State of Connecticut Executive Branch

Tax Corrections Examiner 1 (8681AR)

$32.40-$41.05 Hourly / $2,591.92-$3,283.64 BiWeekly /
$67,649.00-$85,703.00 Yearly

PURPOSE OF JOB CLASS (NATURE OF WORK)

In the Department of Revenue Services this class is accountable for performing a limited range of tasks in verifying the accuracy and completeness of tax returns and related documents for input into financial data systems, and to ensure that billings, credits or other adjustments are proper and correctly applied.

GUIDELINES FOR JOB CLASS USE

This is the junior working level and is used to independently perform a limited range of tasks in the review and correction of a variety of tax return input problems.

SUPERVISION RECEIVED

Works under the general supervision of a Tax Operations Unit Supervisor or other employee of a higher grade in the performance of routine tasks; receives close supervision when performing more advanced tasks.

EXAMPLES OF DUTIES

  • Verifies the accuracy of tax return data for proper entry into financial data systems;
  • Reviews computer edit and update printouts, audit assessments, and/or taxpayer account data to identify and resolve correction problems and to properly adjust and update accounts;
  • Researches original and amended returns to determine if taxpayer is in violation of any tax statute, regulation or department policy;
  • Interprets schedules of income and expense and verifies that exemptions, deductions and/or credits claimed by taxpayer are valid;
  • Prepares work papers supporting all adjustments made to financial data systems;
  • Researches account master files to determine if registration problem exists;
  • Computes the tax liabilities and credits by interpreting incomplete or improperly completed tax returns;
  • Resolves taxpayer problems on questionable billings or credits;
  • Assists other employees of the department in resolving problems with financial data systems;
  • Prepares reports and correspondence as required;
  • May assist taxpayers in preparation of tax return; 
  • Performs related duties as required.

KNOWLEDGE, SKILL AND ABILITY

  • Knowledge of
    • and ability to interpret tax statutes relating to allowable deductions, computation of interest and penalties and tax filing requirements;
    • basic tax accounting and auditing methods and procedures;
    • electronic data methods and procedures;
    • office and billing procedures;
  • Skills
    • interpersonal skills;
    • oral and written communication skills;
  • Ability to
    • analyze and evaluate various tax forms and statements;
    • utilize computer software;
    • perform mathematical computations.

MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE

Five (5) years of experience in tax investigation, tax accounting, tax auditing or tax processing.

MINIMUM QUALIFICATIONS - SUBSTITUTIONS ALLOWED

  • College training may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (1/2) year of experience to a maximum of four (4) years for a Bachelor's degree.
  • One (1) year as an Associate Revenue Processor may be substituted for the General Experience.
  • Successful completion of a Connecticut Careers Trainee program approved by the Department of Administrative Services may be substituted for the General Experience.

SPECIAL REQUIREMENTS

Incumbents in this class may be required to speak a foreign language.

JOB CLASS DESIGNATION

Classified/Competitive

OCCUPATIONAL GROUP

(36)-Tax Programs and Control

BARGAINING UNIT

(16)-ADMIN & RESID (P-5)

EEO

(2)-Professional

SALARY INFORMATION

AR 20

ACKNOWLEDGEMENT

As defined by Sec. 5-196 of the Connecticut General Statutes, a job class is a position or group of positions that share general characteristics and are categorized under a single title for administrative purposes.  As such, a job class is not meant to be all-inclusive of every task and/or responsibility.

CANCELLATION CLAUSE

This replaces the existing specification for the class of Tax Corrections Examiner 1 in Salary Group AR 20 approved effective March 31, 2017. (Revised to modify the Minimum Qualifications - Substitutions Allowed section and modify content) Final 23-035

EFFECTIVE DATE

03/08/2023
CLASS: 8681AR; EST: 5/5/1978; REV: 3/15/2023;