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Review Vacancy

Date Posted 01/17/23

Applications Due12/29/23

Vacancy ID121966

AgencyTaxation & Finance, State

TitleTax Technician 1 or Tax Technician Trainee 1

Occupational CategoryOther Professional Careers

Salary Grade14

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

Salary RangeFrom $49202 to $62806 Annually

Employment Type Full-Time

Appointment Type Permanent

Jurisdictional Class Competitive Class

Travel Percentage 0%

Workweek Mon-Fri

Hours Per Week 37.5


From 8 AM

To 4 PM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? Yes

Telecommuting allowed? Yes

County Albany

Street Address W.A. Harriman State Office Campus

City Albany


Zip Code12227

Minimum Qualifications Employees transferring from various titles may need to provide transcripts showing they have earned six credit hours in either Accounting, Auditing, and/or taxation, to be eligible for transfer.

This position may be filled as a two-year traineeship.
The minimum qualifications are as follows:

Trainee 1: 60 or more semester credit hours of college-level study, including six semester credit hours of accounting, auditing, and/or taxation. or 2. Two years of full-time accounting, auditing, or tax examination experience as described below.

Tax Technician 1: 60 or more semester credit hours of college-level study, including six semester credit hours in accounting, auditing, and/or taxation, and two years of full-time accounting, auditing, or tax examination experience; or
2. four years of full-time accounting, auditing, or tax examination experience as described below.
To be acceptable, experience for requirement 2 experience must have been gained in any one or combination of the following:

1. Experience in performing or assisting in audits, financial examinations, or tax consultation and planning. Experience must include review, analysis, or management of accounting systems, conducting financial accounting/auditing activities for an entity, or analysis and/or interpretation of tax law.
2. Experience in bookkeeping, preparing tax returns, reconciling accounts and data, reviewing accounting and auditing reports, and verifying accuracy of calculations, balances, and supporting documentation.
3. Experience in a federal, State, or municipal agency performing audits to determine compliance with the taxing jurisdictions laws, rules, and regulations; the collection of the jurisdiction’s taxes, interest, penalties, delinquent tax returns, and other financial obligations; the use of processing systems in providing taxpayer information, assistance, and technical support; or being a member of a taxpayer contact center and involved in the resolution of taxpayer inquiries requiring in-depth knowledge of the tax law.

Or, must be reachable on the appropriate Civil Service eligible list* for this title and location in accordance with the provisions of Civil Service Law, Rules and Regulations.

In the event that an eligible list for this title does not exist, or has less than three acceptors, an applicant possessing 60 semester credit hours or higher, which includes 6 Accounting, Auditing and/or Tax Credits may be appointed on a provisional basis.

*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 Under the supervision of a Tax Technician 2, the incumbent must be able to perform the following essential functions:

• Examine tax returns and associated forms and schedules during the course of a desk audit for accuracy of taxpayer data; compute any additional tax liability, interest or penalties due and any refunds due if applicable.

• Maintain proper case management to accurately complete a sufficient number of cases based on the complexity of the cases assigned. Prepare associated work papers, fact sheets and reports of findings.

• Develop and maintain a good working knowledge and practical application of tax law, regulations, audit guidelines, and Department procedures and policies, including Code of Conduct, Ethics practices, Internal Controls, Security and Confidentiality rules.

• Demonstrate effective communication skills, both orally and in writing, with taxpayers and their representatives; prepare professional correspondence, assessments and refund documents. Telephone contacts should be performed in a clear, tactful and professional manner.

• Communicate with supervisor and follow through on instructions received; inform supervisor of problems and collaborate with supervisor to resolve problems.

• Research court decisions, rulings, publications, and other reference materials to support decisions made in auditing taxpayer returns.

• Learn, maintain and update skills in computer technology; manipulate an alphanumeric keyboard to enter and retrieve data; use and navigate various software and mainframe applications.

• Develop and prepare reports, tax charts and reference materials as required.

• May be required to Advocate in cases at BCMS conferences and Small Claims Hearings. May participate at hearings as a witness for the Department and assist Office of Counsel in resolving disagreed cases.

• Adhere to all Department time and attendance rules and regulations

Additional Comments Telecommuting and work schedule hours to be discussed during interview.

Please note: These positions may be filled at either our Wade Road office in Latham OR W.A. Harriman State Campus in Albany.

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

Name Paul Lukasiewicz

Telephone 518-530-4656


Email Address


Street WA Harriman State Office Campus

City Albany

State NY

Zip Code 12227


Notes on ApplyingQualified candidates should submit a letter of interest, unofficial transcripts and resume including current title and how you qualify. Please reference the vacancy ID number, and the title of this position in your response to this posting.

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

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