Senior Taxpayer Service Representative RU

Essential Functions:

Performs complex tax preparation, document review, and account analysis
Provides advanced e-services support
Provides information to customers regarding local taxation to individuals, partnerships and corporations
Adheres to applicable tax laws, regulations, and policies and proceduresExamples of Work:

UNDER GENERAL SUPERVISION
Reviews and analyzes tax return forms and applications for accuracy and makes corrections where necessary
Corresponds with taxpayers over the phone, in person, and in writing regarding tax laws, regulations, and taxpayer accounts
Prepares LMRC tax documents and registrations
Navigates e-services to provide support for online customer registration, filing and payments
Receives and records payment transactions
Calculates and collects tax by completing LMRC returns
Negotiates, processes, and monitors taxpayer payment plans
Manages daily cash drawer, close-out, and balancing in accordance with policies and procedures
Verifies tax documents including individuals, OL's, S Corps, W1's, insurance and transient room returns
Provides detailed notation of taxpayer interviews and interactions in the tax system to include proper notation of actions needed to reach resolution
Utilizes available data resource tools to research, locate, and contact taxpayers
Exercises sound judgement in making decisions in accordance with applicable regulations and established policies and procedures
Provides training and prepares materials for established policies and procedures
Assists staff members with navigating through the tax system
Navigates through recovery data in the tax system
Coordinates transfers of tax dollars from one customer or account type to another
Posts tax returns
Communicates as directed with other Metro agencies and LMRC internal divisions, regarding tax accounts
Performs related workPhysical Requirement & Working Conditions:

Meets regular and punctual attendance standards and any special needs of the position as determined by management, including mandatory overtime and performing related work
Communicates with individuals in person and utilizes all types of communication media
Spends prolonged periods of time sitting
Operates office and computer equipment

Minimum Requirements:

Associate's degree
Accounting
Business Administration
Economics
Finance
Related field
Two years of quality and quantity experience in customer service, accounting, finance, tax, or collections

Equivalency:

An equivalent combination of education and experience may be substituted

Special Requirements:

Must adhere to all applicable regulatory requirements

KSAs:

Ability to provide excellent customer service and exercise tact and diplomacy in dealing with the public
Strong problem solving and analytical skills
Ability to understand and explain complex tax laws and regulations
Ability to efficiently navigate and utilize complex computer systems and software
Team oriented with strong interpersonal skills
Ability to multi-task, prioritize, and manage time effectively
Possess a high level of professionalism and a positive attitudeEOE