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Become A Tax Analyst

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Working As A Tax Analyst

  • Getting Information
  • Performing for or Working Directly with the Public
  • Communicating with Persons Outside Organization
  • Processing Information
  • Evaluating Information to Determine Compliance with Standards
  • Unpleasant/Angry People

  • Mostly Sitting

  • Repetitive

  • $66,612

    Average Salary

What Does A Tax Analyst Do

Tax examiners and collectors, and revenue agents ensure that federal, state, and local governments get their tax money from businesses and citizens. They review tax returns, conduct audits, identify taxes owed, and collect overdue tax payments.

Duties

Tax examiners and collectors, and revenue agents typically do the following:

  • Review filed tax returns to determine whether credits and deductions claimed are allowed by law
  • Contact taxpayers to address problems and to request supporting documentation
  • Conduct field audits and investigations of income tax returns to verify information or to update tax liabilities
  • Evaluate financial information, using their familiarity with accounting procedures and knowledge of changes to tax laws and regulations
  • Keep records on each case they deal with, including contacts, telephone numbers, and actions taken
  • Notify taxpayers of any overpayment or underpayment and either issue a refund or request additional payment

Tax examiners and collectors, and revenue agents are responsible for ensuring that individuals and businesses pay the taxes they owe. In addition to verifying that tax returns are filed properly, they follow up with taxpayers whose returns are questionable or who owe more money.

Different levels of government collect different types of taxes. The federal government deals primarily with personal and business income taxes. State governments collect income and sales taxes. Local governments collect sales and property taxes.

Because many states assess individual income taxes based on the taxpayer’s reported federal income, tax examiners working for the federal government report to the states any adjustments or corrections they make. State tax examiners then determine whether the adjustments affect how much the taxpayer owes the state.

Tax examiners and collectors, and revenue agents have different duties and responsibilities:

Tax examiners usually deal with the simplest tax returns—those filed by individual taxpayers who claim few deductions and those filed by small businesses. At the entry level, many tax examiners do clerical tasks, such as reviewing tax returns and entering them into a computer system for processing. Tax examiners also may contact individual taxpayers in order to resolve any outstanding problems with their returns.

Much of a tax examiner’s job involves making sure that tax credits and deductions claimed by taxpayers are lawful. If a taxpayer owes additional taxes, tax examiners adjust the total amount by assessing fees, interest, and penalties and then notify the taxpayer of the total amount owed.

Revenue agents specialize in tax-related accounting for the U.S. Internal Revenue Service (IRS) and for equivalent agencies in state and local governments. Like tax examiners, they review returns for accuracy. However, revenue agents handle complicated tax returns of large businesses and corporations.

Many experienced revenue agents specialize in a particular area. For example, they may focus exclusively on multinational businesses. Regardless of their specialty, revenue agents must keep up to date with changes in the lengthy and complex tax laws and regulations.

Collectors, also called revenue officers in the IRS, deal with overdue accounts. The process of collecting an overdue payment starts with the revenue agent or tax examiner sending a report to the taxpayer. If the taxpayer makes no effort to pay, the case is assigned to a collector.

When a collector takes a case, he or she first sends a notice to the taxpayer. The collector then works with the taxpayer to settle the debt. Settlement may involve setting up a plan in which the amount owed is paid back in small amounts over time.

When delinquent taxpayers claim that they cannot pay their taxes, collectors investigate and verify these claims. Collectors research information on taxpayer mortgages or financial statements and locate taxpayer-owned items of value through third parties, such as neighbors or local departments of motor vehicles. Ultimately, collectors must decide whether the IRS should take a lien—a claim on an asset such as a bank account, real estate, or an automobile—to settle a debt. Collectors also have the authority to garnish wages—that is, take a portion of earned wages—to collect taxes owed.

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How To Become A Tax Analyst

Most tax examiners and collectors, and revenue agents need a bachelor’s degree in accounting or a related field. However, the required level of education and experience varies by position and employer.

Education

Tax examiners need a bachelor’s degree in accounting or a related field, or a combination of relevant education and specialized experience in accounting, auditing, or tax compliance work. Candidates for tax examiner positions at the Internal Revenue Service (IRS) must have a bachelor’s degree or 1 year of full-time specialized experience.

Revenue agents need a bachelor’s degree in accounting, business administration, economics, or a related discipline. A combination of relevant education and full-time experience in business administration, accounting, or auditing is also qualifying. Revenue agents with the IRS must have either a bachelor’s degree or 30 semester hours of accounting coursework, along with specialized experience. Specialized experience includes work in accounting, bookkeeping, or tax analysis.

