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Careers / Tax Examiners and Collectors, and Revenue Agents |
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Summary Description |
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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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Sample Job Titles |
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1. |
Account Clerk |
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2. |
Accounting Assistant |
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3. |
Adjustment Examiner |
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4. |
Administrative Specialist |
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5. |
Appeals Officer |
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6. |
Appraiser |
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7. |
Auditor |
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8. |
Business Taxes Specialist |
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9. |
City Collector |
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10. |
City Tax Auditor |
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11. |
Collections Specialist |
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12. |
Collector |
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13. |
Collector of Internal Revenue |
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14. |
Collector of Port |
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15. |
County Treasurer |
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16. |
Customer Service Representative |
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17. |
Customs Agent |
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18. |
Customs Appraiser |
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19. |
Customs Collector |
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20. |
Customs Examiner |
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21. |
Customs Guard |
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22. |
Customs Inspector |
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23. |
Customs Officer |
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24. |
Customs Verifier |
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25. |
Delinquent Tax Collection Assistant |
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26. |
Delinquent Tax Collector |
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27. |
Delinquent Tax Collector Assistant |
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28. |
Deputy Clerk |
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29. |
Deputy Treasurer |
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30. |
Estate Tax Examiner |
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31. |
Field Agent |
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32. |
Field Tax Auditor |
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33. |
Finance Associate |
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34. |
Garnishment Specialist |
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35. |
Income Tax Adjuster |
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36. |
Income Tax Administrator |
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37. |
Income Tax Auditor |
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38. |
Income Tax Investigator |
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39. |
Inspector |
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40. |
Internal Revenue Agent |
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41. |
IRS Agent (Internal Revenue Service Agent) |
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42. |
Merchandise Appraiser |
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43. |
Merchandise Examiner |
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44. |
Opener |
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45. |
Return Agent |
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46. |
Returns Processor |
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47. |
Revenue Agent |
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48. |
Revenue Collector |
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49. |
Revenue Enforcement Agent |
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50. |
Revenue Enforcement Collection Agent |
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51. |
Revenue Field Agent |
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52. |
Revenue Field Auditor |
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53. |
Revenue Inspector |
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54. |
Revenue Investigator |
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55. |
Revenue Officer |
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56. |
Revenue Specialist |
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57. |
Reviewer |
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58. |
Special Agent |
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59. |
Special Tax Auditor |
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60. |
State Auditor |
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61. |
Tax Accountant |
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62. |
Tax Adjuster |
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63. |
Tax Agent |
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64. |
Tax Analyst |
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65. |
Tax Assessor |
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66. |
Tax Assistant |
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67. |
Tax Associate |
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68. |
Tax Auditor |
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69. |
Tax Collection Coordinator |
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70. |
Tax Collector |
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71. |
Tax Compliance Agent |
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72. |
Tax Compliance Officer |
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73. |
Tax Compliance Representative |
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74. |
Tax Examiner |
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75. |
Tax Examining Technician |
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76. |
Tax Investigator |
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77. |
Tax Manager |
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78. |
Tax Processor |
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79. |
Tax Revenue Officer |
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80. |
Tax Technician |
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81. |
Treasurer |
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82. |
Treasury Agent |
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83. |
U.S. Revenue Officer |
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84. |
Verifier |
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Job Tasks |
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Collect taxes from individuals or businesses according to prescribed laws and regulations.
- Collect payments for goods or services.
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Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
- Update knowledge of legal or regulatory environments.
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Maintain records for each case, including contacts, telephone numbers, and actions taken.
- Document information related to legal proceedings.
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Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
- Correspond with customers to answer questions or resolve complaints.
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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.
- Explain regulations, policies, or procedures.
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Enter tax return information into computers for processing.
- Maintain data in information systems or databases.
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Send notices to taxpayers when accounts are delinquent.
- Inform individuals or organizations of status or findings.
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Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
- Verify accuracy of financial information.
- Examine financial records.
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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.
- Gather financial records.
