Position Information

NY HELPYes

AgencyTaxation & Finance, State

TitleTaxpayer Services Specialist 1 (NYHELPS)

Occupational CategoryOther Professional Careers

Salary Grade14

Bargaining UnitPS&T - Professional, Scientific, and Technical (PEF)

Salary RangeFrom $53764 to $68630 Annually

Employment Type Full-Time

Appointment Type Permanent

Jurisdictional Class Competitive Class

Travel Percentage 0%

Schedule

Workweek Mon-Fri

Hours Per Week 37.5

Workday

From 8 AM

To 5 PM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? Yes

Telecommuting allowed? Yes

Location

County Genesee

Street Address 3837 West Main Road

City Batavia

StateNY

Zip Code14020

Job Specifics

Duties Description The incumbent will work with taxpayers and their representatives to resolve taxpayers’ outstanding tax obligations, encourage taxpayers’ voluntary compliance with tax obligations, and better ensure the fair application of the tax laws. Activities include, but are not limited to, the following:



· Answer questions and provide technical assistance to taxpayers and their representatives by phone, mail, in-person and/or other electronic means.

· Understand, research, and explain assessments, tax law, regulations, policies, processes and procedures from various tax law publications, Departmental databases,

· Utilize methods and processes to resolve complex reconciliations of taxpayer accounts including, but not limited to, account adjustments, error corrections, credit payments, refunds and liabilities, computation of tax penalties/liabilities and interest due.

· Access, analyze, update and utilize information and data retrieved from various departmental and third-party systems and software, or from the taxpayer, public records, mortgage records or other persons and institutions.



· Assess viability of various collection activities such as: tax warrants, installment payment agreements, income executions, levies, Department of Motor Vehicle (DMV) revocations, seizures, certificate of authority revocations and/or referral to criminal authorities.

· Navigate various departmental and third-party systems to prepare reports and collection case activities.

· Maintain a record of all oral and written communications concerning each tax debt case and enters appropriate follow-up dates, taking into account the impact upon the case flow based on the follow-up date determined.

· Work independently and exercise good judgment in monitoring work assignments.

· Maintain up-to-date knowledge of the laws, regulations, policies and procedures

· May be directed to travel to conduct on-site investigations, interviews, inspections of places and/or documents, seizures and/or other field-based activities in order to support the fair application of tax laws to taxpayers, voluntary compliance with sales tax and other laws and regulations, and resolution of delinquent tax obligations; overnight and/or weekend travel may be required.

· Must demonstrate the ability to meet the transportational needs of the job.

· Communicate effectively, both verbally and in writing, with supervisors, other Department personnel, taxpayers and/or taxpayer representatives.

· Demonstrate initiative and self-motivation.

· Employ customer service tactics during contacts with the taxpayer and/or representative, while exercising independent judgment and tactful interview techniques.

· Wear an audio headset to conduct telephone conversations with taxpayers and their representatives in order to obtain information necessary to negotiate and resolve taxpayers’ outstanding tax obligations.

· Comply with the Office of Human Resources Management; Diversity, Equity & Inclusion; Code of Conduct; Ethics; Internal Control rules, policies and procedures; and

· Adhere to the Department’s time and attendance rules and regulations.

Minimum Qualifications The ability to fill this position is subject to DOB guidelines for processing personnel transactions.

Note: A budget waiver is not required to fill positions via transfer to lateral or downward level positions within the same Department or to change line items within the same funding source. The selected candidate must be eligible for appointment in accordance with the provisions of the Civil Service Law, Rules, and Regulations.

If mandatory rehiring lists exist for this title, appointment other than reassignment must be made from these lists. If there are no acceptors from these lists, appointment may be made using the following:

Eligibility for appointment:


a) New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS)

b) Employees who are currently serving in the same title are eligible for reassignment without change in title or status;

c) Candidates reachable on the appropriate eligible list for this title and location;

d) Employees eligible for transfer.

e) This position may be filled as a two-year traineeship

This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).

For the duration of the NY HELPS Program, this title maybe filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply.

Within one year of permanent appointment, it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in a NY HELPS title, employees may take part in any promotion examination for which they are qualified.

NON-COMPETITIVE MINIMUM QUALIFICATIONS:


? Taxpayer Services Specialist Trainee 1
Associate’s degree or completion of 60 semester credit hours.

? Taxpayer Services Specialist Trainee 2
Associate’s degree or completion of 60 semester credit hours and one year of experience testing tax processing systems and/or resolving tax return processing errors.

? Taxpayer Services Specialist 1
An associate’s degree or completion of 60 semester credit hours and two years of experience testing tax processing systems and/or resolving tax return processing errors.



Please attach your resume and unofficial transcripts to your response or send to tax.sm.RecruitmentTeam4@tax.ny.gov with the posting number in the subject line.

Starting salary for Taxpayer Services Specialist Trainee 1 $45,494.

Starting salary for Taxpayer Services Specialist Trainee 2 $50,844.

Starting salary for Taxpayer Services Specialist Journey $53,764.



Note: Advanced Placement in a traineeship is at the discretion of the hiring agency.

This position may be filled in one of our regional offices located in Batavia, Rochester, or Buffalo.

Additional Comments Work hours and telecommuting to be discussed at the interview.

This position may be filled in one of our regional offices located in Batavia, Rochester, or Buffalo.

New York State is an equal opportunity employer. It’s the policy of the state of New York to provide for and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination on the basis of age, race, color, religion, disability, national origin, gender, sexual orientation, marital status, or an arrest or criminal conviction record unless based on a bona fide occupational qualification or other exception.

Any candidate selected for this position will be subject to a review of their tax return submissions by the New York State Department of Taxation and Finance. Employment of a candidate is conditioned upon a finding by the New York State Department of Taxation and Finance that the candidate is in compliance with all local, state, and federal tax laws. In accordance with federal government requirements, the employment of any candidate selected for this position is conditioned upon successfully completing a background investigation including a criminal history record check (fingerprint check).

Some positions may require additional credentials or a background check to verify your identity.

Some positions may require additional credentials or a background check to verify your identity.

How to Apply

Name Tyler Young

Telephone 518-457-9522

Fax

Email Address External.Application@tax.ny.gov

Address

Street W A Harriman State Office Campus

City Albany

State NY

Zip Code 12227

 

Notes on ApplyingQualified candidates should copy the below web address into your browser to complete the online application for the Department of Tax and Finance. Within the application you will attach your resume and cover letter.

https://www7b.tax.ny.gov/HELP/gateway/HELP.home

**Current and former NYS employees may be contacted for your Social Security Number for verification purposes. **