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Taxpayer Service Representative 1 or Trainee

NYS Department of Taxation and Finance
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Taxpayer Service Representative 1 Duties Description


The incumbent must be able to perform the following essential functions:

  • Wear an audio headset to conduct telephone interviews with taxpayers to obtain information and request full payment of assessments or negotiate Installment Payment Agreements.
  • Fully address the needs of all callers over a wide range of inquiries relating to interactions by Businesses and Individuals with the state of New York.
  • Manipulate an alphanumeric keyboard and navigate various computer applications to access and interpret information, update records, create documents, prepare reports and forms, research and enter data pertaining to case contacts.
  • Analyze information and facts pertinent to the case, determine a logical conclusion and proceed accordingly with the next appropriate action based upon the taxpayer’s ability to pay.
  • Interpret and apply the Tax Laws of New York State, Civil Practice Law and Rules (CPLR) and the Department’s policies and procedures with respect to the collection of delinquent taxes.
  • Communicate effectively, both verbally and in writing, with the public and Department personnel, to provide information and explanations regarding assessments and other taxpayer inquiries.
  • Research and locate answers to citizen inquiries using all available tools, including the digital knowledgebase as well as other databases at DTF and other NYS agencies.
  • Act in a calm, courteous, and reasonable manner even under very difficult, highly stressful, and at times, confrontational circumstances.
  • Periodically report/record productivity.
  • Must be able to work mandatory overtime if required.
  • Adhere to the secrecy provisions and confidentiality rules of the Federal and New York State Tax Law.
  • Comply with the Office of Human Resources Management; Diversity, Equity & Inclusion; Code of Conduct; Ethics; and Internal Control rules, policies, and procedures.
  • Adhere to the Department's time and attendance rules and regulations

 

Minimum Qualifications

 

  • Title: Taxpayer Services Representative Trainee
  • Location: Rotterdam, NY
  • Schedule: Monday-Friday
  • Work hours: 8:30am-4:30pm
  • Salary: $42,641-$52,413
  • Apply by: 06/18/2026

 

  • Title: Taxpayer Services Representative 1
  • Location: Rotterdam, NY
  • Schedule: Monday-Friday
  • Work hours: 8:30am-4:30pm
  • Salary: $47,695-$58,447
  • Apply by: 06/18/2026

 

For the Trainee:

 

  • one year of experience in a position where primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts; or

 

  • 30 Semester credit hours

 

For the Taxpayer Services Representative 1:

 

  • two years of experience in a position where primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts; or

 

  • 60 Semester credit hours

 

 

How To Apply

 

For more information about the position, view the job announcement (https://statejobs.ny.gov/public/vacancyDetailsView.cfm?id=217318) for Vacancy ID 217318

 

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