What are the responsibilities and job description for the Customer Service Representative, LA Department of Revenue position at YoungWilliams?
The Customer Service Representative/Agent (CSR) represents the Louisiana Department of Revenue (LDOR). The CSR provides timely and accurate information to the taxpaying public and tax practitioners as it relates to taxes and fees administered by the Louisiana Department of Revenue as set forth by tax laws, rules, regulations, and policies.
Essential Job Responsibilities and Duties
- Handles customer inquiries which requires knowledge of the tax laws and departmental policies and procedures. In addition, knowledge of the LDOR information system (DELTA), LDOR filing and payment applications, and LDOR's website would be a plus.
- Conducts detailed analysis of accounts for which returns have been processed, including researching the history on the taxpayer's account to provide accurate information and instructions.
- Reviews original and amended tax returns to ensure changes are in compliance with the current tax laws. Corrects returns that are not in compliance and notifies the taxpayer.
- Calculates correct taxes, penalty, interest, and fees due based on applicable knowledge of the specific tax.
- Confers with and educates taxpayers or tax professionals in the use of LDOR filing and payment applications, LDOR's website, use of the proper form(s), applicable tax laws, and departmental policies.
- Corrects records held within LDOR's information system (DELTA) to accurately reflect amounts reported and due. In addition, it may require eliminating assessments issued in error, correcting data entry errors, and online entry of returns
- Completes mandatory training requirements within the established deadlines.
- Regular and timely attendance
- Other duties as assigned
Required Education
- Minimum Qualification - One year of college or business school preferred or equivalent work experience in a business-related curriculum
Required Experience
- Preferred - One year of call center or customer service experience or in which clerical work was a major duty
- Familiarity with tax laws or accounting/bookkeeping or banking is a plus, but not required.
- Strong computer skills and typing proficiency required
- Must be able to type at least 30 words per minute
Please note: Any applicant who receives and accepts a conditional offer of employment will be required to successfully pass a completed criminal history records check prior to his or her first day of work. The completed history records check includes, but is not limited to, fingerprints, state background check, FBI background check, and Tax Clearance for suitability to access Federal Tax Information (FTI).