Tax Technician 1 or Tax Technician Trainee 1

Tax Technician Duties Description

Under the supervision of a Tax Technician 2, the incumbent must be able to perform the following essential functions:

• Examine tax returns and associated forms and schedules during the course of a desk audit for accuracy of taxpayer data; compute any additional tax liability, interest or penalties due and any refunds due if applicable.
• Maintain proper case management to accurately complete a sufficient number of cases based on the complexity of the cases assigned. Prepare associated work papers, fact sheets and reports of findings.
• Develop and maintain a good working knowledge and practical application of tax law, regulations, audit guidelines, and Department procedures and policies, including Code of Conduct, Ethics practices, Internal Controls, Security and Confidentiality rules.
• Demonstrate effective communication skills, both orally and in writing, with taxpayers and their representatives; prepare professional correspondence, assessments and refund documents. Telephone contacts should be performed in a clear, tactful and professional manner.
• Communicate with supervisor and follow through on instructions received; inform supervisor of problems and collaborate with supervisor to resolve problems.
• Research court decisions, rulings, publications, and other reference materials to support decisions made in auditing taxpayer returns.
• 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.
• Develop and prepare reports, tax charts and reference materials as required.
• May be required to Advocate in cases at BCMS conferences and Small Claims Hearings. May participate at hearings as a witness for the Department and assist Office of Counsel in resolving disagreed cases.
• Adhere to all Department time and attendance rules and regulations

Minimum Qualifications

• Title: Tax Technician Trainee 1
• Location: Latham, NY
• Schedule: Monday-Friday
• Work hours: 8:30am-4:30pm
• Salary: $45,494 – $58,447
• Apply by: 07/06/2026

• Title: Tax Technician Trainee 2
• Location: Latham, NY
• Schedule: Monday-Friday
• Work hours: 8:30am-4:30pm
• Salary: $50,844 – $65,061
• Apply by: 07/06/2026

• Title: Tax Technician 1
• Location: Latham, NY
• Schedule: Monday-Friday
• Work hours: 8:30am-4:30pm
• Salary: $53,764 – $68,630
• Apply by: 07/06/2026

For the Trainee 1:

• sixty college credits, including six in accounting, auditing, and/or taxation; or

• two years full time accounting, auditing, or tax examination experience

For the Trainee 2:

• sixty college credits, including six in accounting, auditing, and/or taxation and one year of full time accounting, auditing, or tax examination experience; or

• three years full time accounting, auditing, or tax examination experience

For the Tax Technician 1:

• sixty college credits, including six in accounting, auditing, and/or taxation and two years of full time accounting, auditing, or tax examination experience; or
• four years full time accounting, auditing, or tax examination experience

How To Apply

For more information on the position and what qualifies as experience, view the job announcement (https://statejobs.ny.gov/public/vacancyDetailsView.cfm?id=217285) for Vacancy ID 217285

Apply now using our Web Application (https://www7b.tax.ny.gov/HELP/gateway/HELP.home)