Collectors usually must have some combination of relevant college education and specialized experience. Specialized experience may include previous work as a loan officer or credit manager, or a background in collections, management, customer service, or tax compliance. A bachelor’s degree is needed for employment as a collector with the IRS; no additional experience is required, and experience may not be substituted for the degree. Employers desire degrees in business, finance, accounting, and criminal justice.

At the state and local levels, a bachelor’s degree is not always required, although related work experience is desired.

Training

Newly hired tax examiners get some formal training, which typically lasts between 1 month and 1 year. All tax examiners must keep current with changes in the tax code and enforcement procedures.

Entry-level collectors get both formal training and on-the-job training under an instructor’s guidance before working independently. Collectors also are encouraged to continue their professional education by attending meetings to exchange information about how modifications to tax laws affect collection methods.

Other Experience

Some state and local governments accept work experience as a substitute for education. In these cases, employers may hire tax examiners and revenue agents who have work experience in accounting, bookkeeping, or tax analysis. Employers may also hire collectors who have work experience in related areas, such as collections, customer service, or credit checking.

Advancement

Tax examiners, revenue agents, and collectors have different opportunities for career advancement. Tax examiners who review individual tax returns may advance to revenue agent positions, working on more complex business returns. Those with experience in supervisory or managerial roles may move to jobs that involve supervision of other examiners and revenue agents. Collectors who demonstrate leadership skills and a thorough knowledge of tax collection activities may advance to supervisory or managerial collector positions.

Important Qualities

Analytical skills. Tax examiners and revenue agents must be able to identify questionable claims for credits and deductions. Ultimately, they must be able to determine, on further review of financial documentation, if the credits or deductions are lawful.

Computer skills. Tax examiners and revenue agents must be comfortable using a variety of computer programs. These programs include tax preparation and bookkeeping software used by individuals and businesses.

Detail oriented. Tax examiners and revenue agents verify the accuracy of each entry on the tax returns they review. Therefore, it is important that they pay attention to detail.

Interpersonal skills. Collectors must be comfortable dealing with people, including speaking with them during confrontational situations. When pursuing overdue accounts, collectors should be firm and composed.

Organizational skills. Tax examiners and revenue agents often work with multiple returns and a variety of financial documents. Keeping the various pieces of information organized is essential.

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Tax Analyst Videos

A day in the life of a Tax associate

Career Advice on becoming a Commercial Lawyer by Chantal T (Full Version)

Career Advice on becoming an IT Consultant by William M (Full Version)

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Tax Analyst Career Paths

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Tax Analyst Demographics

Gender

Female

55.3%

Male

41.2%

Unknown

3.5%
Ethnicity

White

58.3%

Hispanic or Latino

14.4%

Asian

11.9%

Black or African American

11.6%

Unknown

3.9%
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Foreign Languages Spoken

Spanish

39.0%

French

10.0%

Mandarin

9.0%

Chinese

7.0%

Hindi

5.0%

Italian

5.0%

Russian

3.0%

Greek

3.0%

Japanese

3.0%

Cantonese

3.0%

Arabic

3.0%

Vietnamese

2.0%

Telugu

1.0%

Gujarati

1.0%

Somali

1.0%

Korean

1.0%

Bulgarian

1.0%

Wolof

1.0%

Yoruba

1.0%

Malay

1.0%
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Tax Analyst Education

Schools

University of Phoenix

21.0%

DePaul University

6.9%

Strayer University

6.5%

University of Houston

5.6%

Villanova University

4.8%

Wichita State University

4.8%

Drexel University

4.4%

Sacred Heart University

4.4%

Northeastern University

4.4%

University of South Florida

3.6%

Georgia State University

3.6%

Texas A&M University

3.6%

Southern New Hampshire University

3.6%

University of Tulsa

3.2%

Wayne State University

3.2%

Robert Morris University

3.2%

Golden Gate University-San Francisco

3.2%

San Jose State University

3.2%

State University of New York Buffalo

3.2%

Southern University and A & M College

3.2%
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Majors

Accounting

37.0%

Business

26.6%

Finance

10.2%

Taxation

6.0%

Management

2.5%

Law

2.3%

Economics

1.9%

Computer Science

1.5%

Legal Research And Advanced Professional Studies

1.4%

Psychology

1.4%

Marketing

1.2%

Criminal Justice

1.0%

International Business

1.0%

Human Resources Management

1.0%

Communication

0.9%

Management Information Systems

0.8%

Political Science

0.8%

Health Care Administration

0.8%

Computer Information Systems

0.8%

Education

0.7%
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Degrees

Bachelors

46.5%

Masters

29.7%

Other

12.5%

Associate

5.6%

Doctorate

2.6%

Certificate

2.4%

Diploma

0.4%

License

0.2%
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Tax Analyst Videos

A day in the life of a Tax associate

Career Advice on becoming a Commercial Lawyer by Chantal T (Full Version)

