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How exposed to AI is a Tax Examiners and Collectors, and Revenue Agent?

Of the 25 tasks O*NET lists for tax examiners and collectors, and revenue agents, 9 could be done in half the time with a chat window today. 3 cannot be sped up at all. Here is which.

Exposure means published research judged an AI could halve the time a task takes, at the same quality. It does not mean the task stops needing a person. How to read this

Also called
City Tax AuditorCollections SpecialistRevenue AgentRevenue CollectorRevenue OfficerRevenue SpecialistTax CollectorTax Compliance OfficerTax ExaminerTax Examining Technician
Reachable today Needs software built first Cannot be sped up
25
tasks rated for this occupation
38%
hold a degree, from a survey of 23
52k
people do this job in the US
14 of 48
least protected in business and finance

Every task, and what AI can do with it

These are O*NET's task statements for this occupation, exactly as written, sorted into the three bands by the ratings behind this report. Nothing has been reworded.

Reachable with a chat window today

9
  • Send notices to taxpayers when accounts are delinquent
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns
  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment
  • Contact taxpayers by mail or telephone to address discrepancies and to request 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
  • Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases
  • Enter tax return information into computers for processing
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records

Only with software built on top

13
  • Maintain records for each case, including contacts, telephone numbers, and actions taken
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property
  • 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
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems
  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities
  • Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information
  • Process individual and corporate income tax returns, and sales and excise tax returns
  • Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed
  • 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
  • Review selected tax returns to determine the nature and extent of audits to be performed on them
  • Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions
  • Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings

Cannot be sped up

3
  • Collect taxes from individuals or businesses according to prescribed laws and regulations
  • Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments
  • Participate in informal appeals hearings on contested cases from other agents
What this does not say

This is not a prediction about your job

Nobody surveyed an employer. Tasks are counted equally, so a percentage here is a share of the list rather than a share of your week. And the ratings were made in 2023, which makes every figure a floor rather than a ceiling.

It must never be used to select anyone for redundancy. The full limits are here.

Where to go next

This is the standard task list for the title. The useful next question is which of the tasks you actually do should go near AI, and which should not.

Sort your own tasks Read the full report

Exposure ratings from Eloundou, Manning, Mishkin and Rock, GPTs are GPTs: Labor market impact potential of LLMs, Science 384, 1306–1308, 2024, used under the MIT licence. This page includes information from the O*NET Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. People Team AI has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications. Employment figures from the US Bureau of Labor Statistics.