How to become a Taxation Compliance Officer

Taxation compliance officers check and assess taxation returns to ensure they comply with government legislation.

Personal requirements for a Taxation Compliance Officer

  • Friendly, helpful and patient
  • Strong attention to detail
  • Confident working with financial information
  • Able to resolve conflict
  • Able to deal members of the public in a polite, and at times firm, manner
  • Able to interpret complex legislation
  • Honest and reliable
  • Discreet when dealing with confidential information
  • Self-motivated
  • Able to work independently.

Duties & Tasks of a Taxation Compliance Officer

Taxation compliance officers may perform the following tasks:

  • Carry out random checks of documents to detect non-compliance with taxation legislation
  • Arrange pre-audit meetings with taxpayers to discuss the scope and process of the audit
  • Investigate and report suspected breaches of taxation legislation
  • Conduct interviews with taxpayers and their representatives
  • Advise taxpayers and their representatives on the applications of tax laws throughout the report process
  • Review client files
  • Assess federal and state taxation obligations where relevant
  • Participate in the education of taxpayers about taxation obligations
  • Prepare audit reports and follow up on any actions required as a result of report findings
  • Answer telephone enquiries.

Working conditions for a Taxation Compliance Officer

Depending on the type of work, taxation compliance officers often spend a significant amount of time visiting clients and working through a mobile computing platform. At other times they communicate with clients over the phone.


Specializations

Taxation Compliance Officer

Taxation compliance officers check and assess taxation returns to ensure they comply with government legislation.

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