Career Advice on becoming an IT Consultant by William M (Full Version)

Job type you want
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Real Tax Analyst Salaries

Job Title Company Location Start Date Salary
Tax Analyst Google, Inc. Sunnyvale, CA May 23, 2015 $122,800
Tax Analyst Google, Inc. Mountain View, CA May 23, 2015 $122,800
Tax Analyst Citigroup Management Corp. Islandia, NY Apr 10, 2015 $112,840
Tax Analyst Google Inc. Sunnyvale, CA Dec 29, 2016 $108,800
Tax Analyst Apple Inc. Austin, TX Aug 24, 2016 $105,394 -
$112,400
Tax Analyst Google Inc. Mountain View, CA Oct 16, 2014 $101,566
Tax Analyst Google, Inc. Mountain View, CA May 23, 2015 $101,566
Tax Analyst Google Inc. Mountain View, CA Sep 16, 2013 $100,000
Finance Tax Analyst Cisco Systems, Inc. San Jose, CA Jul 10, 2015 $97,344 -
$152,500
Tax Analyst Sanchez Oil & Gas Corporation Houston, TX Aug 29, 2016 $93,000
Tax Analyst Juniper Networks, Inc. Sunnyvale, CA Jun 13, 2016 $92,955 -
$105,000
Tax Analyst Visa USA Foster City, CA Apr 26, 2016 $92,400 -
$112,000
International Tax Analyst Doeren Mayhew & Co., P.C. Troy, MI Sep 14, 2016 $92,000
Tax Analyst III Weatherford International, LLC Houston, TX Jan 27, 2016 $70,000 -
$80,000
Tax Analyst Weatherford International, LLC Houston, TX Jun 28, 2016 $70,000 -
$80,000
Tax Analyst Suretec Financial Corp. Houston, TX Aug 18, 2014 $70,000
International Tax Analyst Amazon Corporate LLC Seattle, WA Aug 04, 2014 $70,000
Tax Analyst II Mary Kay Inc. Addison, TX Nov 25, 2014 $70,000
Tax Analyst II-Joint Venture Liberty Dialysis, LLC, A Fresenius Medical Care N.A. Company Mercer Island, WA Jul 12, 2015 $70,000
Tax Analyst Alticor Inc. Ada, MI Sep 20, 2016 $70,000
Tax Analyst Illumina, Inc. San Diego, CA Oct 01, 2013 $61,152 -
$81,152
Tax Analyst Doosan Infracore International, Inc. Suwanee, GA Oct 03, 2016 $61,000
Tax Analyst Doosan Infracore International, Inc. Suwanee, GA Oct 09, 2016 $61,000
Tax Analyst Programmer Intuit Inc. San Diego, CA Aug 31, 2015 $60,008 -
$68,000
International Tax Analyst Boston Financial Advisory Group, Inc. Walpole, MA Jan 09, 2016 $60,000
International Tax Analyst Boston Financial Advisory Group, Inc. MA Jan 09, 2016 $60,000

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Top Skills for A Tax Analyst

  1. Compliance
  2. Income
  3. Financial Statements
You can check out examples of real life uses of top skills on resumes here:
  • Assessed records for accuracy, completeness and procedural compliance.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Prepared tax-to-accounting reconciliation of financial statements for subsidiaries and work papers for the consolidated federal income tax return.
  • Worked closely with mainframe, downloading company assets for implementation in personal property tax returns.
  • Coordinated and prepared documentation for state tax audits.

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Top 10 Best States for Tax Analysts

  1. Connecticut
  2. Illinois
  3. Alaska
  4. Rhode Island
  5. Arizona
  6. New Jersey
  7. Washington
  8. Michigan
  9. California
  10. Kansas
  • (186 jobs)
  • (540 jobs)
  • (13 jobs)
  • (39 jobs)
  • (156 jobs)
  • (282 jobs)
  • (256 jobs)
  • (202 jobs)
  • (1,532 jobs)
  • (36 jobs)

Top Tax Analyst Employers

Jobs From Top Tax Analyst Employers

Tax Analyst Videos

A day in the life of a Tax associate

Career Advice on becoming a Commercial Lawyer by Chantal T (Full Version)

Career Advice on becoming an IT Consultant by William M (Full Version)

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