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Tax Examiner Job Description

Summary

Responsible for examining and reviewing filed tax returns for accuracy. Decides whether credits and deductions should be allowed.

Primary responsibilities

  • Examine tax returns to determine if deductions and credits should be allowed.
  • Work with federal, state, and local governments.
  • Report any adjustments or corrections tax examiners make to the States.
  • Determine whether the adjustments affect the taxpayer's State tax liability.
  • Conduct audits.
  • Identify taxes payable.
  • Determine the factual basis for claims for refunds.
  • Handle simple tax returns filed by individuals.
  • Perform clerical duties.
  • Review tax returns and enter them into a computer system for processing.
  • Contact taxpayer to resolve discrepancy.
  • Check taxpayers' math and make sure that the amounts they report match those from other sources.
  • Verify that Social Security numbers match names.
  • Ensure taxpayers interpret instructions on tax forms.
  • Make copies of returns and file.
  • Ensure all deductions are legitimate.
  • Contact taxpayers by mail or telephone to address discrepancies and request supporting documentation.
  • Notify taxpayers of any overpayment or underpayment and either issue a refund or request further payment.
  • Adjust the total amount by assessing fees, interest, and penalties and notify the taxpayer of the total liability.
  • Work with more complex tax issues, such as pensions or business net operating losses.

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