Deadline to apply: Applications Must Be Submitted or Postmarked By December 14, 2022.
Written Test To Be Held February 11, 2023
You may be assigned to either Saturday or Sunday to take your test.
Below is a partial list of the requirements for these positions.
| EXAM NUMBER | EXAM TITLE | SALARY | SALARY GRADE | |
|---|---|---|---|---|
| 26-833 | Tax Compliance Representative 1 | $43,648 | SG-11 | |
| 26-834 | Tax Compliance Representative 1 (Spanish Language) | $43,648 | SG-11 | |
| 26-835 | Taxpayer Services Representative 1 | $43,648 | SG-11 | |
| 26-836 | Taxpayer Services Representative 1 (Spanish Language) | $43,648 | SG-11 |
Duties
As a Tax Compliance Representative 1 or a Tax Compliance Representative 1 (Spanish Language), at the New York State Department of Taxation and Finance, under the supervision of a Tax Compliance Representative 2 or Tax Compliance Representative 2 (Spanish Language), you would initially be assigned to one of the Department’s collection desk operations working in an environment using the latest technology, software, and automated telephone operations to handle large volumes of incoming and outgoing phone calls and case inventory. You would interact with customers via inbound and outbound calls, and would be responsible for the collection of delinquent assessments and returns. This may require you to explain the collection process; access computer systems in order to provide detailed explanations of assessment(s), account adjustments, payments, and refunds; update taxpayer account information; answer questions concerning the provisions and requirements of the Tax Law; compute taxes, penalties, and interest due to the State; prepare written responses to requests for information; follow up on taxpayers’ cases; research Tax Laws and Regulations in commonly used reference materials; provide technical information on other collection options such as settlements; explain enforcement actions available to collect the debt; make address inquiries; and obtain information required to resolve cases. Other duties include but are not limited to negotiating payment arrangements, reviewing financial documentation, locating property and other assets of debtor, and initiating and determining the next step in collection actions including the service of levies. You would be expected to act in a calm, courteous, and reasonable manner even under very difficult, highly stressful, and at times, confrontational circumstances. All calls are subject to monitoring for quality assurance.
As a Tax Compliance Representative 1 or a Tax Compliance Representative 1 (Spanish Language), at the New York State Department of Labor, you would collect delinquent unemployment insurance contributions, interest, penalties, returns and other financial obligations from employers who have not responded to initial correspondence and assessment methods. You would be expected to maintain knowledge of New York State Unemployment Insurance Law, rules, and regulations. Your duties would include interacting with customers via inbound and outbound calls, as well as written correspondence, issuing warrants, levies, and income executions, processing payment and incoming and outgoing correspondence, updating case history, and using various computer systems and databases. You would explain the collection process, the basis of the debt due, the computation of penalties and interest, and the requirements for filing returns. You would also negotiate payment arrangements, locate property and other assets of debtor, and make recommendations for further collection action. You would be expected to act in a calm, courteous, and reasonable manner when you encounter difficult, uncooperative and confrontational customers. You may also be required to work a non-traditional work week which may include evenings and/or weekends. You would work with various State, county, and local agencies and utilize other sources of investigative information for the purpose of locating delinquent business firms or individuals, determining their financial ability to pay, or for knowledge of other liens or liabilities against employer’s assets and property. When deemed necessary, you would enforce the collection of delinquent contributions, penalties and interest through income executions, seizures, or levies on the assets of the employer. You would also assist in the sale of seized assets and prepare and submit detailed reports of each case handled. In connection with these assignments, off shift work may be required.
As a Tax Services Representative 1 or a Tax Services Representative 1 (Spanish Language), under the supervision of a Taxpayer Services Representative 2, you would work in an environment using the latest technology and automated operations to provide information and assistance to the taxpaying public. You would answer taxpayers’ or tax practitioners’ questions by telephone, by letter, or in person concerning the provisions and requirements of the Tax Law administered by the Department; assist taxpayers in their preparation of Corporation, Income, Miscellaneous, and Sales Tax Returns; and assist taxpayers in their computation of taxes, penalties, and interest due the State. You would assist the public in the completion of all applications for licenses and registration forms and prepare written responses to requests for information. You would research Tax Department computer data files using a variety of software applications and provide explanations for account and refund adjustments, verify payments, and update taxpayer account information. You would explain the collection process; access computer systems in order to provide detailed explanations of assessment(s), account adjustments, payments and refunds; negotiate payment agreements. You might issue taxpayer registrations, handle changes in registrations, and respond to taxpayers’ inquiries regarding assessments, including explaining the reasons for assessments, and follow-up to resolve taxpayers’ problems. You would research Tax Laws and Regulations in the more commonly used reference materials such as tax law publications, attend periodic training sessions to upgrade technical skills, and assist in training seasonal Tax Information Aides. As a Taxpayer Services Representative 1, you would be expected to act in a calm, courteous, and reasonable manner even under very difficult, highly stressful, and at times, confrontational circumstances. When assigned to a call center, you would wear a headset and would answer telephone calls which are automatically and continuously distributed by a complex telephonic system. This system does not allow for breaks between calls; when one caller disconnects, another call is automatically routed to the Taxpayer Services Representative 1. You would be expected to effectively use the telephone system and associated computer software. All calls are subject to monitoring for quality assurance.
Minimum Qualifications
On or before February 11, 2023, you must have:
For Nos. 26-833 and 26-834:
Either 1. two years of full-time experience in a position where your primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts;
Or 2. one year of full-time experience providing tax specific information and/or tax specific assistance to taxpayers;
Or 3. 30 semester credit hours of college-level study AND one year of the experience stated in qualification #1; OR 30 semester credit hours of college-level study AND six months of the experience stated in qualification #2;
Or 4. 60 semester credit hours of college-level study.
For Nos. 26-835 and 26-836:
Either 1. two years of full-time experience in a position where your primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts;
Or 2. one year of full-time experience providing tax specific information and/or tax specific assistance to taxpayers;
Or 3. one year of full-time experience working on the development, testing, or maintenance of a tax specific system;
Or 4. one year of full-time combined experience of #2 and #3;
Or 5. 30 semester credit hours of college-level study AND one year of the experience stated in qualification #1; OR 30 semester credit hours of college-level study AND six months of individual or combined experience stated in qualification #2 and #3;
Or 6. 60 semester credit hours of college-level study.
*If you expect to meet the educational requirements by September 30, 2023, you can take the written test. You MUST submit proof of successful completion of the educational requirements to the Appointing Authority at the time of the employment interview or you will not be considered for appointment. Failure to meet the educational requirements by September 30, 2023, may result in your removal from the eligible list.
For more information, click here.
To apply: click here.
Credit: NYS Department Of Civil Service website.