Tax Revenue Customer Service Representative

Tax Revenue Customer Service Representative

Begin a fulfilling career with the State of Indiana by joining one of the largest employers in the state, offering a range of opportunities across 60+ agencies. At the state, you'll find competitive compensation, a robust benefits package and a commitment to work-life balance. Most importantly, you'll have the chance to make a real and measurable impact on the lives of Hoosiers across Indiana.

About the Indiana Department of Revenue (DOR): The Indiana Department of Revenue team is comprised of over 700 staff that are located in 13 locations across the state of Indiana. We work collaboratively with the Indiana Governor's office, the General Assembly, state agencies, individuals, business owners, corporations, tax practitioners, and a variety of tax program participants to administer Indiana's tax laws. DOR administers over 65 tax types and annually processes nearly $21 billion of tax revenue. Our mission is to serve Indiana by administering tax laws in a fair, secure, and efficient manner.

Role Overview

The Tax Revenue Customer Service Representative (Tax Analyst) works to ensure the highest level of customer focus, with a strong commitment to the taxpayers of Indiana through continuous, innovative methods to increase accuracy, efficiency, and productivity in all areas of departmental operations tax administration. Experience is preferred but not required. Salary: The salary for this position traditionally starts at $42,900.00 but may be commensurate with education and work experience.

A Day in the Life: The essential functions of this role are as follows:

• Prepare, conduct, and evaluate training courses for individual and sales tax and with procedural issues.
• Correspond with taxpayers by telephone, in writing, or in person for providing technical tax information, tax law interpretation and procedural information in order to ensure compliance with state and federal laws.
• Provide assistance to taxpayers in person, by phone, or mail by advising, instructing, and furnishing information with respect to taxes collected by the Indiana Department of Revenue (DOR) (sales, withholding, income, county innkeepers, food and beverage, motor corporations, motor fuel and special taxes);
• Audit various Department of Revenue tax returns and contacts taxpayers.
• Compute and issue refunds or delinquency notices.
• Compare state and federal tax returns to ensure accuracy of state return.
• Compute and assess penalty and interest paid on delinquent taxes.
• Establish payment plans for a taxpayer or business.
• Assist lower-level Tax Analysts regarding policy interpretation and procedures.
• Assist supervisor with workload distribution and short-term planning.
• Interpret and apply state and federal tax laws, rules, and regulations in identifying and resolving technical tax problems.
• Collect data or information necessary for the conduct of a public hearing or trial.
• Prepare statistical reports regarding production and output and backlogs.

The job profile is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

What You'll Need for Success

Individuals in this role should minimally be able to articulate or demonstrate the following:

• Extensive knowledge of state and federal tax laws, rules and regulations applying to each of the several types of taxes.
• Extensive knowledge of the procedures for properly preparing various tax return forms.
• Considerable knowledge of federal and state laws and legal procedures pertinent to estates and trusts;
• Ability to interpret and apply tax laws and regulations to individual situations.
• Broad knowledge of accounting and bookkeeping;
• Working knowledge of data processing procedures.
• Working knowledge of computers, both technical and word processing.
• Ability to discuss and settle tax problems using various legal resources.
• Effectively communicate, both orally and in writing.
• Ability to apply and understand ethics and confidentiality laws.
• A degree is not required. Individuals should have the ability to perform essential functions with or without reasonable accommodation.

Supervisory Responsibilities/Direct Reports: This role may be utilized in a supervisory capacity based on agency needs.

Benefits of Employment with the State of Indiana: The State of Indiana offers a comprehensive benefit package for full-time employees which includes:

• Three (3) medical plan options (including RX coverage) as well as vision and dental plans
• Wellness Rewards Program: Complete wellness activities to earn gift card rewards
• Health savings account, which includes bi-weekly state contribution
• Deferred compensation 457(b) account (similar to 401(k) plan) with employer match
• Two (2) fully-funded pension plan options
• A robust, comprehensive program of leave policies covering a variety of employee needs, including but not limited to: 150 hours of paid New Parent Leave and up to eight weeks of paid Childbirth Recovery Leave for eligible mothers Up to 15 hours of paid community service leave Combined 180 hours of paid vacation, personal, and sick leave time off 12 paid holidays, 14 on election years
• Education Reimbursement Program
• Group life insurance
• Referral Bonus program
• Employee assistance program that allows for covered behavioral health visits
• Qualified employer for the Public Service Loan Forgiveness Program
• Free Parking for most positions
• Free LinkedIn Learning access

Equal Employment Opportunity: The State of Indiana is an Equal Opportunity Employer and is committed to recruiting, selecting, developing, and promoting employees based on individual ability and job performance. Reasonable accommodations may be available to enable individuals with disabilities to complete the application and interview process as well as perform the essential functions of a role.