NYC Jobs
City Tax Auditor Level 3
IMPORTANT NOTE: ONLY CANDIDATES WHO HAVE A PERMANENT CITY TAX AUDITOR CIVIL SERVICE TITLE WILL BE CONSIDERED FOR AN INTERVIEW. PLEASE INCLUDE YOUR EMPLOYEE IDENTIFICATION NUMBER (EIN) WHEN APPLYING AND INDICATE IN YOUR COVER LETTER IF YOU ARE A PERMANENT CITY TAX AUDITOR. NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently to instill public confidence and encourage compliance while providing exceptional customer service. The Treasury and Payment Services Division is responsible for overseeing all City payment websites, the payment processing of tax returns, property recording forms, parking violation programs, and the collection of delinquent accounts, and oversees the agency's management of the City's cash balances and its relationships with banking institutions. Treasury and Payment Services is also responsible for collecting outstanding violations issued by City agencies and adjudicated by the Environmental Control Board. Payments, Billing, and Refunds is responsible for processing payments for property taxes and property-related charges, business and excise taxes, and parking and camera violations. The division is responsible for communicating amounts due, maintaining the quality of departmental records, and providing customer service to individuals seeking information on making payments or receiving refunds. The Business Tax Adjustments and Customer Service Unit is seeking a detailed-oriented, self-motivated, and proactive individual to serve as a City Tax Auditor Level 3. The duties and responsibilities will include: Act as a designated tester with in-depth knowledge for the Business Tax & Collections System (BTCS) and E-Services, contributing to ongoing testing efforts. This includes annual year-end updates, drafting business requirements, writing and executing test scenarios, validating end-to-end processes, training CTAs on new system upgrades, developing the BTCS Chatbot, and suggesting improvements for the BTCS platform. Conduct independent examinations on the largest and most complex tax returns, including General Corporation Tax, Bank Corporation, Business Corporation Tax, and Unincorporated Business Tax. Research and resolve issues related to Business Tax and Excise Tax Suspended Transactions, handling up to 12 different tax types in BTCS. Review communications from other units and taxpayer correspondence regarding suspended transactions, making necessary adjustments to taxpayer accounts and updating suspended transactions accordingly. Investigate prepayment discrepancies, analyze taxpayer responses to discrepancy notices, balance dues, and account statements; adjust as needed, and notify taxpayers of the actions taken. Review adjustments made by Tax Auditors related to suspended transactions in BTCS. Interpret complex New York City General Corporation, Bank, Business Corporation and Unincorporated Business Tax laws, regulations, and Internal Revenue Codes. Ensure that all tax inquiries are conducted in accordance with tax laws, departmental policies, and procedures, and respond to e-service questions. Coordinate with personnel from other units regarding cases that affect the unit. Research in BTCS to make necessary account adjustments. Review final notices and warrant cases submitted by the Collections Unit for re-evaluation when assigned. Perform special tasks as directed by supervisors, Business Tax Director, or Assistant Commissioner of Payments, Billing, and Refunds. Act as a supervisor when needed, managing daily operations and offering guidance to a team of CTA Level 1 and Level 2 staff. Additional Information: In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. This position will require employees to have access to Federal Tax Information (FTI) and is subject to an additional background investigation before appointment. The candidate(s) will be required to pass the FTI background investigation as a term and condition of employment. Note: Department of Finance City Tax Auditors are prohibited from performing any outside tax-related work, and all other non-departmental work must be approved by the agency in advance of starting such employment. Minimum Qualifications: 1. A baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, with at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting; or 2. An associate degree or 60 semester credits from an accredited college or university, including or supplemented by 24 semester credits in accounting, with at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting, and two years of full-time satisfactory tax-related auditing or tax accounting experience; or 3. A four-year high school diploma or its educational equivalent approved by a State's department of education or a recognized accrediting organization and 24 semester credits in accounting from an accredited college, including at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting, and four years of full-time satisfactory tax related auditing or tax accounting experience; or 4. A satisfactory combination of education and/or experience which is equivalent to "1", "2" or "3" above. Experience may be substituted for college education on the basis of one year of experience for each 30 semester credits. However, all candidates must have at least a four-year high school diploma or its educational equivalent and 24 semester credits in accounting, including at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting. SPECIAL NOTE: To be eligible for placement in Assignment Level II, individuals must have, in addition to meeting the minimum requirements, either one year of full-time satisfactory experience in Assignment Level I, or two years of full-time satisfactory tax-related auditing or tax accounting experience. To be eligible for placement in Assignment Level III, individuals must have, in addition to meeting the minimum requirements, either two years of full-time satisfactory experience in Assignment Level II, or three years of full-time satisfactory tax-related auditing or tax accounting experience. To be eligible for placement in Assignment Level IV, individuals must have, in addition to meeting the minimum requirements, either one year of full-time satisfactory experience in Assignment Level III, or four years of full-time satisfactory tax-related auditing or tax accounting experience. Preferred Skills: Advance knowledge of BTCS, E-Services, and experience with at least 12 tax types. Advance knowledge of legal and tax law. Proficient with Microsoft Word and Excel. Excellent verbal and written communication skills. At least 5 years of tax audit experience. 55a Program: This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program. Public Service Loan Forgiveness: As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education's website at https://studentaid.gov/pslf/. Residency Requirement: New York City residency is not required for this position. Additional Information: The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.
