Roles · Government and public sector

AI tax compliance officer

Determines tax liability and collects taxes. Notifies taxpayers of overpayments or underpayments. Maintains records and resolves issues with returns.

Nikau Zhang“I notify taxpayers of overpayments and underpayments.”An example character, not a real person.
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Tax compliance officer · What it does

Three tasks it takes off your hands

  1. Notifies taxpayers of any overpayment or underpayment.
  2. Maintains records for each case including contacts.
  3. Confers with taxpayers to resolve problems with returns.
Where these come from

The tasks of “Tax Examiners and Collectors, and Revenue Agents” (O*NET 13-2081.00), as O*NET lists them:

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

Tax compliance officer · Tools and industries

It works in the tools you already use

  • Alteryx software
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • SAP software

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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