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Tax Examiners, Collectors, & Revenue Agents
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CheckoutCareers.com
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Tax Examiners, Collectors, & Revenue Agents
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Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
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Degrees
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Abilities
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Oral Comprehension| | The ability to listen to and understand information and ideas presented through spoken words and sentences. |
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Written Comprehension| | The ability to read and understand information and ideas presented in writing. |
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Oral Expression| | The ability to communicate information and ideas in speaking so others will understand. |
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Near Vision| | The ability to see details at close range (within a few feet of the observer). |
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Deductive Reasoning| | The ability to apply general rules to specific problems to produce answers that make sense. |
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Number Facility| | The ability to add, subtract, multiply, or divide quickly and correctly. |
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Speech Recognition| | The ability to identify and understand the speech of another person. |
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Inductive Reasoning| | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). |
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Information Ordering| | The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). |
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Written Expression| | The ability to communicate information and ideas in writing so others will understand. |
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Problem Sensitivity| | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. |
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Mathematical Reasoning| | The ability to choose the right mathematical methods or formulas to solve a problem. |
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Category Flexibility| | The ability to generate or use different sets of rules for combining or grouping things in different ways. |
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Speech Clarity| | The ability to speak clearly so others can understand you. |
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Fluency of Ideas| | The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity). |
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Flexibility of Closure| | The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material. |
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Selective Attention| | The ability to concentrate on a task over a period of time without being distracted. |
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Speed of Closure| | The ability to quickly make sense of, combine, and organize information into meaningful patterns. |
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Memorization| | The ability to remember information such as words, numbers, pictures, and procedures. |
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Originality| | The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem. |
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Far Vision| | The ability to see details at a distance. |
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Perceptual Speed| | The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object. |
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Finger Dexterity| | The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects. |
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Visualization| | The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged. |
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Time Sharing| | The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources). |
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Auditory Attention| | The ability to focus on a single source of sound in the presence of other distracting sounds. |
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Visual Color Discrimination| | The ability to match or detect differences between colors, including shades of color and brightness. |
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Control Precision| | The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions. |
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Hearing Sensitivity| | The ability to detect or tell the differences between sounds that vary in pitch and loudness. |
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Manual Dexterity| | The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects. |
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Arm-Hand Steadiness| | The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position. |
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Depth Perception| | The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object. |
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Gross Body Coordination| | The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion. |
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Wrist-Finger Speed| | The ability to make fast, simple, repeated movements of the fingers, hands, and wrists. |
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Interests
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Conventional| | Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow. |
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First Interest High-Point| | Primary-Rank Descriptiveness |
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Enterprising| | Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business. |
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Second Interest High-Point| | Secondary-Cutoff/Rank Descriptiveness |
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Investigative| | Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally. |
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Realistic| | Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others. |
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Social| | Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others. |
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Artistic| | Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules. |
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Knowledge
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Customer and Personal Service| | Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. |
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Computers and Electronics| | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. |
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Law and Government| | Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. |
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Clerical| | Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. |
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English Language| | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. |
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Mathematics| | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. |
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Economics and Accounting| | Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. |
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Psychology| | Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders. |
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Education and Training| | Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects. |
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Production and Processing| | Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods. |
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Public Safety and Security| | Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions. |
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Sales and Marketing| | Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. |
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Communications and Media| | Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media. |
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Administration and Management| | Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. |
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Personnel and Human Resources| | Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. |
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Telecommunications| | Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems. |
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Transportation| | Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits. |
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Foreign Language| | Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation. |
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Sociology and Anthropology| | Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins. |
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Building and Construction| | Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads. |
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Therapy and Counseling| | Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance. |
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Engineering and Technology| | Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services. |
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Geography| | Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life. |
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Philosophy and Theology| | Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture. |
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Design| | Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models. |
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Mechanical| | Knowledge of machines and tools, including their designs, uses, repair, and maintenance. |
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Food Production| | Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques. |
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History and Archeology| | Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures. |
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Chemistry| | Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods. |
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Physics| | Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub- atomic structures and processes. |
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Medicine and Dentistry| | Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures. |
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Biology| | Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment. |
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Fine Arts| | Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture. |
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Wages
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| North Carolina | $39,510.00 |
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| South Carolina | $39,530.00 |
