Description
Conduct examinations of individual and business tax returns to determine correct tax liability, ensure compliance with tax laws and regulations, and propose adjustments supported by detailed reports.
- • Review filed tax returns to verify income, deductions, and credits allowed by law.
- • Select returns for examination and define the audit scope, techniques, and timelines.
- • Contact taxpayers and representatives to address discrepancies and request documentation.
- • Analyze financial statements, ledgers, and source documents to substantiate reported items.
- • Examine accounting methods and records for compliance with statutes and regulations.
- • Reconcile books and third-party information to tax returns.
- • Conduct interviews to clarify facts and resolve technical issues.
- • Explain applicable tax laws, regulations, and findings to taxpayers and representatives.
- • Compute proposed tax, penalties, and interest resulting from adjustments.
- • Prepare examination workpapers, reports, and supporting documentation.
- • Maintain case files, contact logs, and activity records.
- • Issue examination notices and information document requests.
- • Secure agreements to proposed changes or prepare unagreed cases for Appeals.
- • Participate in informal appeals conferences and provide technical support.
- • Identify fraud indicators and refer potential criminal matters to investigators.
- • Use agency systems and data analytics to identify discrepancies and track cases.
- • Enter case actions and findings into computer systems.
- • Communicate proposed underpayments or overpayments and next steps to taxpayers.
- • Coordinate with counsel or technical advisors on complex or specialized issues.
- • Keep current with tax code changes, regulations, rulings, and accounting standards.
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Public Service & Safety
View
Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
Learn more
Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
