersGuiding, Directing, and Motivating SubordinatesCoaching and Developing OthersProviding Consultation and Advice to OthersPerforming Administrative ActivitiesStaffing Organizational UnitsMonitoring and Controlling ResourcesDocumenting/Recording InformationInspecting Equipment, Structures, or MaterialsEstimating the Quantifiable Characteristics of Products, Events, or InformationJudging the Qualities of Objects, Services, or PeopleRepairing and Maintaining Electronic Equipment
Microsoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft WordSAP softwareADP Workforce NowMicrosoft AccessIntuit QuickBooksMicrosoft Power BIDocument management system softwareOnline databasesIntuit TurboTaxAutomated tax system softwareImage processing systemsMicrosoft OutlookMicrosoft PowerPointMicrosoft WordSAP softwareADP Workforce NowMicrosoft AccessTax softwareAlteryx softwareMicrosoft Power BIMicrosoft ExcelDocument management system softwareTax compliance property tax management softwareAutomated tax system softwareImage processing systemsOptical character recognition OCR softwareEmail softwareOnline databasesIntuit TurboTaxAlteryx softwareTax compliance property tax management softwareOptical character recognition OCR softwareFund accounting softwareFund accounting softwareTax softwareEmail softwareIntuit QuickBooksMicrosoft Office softwareWeb browser softwareWeb browser software
Claims Adjusters, Examiners, and Investigators
Medium51.05%
Review settled claims to determine that payments and settlements are made in accordance with company practices and procedures. Confer with legal counsel on claims requiring litigation. May also settle insurance claims.
Accountants and Auditors
Medium50.98%
Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.
Appraisers and Assessors of Real Estate
Medium57.53%
Appraise real estate, exclusively, and estimate its fair value. May assess taxes in accordance with prescribed schedules.
Budget Analysts
Medium53.05%
Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.
Credit Analysts
Medium60.56%
Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decisionmaking.
Personal Financial Advisors
Medium51.60%
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Financial Examiners
Medium47.79%
Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.
Credit Counselors
Medium58.89%
Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.
Loan Officers
Medium61.78%
Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers.
Tax Preparers
Medium65.75%
Prepare tax returns for individuals or small businesses.
Title Examiners, Abstractors, and Searchers
Medium60.33%
Search real estate records, examine titles, or summarize pertinent legal or insurance documents or details for a variety of purposes. May compile lists of mortgages, contracts, and other instruments pertaining to titles by searching public and private records for law firms, real estate agencies, or title insurance companies.
Bill and Account Collectors
Medium65.81%
Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.
Billing and Posting Clerks
High79.60%
Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
Bookkeeping, Accounting, and Auditing Clerks
High84.94%
Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.
Payroll and Timekeeping Clerks
High77.74%
Compile and record employee time and payroll data. May compute employees' time worked, production, and commission. May compute and post wages and deductions, or prepare paychecks.
Court, Municipal, and License Clerks
Medium65.96%
Perform clerical duties for courts of law, municipalities, or governmental licensing agencies and bureaus. May prepare docket of cases to be called; secure information for judges and court; prepare draft agendas or bylaws for town or city council; answer official correspondence; keep fiscal records and accounts; issue licenses or permits; and record data, administer tests, or collect fees.
Credit Authorizers, Checkers, and Clerks
High74.20%
Authorize credit charges against customers' accounts. Investigate history and credit standing of individuals or business establishments applying for credit. May interview applicants to obtain personal and financial data, determine credit worthiness, process applications, and notify customers of acceptance or rejection of credit.
Customer Service Representatives
High68.30%
Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.
Eligibility Interviewers, Government Programs
High66.78%
Determine eligibility of persons applying to receive assistance from government programs and agency resources, such as welfare, unemployment benefits, social security, and public housing.
Insurance Claims and Policy Processing Clerks
High81.10%
Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives.
Compliance Officers
Medium53.94%
Examine, evaluate, and investigate eligibility for or conformity with laws and regulations governing contract compliance of licenses and permits, and perform other compliance and enforcement inspection and analysis activities not classified elsewhere.
Appraisers of Personal and Business Property
Medium58.93%
Appraise and estimate the fair value of tangible personal or business property, such as jewelry, art, antiques, collectibles, and equipment. May also appraise land.
Fraud Examiners, Investigators and Analysts
Medium44.97%
Obtain evidence, take statements, produce reports, and testify to findings regarding resolution of fraud allegations. May coordinate fraud detection and prevention activities.
Lawyers
Medium41.23%
Represent clients in criminal and civil litigation and other legal proceedings, draw up legal documents, or manage or advise clients on legal transactions. May specialize in a single area or may practice broadly in many areas of law.
Customs and Border Protection Officers
Medium35.91%
Investigate and inspect persons, common carriers, goods, and merchandise, arriving in or departing from the United States or between states to detect violations of immigration and customs laws and regulations.
Loan Interviewers and Clerks
High69.88%
Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.