Specialist, Tax Compliance

POSITION SUMMARY

Examines and verifies the books and records of individuals, partnerships, and corporate taxpayers to determine their liability to the City and School District for various business or income taxes. Performs audits in the office and at taxpayer's or accountant's office or location convenient to the taxpayer. Handles routine to moderately complex accounts and performs field audits. Investigates compliance of individuals or businesses with City and School laws and ordinances (e.g., tax laws regarding registration and filing).

Department: Finance

Salary: $53,715 per year.

Union: This position is included in the American Federation of State, County, and Municipal Employees, Local 2719 bargaining unit and will be filled in accordance with the provisions of the collective Bargaining Agreement.

Qualifying Requirements:

• WORK EXPERIENCE: The application must clearly show two (2) years of full-time experience in billing and/or customer service. Experience working with taxes is preferred.
• EDUCATION/TRAINING: The application must clearly show an Associate's Degree in Finance, Accounting, or a business-related field.
• EQUIVALENCY: Education/training and/or work experience may be substituted on a year-for-year basis if the application clearly shows the required number of years to meet the Total Qualifying Requirement for this position (based on the sum of work experience and education/training listed above). The Total Qualifying Requirement is four (4) years.

POSITION DUTIES

• Investigates compliance of individuals and businesses with City laws and ordinances (e.g., tax laws regarding registration and filing).
• Classifies and summarizes taxpayers' records.
• Issues audit reports of findings.
• Prepares assessment and refund forms.
• Compiles audit work papers.
• Assists in filling out tax returns, completing determinations regarding tax liability, completing appropriate registrations, and additional taxpayer customer service functions
• Confers with taxpayers or legal representatives and provides explanations of audit findings.
• Assists in processing tax returns.
• Selects returns for audit.
• Remains abreast of applicable tax laws, regulations, and judicial decisions that relate to City taxes.
• Attends Department of Finance Treasurer's hearings and Court proceedings to support City assessments of additional taxes.
• Files actions against delinquent taxpayers who do not respond to warnings.
• Reviews various reports or forms to ensure their accuracy and completeness (e.g., tax due, penalty, and interest tax rate).
• Works with outside agencies such as the Liquor Control Board, URA, City Law Department, and others.
• Appears as a witness in Common Pleas and/or other courts to explain audit findings.
• Maintains records and prepares accurate reports (e.g., monthly activities, audit findings, etc.) as requested or required.
• Takes photographs or videotapes and posts signs (e.g., Notice of Delinquent Tax Sales).
• May voluntarily work evenings and weekends as needed; Compensatory time and pay may be accrued.
• Performs other related tasks and duties as assigned or required.

BENEFITS

• Health, Dental, Vision
• Pension
• Voluntary Deferred Compensation Plan
• Tuition Reimbursement
• Paid Holidays, Vacation, Personal Days