What are the responsibilities and job description for the Tax Technician 1 or Tax Technician Trainee 1 position at Taxation & Finance, State?
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 6 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 6 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.
Under the supervision of a Tax Technician 2, the incumbent must be able to perform the following essential functions:
1. Conduct preliminary taxpayer screening for potential criminal investigation by examining tax returns and related forms and schedules filed in accordance with Tax Laws, and assembling tax charts, tables, and reference materials necessary to calculate or verify tax due.
2. Develop summary of findings for review by the district offices.
3. Navigate various Department systems and databases including eMPIRE and Law Manager to enter, update and retrieve data, and CARTS to create X#s, profiles and manual assessments for taxes including Cigarette and Adult-Use Cannabis, and to enter Responsible Person Associations (TX-106).
4. Generate reports using various databases and software including Excel, Word, Outlook, Law Manager and COGNOS.
5. Conduct outreach and coordination in response to requests for information both within CID and with the rest of the Department.
6. Process and deposit checks received.
7. 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.
8. Assist with self-inspection reviews of CID operations.
9. Represent the department in taxpayer protest cases with Bureau of Conciliation and Mediation Services (BCMS) and in Division of Tax Appeals proceedings as required.
10. Prepare report of examination findings, including adjustment schedules and explanations of factual data, which may be readily reviewed and understood in support of the Division’s decision.
Adhere to Department’s time and attendance rules and regulations
Telecommuting and hours to be discussed during 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.
