Tax Compliance Agent 1
Job Posting for Tax Compliance Agent 1 at Taxation & Finance, State
To be considered for permanent appointment, candidates must be reachable on the current civil service list, or be eligible for reassignment, or transfer in accordance with civil service law. This position may be filled as a one-year traineeship.
In the event an eligible list for this title does not exist, or has less than three acceptors, a current New York State employee with one year of permanent, contingent-permanent, or 55b/c service as a Tax Compliance Representative 1, Tax Compliance Representative 1 (Spanish Language), Taxpayer Services Representative 1, or Taxpayer Services Representative 1 (Spanish Language) 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.
OR
Open-Competitive Minimum Qualifications for Provisional appointment:
TCA Trainee 1:
Either 1. two years of full time experience in a position where your primary responsibility is communicating effectively in person or by telephone to resolve customers’ issues and/or problems and explaining programs, policies, or procedures OR the collection of debts, which must include contacting debtors in person or by telephone for the purpose of arranging payment;
Or 2. 30 semester credit hours of college-level study AND either one year of full time experience in a position where your primary responsibility is communicating effectively in person or by telephone to resolve customers’ issues and/or problems and explain programs, policies, or procedures OR one year of full time experience in a position where your primary responsibility is the collection of debts, which must include contacting debtors in person or by telephone for the purpose of arranging payment;
Or 3. 60 semester credit hours of college-level study.
TCA 1:
Either 1. three years of full time experience in a position where your primary responsibility is communicating effectively in person or by telephone to resolve customers’ issues and/or problems and explaining programs, policies, or procedures OR the collection of debts, which must include contacting debtors in person or by telephone for the purpose of arranging payment;
Or 2. 60 semester credit hours of college-level study AND either one year of full time experience in a position where your primary responsibility is communicating effectively in person or by telephone to resolve customers’ issues and/or problems and explaining programs, policies, or procedures OR one year of full time experience in a position where your primary responsibility is the collection of debts, which must include contacting debtors in person or by telephone for the purpose of arranging payment;
Or 3. 30 semester credit hours of college-level study AND either two years of full time experience in a position where your primary responsibility is communicating effectively in person or by telephone to resolve customers’ issues and/or problems and explaining programs, policies, or procedures OR two years of full time experience in a position where your primary responsibility is the collection of debts, which must include contacting debtors in person or by telephone for the purpose of arranging payment.
- Answer complex questions and provide technical assistance to taxpayers and their representatives by phone, mail, in-person and/or other electronic means
- Understand and logically explain complex technical requirements and provisions to taxpayers and/or tax practitioners to encourage resolution of outstanding tax obligations and/or voluntary compliance with tax obligations including but not limited to explanation of assessments and legal basis for bills, computation of penalties and interest, and other compliance regulations.
- Assist taxpayers or their representatives by responding to inquiries, protests, requests for information, either written or by telephone. Effectively educate the taxpayer or representatives to resolve their questions, inquiries, requests, or protests including but not limited to explaining the consequences of missing deadlines to protest.
- Understand, research, and communicate tax law, regulations, policies, processes and procedures from various tax law publications, Departmental databases, and other related materials such as court decisions, rulings, tax forms, databases, and schedules.
- Utilize methods and processes to 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.
- Prepare and analyze various reports including, but not limited to:
o Inventory reports
o Itinerary of field visits, when required to conduct them
o Periodic reports of hours worked, visits made, monies collected, cases closed, and cases still pending
- Access, analyze, update, and utilize information and data retrieved from various departmental and third-party systems and software, or from the taxpayer, public records, mortgage records or other persons and institutions to:
o verify identities of taxpayers and persons responsible for taxes
o assess taxpayers’ status with the Tax Department
o locate and compile information on property or other assets that may be levied or seized to satisfy debt
o determine ownership interest in real property of other assets of the tax debtor
o determine taxpayers’ ability to pay
o obtain knowledge of other liens or liabilities against assets and properties.
o assess viability of various collection activities case resolution such as installment payment plans, income executions, offers in compromise, levies, DMV revocations, seizures, certificate of authority revocations and/or referral to criminal authorities.
- Navigate various departmental and third-party systems to prepare reports and collection case activities
o Record information relative to both tax debtor's personal and business assets and liabilities secured from taxpayer, banks, credit organizations, and other business entities
o Maintain a record of all oral and written communications concerning each tax debt case and enters appropriate follow-up dates, taking into account the impact upon the case flow based on the follow-up date determined
- Work independently and exercise good judgment in monitoring work assignments
- Maintain up-to-date knowledge of the laws, regulations, policies, and procedures regarding the:
o serving of levies and garnishment of wages
o revocation of DMV licenses
o revocation of certificates of authority, certificates of registration and other licenses and permits
o negotiation of installment payment plans and offers of compromise,
o assessment of persons as responsible or not responsible for tax debts and defending those assessments including but not limited to the innocent spouse program
o determination of requests for penalty abatements
o seizure, protection and sale of property and assets
o stay of collections activities due to protests, bankruptcy, or other activities
o Resolution or cancellation of an assessment within authority levels
o Compliance with tax secrecy laws
- May be directed to travel to conduct on-site investigations, interviews, inspections of places and/or documents, seizures and/or other field-based activities in order to support the fair application of tax laws to taxpayers, voluntary compliance with sales tax and other laws and regulations, and resolution of delinquent tax obligations
- Must demonstrate the ability to meet the transportation needs of the job
- Must become familiar with and adhere to all DTF and OSC travel rules and requirements.
- Communicate effectively, verbally and in writing, with supervisors, other Department personnel, taxpayers and/or taxpayer representatives about complex tax matters with tact and diplomacy while displaying a calm, courteous, and professional manner
- Demonstrate initiative and self-motivation
- Employ customer service tactics during contacts with the taxpayer and/or representative, while exercising independent judgment and tactful interview techniques
- Adhere to the Time and Attendance rules and regulations of the Department
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.
Work hours, compressed workweek, telecommuting, and travel to be discussed in the interview.
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Job openings at Taxation & Finance, State
Albany, NY
Full Time
Albany, NY
Full Time
Albany, NY
Full Time
Albany, NY
Full Time
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