JOB REPORT / 13-2081 · 21 TASKS

Tax Examiners and Collectors, and Revenue Agents.

Can AI do the work of Tax Examiners and Collectors, and Revenue Agents?

Mostly it works alongside you. Here is what shifts, task by task.

YOUR EXPERIENCE MATTERS

How does this fit your work?

How many tasks do you use AI to assist with at work?

Drag the dot. There’s no wrong answer; it starts at our estimate.

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The mark shows what’s typical for this job.

The parts of your job AI can already do most of:

Check tax forms to verify that names and taxpayer…
Enter tax return information into computers for processing
Notify taxpayers of any overpayment or underpayment, and either…

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A guided certificate program in AI-assisted Tax Examiners and Collectors, and Revenue Agents work. It covers the 20 AI-affected parts of your job and ends in a capstone a person reviews.

WHAT WE LOOKED AT

Your job, task by task.

20 of 21 tasks reviewed

This job has 21 core tasks. We went through 20 of them, one at a time.

Task by task, from the work Tax Examiners and Collectors, and Revenue Agents actually do. How we describe AI use in each task is our own read of it, not a measurement of whether AI can replace the job.

TASK 01
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.
AI DOES
Cross-checks names, ID numbers, math, and amounts against supporting documents automatically
YOU DO
Catch edge cases, unusual filings, and judgment calls that don't fit standard rules
TASK 02
Enter tax return information into computers for processing.
AI DOES
Reads tax forms and enters data fields into processing systems automatically
YOU DO
Catch unusual entries, verify edge cases, and flag suspicious or incomplete information
TASK 03
Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
AI DOES
Calculates overpayments or underpayments, drafts notification letters, and flags accounts for review
YOU DO
Verify accuracy, authorize official notices, and handle taxpayer disputes or special circumstances
TASK 04
Maintain records for each case, including contacts, telephone numbers, and actions taken.
AI DOES
Auto-fills case logs, suggests record updates, and organizes contact info from notes or emails
YOU DO
Verify that records are complete, accurate, and legally sound
TASK 05
Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
AI DOES
Scans returns, checks calculations, and flags deductions that may not match tax law rules
YOU DO
Apply legal judgment to edge cases and unusual taxpayer situations
TASK 06
Send notices to taxpayers when accounts are delinquent.
AI DOES
Pulls delinquent accounts, fills notice templates, and queues mailings automatically
YOU DO
Review edge cases and approve notices for complex or disputed accounts
TASK 07
Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
AI DOES
Tracks payment schedules, sends automated deadline notices, and flags overdue accounts
YOU DO
Judge each taxpayer's situation and decide when to push harder or grant more time
TASK 08
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
AI DOES
Drafts outreach letters, flags account discrepancies, and suggests what documents to request
YOU DO
Use judgment when taxpayers push back or situations get complicated
TASK 09
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.
AI DOES
Searches public records, pulls financial data, and summarizes lien and mortgage status from databases
YOU DO
Judge credibility of claims, weigh evidence, and decide next enforcement steps
TASK 10
Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
AI DOES
Scans large datasets, flags unusual entries, and cross-references tax code rules
YOU DO
Apply legal judgment and weigh facts before making compliance decisions
TASK 11
Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
AI DOES
Pulls relevant tax code sections, summarizes return issues, and drafts talking points before the meeting
YOU DO
Read the room, build trust, and make judgment calls on gray-area disputes
TASK 12
Review selected tax returns to determine the nature and extent of audits to be performed on them.
AI DOES
Scans returns for statistical outliers, missing fields, and common red flags
YOU DO
Apply legal judgment and decide which issues warrant a full audit
TASK 13
Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
AI DOES
Scans records, spots discrepancies, and suggests resolution options based on tax rules
YOU DO
Apply judgment to unique taxpayer situations and decide the final resolution
TASK 14
Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
AI DOES
Surfaces relevant tax codes, settlement guidelines, and comparable case outcomes to support the decision
YOU DO
Weigh the full human and legal context before choosing a settlement method that holds up
TASK 15
Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
AI DOES
Drafts brief language, organizes case records, and flags relevant legal precedents
YOU DO
Lead the physical record search, make legal judgment calls, and sign off on charges
TASK 16
Collect taxes from individuals or businesses according to prescribed laws and regulations.
AI DOES
Scans accounts for overdue balances, drafts collection notices, and flags high-risk cases
YOU DO
Apply legal judgment and negotiate payment arrangements case by case
TASK 17
Participate in informal appeals hearings on contested cases from other agents.
AI DOES
Summarizes case files, pulls relevant tax code sections, and drafts argument outlines
YOU DO
Lead the live hearing, weigh credibility, and make judgment calls on contested facts
TASK 18
Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
AI DOES
Drafts talking points, summarizes case facts, and flags relevant tax code sections to support the negotiation
YOU DO
Lead the actual negotiation and decide when to escalate to appeals
TASK 19SOURCE-BACKED TASK
Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
AI DOES
Tracks tax code updates and explains new rules
YOU DO
Judge which changes affect your clients
About this analysis
9% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 20SOURCE-BACKED TASK
Answer questions from taxpayers and assist them in completing tax forms.
AI DOES
Suggests form fields and finds tax rules
YOU DO
Listen carefully and earn their trust
About this analysis
0% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium

START LEARNING AI

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There are 20 short lessons for this job, about 15 minutes each. Each one starts from a task above and teaches the part that stays with you.

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AT A GLANCE

Occupation: Tax Examiners and Collectors, and Revenue Agents
SOC code: 13-2081
Tasks reviewed: 20 of 21

How we assess

PAY & OUTLOOK

Compare pay by state

Median pay (national): $62,370 · BLS OEWS 2025
Median pay (Colorado): $69,740 · BLS OEWS 2025
Employed (national): 56,610
Employed in Colorado: 620
Job outlook: −1.8% by 2034 · ~4,300 openings/yr

Wages from the U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics. National figures cover the United States. Job outlook is national.

How does this fit your work?

Earn a certificate in your job

Your job, task by task.

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.

Enter tax return information into computers for processing.

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

Maintain records for each case, including contacts, telephone numbers, and actions taken.

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

Send notices to taxpayers when accounts are delinquent.

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

Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.

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.

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

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

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

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

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

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

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

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

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

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

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

Practice AI.Use your judgment.

Practice AI.
Use your judgment.