How to hire a tax compliance representative

How to hire a tax compliance representative, step by step

Here's a step-by-step tax compliance representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a tax compliance representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new tax compliance representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the tax compliance representative you need to hire. Certain tax compliance representative roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect tax compliance representative also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of tax compliance representatives.

   Type of Tax Compliance Representative	Description	Hourly rate
   Tax Compliance Representative	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.	$12-30
   Revenue Officer	Revenue officers are employees who work for government agencies such as the U.S. Internal Revenue Service (IRS) or the Canada Revenue Agency that collect delinquent taxes and overdue tax returns from taxpayers... Show more	$42-216
   Revenue Agent	A revenue agent typically works for government agencies where they are in charge of ensuring that businesses and citizens comply with their tax obligations. Their responsibilities include performing field audits and assessments, gathering and analyzing data, reviewing documents and procedures, and investigating tax delinquencies in adherence to the state and federal laws and regulations... Show more	$11-27

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Business Tax Returns
   • Tax Laws
   • Customer Inquiries
   • Securities
   • Subpoenas
   • Customer Complaints
   • Property Tax
   • Tax Reports
   • Unemployment Insurance
   • AML
   • IRS
   • Customer Accounts
   • Inbound Calls

   Check all skills

   Responsibilities:

   • Manage Facebook and patient communication programs.
   • Receive and analyze data from IRS, compile taxpayer information, record and file data on spread sheets.
   • Prepare and adjust personal taxation forms.
   • Assist in IRS reporting requirements in not-for-profit accounting.
   • Gain knowledge with individual taxation laws and advance federal government taxation laws.
   • Verify medicaid waive eligibility for non-emergency transportation.

3. Make a budget

   Including a salary range in your tax compliance representative job description is one of the best ways to attract top talent. A tax compliance representative can vary based on:

   • Location. For example, tax compliance representatives' average salary in florida is 50% less than in washington.
   • Seniority. Entry-level tax compliance representatives 59% less than senior-level tax compliance representatives.
   • Certifications. A tax compliance representative with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a tax compliance representative's salary.

   Average tax compliance representative salary

   $41,348yearly

   $19.88 hourly rate

   ---

   Entry-level tax compliance representative salary

   $26,000 yearly salary

   Updated December 16, 2025

4. Writing a tax compliance representative job description

   A good tax compliance representative job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a tax compliance representative job description:

   Tax compliance representative job description example

   * Supports the day-to-day efforts related to assessing whether assigned areas are in compliance with relevant laws, rules, regulations and policies and that control mechanisms are being deployed as expected.
   
   * Under moderate supervision, assists with the monitoring and reporting of established controls and the implementation of new control procedures in response to regulatory changes or compliance issues.
   
   * May begin to suggest changes to improve work processes with moderate guidance, researches and collects data on compliance and control-related activities.
   * Compiles data into a useable format for more senior team members.
   * Reviews and verifies that the activities of the assigned areas are aligning with the overall control procedures and compliance strategy.
   * Prepares reports for management on compliance status and reviews reports with more senior roles to confirm accuracy and completeness.
   * Counsels' business personnel on remaining in compliance or improving their alignment with established controls and compliance goals. Identifies compliance issues and escalates to more senior staff.
   * With moderate guidance, provides technical support for professional staff's assessment of the effectiveness of controls that help ensure ongoing compliance with key laws, regulations and policies affecting the assigned areas.
   * Produces standard quantities of data to support risk-based reviews of existing and emerging regulatory requirements.
   * Escalates issues to more senior support staff. No direct reports.
   * Contributes to the achievement of team objectives modified based upon local regulations/requirements.
   * Bachelor's degree or the equivalent combination of education and experience is required. 2-3 years of total work experience preferred.
   * Experience with Financial Services Industry regulations, compliance operations or auditing preferred. Experience with financial services compliance and/or experience with the assigned products, services or business lines/areas and the pertaining laws, regulations and rules of relevant regulators preferred.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
   
   Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

   Copy this example

   

5. Post your job

   There are a few common ways to find tax compliance representatives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your tax compliance representative job on Zippia to find and attract quality tax compliance representative candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Recruiting tax compliance representatives requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new tax compliance representative

   Once you've selected the best tax compliance representative candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   Once that's done, you can draft an onboarding schedule for the new tax compliance representative. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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