NY HELPYes

AgencyTaxation & Finance, State

TitleTaxpayer Services Specialist 1 (NY HELPS)

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 5%

Workweek Mon-Fri

Hours Per Week 37.5

Workday

From 8:30 AM

To 4:30 AM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? No

Telecommuting allowed? Yes

County Albany

Street Address WA Harriman State Office Campus

City Albany

StateNY

Zip Code12227

Duties Description The Office of Professional Responsibility (OPR) registers and provides continuing education for tax return preparers and facilitators annually and identifies and disciplines tax return preparers who fail to meet regulatory standards.

Under the supervision of the manager of the Office of Professional Responsibility, the incumbent will answer complex questions and provide technical assistance for the day-to-day activities of OPR using departmental systems. Duties include, but are not limited to, the following:
• Assist taxpayers or their representatives by responding to written or telephone inquiries and protests relating to registration, education, or OPR enforcement actions.
• Effectively communicate the resolution of the inquiry or protest with taxpayers or their representatives.
• Process tax preparer and facilitator registration exceptions.
• Understand and logically explain complex technical requirements and provisions to taxpayers and/or their representatives.
• Read, understand and apply laws, procedures, rules, regulations, and guidelines where clear precedents and detailed direction exist.
• Manipulate an alphanumeric keyboard and use a PC to enter data, produce reports, access files and databases.
• Analyze information and facts pertinent to the case, determine a logical conclusion and proceed accordingly with the next appropriate action.
• 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 on tax returns.
• Demonstrate strong, professional, respectful communication skills, both verbally and in writing.
• Demonstrate acceptable knowledge and skill in the use of prescribed software, department systems, and other tools to effectively complete assignments.
• Work independently and exercise good judgment in monitoring multiple work assignments with minimal supervisory oversight.
• Demonstrate initiative, self-motivation, a strong work ethic, a commitment to the success of assignments with a strong attention to detail, and the ability to work well in a team environment.
• Complete special projects as needed.
• Ability to advocate cases at BCMS conferences and Small Claims Hearings and participate at hearings as a witness for the Department and assist Office of Counsel in resolving disagreed cases. This may require some overnight travel and the use of public or private transportation.
• Adhere to the Department rules and policies including Code of Conduct, ethical practices, time and attendance rules and regulations.

• Skills:
• Strong ability to use Microsoft Excel and Word;
• Strong oral and written communications skills;
• Willingness to learn new computer technologies;
• Ability to learn quickly;
• Excellent communication skills; and
• Ability to handle multiple priorities.

Minimum Qualifications Candidates must be current NYS employees eligible for transfer in accordance with Civil Service Laws, Rules, and Regulations.

OR

Reachable on the appropriate Civil Service Eligible List for this title and location.

OR

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.

Starting salary for Taxpayer Services Specialist Trainee 1 $45,494.
Starting salary for Taxpayer Services Specialist Trainee 2 $50,844.

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

Additional Comments Schedule and Telecommuting up to 50% to be discussed at interview

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.

Name Chiara Rivera

Telephone 518-599-6376

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 & unofficial transcript.
https://www7b.tax.ny.gov/HELP/gateway/HELP.home

Current NYS employees may be contacted for their Social Security Number to verify their employment.