Definition
Performs structured trainee-level tax examination compliance, or audit work, assists in the review of tax returns, or related financial documentation to determine accuracy, completeness, and compliance with applicable tax laws, rules, and procedures; assists taxpayers or representatives by providing basic tax information; develops foundational knowledge of tax programs, examination techniques, and audit procedures; performs related work as required.
Work Examples
Examines tax returns and related documents to determine completeness, correctness, and compliance with specific tax laws and regulations including income, sales, property, motor fuel, etc.
Corresponds with taxpayers and field staff to clarify questionable or incomplete items contained in tax returns.
Computes tax, interest, and penalties on delinquent and current tax returns.
Consults with taxpayers in the preparation of tax returns by answering inquiries and interpreting rules and regulations.
Issues billing request notices, refund requests, liens, and releases from tax liability obligation as required to ensure compliance with tax laws and regulations.
Competencies Required
- Customer and Personal Service – Principles and processes for providing customer and personal service. This includes customer needs assessment, meeting quality standards for services, and evaluating customer satisfaction.
- Law and Government – Laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- Clerical – Administrative and clerical procedures and systems including word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology
Deductive Reasoning – Apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning – Combine pieces of information to form general rules or conclusions.
Oral Comprehension – Listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression – Communicate information and ideas in speaking so others will understand. l
Problem Sensitivity – Tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Reading Comprehension – Understanding written sentences and paragraphs in work related documents.
Speaking – Talking to others to convey information effectively.
Writing – Communicating effectively in writing as appropriate for the needs of the audience.
Minimum Qualification Requirements
Applicants must meet at least one of the following minimum requirements to qualify for positions in this job classification:
Two years of full-time work experience in tax, collections, accounting, bookkeeping, auditing, insurance, analysis of financial or business forms and data, or answering technical or tax-related questions.
A total of two years of education and/or full-time experience, where thirty semester hours of accredited college or university course work in any field equals one year of full-time experience in tax, accounting, bookkeeping, auditing, insurance, analysis of financial or business forms and data, or answering technical or tax-related questions.
Graduation from an accredited college or university with an associate’s degree in any field.
Notes
Travel, including overnight travel, may be required for positions in this class. Employees must arrange transportation to and from assigned work areas.
Some positions in this class may require an applicant to have the ability to pass a background investigation.