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Related Careers
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Accountants| | Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization. |
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Actuaries| | Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits. May ascertain premium rates required and cash reserves necessary to ensure payment of future benefits. |
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Appraisers, Real Estate| | Appraise real property to determine its value for purchase, sales, investment, mortgage, or loan purposes. |
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Assessors| | Appraise real and personal property to determine its fair value. May assess taxes in accordance with prescribed schedules. |
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Credit Analysts| | 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. |
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Insurance Adjusters, Examiners, & Investigators| | 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, witnesses, or claimants to compile information. Calculate benefit payments and approve payment of claims within a certain monetary limit. |
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Purchasing Agents, Except Wholesale, Retail, & Farm Products| | Purchase machinery, equipment, tools, parts, supplies, or services necessary for the operation of an establishment. Purchase raw or semi-finished materials for manufacturing. |
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Tax Preparers| | Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant. |
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Skills
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Active Learning| | Understanding the implications of new information for both current and future problem-solving and decision-making. |
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Speaking| | Talking to others to convey information effectively. |
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Active Listening| | Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. |
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Instructing| | Teaching others how to do something. |
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Mathematics| | Using mathematics to solve problems. |
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Service Orientation| | Actively looking for ways to help people. |
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Critical Thinking| | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. |
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Reading Comprehension| | Understanding written sentences and paragraphs in work related documents. |
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Complex Problem Solving| | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. |
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Learning Strategies| | Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things. |
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Time Management| | Managing one's own time and the time of others. |
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Social Perceptiveness| | Being aware of others' reactions and understanding why they react as they do. |
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Writing| | Communicating effectively in writing as appropriate for the needs of the audience. |
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Monitoring| | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. |
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Judgment and Decision Making| | Considering the relative costs and benefits of potential actions to choose the most appropriate one. |
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Operations Analysis| | Analyzing needs and product requirements to create a design. |
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Coordination| | Adjusting actions in relation to others' actions. |
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Management of Personnel Resources| | Motivating, developing, and directing people as they work, identifying the best people for the job. |
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Persuasion| | Persuading others to change their minds or behavior. |
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Negotiation| | Bringing others together and trying to reconcile differences. |
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Equipment Selection| | Determining the kind of tools and equipment needed to do a job. |
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Management of Material Resources| | Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work. |
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Systems Evaluation| | Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system. |
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Systems Analysis| | Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. |
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Quality Control Analysis| | Conducting tests and inspections of products, services, or processes to evaluate quality or performance. |
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Management of Financial Resources| | Determining how money will be spent to get the work done, and accounting for these expenditures. |
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Operation and Control| | Controlling operations of equipment or systems. |
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Troubleshooting| | Determining causes of operating errors and deciding what to do about it. |
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Technology Design| | Generating or adapting equipment and technology to serve user needs. |
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Operation Monitoring| | Watching gauges, dials, or other indicators to make sure a machine is working properly. |
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Installation| | Installing equipment, machines, wiring, or programs to meet specifications. |
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Equipment Maintenance| | Performing routine maintenance on equipment and determining when and what kind of maintenance is needed. |
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Repairing| | Repairing machines or systems using the needed tools. |
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Science| | Using scientific rules and methods to solve problems. |
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Programming| | Writing computer programs for various purposes. |
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Tasks
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| Collect taxes from individuals or businesses according to prescribed laws and regulations. |
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| Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities. |
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| Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law. |
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| Review selected tax returns to determine the nature and extent of audits to be performed on them. |
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| Enter tax return information into computers for processing. |
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| Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information. |
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| Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions. |
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| Maintain records for each case, including contacts, telephone numbers, and actions taken. |
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| Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns. |
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| Process individual and corporate income tax returns, and sales and excise tax returns. |
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| Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation. |
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| Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met. |
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| Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation. |
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| Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems. |
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| Send notices to taxpayers when accounts are delinquent. |
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| Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment. |
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| Recommend criminal prosecutions or civil penalties. |
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| Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property. |
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| Secure a taxpayer's agreement to discharge a tax assessment, or submit contested determinations to other administrative or judicial conferees for appeals hearings. |
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| Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases. |
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| Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments. |
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| Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed. |
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| Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties. |
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| Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records. |
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| Participate in informal appeals hearings on contested cases from other agents. |
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Career Activities
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| Updating and Using Relevant Knowledge |
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| follow tax laws or regulations |
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| use accounting terminology |
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| Getting Information |
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| gather relevant financial data |
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| interview client to obtain additional tax information |
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| Communicating with Persons Outside Organization |
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| confer with taxpayer or representative |
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| make presentations on financial matters |
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| write legal correspondence |
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| Evaluating Information to Determine Compliance with Standards |
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| determine if evidence is sufficient to recommend prosecution |
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| Processing Information |
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| compute taxes |
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| note discrepancies in financial records |
