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Career and Education Opportunities for Tax Examiners in Madison, Wisconsin

For those living in the Madison, Wisconsin area, there are many career and education opportunities for tax examiners. There are currently 680 working tax examiners in Wisconsin; this should grow 2% to about 690 working tax examiners in the state 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 $28 per hour or $59,290 per year on average in Wisconsin. In the U.S. as a whole, their income is about $23 hourly or $48,100 yearly on average. Compared with people working in the overall category of Accounting and Auditing, people working as tax examiners in Wisconsin earn more. They earn less than people working in the overall category of Accounting and Auditing nationally. People working as tax examiners can fill a number of jobs, such as: customer service representative, treasurer, and special agent.

There are thirteen schools of higher education in the Madison area, including four within twenty-five miles of Madison 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 Madison 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 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

University of Wisconsin-Madison - Madison, WI

University of Wisconsin-Madison, 500 Lincoln Dr, Madison, WI 53706-1380. University of Wisconsin-Madison is a large university located in Madison, Wisconsin. It is a public school with primarily 4-year or above programs. It has 41,581 students and an admission rate of 63%. University of Wisconsin-Madison has a bachelor's degree and a master's degree program in Accounting which graduated twenty-five and sixty-eight students respectively in 2008.

Blackhawk Technical College - Janesville, WI

Blackhawk Technical College, 6004 County Road G, Janesville, WI 53547-5009. Blackhawk Technical College is a small college located in Janesville, Wisconsin. It is a public school with primarily 2-year programs and has 2,755 students. Blackhawk Technical College has an associate's degree program in Accounting which graduated twelve students in 2008.

Edgewood College - Madison, WI

Edgewood College, 1000 Edgewood College Drive, Madison, WI 53711-1997. Edgewood College is a small college located in Madison, Wisconsin. It is a private not-for-profit school with primarily 4-year or above programs. It has 2,544 students and an admission rate of 76%. Edgewood College has a bachelor's degree program in Accounting which graduated two students in 2008.

Madison Area Technical College - Madison, WI

Madison Area Technical College, 3550 Anderson St, Madison, WI 53704. Madison Area Technical College is a large college located in Madison, Wisconsin. It is a public school with primarily 4-year or above programs and has 14,553 students. Madison Area Technical College has an associate's degree program in Accounting which graduated eighty-five students 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: Madison, Wisconsin

Madison, Wisconsin
Madison, Wisconsin photo by Dori

Madison is situated in Dane County, Wisconsin. It has a population of over 231,916, which has grown by 11.5% in the past ten years. The cost of living index in Madison, 86, is well below the national average. New single-family homes in Madison are valued at $243,800 on average, which is near the state average. In 2008, one hundred forty-eight new homes were constructed in Madison, down from three hundred seventy-four the previous year.

The top three industries for women in Madison are educational services, health care, and finance and insurance. For men, it is educational services, professional, scientific, and technical services, and accommodation and food services. The average travel time to work is about 18 minutes. More than 48.2% of Madison residents have a bachelor's degree, which is higher than the state average. The percentage of residents with a graduate degree, 20.9%, is higher than the state average.

The unemployment rate in Madison is 5.2%, which is less than Wisconsin's average of 7.7%.

The percentage of Madison residents that are affiliated with a religious congregation, 52.5%, is more than the national average but less than the state average. Gates of Heaven Synagogue, Abundant Life Church and Grace Episcopal Church are some of the churches located in Madison. The most common religious groups are the Catholic Church, the Evangelical Lutheran Church in America and the United Methodist Church.

Madison is home to the Allen Centennial Gardens and the Annie C Stewart Memorial Fountain as well as Bordner Park and Brigham Park. Shopping centers in the area include Brookwood Village Shopping Center, Whitney Square Shopping Center and Walnut Grove Shopping Center. Visitors to Madison can choose from Comfort Inn Madison, Howard Johnson-Plaza Hotel and Country Inn Sts Madison for temporary stays in the area.