What It Takes To Be a Revenue Officer Presented by: Group Manager Kim Davis Gulf States Territory-Dallas

The Role of an RO: Collect taxes that are owed but not paid to the IRS (delinquent) Secure tax returns that are overdue from taxpayers

To fulfill this role, Revenue Officers: Conduct face-to-face interviews with taxpayers (and/or their representatives) at the taxpayer’s place of business or residence or, on occasions, at the Revenue Officer’s office. These interviews may be unscheduled (cold calls) or scheduled, depending upon the case. This is done as part of the investigative process of collecting delinquent taxes and securing delinquent tax returns.

Obtain and analyze financial information to determine the taxpayer’s ability to pay the tax bill. Collect monies from individuals and business for taxes due. Taxpayers are normally individuals and businesses. The Revenue Officer can consider alternative means of resolving tax debt issues when the taxpayer cannot pay the debt in full such as: Setting up payment agreements which allow the taxpayer to pay the bill over time When appropriate, granting relief from penalties imposed when the tax bill is overdue Suspending collection of accounts due to financial hardship

Revenue Officers garnish bank accounts and wages as well as seize real and personal property to satisfy delinquent taxes. Real estate seizures do not involve taking immediate physical possession or evicting occupants from the property. Educate taxpayers on their tax filing and paying obligations, and provide guidance and service on a wide range of financial problems to assist the taxpayer toward a positive course of action to resolve their tax issues.

Inform taxpayers of their rights under the law. Provide taxpayers with quality customer service while ensuring their own personal safety and well being. Manage an inventory of cases and complete required case actions documenting case histories in support of case decisions.

Other Business Units Revenue officers work with other business units when appropriate to resolve cases. Advisory Counsel Policy Analyst Revenue Agents Taxpayer Advocate Insolvency Appeals

Qualifications Entry level qualifications requirements are either a bachelor’s degree in any subject or experience in and knowledge of organization and commercial practices. Investigative techniques and/or delinquent loan collection processes. Writing Skills Efficient in Time Management Effective Listener and Communicator

Training: The Revenue Officer New Hire Training Program consists of the following: Post-of-Duty Orientation to provide an introduction to your assigned POD and to the Revenue Officer position. Classroom training session, Unit 1, to provide the basic knowledge and skills needed by all Revenue Officers.

On-the-job 1 training period to apply knowledge and skills to an inventory of collection cases. OJT will include hands on training in a variety of systems to assist the Revenue Officer in the performance of their duties. Classroom training session, Unit 2, to expand on the enforcement authorities of Revenue Officers. On-the-job 2 training period to apply the additional knowledge and skills to an increasing inventory of collection cases.

Classroom training session, Unit 3, to expand on the administrative and legislative and judicial authorities of Revenue Officers. Travel from two to four weeks will be required to attend each of three phases of classroom training.

Application: The Revenue Officer application process utilizes Career Connector on USA Jobs. For information on how to apply when positions are announced please visit the Employee Resource Center link - Apply for IRS Jobs Online under the Hiring, Training & Careers tab.