Tax Examiner II

Job Title Tax Examiner II (H8N2XX) Overview The professional in this position is a subject matter expert in state tax laws and regulations along with department policies and procedures relating to Colorado taxes and the administration of them. The position has a higher level of expertise in tax matters such that it responds primarily to questions from tax professionals, e.g., certified public accountants (CPAs), attorneys and public accountants. The position will serve as a lead worker and resource to lower level tax examiners on more complicated/technical tax questions. This position will also be the first contact for escalated calls from taxpayers and callers. The position will review work of lower-level tax examiners and serve as a trainer on tax information and accounting. This role is an essential part of the group's public contact function. Responsibilities Assist lower level tax examiners with questions from individual taxpayer on complex questions about tax statutes, regulations, policy, procedures and accounting. Respond to telephone inquiries from certified public accountants, attorneys and other tax professionals on more complex, technical tax matters. First point of contact for escalated calls from taxpayers and callers. Promote voluntary compliance with tax laws through education, assistance, and customer service by answering difficult and ambiguous tax questions via telephone inquiries from taxpayers concerning all taxes administered by the Department of Revenue when a client is unclear, confused, or uncertain about our statutes, policies and procedures. Analyze accounts where an assessment has been made to determine if the assessment is correct or needs to be adjusted. Explain tax requirements for a business by determining the aspects of the tax law which affects a particular situation. Provide leadership to lower-level tax examiners by reviewing the accuracy of their accounting work. Approve account transfers, adjustments and refunds. Report computer or online system errors, complete SQR detail requests, test SQRs for accuracy/effectiveness. Secure voluntary compliance by issuing or revoking licenses and persuading/training to correct problems where there is a formal rule or law to rely on. Advise, counsel, or guide to solve problems or complaints and influence or correct actions and behaviors. Provide clarity and underlying rationale, motive, and intent by educating about unfamiliar concepts and theories. Provide training to lower-level tax examiners of tax information and accounting. Assist section supervisors and managers in monitoring lower-level tax examiners' telephone protocol and accuracy of information. Set an example and act as a role model for the lower-level tax examiners. Complete assigned projects and IPOs in a timely fashion. May be called on to create training materials and train employees in a formal classroom setting and/or conduct public training classes. Qualifications High school diploma or General Education Diploma (GED). Three (3) years of experience in customer service, with one (1) year as a Tax Examiner I. Minimum residency requirement: resident of the State of Colorado at the time of submitting your application. Additional education in Accounting, Business, or Finance will substitute for required experience on a year-for-year basis. Preferred: At least one year of experience in Individual, Fiduciary, Partnership and Corporate Income taxes, Sales and Use taxes, Severance taxes, Withholding taxes, and Excise taxes, and GenTax navigation. Preferred: At least two years of experience in a call center environment demonstrating accuracy in reviewing refund and account adjustments and reviewing taxpayer documents. Preferred: Ability to work and communicate effectively with other Tax Examiners and be a resource for them. Conditions of Employment Employees are in a position of public trust and must operate with the highest standards of honesty, integrity, and public confidence. All personnel must file all necessary Colorado Individual Income Tax (CIIT) returns and pay tax obligations. Employees will undergo a pre-employment evaluation of their tax records/accounts. Successful background investigation and reference checks are required. Certain positions may require scheduled background investigations. Benefits PERA retirement benefits including PERA Defined Benefit Plan, PERA Defined Contribution Plan, plus 401K and 457 plans. Medical, Dental, and Vision insurance coverage. Automatic Short-Term and Optional Long-Term Disability Coverage. Life and AD&D Insurance. Flexible Spending Accounts (FSAs). Family Medical Leave Act (FMLA) job protection and State of Colorado Paid Family Medical Leave (PFML). 11 Paid Holidays Annually and Accrued Annual and Sick Leave. Variety of discounts on services and products available through the State of Colorado's Work-Life Employment Discount Program. Equity, Diversity, and Inclusion Statement The State of Colorado strives to create a Colorado for All by building and maintaining workplaces that value and respect all Coloradans through a commitment to equal opportunity and hiring based on merit and fitness. The State is resolute in non-discriminatory practices in everything we do, including hiring, employment, and advancement opportunities. The State of Colorado believes that equity, diversity, and inclusion drive our success, and we encourage candidates from all identities, backgrounds, and abilities to apply. The State of Colorado is an equal opportunity employer committed to building inclusive, innovative work environments with employees who reflect our communities and enthusiastically serve them. Therefore, in all aspects of the employment process, we provide employment opportunities to all qualified applicants without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity or expression, pregnancy, medical condition related to pregnancy, creed, ancestry, national origin, marital status, genetic information, or military status (with preference given to military veterans), or any other protected status in accordance with applicable law. The Colorado Department of Revenue is committed to the full inclusion of all qualified individuals. As part of this commitment, our agency will assist individuals who have a disability with any reasonable accommodation requests related to employment, including completing the application process, interviewing, completing any pre-employment testing, participating in the employee selection process, and/or to perform essential job functions where the requested accommodation does not impose an undue hardship. If you have a disability and require reasonable accommodation to ensure you have a positive experience applying or interviewing for this position, please direct your inquiries to our ADAAA inbox, View email address on click.appcast.io. We are committed to building work environments that are inclusive and reflect our communities and the diverse talents of all people. We strongly encourage candidates from all backgrounds and abilities to apply. #J-18808-Ljbffr State of Colorado