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Taxpayer Services Specialist Trainee 1 (Full Time - On Site Position in Albany, NY)

NYS Department of Taxation and Finance
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  • Title: Taxpayer Services Specialist Trainee 1
  • Location: Albany, NY
  • Schedule: Monday-Friday
  • Work hours: 8:30am-4:30pm
  • Salary: $45,494–$58,447
  • Apply by: 06/03/2025

 

  • Title: Taxpayer Services Specialist Trainee 2
  • Location: Albany, NY
  • Schedule: Monday-Friday
  • Work hours: 8:30am-4:30pm
  • Salary: $50,844–$65,061
  • Apply by: 06/03/2025

 

  • Title: Taxpayer Services Specialist 1
  • Location: Albany, NY
  • Schedule: Monday-Friday
  • Work hours: 8:30am-4:30pm
  • Salary: $53,764-$68,630
  • Apply by: 06/03/2025

 

 

Minimum qualifications

 

For the Trainee 1:

 

  • Associate’s degree or 60 semester credit hours

 

For the Trainee 2:

 

  • Associate’s degree or completion of 60 semester credit hours; and
  • one year of experience testing tax processing systems and/or resolving tax return processing errors

 

For the Taxpayer Services Specialist 1:

 

  • Associate’s degree or completion of 60 semester credit hours; and
  • two years of experience testing tax processing systems and/or resolving tax return processing errors

 

 

How to apply

 

For more information on the position, view the job announcement https://statejobs.ny.gov/public/vacancyDetailsView.cfm?id=188288

 

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

 

Job Duties

 

Under the supervision of a Taxpayer Services Specialist 2, activities may include but are not limited to the following:
• Collaborate in the execution of test scenarios to evaluate the accuracy of the system.
• Collaborate in the development of new business rules related to implementation of new or modifications to existing tax programs, correspondence, payment processes, etc.; and in the analysis of defects in production systems and recommend solutions to address the problem. Work closely with third party vendors to implement new or modifications to existing program, resolve issues and troubleshoot problems.
• Evaluate and monitor unit workflow to ensure unit and bureau quality and timeliness objectives are met. Identify trends, delays and problem areas from production reports and inform unit management of findings.
• Use Cognos, SAS, Advanced Query Tool, and other software to query and analyze Department data. Produce reports for Division Managers and Department Executives that present the data clearly, drawing conclusions and summarizing findings. A strong proficiency in Microsoft Excel preferred.
• Assist taxpayers or their representatives by responding to Requests for Review, protests and inquires either written or by telephone. Effectively educate the taxpayer or representatives to realize the resolution of the question or protest.
• 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 on tax returns.
• Utilize phones both for outreach and incoming calls to get additional information from taxpayers or assist taxpayers and vendors with questions.
• Understand and communicate tax law and regulations from various tax law publications, Departmental databases, and other related materials such as court decisions, rulings, tax forms and schedules. Logically explain these complex technical requirements and provisions to taxpayers and/or tax practitioners, to encourage voluntary compliance.
• Provide guidance on processing issues to peers within your unit and the Department. Act as a technical instructor in formal classroom and/or on-the-job training sessions. Assist in the development and review of procedures and training materials.
• Create and analyze various reports, using information retrieved from various departmental systems and software to enter data, gather information, produce reports, access files and databases.
• Demonstrate initiative, self-motivation, a strong work ethic, a commitment to the success of assignments, and the ability to work well in a team environment as well as independently.
• Perform with the highest level of integrity, acting within the department’s code of conduct; state ethics laws; and department policies.
Adhere to the Time and Attendance rules and regulations of the Department.