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Tax Examiner III

Agency Overview

Resolution

The Resolution Division works with taxpayers, practitioners and the other Tax Administration Divisions to address issues that could not be resolved in the Tax Division or Operations Division. This includes making decisions on abatement claims, resolving disputes, working with taxpayers on problem cases and representing the Commonwealth in matters before the Appellate Tax Board, Superior, Probate and Bankruptcy Courts.

Duties and Responsibilities:

With supervision, evaluates, develops and recommends resolution of disputed tax matters.
The Tax Examiner III resolves disputed tax matters in an informal and expeditious manner by acting on applications for abatement.
Conducts hearings, negotiates settlements, prepares letters of determination and prepares settlement recommendations when necessary.
Prepares all related memoranda with respect to disputed tax matters and requests for settlement, and makes the required account adjustments to GeniSys.
Effectively manages a large dispute case inventory.
Performs related work as required.

Qualifications

First consideration will be given to those applicants that apply within the first 14 days.

MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) three years of full-time, or equivalent part-time, professional experience in accounting, auditing or tax examining work, or (B) any equivalent combination of the required experience and the substitutions below.

Substitutions:

I. A Bachelor’s degree with a major in accounting, business administration or business management may be substituted for a maximum of two years of the required experience.*

II. A Graduate degree with a major in accounting, business administration or business management may be substituted for the required experience.*

Education toward such a degree will be prorated on the basis of the proportion of the requirements actually completed.

Tax Examiner V

Department of Revenue

Agency Overview:

The Department of Revenue’s core mission is to collect the revenues required to support the business of the Commonwealth, to make a difference in the lives of children by enforcing the financial responsibilities of parenthood, and to assist Massachusetts cities and towns in sound and efficient fiscal management. Our vision is to conduct our operations in a manner that inspires public confidence in government by administering and enforcing tax, child support and municipal finance laws in ways that are innovative, customer-focused and transparent.

Tax

The Tax Administration Division is responsible for fostering voluntary compliance and narrowing the tax gap by identifying, educating, and auditing noncompliant taxpayers. The Tax Administration Division audits the tax returns of businesses and individuals filed, including sales/use, meals, rooms occupancy and special fuels, are subject to examination by the Tax Administration Division staff.

Job Description:

Provide direct supervision assigning, directing and controlling the activity of a group of tax examiners in the Miscellaneous Excise Unit. Ensure work is completed in a timely, efficient and cost effective manner. Provides the highest level of professional service and represents DOR in direct public dealings. Maintains schedule and oversees coverage of the contact center. Monitors and analyzes reports. Provides on-the-job training and orientation to employees. Provide management updates on licensing and work items. Assists and instructs in the application of tax laws relating to Marijuana, Electronic Nicotine Delivery Systems, Cigarettes, Cigars and other Miscellaneous Excises. Review the performance of employees according to the Employee Performance Review System (EPRS) procedures. Provide technical assistance to taxpayers by answering questions regarding state tax laws, rules, regulations, guidelines and procedures. Discusses and reviews findings with taxpayers. Responsible for being proficient in use of GeniSys, MassTaxConnect and other systems. Participates in special projects and work groups as requested. Performs related tasks as requested.

An external candidate recommended for a position with the Department of Revenue will be subject to a background check that includes checks for: state and federal tax compliance; child support compliance; education verification; Massachusetts CORI checks; criminal background checks in state(s) of current and previous residence/employment; validation of eligibility to work in the United States; and national fingerprint-based criminal background checks.

Qualifications

First consideration will be given to those applicants that apply within the first 14 days.

MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) five years of full-time, or equivalent part-time, professional experience in accounting, auditing or tax examining work, of which (B) at least one year must have been in a supervisory, administrative or managerial capacity, or (C) any equivalent combination of the required experience and the substitutions below.

Substitutions:

I. A Bachelor’s degree with a major in accounting, business administration or business management may be substituted for a maximum of two years of the required experience.*

II. A Graduate degree with a major in accounting, business administration or business management may be substituted for a maximum of three years of the required experience.*

Education toward such a degree will be prorated on the basis of the proportion of the requirements actually completed.

SPECIAL REQUIREMENTS: Based on assignment, possession of a current and valid Massachusetts Class D Motor Vehicle Operators License may be required.

