← Occupation guides

13-2081.00 · Learning planner

Tax Examiners and Collectors, and Revenue Agents: a task-based learning plan

Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

Explore the complete task inventory first →

Understand the profile before choosing priorities

The table shows the ten highest importance ratings among 29 skills with usable ratings. Skills tied on importance can share a rank. Importance (1–5) and level (0–7) describe different dimensions. A level of 4 is not 4/7 of a course, and neither scale is your personal score. Source dates refer to the underlying rating, not the database release date.

SkillImportance / 5Level / 7Rating date
Reading Comprehension4.004.1208/2022 · Analyst
Active Listening4.004.0008/2022 · Analyst
Speaking4.004.0008/2022 · Analyst
Critical Thinking3.883.7508/2022 · Analyst
Active Learning3.253.7508/2022 · Analyst
Writing3.253.2508/2022 · Analyst
Mathematics3.253.2508/2022 · Analyst
Monitoring3.253.1208/2022 · Analyst
Judgment and Decision Making3.123.2508/2022 · Analyst
Negotiation3.003.1208/2022 · Analyst

Anchor the plan in an actual task

Choose one reported task you want to understand better. Then choose one to three skills and describe an appropriate learning activity, evidence you will review and a date. For practical work requiring authorization, choose relevant coursework, observation or supervised training.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Understand an email from management describing new personnel policies

Level 6: Read a scientific journal article describing surgical procedures

Which instruction, constraint or exception in a document would you need to explain accurately?

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Answer inquiries regarding credit references

Level 2: Take a customer's order

What would you ask the other person to clarify, and how would you confirm you understood?

Speaking

Talking to others to convey information effectively.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Interview applicants to obtain personal and work history

Level 2: Greet tourists and explain tourist attractions

How would you explain the task, audience needs and next step in a short conversation?

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Evaluate customer complaints and determine appropriate responses

Level 2: Determine whether a subordinate has a good excuse for being late

What assumption could change your conclusion, and what evidence would you check first?

Active Learning

Understanding the implications of new information for both current and future problem-solving and decision-making.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Determine the impact of new menu changes on a restaurant's purchasing requirements

Level 2: Think about the implications of a news article for job opportunities

What new information would change your approach, and how would you record the change?

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Write an email to staff outlining new directives

Level 2: Write down a guest's order at a restaurant

What document would another person need, and how would you check that they could act on it?

Mathematics

Using mathematics to solve problems.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Calculate the square footage of a new home under construction

Level 2: Count the amount of change to be given to a customer

Which quantities, units, denominator and rounding rules would need an explicit check?

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Monitor a meeting and revise the agenda to ensure important topics are discussed

Level 2: Proofread and correct a letter

What result or exception would you inspect during the task, and when would you revisit it?

Judgment and Decision Making

Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Evaluate a loan application for degree of risk

Level 2: Decide how scheduling a break will affect work flow

Which options, constraints and consequences would you compare, and what could change the choice?

Negotiation

Bringing others together and trying to reconcile differences.

Read the scale examples

These generic examples illustrate the level scale. They are not required activities for tax examiners and collectors, and revenue agents.

Level 4: Contract with a wholesaler to sell items at a given cost

Level 2: Present justification to a manager for altering a work schedule

Which interests or constraints need to be reconciled, and what question would clarify them?

Review the result

Your plan should explain why the selected skills matter for your chosen task, what you will do next and what evidence you will examine. Revisit the plan after that activity. Completing a worksheet or matching an occupation’s ratings does not establish professional competence.

Keep your worksheet

Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.

Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.