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Career and Education Opportunities for Tax Examiners in San Francisco, California

Tax examiners can find many career and educational opportunities in the San Francisco, California area. Currently, 8,100 people work as tax examiners in California. This is expected to grow 6% to about 8,600 people by 2016. This is not quite as good as the national trend for tax examiners, which sees this job pool growing by about 13.0% over the next eight years. In general, tax examiners determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

The income of a tax examiner is about $27 hourly or $56,430 annually on average in California. In the U.S. as a whole, their income is about $23 hourly or $48,100 annually on average. Compared with people working in the overall category of Accounting and Auditing, people working as tax examiners in California earn less. They earn less than people working in the overall category of Accounting and Auditing nationally. Jobs in this field include: auditor, income tax auditor, and irs agent .

There are nineteen schools within twenty-five miles of San Francisco where you can study to be a tax examiner, among eighty-six schools of higher education total in the San Francisco area. Tax examiners usually hold some college courses, so you can expect to spend a short time training to become a tax examiner if you already have a high school diploma.

CAREER DESCRIPTION: Tax Examiner

Tax Examiner video from the State of New Jersey Dept. of Labor and Workforce Development

In general, tax examiners determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

Tax examiners maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial data. They also maintain records for each case. Finally, tax examiners contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.

Every day, tax examiners are expected to be able to listen to and understand others in meetings. They need to read and understand documents and reports. It is also important that they articulate ideas and problems.

It is important for tax examiners to notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment. They are often called upon to collect taxes from individuals or businesses in line with prescribed laws and regulations. They also talk with taxpayers or their representatives to consider the issues and regulations involved in returns, and to deal with problems with returns. They are sometimes expected to send notices to taxpayers when accounts are delinquent. Somewhat less frequently, tax examiners are also expected to examine and analyze tax assets and liabilities to establish resolution of delinquent tax problems.

Tax examiners sometimes are asked to ready briefs, and help in searching and seizing records to ready charges and documentation for court cases. They also have to be able to enter tax return data into computers for processing And finally, they sometimes have to maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial data.

Like many other jobs, tax examiners must have exceptional integrity and be thorough and dependable.

Similar jobs with educational opportunities in San Francisco include:

  • Accountant. Analyze financial information and prepare financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
  • Assessor. Appraise real and personal property to determine its fair value. May assess taxes in accordance with prescribed schedules.
  • Auditor. Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
  • Budget Analyst. Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports for the purpose of maintaining expenditure controls.
  • Credit Analyst. Analyze current credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with this credit information for use in decision-making.
  • Financial Analyst. Conduct quantitative analyses of information affecting investment programs of public or private institutions.
  • Financial Examiner. Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify correctness of, or establish authenticity of records.
  • Income Tax Advisor. Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.
  • Insurance Adjuster. Investigate, analyze, and determine the extent of insurance company's liability concerning personal, casualty, or property loss or damages, and attempt to effect settlement with claimants. Correspond with or interview medical specialists, agents, or claimants to compile information. Calculate benefit payments and approve payment of claims within a certain monetary limit.
  • Insurance Underwriter. Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
  • Loan Counselor. Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
  • Loan Officer. Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and methods of payments. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.
  • Personal Financial Planner. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, and real estate. Duties include assessing clients' assets, liabilities, and financial objectives to establish investment strategies.
  • Real Estate Appraiser. Appraise real property to determine its value for purchase, sales, or loan purposes.

EDUCATIONAL OPPORTUNITIES: Tax Examiner Training

Las Positas College - Livermore, CA

Las Positas College, 3033 Collier Cyn Rd, Livermore, CA 94551-7650. Las Positas College is a medium sized college located in Livermore, California. It is a public school with primarily 2-year programs and has 8,098 students. Las Positas College has a one to two year and a two to four year program in Accounting which graduated four and zero students respectively in 2008.

Diablo Valley College - Pleasant Hill, CA

Diablo Valley College, 321 Golf Club Rd, Pleasant Hill, CA 94523. Diablo Valley College is a large college located in Pleasant Hill, California. It is a public school with primarily 2-year programs and has 19,768 students. Diablo Valley College has a less than one year and a two to four year program in Accounting which graduated thirty and zero students respectively in 2008.

