Taxpayer Assistance Technician

Full Job Description

Are you a motivated individual with tax-related knowledge? The Department of revenue Bureau of Enforcement and Taxpayer Assistance is seeking to fill a Taxpayer Assistance Technician.

Work hand-and-hand with taxpayers and their representatives to provide quality assistance through customer inquiries.

This position allows you to demonstrate your tax knowledge to help individuals with the complexity of their tax obligations.

Do not miss this chance to advance your career with an agency that values integrity, inclusivity, and staying connected!

Requirements

As a Taxpayer Assistance Technician, you will be responsible for researching and reviewing taxpayer accounts in the Department’s systems by utilizing
computer programs such as PATH, BRIDGES and web enabled taxpayer inquiry system to provide appropriate information when answering the taxpayer’s inquiry.

This position assists and advises the taxpayer and their representatives in the proper manner of completing tax returns, reports, and other forms as they pertain to the above taxes and programs.

You will have the opportunity to verify tax liability, penalty and interest, and explain to the taxpayer and their representatives how these amounts were determined along with the applicable tax laws, rules, regulations and policies involved.

Additional duties include:

• Receive incoming calls or written correspondence from taxpayers or their representatives and respond either verbally or in writing regarding the application of tax laws, rules, regulations, policies or procedures.
• Request necessary documentation from taxpayers or representatives and prepare proper departmental forms in order to correctly adjust a taxpayer’s account.
• Train tax season personnel in the areas of personal income tax, property tax and rent rebate program.
• Deliver presentations upon request from the private sector on the application and interpretations of state tax laws, rules, regulations and policies.
• Prepare reports concerning the effectiveness of taxpayer services and make recommendations on how to improve upon them in the future.
• Apply Lean thinking in day-to-day tasks, demonstrating a commitment to meeting expectations of the bureau and being mindful of internal controls and risk management when changes are made to a process.

Interested in learning more? Additional details regarding this position can be found in the position description.

Work Schedule and Additional Information:

• Full-time employment
• Work hours are 8:30 AM to 5:00 PM, Monday - Friday, with a 60-minute lunch.

Telework: You may have the opportunity to work from home (telework) ad hoc.

In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania.

If you are unable to telework, you will have the option to report to the headquarters office in Reading. The ability to telework is subject to change at any time.

Additional details may be provided during the interview.

• Salary: In some cases, the starting salary may be non-negotiable.
• You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.

Qualifications

QUALIFICATIONS

Minimum Experience and Training Requirements:

• Three years of experience in reviewing tax documents and making taxpayer liability decision and applying tax laws, rules, regulations, policies and procedures; or
• Three years of experience in the collection of taxes; or
• Any combination of experience and training which provides the applicant with the required knowledge, skills and abilities.

Additional Requirements:

• You must be able to perform essential job functions.

Legal Requirements:

This position will have access to Federal Tax Information (FTI) and is subject to the provisions of IRS Publication 1075 (Pub 1075) which requires you to pass an enhanced background check prior to beginning employment.

Under Pub 1075, acceptance of a conditional offer of employment will require submission to and approval of satisfactory criminal history reports, including but not limited to: a fingerprint-based federal records check; a PA State Police clearance; a check of local law enforcement agencies where you have lived, worked, and/or attended school within the last five (5) years; and a citizenship/residency verification.

You must meet eligibility requirements for the Commonwealth Law Enforcement Assistance Network (CLEAN).

How to Apply:

Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position.

Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).

If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.

Your application must be submitted by the posting closing date. Late applications and other required materials will not be accepted.

Failure to comply with the above application requirements may eliminate you from consideration for this position.

Veterans:

• Pennsylvania law (51 Pa. C.S. §7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to www.pa.gov/agencies/employment/how-to-apply.html and click on Veterans.

Telecommunications Relay Service (TRS):

• 711 (hearing and speech disabilities or other individuals).

If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.

The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce.

The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania.

The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law.

All diverse candidates are encouraged to apply.