PURPOSE OF JOB CLASS (NATURE OF WORK)
In the Department of Revenue Services, this class is accountable for performing a full range of tasks involving the correction problems of a section for input into financial data systems.
GUIDELINES FOR JOB CLASS USE
This is the working level, and its use is distinguished from lower level classes by responsibility for a section of work which includes handling the full range of correction problems requiring expertise in a particular tax or in the intricacies of financial data systems.
Works under the general supervision of a Tax Operations Unit Supervisor or other employee of higher grade.
May lead Tax Correction Examiners or other technical and clerical employees as assigned.
EXAMPLES OF DUTIES
Examines, analyzes and resolves the more difficult and complex correction problems of the section requiring application of a variety of tax statutes and a familiarity with the intricacies of financial data systems; analyzes and adjusts billings questioned by taxpayers or other department employees, mathematically incorrect tax returns, complex registration problems or other correction problems which cannot be resolved at a lower level; reads and interprets taxpayer correspondence and determines correct course of action to insure accuracy of taxpayer file data; contacts taxpayers, revenue examiners, accountants or attorneys to discuss and resolve complex tax liability correction problems; trains subordinates in effective methods and procedures of utilizing financial data systems; suggests alternate methods of improving the work of the section; assists in the preparation and updating of procedures manual pertaining to the section; provides technical assistance in revising tax forms; may assist in assigning work to section employees; may review work of section employees; may recommend changes in existing tax legislation; performs related duties as required.
KNOWLEDGE, SKILL AND ABILITY
Considerable knowledge of the procedures for edit and updates of returns and assessments into financial data systems; knowledge of the tax statutes relating to allowable deductions, computation of tax, interest and penalties and filing dates; knowledge of basic tax accounting and auditing methods and procedures; interpersonal skills; oral and written communication skills; considerable ability to analyze various tax forms and statements; ability to utilize computer software.
MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE
Six (6) years of experience in tax investigation, tax accounting, tax auditing or tax processing.
MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE
One (1) year of the General Experience must have involved the review and analysis of edits and updates to a computer system at or above the level of Tax Corrections Examiner 1.
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.
Incumbents in this class may be required to speak a foreign language.
JOB CLASS DESIGNATION
(36)-Tax Programs and Control
(16)-ADMIN & RESID (P-5)
This replaces the existing specification for the class of Tax Corrections Examiner 2 in Salary Group AR 23 approved effective February 15, 2012. (Revised to add Special Requirement)