College of Marin - Kentfield, CA

College of Marin, 835 College Ave, Kentfield, CA 94904-2590. College of Marin is a medium sized college located in Kentfield, California. It is a public school with primarily 2-year programs and has 6,577 students. College of Marin has a less than one year and an associate's degree program in Accounting which graduated one and seven students respectively in 2008.

Los Medanos College - Pittsburg, CA

Los Medanos College, 2700 East Leland Road, Pittsburg, CA 94565. Los Medanos College is a medium sized college located in Pittsburg, California. It is a public school with primarily 2-year programs and has 8,360 students. Los Medanos College has less than one year, associate's degree, and two to four year programs in Accounting which graduated one, four, and zero students respectively in 2008.

College of San Mateo - San Mateo, CA

College of San Mateo, 1700 W Hillsdale Blvd, San Mateo, CA 94402-3784. College of San Mateo is a large college located in San Mateo, California. It is a public school with primarily 2-year programs and has 11,215 students. College of San Mateo has 2 areas of study related to Tax Examiner. They are:

  • Accounting, less than one year, associate's degree, and two to four year which graduated sixty-eight, seventeen, and zero students respectively in 2008.
  • Taxation, two to four year.

Canada College - Redwood City, CA

Canada College, 4200 Farm Hill Blvd., Redwood City, CA 94061-1099. Canada College is a medium sized college located in Redwood City, California. It is a public school with primarily 2-year programs and has 5,775 students. Canada College has less than one year, associate's degree, and two to four year programs in Accounting which graduated seven, five, and zero students respectively in 2008.

Golden Gate University-San Francisco - San Francisco, CA

Golden Gate University-San Francisco, 536 Mission Street, San Francisco, CA 94105-2968. Golden Gate University-San Francisco is a small university located in San Francisco, California. It is a private not-for-profit school with primarily 4-year or above programs. It has 3,555 students and an admission rate of 100%. Golden Gate University-San Francisco has 2 areas of study related to Tax Examiner. They are:

  • Accounting, less than one year, bachelor's degree, postbaccalaureate certificate, and master's degree which graduated seven, twenty-eight, six, and one students respectively in 2008.
  • Taxation, postbaccalaureate certificate and master's degree which graduated seventeen and two students respectively in 2008.

Saint Marys College of California - Moraga, CA

Saint Marys College of California, 1928 Saint Marys Road, Moraga, CA 94556. Saint Marys College of California is a small college located in Moraga, California. It is a private not-for-profit school with primarily 4-year or above programs. It has 3,809 students and an admission rate of 81%. Saint Marys College of California has a bachelor's degree program in Accounting which graduated thirty-one students in 2008.

California State University-East Bay - Hayward, CA

California State University-East Bay, 25800 Carlos Bee Blvd, Hayward, CA 94542. California State University-East Bay is a large university located in Hayward, California. It is a public school with primarily 4-year or above programs. It has 12,353 students and an admission rate of 71%. California State University-East Bay has a master's degree program in Taxation which graduated fifteen students in 2008.

Heald College-Concord - Concord, CA

Heald College-Concord, 5130 Commercial Circle, Concord, CA 94520-0522. Heald College-Concord is a small college located in Concord, California. It is a private for-profit school with primarily 2-year programs and has 1,107 students. Heald College-Concord has a less than one year and an associate's degree program in Accounting.

Chabot College - Hayward, CA

Chabot College, 25555 Hesperian Blvd, Hayward, CA 94545. Chabot College is a large college located in Hayward, California. It is a public school with primarily 2-year programs and has 14,299 students. Chabot College has less than one year, associate's degree, and two to four year programs in Accounting which graduated eleven, nine, and zero students respectively in 2008.

Berkeley City College - Berkeley, CA

Berkeley City College, 2050 Center St, Berkeley, CA 94704. Berkeley City College is a medium sized college located in Berkeley, California. It is a public school with primarily 2-year programs and has 6,000 students. Berkeley City College has an associate's degree program in Accounting which graduated two students in 2008.

Merritt College - Oakland, CA

Merritt College, 12500 Campus Dr, Oakland, CA 94619-3196. Merritt College is a medium sized college located in Oakland, California. It is a public school with primarily 2-year programs and has 7,025 students. Merritt College has an associate's degree and a two to four year program in Accounting which graduated twelve and zero students respectively in 2008.

