What are the responsibilities and job description for the Taxpayer Services Specialist 1 (NYHELPS) position at New York State Department of Taxation and Finance?
Description
Duties Description
Under the supervision of a Grade 18 or Grade 23, the incumbent may perform activities including but not limited to the following:?
Minimum Qualifications
Note: This position may be filled as a two-year traineeship. Advanced placement in the traineeship is at the discretion of the hiring agency. To ensure proper credit for your experience, your resume should clearly list all of the duties you performed for each position. You must include start and end dates for each position with the month and year.
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 may be 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 (ny Helps) Minimum Qualifications
OR
30 semester credit hours and one year of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
OR
High school diploma or equivalency and two years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
OR
30 semester credit hours and two years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
OR
High school diploma or equivalency and three years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
OR
30 semester credit hours and three years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
OR
High school diploma or equivalency and four years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
If you qualify with education, you must include proof of education with your application.
55-b MINIUM QUALIFICATIONS
Competitive Minimum Qualifications
To be eligible for a competitive class appointment you must be either
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).
This position is located at our Wade Road office in Latham, NY.
Due to the nature of this position, newly hired employees will not be eligible to telecommute. After the specified training period, employees may be allowed to submit a telecommuting application in accordance with the Department’s policy and subject to management approval.
This position may be filled as a two-year traineeship. Advanced placement in the traineeship is at the discretion of the hiring agency. To ensure proper credit for your experience, your resume should clearly list all of the duties you performed for each position. You must include start and end dates for each position with the month and year.
If you qualify with education, you must include proof of education with your application.
Duties Description
Under the supervision of a Grade 18 or Grade 23, the incumbent may perform activities including but not limited to the following:?
- Collaborate in the execution of test scenarios to evaluate the accuracy of the system.
- Collaborate in the analysis of defects in production systems and recommend solutions to address the problem.
- Analyze, develop, and test for all input sources including third-party processors, returns processing center and web and mandatory e-filing systems.
- Assist taxpayers or their representatives by responding to Requests for Review, protests and inquires either written or by telephone. Effectively educate the taxpayer or representatives to realize the resolution of the question or protest.
- 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.
- Understand and logically explain complex technical requirements and provisions to taxpayers and/or tax practitioners, to encourage voluntary compliance.
- 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 as well as independently.
- Demonstrates acceptable knowledge and skill in the use of prescribed software, department systems, defect tracking, and other tools to effectively complete assignments.
- Provide guidance as a technical instructor in formal classroom and/or on-the-job training sessions.
- Understand and communicate tax law and regulations from various tax law publications, Departmental databases, and other related materials such as court decisions, rulings, tax forms and schedules.
- Create and analyze various reports, using information retrieved from various departmental systems and software to enter data, gather information, produce reports, access files and databases.
- Utilize phones both for outreach and incoming calls to get additional information from taxpayers or assist taxpayers and vendors with questions.
- Perform with the highest level of integrity, acting within the department’s code of conduct; state ethics laws; and department policies.
- Adhere to the Time and Attendance rules and regulations of the Department.
Minimum Qualifications
Note: This position may be filled as a two-year traineeship. Advanced placement in the traineeship is at the discretion of the hiring agency. To ensure proper credit for your experience, your resume should clearly list all of the duties you performed for each position. You must include start and end dates for each position with the month and year.
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 may be 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 (ny Helps) Minimum Qualifications
- Taxpayer Services Specialist Trainee 1 (equated to SG-11, starting salary $45,494):
OR
30 semester credit hours and one year of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
OR
High school diploma or equivalency and two years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
- Taxpayer Services Specialist Trainee 2 (equated to SG-13, starting salary $50,844):
OR
30 semester credit hours and two years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
OR
High school diploma or equivalency and three years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
- Taxpayer Services Specialist 1 (SG-14, starting salary $53,764):
OR
30 semester credit hours and three years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
OR
High school diploma or equivalency and four years of experience testing automated systems, resolving system errors, or conducting collections and/or compliance activities.
If you qualify with education, you must include proof of education with your application.
- US Accredited Schools: Unofficial transcripts or diploma showing your name, the school’s name, degree type (if applicable), credits earned, degree earned (if applicable) and the date the degree was earned (if applicable).
- Foreign degrees must have an approved evaluation from one of the approved evaluators listed here: https://www.cs.ny.gov/jobseeker/degrees.cfm .
55-b MINIUM QUALIFICATIONS
- To be eligible for a non-competitive appointment through the 55-b program you must meet the non-competitive minimum qualifications above and have a Letter of Eligibility from Civil Service dated within the last three (3) years. You must include your letter with your application. If you meet the minimum qualifications with education, you must also include proof of education with your application.
- Subsequent 55-b: You must be a current NYS 55-b employee who meets the requirements for transfer and have a Letter of Eligibility from Civil Service dated within the last three (3) years. You must include your letter with your application.
Competitive Minimum Qualifications
To be eligible for a competitive class appointment you must be either
- Reachable on the appropriate Civil Service eligible list for this title and location. If you are canvassed, you must reply to the canvass. Applying to the posting alone does not guarantee consideration for this position.
- A current NYS employee who is eligible for transfer in accordance with Civil Service Laws, Rules, and Regulations.
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).
This position is located at our Wade Road office in Latham, NY.
Due to the nature of this position, newly hired employees will not be eligible to telecommute. After the specified training period, employees may be allowed to submit a telecommuting application in accordance with the Department’s policy and subject to management approval.
This position may be filled as a two-year traineeship. Advanced placement in the traineeship is at the discretion of the hiring agency. To ensure proper credit for your experience, your resume should clearly list all of the duties you performed for each position. You must include start and end dates for each position with the month and year.
If you qualify with education, you must include proof of education with your application.
- US Accredited Schools: Unofficial transcripts or diploma showing your name, the school’s name, degree type (if applicable), credits earned, degree earned (if applicable) and the date the degree was earned (if applicable).
- Foreign degrees must have an approved evaluation from one of the approved evaluators listed here: https://www.cs.ny.gov/jobseeker/degrees.cfm .
Salary : $56,183 - $71,719