Review Vacancy
AgencyTaxation & Finance, State
TitleTaxpayer Service Representative 1
Occupational CategoryOther Professional Careers
Bargaining UnitASU - Administrative Services Unit (CSEA)
Salary RangeFrom $41953 to $51410 Annually
Minimum Qualifications 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) Employees who are currently serving in the same title are eligible for reassignment without change in title or status; b) Candidates reachable on the appropriate eligible list for this title and location; c) Employees eligible for transfer OR Provisional Appointment: In the event that an eligible list for this title does not exist, or has less than three acceptors, a candidate that meets the below minimum qualifications may also be eligible:
Either 1. two years of full-time experience in a position where your primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts;
Or 2. one year of full-time experience providing tax specific information and/or tax specific assistance to taxpayers;
Or 3. one year of full-time experience working on the development, testing, or maintenance of a tax specific system;
Or 4. one year of full-time combined experience of #2 and #3;
Or 5: 30 semester credit hours of college-level study AND one year of the experience stated in qualification #1; OR 30 semester credit hours of college-level study AND six months of individual or combined experience stated in qualification #2 and #3;
Or 6. 60 semester credit hours of college-level study.
Note: Provisional appointments are made pending an exam and will be revoked if the selected candidate is not immediately reachable on the eligible list resulting from the next holding of the exam.
Duties Description This position may be in-person, or partially remote and partially in-person however this is subject to change.
A position exists at DTF for Taxpayer Services Representatives 1 in the Processing and Shared Services Bureau. This Bureau is responsible for the receipt and processing of paper returns and payments for multiple tax types. DTF administers more than 40 state and local taxes, including Personal Income Tax, Corporation Tax and Sales Tax. Although most returns are received electronically, over 1.5 million paper tax returns must be processed annually. Paper return processing involves various technologies including high speed document processing, remittance depositing, data entry, and exception work. Manual processes such as mail receipt, opening, sorting, and document preparation for scanning are also functions performed in the RPC. A variety of computer programs and applications are used based on the tax type and task to be completed.
PRIMARY DUTIES AND RESPONSIBILITES:
Taxpayer Services Representative 1, G-11
Under the supervision of a Taxpayer Services Representative 2, the incumbent will aid in the day-to-day activities of a unit whose function is to perform high speed document processing, remittance depositing, data entry, electronic form insertion, and exception work for multiple taxes. Activities include but are not limited to the following:
- Effectively and logically communicate both verbally and in writing with both internal and external customers, such as taxpayers, tax professionals and software developers. Listen attentively, extract and assimilate pertinent facts to provide clear, concise, accurate answers.
- Follow established procedures, policies, and guidelines.
- Work independently and exercise good judgment in monitoring multiple work assignments.
- Complete assignments independently with minimal supervisory oversight.
- Adhere to the Department’s time and attendance rules and regulations. Perform with the highest level of integrity, acting within the Department’s code of conduct, state ethics laws and department policies.
- Demonstrates acceptable knowledge and skill in the use of prescribed software, department systems, and other tools to effectively complete assignments. Recommend system and procedural changes.
- Access pertinent information from various processing and imaging systems to identify and accurately resolve taxpayer or tax professional issues.
- Adjust taxpayer accounts and process tax returns, payments, and documents.
- Use a personal computer requiring the manipulation of a standard alphanumeric keyboard to produce documents including letters, forms, email or to access taxpayer data related to refund claims, account information, registrations, permits and return processing errors.
- Demonstrate initiative, self-motivation, a strong work ethic, a commitment to the success of assignments, and the ability to work well in a team environment.
- Read, understand, and apply laws, procedures, rules, regulations and guidelines where clear precedents and detailed direction may or may not exist.
- Research and analyze information received, draw conclusions using sound judgment and make quality decisions and recommendations.
- Assist with the creation of oral and written reports and presentations.
- Assist with all aspects of testing which may include identifying conditions; test case preparation; test execution; defect reporting and follow through.
- Adhere to time and attendance policies of the department.
Additional Comments The Department of Taxation and Finance (DTF) strives to provide New Yorkers with the highest level of service possible. To do so, it is of the utmost importance that we recruit and retain a high-quality, skilled, and diverse workforce. Nearly 18 million New Yorkers rely on our employees to accurately apportion funds for schools, roads, medical care, security services, conservation programs, and much, much more. We are committed to administering the state’s tax systems fairly, courteously, and cost effectively We believe the way to do this is to partner the skills, creativity, and ingenuity of our workforce with the best technologies available. When responding to this posting, please include the Vacancy ID# and title in the subject line. Please provide your resume and social security number to determine appointment transfer eligibility.
Some positions may require additional credentials or a background check to verify your identity.
Email Address robert.carpinello@tax.ny.gov
Address
Bldg 9 Room 256
Notes on ApplyingQualified candidates should submit a letter of interest and
resume including current title and how you qualify, if you gualify from college credits please send in your unofficial transcripts. Please reference the vacancy ID number, and the title of this position in your response to this posting.
Your social security number may be required to verify your
eligibility.