Express Critical Revenue Management Specialist

Tasks

• Collect taxes from individuals or businesses according to prescribed laws and regulations.

• Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.

• 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.

• Send notices to taxpayers when accounts are delinquent.

• 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.

• Answer questions from taxpayers and assist them in completing tax forms.

• Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.

• Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.

• Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.

• Enter tax return information into computers for processing.

• Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.

• Review selected tax returns to determine the nature and extent of audits to be performed on them.

• 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.

• Process individual and corporate income tax returns, and sales and excise tax returns.

• Recommend criminal prosecutions or civil penalties.

• Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.

• Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.

• Participate in informal appeals hearings on contested cases from other agents.

• Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.

• Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.

• Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.

• Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.

• Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.

• Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.

• Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.

Skills

• Reading Comprehension - Understanding written sentences and paragraphs in work related documents.

• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Writing - Communicating effectively in writing as appropriate for the needs of the audience.

• Speaking - Talking to others to convey information effectively.

• Mathematics - Using mathematics to solve problems.

• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

• Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.

• Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.

Knowledge

• Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

• Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

• Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

• Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

• English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

• Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.