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

Tax examiner career and educational opportunities abound in Santa Rosa, California. There are currently 8,100 working tax examiners in California; this should grow by 6% to about 8,600 working tax examiners in the state 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%. In general, tax examiners determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

A person working as a tax examiner can expect to earn about $27 per hour or $56,430 annually on average in California and about $23 per hour or $48,100 yearly on average in the U.S. as a whole. 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: revenue enforcement agent, tax auditor, and revenue investigator.

There are seven schools of higher education in the Santa Rosa area, including three within twenty-five miles of Santa Rosa where you can get a degree to start your career 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 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 Santa Rosa 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 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.
  • Real Estate Appraiser. Appraise real property to determine its value for purchase, sales, or loan purposes.

EDUCATIONAL OPPORTUNITIES: Tax Examiner Training

Napa Valley College - Napa, CA

Napa Valley College, 2277 Napa-Vallejo Hwy, Napa, CA 94558-6236. Napa Valley College is a medium sized college located in Napa, California. It is a public school with primarily 2-year programs and has 7,404 students. Napa Valley College has a less than one year and an associate's degree program in Accounting which graduated three and nine students respectively in 2008.

Empire College School of Business - Santa Rosa, CA

Empire College School of Business, 3035 Cleveland Ave, Santa Rosa, CA 95403-2126. Empire College School of Business is a small college located in Santa Rosa, California. It is a private for-profit school with primarily 2-year programs and has 832 students. Empire College School of Business has a one to two year and an associate's degree program in Accounting which graduated eighteen and eleven students respectively in 2008.

Santa Rosa Junior College - Santa Rosa, CA

Santa Rosa Junior College, 1501 Mendocino Avenue, Santa Rosa, CA 95401-4395. Santa Rosa Junior College is a large college located in Santa Rosa, California. It is a public school with primarily 2-year programs and has 26,350 students. Santa Rosa Junior College has 2 areas of study related to Tax Examiner. They are:

  • Accounting, less than one year, one to two year, and two to four year which graduated twenty-seven, seventeen, and zero students respectively in 2008.
  • Taxation, two to four year.

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 Rosa, California

Santa Rosa, California
Santa Rosa, California photo by Njaelkies Lea

Santa Rosa is situated in Sonoma County, California. It has a population of over 155,796, which has grown by 5.6% over the last ten years. The cost of living index in Santa Rosa, 159, is far greater than the national average. New single-family homes in Santa Rosa are priced at $193,300 on average, which is far less than the state average. In 2008, one hundred fifty new homes were built in Santa Rosa, down from three hundred sixty-eight the previous year.

The three big industries for women in Santa Rosa are health care, educational services, and finance and insurance. For men, it is construction, professional, scientific, and technical services, and accommodation and food services. The average travel time to work is about 23 minutes. More than 27.6% of Santa Rosa residents have a bachelor's degree, which is higher than the state average. The percentage of residents with a graduate degree, 9.1%, is lower than the state average.

The unemployment rate in Santa Rosa is 10.1%, which is less than California's average of 12.3%.

The percentage of Santa Rosa residents that are affiliated with a religious congregation, 32.1%, is less than both the national and state average. United Pentecostal Church, Bethlehem Lutheran Church and Bennett Valley Baptist Church are among the churches located in Santa Rosa. The most common religious groups are the Catholic Church, the LDS (Mormon) Church and the Southern Baptist Convention.

Santa Rosa is home to the Sonoma County Administration Center and the Quarry Picnic Area as well as Live Oak Park and Coffey Park. Shopping malls in the area include Montgomery Village Shopping Center, Saint Francis Shopping Center and Flamingo One Stop Shopping Center. Visitors to Santa Rosa can choose from Amansi, Astro Motel and Beautiful Weddings & Events for temporary stays in the area.