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Career and Education Opportunities for Tax Examiners in Santa Clara, California

Tax examiners can find many career and educational opportunities in the Santa Clara, California area. There are currently 8,100 jobs for tax examiners in California and this is projected to grow by 6% to about 8,600 jobs by 2016. This is not quite as good as the nation as a whole, where employment opportunities for tax examiners are expected to grow by about 13.0%. Tax examiners generally 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 per year on average. Incomes for tax examiners are not quite as good as in the overall category of Accounting and Auditing in California, and not quite as good as the overall Accounting and Auditing category nationally. Tax examiners work in a variety of jobs, including: customs guard, revenue agent, and revenue officer.

The Santa Clara area is home to thirty-five schools of higher education, including thirteen within twenty-five miles of Santa Clara where you can get a degree as a tax examiner. The most common level of education for tax examiners is some college courses. You can expect to spend a short time studying to be 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 Santa Clara 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.
  • 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

West Valley College - Saratoga, CA

West Valley College, 14000 Fruitvale Ave, Saratoga, CA 95070-5698. West Valley College is a large college located in Saratoga, California. It is a public school with primarily 2-year programs and has 10,585 students. West Valley College has a less than one year and a two to four year program in Accounting which graduated six and zero students respectively in 2008.

Ohlone College - Fremont, CA

Ohlone College, 43600 Mission Blvd, Fremont, CA 94539-0390. Ohlone College is a large college located in Fremont, California. It is a public school with primarily 2-year programs and has 11,083 students. Ohlone College has less than one year, associate's degree, and two to four year programs in Accounting which graduated seven, six, and zero students respectively in 2008.

San Jose State University - San Jose, CA

San Jose State University, 1 Washington Sq, San Jose, CA 95192-0001. San Jose State University is a large university located in San Jose, California. It is a public school with primarily 4-year or above programs. It has 32,749 students and an admission rate of 64%. San Jose State University has 2 areas of study related to Tax Examiner. They are:

  • Accounting, master's degree which graduated 24 students in 2008.
  • Taxation, master's degree which graduated 28 students in 2008.

CET-Sobrato - San Jose, CA

CET-Sobrato, 701 Vine St, San Jose, CA 95110. CET-Sobrato is a small school located in San Jose, California. It is a private not-for-profit school with primarily less-than 2-year programs and has 497 students. CET-Sobrato has a less than one year program in Accounting which graduated one student in 2008.

San Jose City College - San Jose, CA

San Jose City College, 2100 Moorpark Ave, San Jose, CA 95128-2798. San Jose City College is a large college located in San Jose, California. It is a public school with primarily 2-year programs and has 11,574 students. San Jose City College has less than one year, associate's degree, and two to four year programs in Accounting which graduated six, five, and zero students respectively in 2008.

Mission College - Santa Clara, CA

Mission College, 3000 Mission College Blvd, Santa Clara, CA 95054-1897. Mission College is a large college located in Santa Clara, California. It is a public school with primarily 2-year programs and has 10,154 students. Mission College has less than one year, associate's degree, and two to four year programs in Accounting which graduated twenty, twenty-three, and zero students respectively in 2008.

Santa Clara University - Santa Clara, CA

Santa Clara University, 500 El Camino Real, Santa Clara, CA 95053. Santa Clara University is a medium sized university located in Santa Clara, California. It is a private not-for-profit school with primarily 4-year or above programs. It has 7,987 students and an admission rate of 61%. Santa Clara University has a bachelor's degree and a postbaccalaureate certificate program in Accounting which graduated 141 and zero students respectively in 2008.

De Anza College - Cupertino, CA

De Anza College, 21250 Stevens Creek Blvd., Cupertino, CA 95014. De Anza College is a large college located in Cupertino, California. It is a public school with primarily 2-year programs and has 24,677 students. De Anza College has 2 areas of study related to Tax Examiner. They are:

  • Accounting, less than one year, one to two year, associate's degree, and two to four year which graduated thirty-nine, eleven, twenty, and zero students respectively in 2008.
  • Taxation, one to two year, associate's degree, and two to four year which graduated eight, seven, and zero students respectively in 2008.

Gavilan College - Gilroy, CA

Gavilan College, 5055 Santa Teresa Blvd, Gilroy, CA 95020. Gavilan College is a medium sized college located in Gilroy, California. It is a public school with primarily 2-year programs and has 7,159 students. Gavilan College has less than one year, associate's degree, and two to four year programs in Accounting which graduated five, twelve, and zero students respectively in 2008.

CET-Gilroy - Gilroy, CA

CET-Gilroy, 7800 Arroyo Cir, Gilroy, CA 95020. CET-Gilroy is a small school located in Gilroy, California. It is a private not-for-profit school with primarily less-than 2-year programs and has 151 students. CET-Gilroy has a one to two year program in Accounting which graduated nineteen students in 2008.

Foothill College - Los Altos Hills, CA

Foothill College, 12345 El Monte Rd, Los Altos Hills, CA 94022. Foothill College is a large college located in Los Altos Hills, California. It is a public school with primarily 2-year programs and has 19,837 students. Foothill College 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 seven, twenty-two, and zero students respectively in 2008.
  • Taxation, two to four year.

Evergreen Valley College - San Jose, CA

Evergreen Valley College, 3095 Yerba Buena Rd, San Jose, CA 95135-1598. Evergreen Valley College is a large college located in San Jose, California. It is a public school with primarily 2-year programs and has 9,621 students. Evergreen Valley College has less than one year, one to two year, associate's degree, and two to four year programs in Accounting which graduated two, three, fourteen, and zero students respectively in 2008.

Cabrillo College - Aptos, CA

Cabrillo College, 6500 Soquel Dr, Aptos, CA 95003. Cabrillo College is a large college located in Aptos, California. It is a public school with primarily 2-year programs and has 15,822 students. Cabrillo College has a less than one year and an associate's degree program in Accounting which graduated twenty-one and twelve 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: Santa Clara, California

Santa Clara, California
Santa Clara, California photo by Coolcaesar

Santa Clara is located in Santa Clara County, California. It has a population of over 110,200, which has grown by 7.7% over the last ten years. The cost of living index in Santa Clara, 158, is far greater than the national average. New single-family homes in Santa Clara cost $196,500 on average, which is far less than the state average. In 2008, forty-three new homes were constructed in Santa Clara, down from eighty-five the previous year.

The top three industries for women in Santa Clara are computer and electronic products, professional, scientific, and technical services, and educational services. For men, it is computer and electronic products, professional, scientific, and technical services, and construction. The average commute to work is about 22 minutes. More than 42.4% of Santa Clara residents have a bachelor's degree, which is higher than the state average. The percentage of residents with a graduate degree, 16.6%, is higher than the state average.

The unemployment rate in Santa Clara is 10.9%, which is less than California's average of 12.3%.

The percentage of Santa Clara residents that are affiliated with a religious congregation, 43.2%, is less than both the national and state average. Peace Lutheran Church, Good News Community Church and Universal Church of the Master are some of the churches located in Santa Clara. The most prominent religious groups are the Catholic Church, the LDS (Mormon) Church and the Muslim Estimate.

Santa Clara is home to the Santa Clara Unified School District Office and the Santa Clara Municipal Golf Course as well as Westwood Acres Park and Washington Park. Shopping centers in the area include Moonlite Shopping Center, Fairway Glen Shopping Center and Youth Shopping Center.