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.

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

Recognition

Relationships

Support

Independence

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

Initiative

Leadership

Cooperation

Concern for Others

Social Orientation

Self-Control

Stress Tolerance

Adaptability/Flexibility

Dependability

Attention to Detail

Integrity

Independence

Innovation

Analytical Thinking

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.