Tax Examiner Job Description
Tax examiners are responsible for many aspects of the preparation, review and processing of tax refunds. The job description for a tax examiner highlights the need for strong analytical and administrative skills.
The overall job of a tax examiner is to ensure that federal, state and local governments are paid the taxes due them by their citizens.
Essential Duties and Responsibilities of a Tax Examiner
- Understands all tax forms and uses each in the appropriate situation.
- Prepares tax returns for corporations or individuals.
- Reviews tax returns that have been completed by consumers or accountants.
- Enters data from tax returns into computer databases.
- Contacts taxpayers to resolve issues with tax returns.
- Responds in a reasonable timeframe to taxpayers who call in with questions.
- Checks the lawfulness of any deductions or tax credits claimed by consumers.
- Assesses fees and interest to amounts that are past due and notifying taxpayers as such.
- Visits taxpayers in their homes or places of business to resolve disputes.
- Keeps track of deductions for large corporations.
- Reviews past tax returns for accuracy.
- Reports any corrections or adjustments on tax returns to the state or federal government.
Required Knowledge, Skills and Abilities
- Must possess solid analytical skills for the purpose of locating questionable entries on tax returns and to determine lawfulness without extensive research.
- Must be detail oriented in order to enter personal information that is found on tax returns into databases precisely, and have a firm understanding of mathematics in order to keep running totals of figures and sums.
- Must have people skills as it will be required to contact taxpayers via telephone or even visit them at their homes and places of business.
- Must be self-motivated and trustworthy as a great deal of time is spent working independently without direct supervision.
- Must have excellent time management skills with the ability to multi-task due to the heavy case load of the job.
- Must be capable of handling stressful situations in a calm manner.
Education and Experience
- Bachelor’s degree required in a field such as accounting or statistics, or a combined education in fields such as tax compliance, auditing and accounting.
- IRS tax examiners are required to possess a Bachelor’s degree and at least one year of experience working in a field such as bookkeeping, accounting or tax analysis.
- Will be required to participate in up to one year of on-the-job training and keep current with tax codes and laws.
- Time will be spent working for local, state or federal governments in climate-controlled private offices or cubicles when performing data entry tasks, reviewing tax records, contacting consumers and searching tax records.
- Can expect to be required to visit consumers at their individual homes and places of business to gather information.
- May be permanently assigned to work for a large corporation whose tax structures are complicated, such as a company that operates internationally.
- Median annual wage of $55,250 for federal government.
- Medial annual wage of $46,860 for state government.
- Median annual wage of $29,890 for local government.