- Examine financial records.
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Review selected tax returns to determine the nature and extent of audits to be performed on them.
- Examine financial records.
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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.
- Verify accuracy of records.
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Process individual and corporate income tax returns, and sales and excise tax returns.
- Examine financial records.
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Recommend criminal prosecutions or civil penalties.
- Advise others on legal or regulatory compliance matters.
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Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
- Examine financial records.
- Examine financial records or processes.
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Answer questions from taxpayers and assist them in completing tax forms.
- Correspond with customers to answer questions or resolve complaints.
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Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
- Examine financial records.
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Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
- Inform individuals or organizations of status or findings.
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Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
- Inform individuals or organizations of status or findings.
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Participate in informal appeals hearings on contested cases from other agents.
- Testify at legal or legislative proceedings.
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Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
- Assess financial status of clients.
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Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments.
- Oversee business processes.
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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.
- Communicate with government agencies.
- Negotiate agreements to resolve disputes.
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Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
- Develop financial plans for clients.
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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.
- Communicate with government agencies.
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Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases.
- Collect evidence for legal proceedings.
- Prepare legal or investigatory documentation.
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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.
- Develop financial analysis methods.
- Advise others on financial matters.
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Work Activities |
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Getting Information —
Observing, receiving, and otherwise obtaining information from all relevant sources. |
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Performing for or Working Directly with the Public —
Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests. |
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Communicating with Persons Outside Organization —
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. |
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Processing Information —
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. |
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Evaluating Information to Determine Compliance with Standards —
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. |
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Establishing and Maintaining Interpersonal Relationships —
Developing constructive and cooperative working relationships with others, and maintaining them over time. |
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Interacting With Computers —
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. |
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Making Decisions and Solving Problems —
Analyzing information and evaluating results to choose the best solution and solve problems. |
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Organizing, Planning, and Prioritizing Work —
Developing specific goals and plans to prioritize, organize, and accomplish your work. |
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Communicating with Supervisors, Peers, or Subordinates —
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. |
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Documenting/Recording Information —
Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. |
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Analyzing Data or Information —
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. |
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Updating and Using Relevant Knowledge —
Keeping up-to-date technically and applying new knowledge to your job. |
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Performing Administrative Activities —
Performing day-to-day administrative tasks such as maintaining information files and processing paperwork. |
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Identifying Objects, Actions, and Events —
Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. |
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Interpreting the Meaning of Information for Others —
Translating or explaining what information means and how it can be used. |
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Resolving Conflicts and Negotiating with Others —
Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others. |
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Scheduling Work and Activities —
Scheduling events, programs, and activities, as well as the work of others. |
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Thinking Creatively —
Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions. |
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Judging the Qualities of Things, Services, or People —
Assessing the value, importance, or quality of things or people. |
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Coordinating the Work and Activities of Others —
Getting members of a group to work together to accomplish tasks. |
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Monitor Processes, Materials, or Surroundings —
Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems. |
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Training and Teaching Others —
Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others. |
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Developing Objectives and Strategies —
Establishing long-range objectives and specifying the strategies and actions to achieve them. |
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Coaching and Developing Others —
Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills. |
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Estimating the Quantifiable Characteristics of Products, Events, or Information —
Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity. |
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Assisting and Caring for Others —
Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients. |
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Developing and Building Teams —
Encouraging and building mutual trust, respect, and cooperation among team members. |
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Provide Consultation and Advice to Others —
Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. |
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Guiding, Directing, and Motivating Subordinates —
Providing guidance and direction to subordinates, including setting performance standards and monitoring performance. |
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Inspecting Equipment, Structures, or Material —
Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects. |
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Performing General Physical Activities —
Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials. |
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Nature of the Work |
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Working Conditions |
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Interesting Fact |
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The U.S. industry expected to experience the greatest decline between 2002 and 2012 is Apparel Manufacturing. |
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Did you know... |
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The MyPlan.com Career Database provides detailed profiles on over 900 different careers! |
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