IMPORTANT NOTE: ONLY CANDIDATES WHO HAVE A PERMANENT CITY TAX AUDITOR CIVIL SERVICE TITLE WILL BE CONSIDERED FOR AN INTERVIEW. PLEASE INCLUDE YOUR EMPLOYEE IDENTIFICATION NUMBER (EIN) WHEN APPLYING AND INDICATE IN YOUR COVER LETTER IF YOU ARE A PERMANENT CITY TAX AUDITOR. NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently to instill public confidence and encourage compliance while providing exceptional customer service. The Treasury and Payment Services Division is responsible for overseeing all City payment websites, the payment processing of tax returns, property recording forms, parking violation programs, and the collection of delinquent accounts, and oversees the agency's management of the City's cash balances and its relationships with banking institutions. Treasury and Payment Services is also responsible for collecting outstanding violations issued by City agencies and adjudicated by the Environmental Control Board. Payments, Billing, and Refunds is responsible for processing payments for property taxes and property-related charges, business and excise taxes, and parking and camera violations. The division is responsible for communicating amounts due, maintaining the quality of departmental records, and providing customer service to individuals seeking information on making payments or receiving refunds. The Business Tax Adjustments and Customer Service Unit is seeking a detailed-oriented, self-motivated, and proactive individual to serve as a City Tax Auditor Level 3. The duties and responsibilities will include: Act as a designated tester with in-depth knowledge for the Business Tax & Collections System (BTCS) and E-Services, contributing to ongoing testing efforts. This includes annual year-end updates, drafting business requirements, writing and executing test scenarios, validating end-to-end processes, training CTAs on new system upgrades, developing the BTCS Chatbot, and suggesting improvements for the BTCS platform. Conduct independent examinations on the largest and most complex tax returns, including General Corporation Tax, Bank Corporation, Business Corporation Tax, and Unincorporated Business Tax. Research and resolve issues related to Business Tax and Excise Tax Suspended Transactions, handling up to 12 different tax types in BTCS. Review communications from other units and taxpayer correspondence regarding suspended transactions, making necessary adjustments to taxpayer accounts and updating suspended transactions accordingly. Investigate prepayment discrepancies, analyze taxpayer responses to discrepancy notices, balance dues, and account statements; adjust as needed, and notify taxpayers of the actions taken. Review adjustments made by Tax Auditors related to suspended transactions in BTCS. Interpret complex New York City General Corporation, Bank, Business Corporation and Unincorporated Business Tax laws, regulations, and Internal Revenue Codes. Ensure that all tax inquiries are conducted in accordance with tax laws, departmental policies, and procedures, and respond to e-service questions. Coordinate with personnel from other units regarding cases that affect the unit. Research in BTCS to make necessary account adjustments. Review final notices and warrant cases submitted by the Collections Unit for re-evaluation when assigned. Perform special tasks as directed by supervisors, Business Tax Director, or Assistant Commissioner of Payments, Billing, and Refunds. Act as a supervisor when needed, managing daily operations and offering guidance to a team of CTA Level 1 and Level 2 staff. Additional Information: In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. This position will require employees to have access to Federal Tax Information (FTI) and is subject to an additional background investigation before appointment. The candidate(s) will be required to pass the FTI background investigation as a term and condition of employment. Note: Department of Finance City Tax Auditors are prohibited from performing any outside tax-related work, and all other non-departmental work must be approved by the agency in advance of starting such employment. Minimum Qualifications: 1. A baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, with at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting; or 2. An associate degree or 60 semester credits from an accredited college or university, including or supplemented by 24 semester credits in accounting, with at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting, and two years of full-time satisfactory tax-related auditing or tax accounting experience; or 3. A four-year high school diploma or its educational equivalent approved by a State's department of education or a recognized accrediting organization and 24 semester credits in accounting from an accredited college, including at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting, and four years of full-time satisfactory tax related auditing or tax accounting experience; or 4. A satisfactory combination of education and/or experience which is equivalent to "1", "2" or "3" above. Experience may be substituted for college education on the basis of one year of experience for each 30 semester credits. However, all candidates must have at least a four-year high school diploma or its educational equivalent and 24 semester credits in accounting, including at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting. SPECIAL NOTE: To be eligible for placement in Assignment Level II, individuals must have, in addition to meeting the minimum requirements, either one year of full-time satisfactory experience in Assignment Level I, or two years of full-time satisfactory tax-related auditing or tax accounting experience. To be eligible for placement in Assignment Level III, individuals must have, in addition to meeting the minimum requirements, either two years of full-time satisfactory experience in Assignment Level II, or three years of full-time satisfactory tax-related auditing or tax accounting experience. To be eligible for placement in Assignment Level IV, individuals must have, in addition to meeting the minimum requirements, either one year of full-time satisfactory experience in Assignment Level III, or four years of full-time satisfactory tax-related auditing or tax accounting experience. Preferred Skills: Advance knowledge of BTCS, E-Services, and experience with at least 12 tax types. Advance knowledge of legal and tax law. Proficient with Microsoft Word and Excel. Excellent verbal and written communication skills. At least 5 years of tax audit experience. 55a Program: This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program. Public Service Loan Forgiveness: As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education's website at https://studentaid.gov/pslf/. Residency Requirement: New York City residency is not required for this position. Additional Information: The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.