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| verify bank or financial transactions |
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| Analyzing Data or Information |
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| analyze data to discover facts in case |
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| analyze existing evidence or facts |
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| analyze financial data |
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| conduct financial investigations |
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| determine tax liability according to prescribed laws |
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| Performing Administrative Activities |
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| prepare correspondence relating to financial discrepancies |
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| prepare tax reports |
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| write administrative procedures services manual |
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| Resolving Conflicts and Negotiating with Others |
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| negotiate payment arrangements with customers |
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| participate in appeals hearings |
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| Coordinating the Work and Activities of Others |
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| direct serving of legal documents |
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| Provide Consultation and Advice to Others |
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| advise clients on financial matters |
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| prepare audit reports or recommendations |
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| recommend customer payment plan |
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Career Context
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| Telephone |
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| Contact With Others |
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| Face-to-Face Discussions |
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| Frequency of Decision Making |
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| Importance of Being Exact or Accurate |
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| Indoors, Environmentally Controlled |
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| Importance of Repeating Same Tasks |
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| Structured versus Unstructured Work |
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| Deal With External Customers |
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| Spend Time Making Repetitive Motions |
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| Impact of Decisions on Co-workers or Company Results |
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| Spend Time Sitting |
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| Electronic Mail |
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| Letters and Memos |
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| Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls |
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| Freedom to Make Decisions |
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| Work With Work Group or Team |
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| In an Enclosed Vehicle or Equipment |
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| Frequency of Conflict Situations |
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| Responsible for Others' Health and Safety |
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| Deal With Unpleasant or Angry People |
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| Coordinate or Lead Others |
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| Deal With Physically Aggressive People |
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| Very Hot or Cold Temperatures |
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| Sounds, Noise Levels Are Distracting or Uncomfortable |
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| Exposed to Contaminants |
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| Cramped Work Space, Awkward Positions |
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| Responsibility for Outcomes and Results |
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| Consequence of Error |
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| Public Speaking |
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| Extremely Bright or Inadequate Lighting |
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| Time Pressure |
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| Outdoors, Exposed to Weather |
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| Spend Time Walking and Running |
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| Physical Proximity |
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| Exposed to Disease or Infections |
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| Level of Competition |
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Career Styles
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Integrity| | Job requires being honest and ethical. |
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Attention to Detail| | Job requires being careful about detail and thorough in completing work tasks. |
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Dependability| | Job requires being reliable, responsible, and dependable, and fulfilling obligations. |
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Self Control| | Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations. |
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Adaptability/Flexibility| | Job requires being open to change (positive or negative) and to considerable variety in the workplace. |
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Cooperation| | Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. |
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Independence| | Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done. |
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Analytical Thinking| | Job requires analyzing information and using logic to address work-related issues and problems. |
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Stress Tolerance| | Job requires accepting criticism and dealing calmly and effectively with high stress situations. |
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Concern for Others| | Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job. |
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Initiative| | Job requires a willingness to take on responsibilities and challenges. |
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Innovation| | Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems. |
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Achievement/Effort| | Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. |
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Persistence| | Job requires persistence in the face of obstacles. |
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Social Orientation| | Job requires preferring to work with others rather than alone, and being personally connected with others on the job. |
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Leadership| | Job requires a willingness to lead, take charge, and offer opinions and direction. |
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Career Needs
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Security| | Workers on this job have steady employment. |
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Working Conditions| | Workers on this job have good working conditions. |
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Company Policies and Practices| | Workers on this job are treated fairly by the company. |
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Supervision, Human Relations| | Workers on this job have supervisors who back up their workers with management. |
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Autonomy| | Workers on this job plan their work with little supervision. |
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Responsibility| | Workers on this job make decisions on their own. |
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Ability Utilization| | Workers on this job make use of their individual abilities. |
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Achievement| | Workers on this job get a feeling of accomplishment. |
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Activity| | Workers on this job are busy all the time. |
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Advancement| | Workers on this job have opportunities for advancement. |
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Authority| | Workers on this job give directions and instructions to others. |
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Compensation| | Workers on this job are paid well in comparison with other workers. |
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Independence| | Workers on this job do their work alone. |
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Supervision, Technical| | Workers on this job have supervisors who train their workers well. |
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Moral Values| | Workers on this job are never pressured to do things that go against their sense of right and wrong. |
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Co-workers| | Workers on this job have co-workers who are easy to get along with. |
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Variety| | Workers on this job have something different to do every day. |
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Recognition| | Workers on this job receive recognition for the work they do. |
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Social Status| | Workers on this job are looked up to by others in their company and their community. |
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Social Service| | Workers on this job have work where they do things for other people. |
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Creativity| | Workers on this job try out their own ideas. |
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Career Values
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Support| | Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical. |
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Working Conditions| | Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions. |
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Achievement| | Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement. |
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Independence| | Occupations that satisfy this work value allow employs to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy. |
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Recognition| | Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status. |
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Relationships| | Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service. |
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