Tax Examiner Manager

State of Ohio Jobs

90% – Supervises Tax Examiners (i.e. Tax Examiner Associates, Tax Examiners, &/or Tax Examiner Specialists) &/or other employees; manages lower level staff in preparation and maintenance of tax records and ensures staff follow guidelines in records management; manages preparation and maintenance of aspect quality management (e.g. call monitoring and evaluation processes from frontline supervisors to include protocols for negative surveys, call evaluation and threatening calls, listen to audio recordings of telephone calls from general public to tax examiner associates and tax examiners); checks for quality customer services and to improve internal processes; investigates negative surveys/complaints of poor or inadequate customer services; informs upper level management of disciplinary issues relative to interactions with examiners and general public; recommends appropriate audit methodologies/techniques; confers with taxpayers and/or their representatives regarding audits (e.g. office and/or field) findings, inquiries, procedural questions, interpretation of applicable laws, rules and regulations, and other information; serves as a technical resource to subordinates to provide solutions to procedural difficulties and interpretations of case, administrative, and statutory law; performs tax service programs as necessary; assists higher-level management in development/revision of policies in reviewing proposed legislation; confers with official governmental bodies to discuss taxpayer appeals and/or specific audit programs and/or procedures/techniques; evaluates employees’ job performance and monitors compliance of departmental work procedures and policies and recommends appropriate personnel actions.

10% – Conducts &/or assists in conducting tax technical training for internal &/or external personnel; delivers speeches &/or participates in small business workshops, seminars, conferences, &/or other presentations as assigned.

Qualifications

Graduate core program in business related field; 3 courses in accounting; 24 mos. exp. in accounting, auditing, &/or taxation; 12 mos. exp. in supervisory principles & techniques; 12 mos. exp. in customer service.

OR Undergraduate core program in business related field which included 3 courses in accounting; 36 mos. exp. in accounting, auditing, &/or taxation; 12 mos. exp. in supervisory principles/techniques; 12 mos. exp. in customer service.

OR 12 mos. exp. as a Tax Examiner Specialist, 66813.

OR equivalent of Minimum Class Qualifications for Employment noted above.

For positions performing audits per the approved Position Description on file, qualifications are established in accordance with O.R.C. 5703.17.

Must provide own transportation unless State vehicle is provided.

Knowledge:

Customer & Personal Service — Knowledge of principles & processes for providing customer & personal services including active listening, assessing & understanding customer needs, meeting quality standards for services, & evaluating customer satisfaction.
Business & Accounting — Knowledge of business & accounting principles & practices, & the analysis & reporting of financial data.
Law & Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, & agency rules pertaining to taxation.
Taxation Office Practices & Procedures — Knowledge of office procedures & systems such as managing files & records, designing forms, & other office procedures & terminology.
Mathematics — Knowledge of arithmetic, algebra, & statistics (e.g., statistical sampling or block sampling) & their applications for problem solving.
Tax Audit Practices & Principles – Knowledge of the principles & practices (e.g., managed audits, participatory audits; data screening, audit plans) necessary to conduct tax audits.
Administration & Management — Knowledge of business & management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, & coordination of people & resources.*

Skill:

Computer Use – Skill in using a personal computer & applicable software (e.g., word processing, spreadsheet, database, statistical packages).
Supervisory principles/techniques – Skill in supervising employees including assessing performance to make improvements or take corrective action.*

Ability:

Critical Thinking — Using logic & reasoning (including finding relationships among seemingly unrelated events) to identify various solutions, conclusions, or approaches to complex problems; evaluate their strengths & weaknesses (including understanding implications for future decision-making); & choose the most appropriate one.
Oral & Written Comprehension — The ability to listen to, read, & understand information & ideas presented through spoken words, sentences, & writing.
Oral Expression — The ability to communicate information & ideas in speaking so intended audience (e.g., taxpayers, tax practitioners, attorneys, CPAs, Enrolled Agents, & other government personnel) will understand.
Written Expression – The ability to communicate effectively in writing as appropriate for the needs of the audience (e.g., taxpayers, tax practitioners, attorneys, CPAs, Enrolled Agents, & other government personnel) including using the correct meaning & spelling of words, rules of composition, & grammar.
Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It may not involve solving the problem, only recognizing there is a problem.
Establish & Maintain Effective Working Relationships – The ability to develop constructive & cooperative working relationships with others & maintain them over time.