Skyline College - San Bruno, CA

Skyline College, 3300 College Dr, San Bruno, CA 94066-1698. Skyline College is a medium sized college located in San Bruno, California. It is a public school with primarily 2-year programs and has 9,515 students. Skyline College has less than one year, associate's degree, and two to four year programs in Accounting which graduated twenty-three, twenty-eight, and zero students respectively in 2008.

University of San Francisco - San Francisco, CA

University of San Francisco, 2130 Fulton St, San Francisco, CA 94117-1080. University of San Francisco is a medium sized university located in San Francisco, California. It is a private not-for-profit school with primarily 4-year or above programs. It has 8,772 students and an admission rate of 64%. University of San Francisco has a bachelor's degree program in Accounting which graduated five students in 2008.

Contra Costa College - San Pablo, CA

Contra Costa College, 2600 Mission Bell Dr, San Pablo, CA 94806-3195. Contra Costa College is a medium sized college located in San Pablo, California. It is a public school with primarily 2-year programs and has 7,147 students. Contra Costa College has a less than one year and a two to four year program in Accounting which graduated eight and zero students respectively in 2008.

College of Alameda - Alameda, CA

College of Alameda, 555 Ralph Appezzato Memorial Parkway, Alameda, CA 94501. College of Alameda is a medium sized college located in Alameda, California. It is a public school with primarily 2-year programs and has 6,576 students. College of Alameda has less than one year, associate's degree, and two to four year programs in Accounting which graduated eleven, six, and zero students respectively in 2008.

City College of San Francisco - San Francisco, CA

City College of San Francisco, 50 Phelan Ave, San Francisco, CA 94112-1898. City College of San Francisco is a large college located in San Francisco, California. It is a public school with primarily 2-year programs and has 49,897 students. City College of San Francisco has less than one year, associate's degree, and two to four year programs in Accounting which graduated twelve, six, and two students respectively in 2008.

Laney College - Oakland, CA

Laney College, 900 Fallon St, Oakland, CA 94607. Laney College is a large college located in Oakland, California. It is a public school with primarily 2-year programs and has 13,104 students. Laney College has less than one year, associate's degree, and two to four year programs in Accounting which graduated nineteen, twenty, and zero students respectively in 2008.

CERTIFICATIONS

Accredited Tax Advisor: This credential is for practitioners who handle sophisticated tax planning issues, including ownership of closely held businesses, qualified retirement plans and complex estates.

For more information, see the Accreditation Council for Accountancy and Taxation website.

Certified Fraud Examiner: The ACFE established and administers the Certified Fraud Examiner (CFE) designation.

For more information, see the Association of Certified Fraud Examiners website.

LOCATION INFORMATION: San Francisco, California

San Francisco, California
San Francisco, California photo by Optigan13

San Francisco is located in San Francisco County, California. It has a population of over 808,976, which has grown by 4.2% in the past ten years. The cost of living index in San Francisco, 180, is far greater than the national average. New single-family homes in San Francisco cost $218,300 on average, which is far less than the state average. In 2008, fifty-seven new homes were built in San Francisco, up from fifty-five the previous year.

The three most popular industries for women in San Francisco are professional, scientific, and technical services, health care, and educational services. For men, it is professional, scientific, and technical services, accommodation and food services, and construction. The average travel time to work is about 31 minutes. More than 45.0% of San Francisco residents have a bachelor's degree, which is higher than the state average. The percentage of residents with a graduate degree, 16.4%, is higher than the state average.

The percentage of San Francisco residents that are affiliated with a religious congregation, 41.8%, is less than both the national and state average. Gold Mountain Monastery, Golden Gate Community Church of the Nazarene and Golden Gate Lutheran Church are among the churches located in San Francisco. The most common religious groups are the Catholic Church, the Muslim Estimate and the United Methodist Church.

San Francisco is home to the Pier 88 and the Prayer Book Cross as well as Helen Wills Playground and Music Concourse. Shopping malls in the area include Yerba Buena Square Shopping Center, Fox Plaza Shopping Center and Galleria At Crocker Center Shopping Center. Visitors to San Francisco can choose from Astoria Hotel, A-1 Inn Motel and Best Western Canterbury Hotel for temporary stays in the area.