Revenue Tax Specialist

Revenue Tax Specialist

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: As the Revenue Tax Specialist, you will be responsible for performing technical investigative work for the Indiana Department of Revenue (DOR). In this position, you will work will involve the examination, review, assessment, and collection of various State taxes. You will apply laws, rules, and regulations to the most difficult and complex tax compliance determinations. You will determine the eligibility for tax benefit programs, credits, and deductions, reviewing and evaluating the accuracy of assessments/adjustments made by other staff.

Salary Statement: The salary for this position traditionally starts at $47,320.00 but may be commensurate with education or work experience.

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

• Provide technical and procedural assistance to taxpayers, taxpayer representatives, other divisions within agency, other state agencies.
• Review accounts and properly apply payments to taxpayer accounts as needed.
• Conduct extensive research to resolve complex issues related to payments and/or returns for taxpayers, including research in DOR's software and database applications for unpaid/unfiled tax liabilities.
• Review and close files paid in full, dismissed, or discharged.
• Create billings/liabilities in DOR's software and database applications according to court orders.
• Abate penalties and interest accordingly.
• Assist with evidence collection process in Investigations cases, including preparation of documents to establish continuity of custody for items of evidence to ensure that judicial requirements are met.
• Complete disclosure requests for confidential taxpayer information by performing a thorough review of the request and analyzing the Department's records.

Additional duties based on the role:

• Audit Desk & TRIU: Work as part of the Department's Taxpayer Risk Investigations Unit to deter, detect and prevent tax fraud.
• Bankruptcy: Provide technical assistance, knowledge, and research of information to ensure compliance with the Federal Bankruptcy Code and state laws and procedures, maximizing the State's portion of distributions to mitigate collection losses, efficient and effective protects the interest of the Department within the bankruptcy proceedings, and addresses taxpayer's bankruptcy related issues.
• Audit Support: Assist auditors in preparation of audit workpapers, research, and computer system support to ensure customer accounts are correct and accurate.
• Customer Service Taxpayer Advocate: Specialist in the Advocacy Office providing research and critical responses to disclosure requests and advocate cases that include hardship, offer in compromise, and highly technical and sensitive tax issues for all tax types.
• Tax Practitioner Team: Specialist in Customer Service assisting on highly sensitive situations to our Tax Practitioner customers on client tax issues, researching and resolving complex tax issues that can include multiple tax types, accounts and responsible office/share holder on matters that may include any tax type administered by DOR.
• Team Lead: In assigned area, completing duties assigned that include performing extensive research and providing critical responses to the CSRs interacting with customers, de-escalating customer situations, providing training, feedback and one-on-one coaching to their team.
• District Office Assistant Supervisor: A Team Lead to the team assigned at the District Office they report to. Includes performing extensive research and providing critical responses to the CSRs interacting with customers, de-escalating customer situations, providing training, feedback and one-on-one coaching to a team. This may also include following established procedures to open and close the walk-in center, reconciling payment batches, and taking funds to a local banking institution for deposit.

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.
• Specialized knowledge of accounting and auditing techniques used by businesses and industries.
• No degree is required. However, 6 years of experience in accounting, tax collection, finance, or customer service or a similar role may be considered.
• The ability to perform essential functions with or without reasonable accommodation.

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.