StateJobsNY
Taxpayer Services Representative 1 (HELPS)
StateJobsNY, Albany, New York, United States, 12201
Taxpayer Services Representative Trainee
Under the supervision of a Taxpayer Services Representative 2 or Taxpayer Services Specialist 2, the incumbent will perform the day-to-day activities of a unit whose function is to perform high speed document processing, remittance depositing, data entry, electronic form insertion, and exception work for multiple taxes. Activities include but are not limited to the following: Effectively and logically communicate both verbally and in writing with both internal and external customers, such as taxpayers, tax professionals and software developers. Listen attentively, extract and assimilate pertinent facts to provide clear, concise, accurate answers. Follow established procedures, policies, and guidelines. Work independently and exercise good judgment in monitoring multiple work assignments. Complete assignments independently with minimal supervisory oversight. Adhere to the Department's time and attendance rules and regulations. Perform with the highest level of integrity, acting within the Department's code of conduct, state ethics laws and department policies. Demonstrate acceptable knowledge and skill in the use of prescribed software, department systems, and other tools to effectively complete assignments. Recommend system and procedural changes. Access pertinent information from various processing and imaging systems to identify and accurately resolve taxpayer or tax professional issues. Adjust taxpayer accounts and process tax returns, payments, and documents. Demonstrate initiative, self-motivation, a strong work ethic, a commitment to the success of assignments, and the ability to work well in a team environment. Read, understand, and apply laws, procedures, rules, regulations and guidelines where clear precedents and detailed direction may or may not exist. Research and analyze information received, draw conclusions using sound judgment and make quality decisions and recommendations. Assist with the creation of oral and written reports and presentations. Perform with the highest level of integrity, acting within the Department's code of conduct, state ethics laws, and department policies. The Department of Taxation and Finance (DTF) strives to provide New Yorkers with the highest level of service possible. To do so, it is of the utmost importance that we recruit and retain a high-quality, skilled, and diverse workforce. Nearly 18 million New Yorkers rely on our employees to accurately apportion funds for schools, roads, medical care, security services, conservation programs, and much, much more. We are committed to administering the state's tax systems fairly, courteously, and cost effectively We believe the way to do this is to partner the skills, creativity, and ingenuity of our workforce with the best technologies available. New York State is an equal opportunity employer. It's the policy of the state of New York to provide for and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination on the basis of age, race, color, religion, disability, national origin, gender, sexual orientation, marital status, or an arrest or criminal conviction record unless based on a bona fide occupational qualification or other exception. Any candidate selected for this position will be subject to a review of their tax return submissions by the New York State Department of Taxation and Finance. Employment of a candidate is conditioned upon a finding by New York State Department of Taxation and Finance that the candidate is in compliance with all the local, state, and federal tax laws. In accordance with federal government requirements, the employment of any candidate selected for this position is conditioned upon successfully completing a background investigation including a criminal history record check (fingerprint check). Note: Due to the nature of this position, newly hired employees will not be eligible to telecommute. After the specified training period, employees may be allowed to submit a telecommuting application in accordance with the Department's policy and subject to management approval. Some positions may require additional credentials or a background check to verify your identity.
Under the supervision of a Taxpayer Services Representative 2 or Taxpayer Services Specialist 2, the incumbent will perform the day-to-day activities of a unit whose function is to perform high speed document processing, remittance depositing, data entry, electronic form insertion, and exception work for multiple taxes. Activities include but are not limited to the following: Effectively and logically communicate both verbally and in writing with both internal and external customers, such as taxpayers, tax professionals and software developers. Listen attentively, extract and assimilate pertinent facts to provide clear, concise, accurate answers. Follow established procedures, policies, and guidelines. Work independently and exercise good judgment in monitoring multiple work assignments. Complete assignments independently with minimal supervisory oversight. Adhere to the Department's time and attendance rules and regulations. Perform with the highest level of integrity, acting within the Department's code of conduct, state ethics laws and department policies. Demonstrate acceptable knowledge and skill in the use of prescribed software, department systems, and other tools to effectively complete assignments. Recommend system and procedural changes. Access pertinent information from various processing and imaging systems to identify and accurately resolve taxpayer or tax professional issues. Adjust taxpayer accounts and process tax returns, payments, and documents. Demonstrate initiative, self-motivation, a strong work ethic, a commitment to the success of assignments, and the ability to work well in a team environment. Read, understand, and apply laws, procedures, rules, regulations and guidelines where clear precedents and detailed direction may or may not exist. Research and analyze information received, draw conclusions using sound judgment and make quality decisions and recommendations. Assist with the creation of oral and written reports and presentations. Perform with the highest level of integrity, acting within the Department's code of conduct, state ethics laws, and department policies. The Department of Taxation and Finance (DTF) strives to provide New Yorkers with the highest level of service possible. To do so, it is of the utmost importance that we recruit and retain a high-quality, skilled, and diverse workforce. Nearly 18 million New Yorkers rely on our employees to accurately apportion funds for schools, roads, medical care, security services, conservation programs, and much, much more. We are committed to administering the state's tax systems fairly, courteously, and cost effectively We believe the way to do this is to partner the skills, creativity, and ingenuity of our workforce with the best technologies available. New York State is an equal opportunity employer. It's the policy of the state of New York to provide for and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination on the basis of age, race, color, religion, disability, national origin, gender, sexual orientation, marital status, or an arrest or criminal conviction record unless based on a bona fide occupational qualification or other exception. Any candidate selected for this position will be subject to a review of their tax return submissions by the New York State Department of Taxation and Finance. Employment of a candidate is conditioned upon a finding by New York State Department of Taxation and Finance that the candidate is in compliance with all the local, state, and federal tax laws. In accordance with federal government requirements, the employment of any candidate selected for this position is conditioned upon successfully completing a background investigation including a criminal history record check (fingerprint check). Note: Due to the nature of this position, newly hired employees will not be eligible to telecommute. After the specified training period, employees may be allowed to submit a telecommuting application in accordance with the Department's policy and subject to management approval. Some positions may require additional credentials or a background check to verify your identity.