Tax Technician 1

Minimum qualifications

For the Trainee 1:

You must meet one of the following:

• 60 or more semester credit hours of college-level study, including 6 semester credit hours of accounting, auditing, and/or taxation; or
• 2 years of full-time accounting, auditing, or tax examination experience*

For the Trainee 2:

You must meet one of the following:

• 60 or more semester credit hours of college-level study, including 6 semester credit hours of accounting, auditing, and/or taxation and 1 year of full-time accounting, auditing, or tax examination experience*; or
• 3 years of full-time accounting, auditing, or tax examination experience*

For the Tax Technician 1:

You must meet one of the following:

• 60 or more semester credit hours of college-level study, including 6 semester credit hours of accounting, auditing, and/or taxation and 2 years of full-time accounting, auditing, or tax examination experience*; or
• 4 years of full-time accounting, auditing, or tax examination experience*

* Experience must have been gained in any one or combination of the following:

• Experience performing or assisting in audits, financial examinations, or tax consultation and planning.
• Experience must include review, analysis, or management of accounting systems, conducting financial accounting/auditing activities for an entity, or analysis and/or interpretation of tax law.
• Experience in bookkeeping, preparing tax returns, reconciling accounts and data, reviewing accounting and auditing reports, and verifying accuracy of calculations, balances, and supporting documentation.
• Experience in a federal, State, or municipal agency performing audits to determine compliance with the taxing jurisdiction's laws, rules, and regulations; the collection of the jurisdiction's taxes, interest, penalties, delinquent tax returns, and other financial obligations; the use of processing systems in providing taxpayer information, assistance, and technical support; or being a member of a taxpayer contact center and involved in the resolution of taxpayer inquiries requiring in-depth knowledge of the tax law.

Note: Appointment may be made at the trainee level depending on experience.

Job Duties

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