Tax Document Examiner
Positions in this job family are assigned responsibilities involving the review, editing and processing of various tax returns and forms.
The functions performed by employees in this job family will vary by level, but may include the following:
- Reviews incoming returns and other tax documents to ensure the presence of all supporting documents and information necessary for accurate processing and to ensure the accuracy of the completed form; determines and/or verifies tax liability and the accuracy of amounts recorded.
- Researches and resolves discrepancies in tax returns/documents and remittances to ensure proper processing of the forms and proper posting of moneys received; may contact other Commission personnel or the taxpayer in writing or by telephone to gather needed information; approves the tax return for further processing; exercises the authority to refuse a tax payment if the Commission is not the appropriate payee or if accepting such payment is legally inappropriate.
- Sorts tax returns/documents and remittance according to a complex but established procedure to ensure correct processing and posting of tax payments.
- Makes corrections to tax returns/documents as required; determining if further action is necessary and what action should be, which may include but is not limited to assessment of delinquent taxes and initiation of the collection process.
- Researches and resolves discrepancies in the daily cash report; contacts personnel in the data entry, microfilm and/or document classification units to locate the source of the discrepancy; may halt processing of the tax remittance until the discrepancy is resolved; balances moneys received against the daily cash report.
- Performs technical reviews of records and other documents of individuals and/or businesses; identifies deficiencies; provides assistance on requirements for compliance with existing laws, policies and standards.
- Prepares a daily production report.
The Tax Document Examiner job family consists of four levels which are distinguished by the level of the complexity and diversity of the specific job assignments, the extent of responsibility assigned, and the expertise required for the completion of the duties assigned.
Level I: Code: V10A Salary Band: F
This is the basic level of the job family where employees are responsible for performing various routine functions in reviewing, editing and processing various tax forms and documents. This includes the entry level employees who generally perform such work in a training status to build their skills in completing various types of edits and reviews.
Knowledge, Skills and Abilities required at this level include knowledge of office practices and procedures, including the maintenance of records; of business arithmetic; and of the forms and methods of reporting taxes. Ability is required to establish and maintain effective working relationships with others; to read, comprehend and apply various policies and procedures; and to communicate effectively, both orally and in writing.
Education and Experience requirements at this level consist of two years of experience in bookkeeping, tax computation or tax documenting editing; or an equivalent combination of education and experience substituting completion of one college level course in business administration for each six months of the required experience.
Level II: Code: V10B Salary Band: G
This is the career level of this job family where employees are assigned responsibilities at the full performance level for completing or participating in a wide range of edit and review assignments. Duties may include making corrections to tax returns/documents within established guidelines and will involve processing tax returns/documents at all levels of difficulty. Duties will vary according to the division in which the position is found, but will require specialized knowledge as it relates to the tax laws and agency policies and procedures applicable to the division. Incumbents are told what needs to be done. The “how” is covered by policies and procedures that range from “established” to “loosely defined” with a corresponding flexibility in determining the method to complete the assignment. Incumbents are given deadlines and must ensure timely completion. Work is typically reviewed when problems occur or at completion.
Knowledge, Skills and Abilities required at this level include those identified in Level I plus ability to independently complete tasks in the reviewing, editing and processing of tax forms and documents.
Education and Experience requirements at this level consist of those identified at Level I, plus one additional year of qualifying experience..
Level III: Code: V10C Salary Band: H
This is the specialist level where incumbents are assigned responsibility as a lead worker or team leader. This includes planning, directing and coordinating work activities involving reviewing, editing and processing tax forms and documents Employees also assign and review work, provide training and ensure the completion of assigned tasks.
Knowledge, Skills and Abilities required at this level include those identified in Level II plus knowledge of the principles of effective training. Ability is required to interpret and apply policies, procedures, rules and regulations; and to organize and direct the work of others.
Education and Experience requirements at this level consist of those identified at Level II plus one additional year of qualifying experience.
Level IV: Code: V10D Salary Band: J
This is the leadership level where employees are assigned responsibilities involving the direct supervision of lower level tax document examiners. Duties at this level will include evaluating performance and completing performance appraisals, initiating disciplinary actions, approving leave and other related to administrative functions. Employees will also prepare administrative and statistical reports related to section goals and objectives.
Knowledge, Skills and Abilities required at this level include those identified in Level III plus knowledge of the principles of supervision; of the principles and practices of business administration as applied to public administration; of auditing and accounting principles and procedures; and of electronic data processing.
Education and Experience requirements at this level consist of those identified at Level III plus one additional year of qualifying experience.