Experience Requirements Overview

  • Job Zone Three: Medium Preparation Needed
  • 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.
  • Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
  • Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.

Education, Training and Experience

Required Level of Education: Bachelor's Degree

Related Work Experience: Over 1 year, up to and including 2 years

On-Site or In-Plant Training: Over 3 months, up to and including 6 months

On-the-Job Training: Over 3 months, up to and including 6 months

Detailed Work Activities

  • Correspond with customers to answer questions or resolve complaints.
  • Collect payments for goods or services.
  • Update knowledge of legal or regulatory environments.
  • Document information related to legal proceedings.
  • Explain regulations, policies, or procedures.
  • Inform individuals or organizations of status or findings.
  • Verify accuracy of financial information.
  • Examine financial records.
  • Maintain data in information systems or databases.
  • Examine financial records or processes.
  • Verify accuracy of records.
  • Assess financial status of clients.
  • Develop financial plans for clients.
  • Communicate with government agencies.
  • Negotiate agreements to resolve disputes.
  • Collect evidence for legal proceedings.
  • Prepare legal or investigatory documentation.
  • Oversee business processes.
  • Gather financial records.
  • Develop financial analysis methods.
  • Advise others on financial matters.
  • Testify at legal or legislative proceedings.

Work Values

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Working Conditions

Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

Recognition

Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Tasks

  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • Send notices to taxpayers when accounts are delinquent.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Answer questions from taxpayers and assist them in completing tax forms.
  • Collect taxes from individuals or businesses according to prescribed laws and regulations.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
  • 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.
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
  • Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
  • Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
  • Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
  • Process individual and corporate income tax returns, and sales and excise tax returns.
  • Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
  • 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.
  • Review selected tax returns to determine the nature and extent of audits to be performed on them.
  • Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
  • Participate in informal appeals hearings on contested cases from other agents.
  • Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
  • Enter tax return information into computers for processing.
  • Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.

Work Styles

Achievement/Effort

Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

Persistence

Job requires persistence in the face of obstacles.

Initiative

Job requires a willingness to take on responsibilities and challenges.

Leadership

Job requires a willingness to lead, take charge, and offer opinions and direction.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Concern for Others

Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

Social Orientation

Job requires preferring to work with others rather than alone, and being personally connected with others on the job.

Self-Control

Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

Stress Tolerance

Job requires accepting criticism and dealing calmly and effectively with high-stress situations.

Adaptability/Flexibility

Job requires being open to change (positive or negative) and to considerable variety in the workplace.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Integrity

Job requires being honest and ethical.

Independence

Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

Innovation

Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.

Analytical Thinking

Job requires analyzing information and using logic to address work-related issues and problems.

Data Source: This page includes information from the O*NET 28.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. This page includes Employment Projections program, Occupational Employment and Wage Statistics program, U.S. Bureau of Labor Statistics.