PURPOSE OF JOB CLASS (NATURE OF WORK)
In the Departments of Labor and Revenue Services and the Connecticut Lottery Corporation this class is accountable for independently performing a full range of collections and investigations of overdue accounts.
GUIDELINES FOR JOB CLASS USE
This is a full professional working level class used in the following capacities:
- Independently conducts difficult tax collections and investigations on an in-house basis or in the field.
- Assists or leads lower level employees in their collections and investigations.
- Performs field duties in training for the Revenue Agent 3 level.
SUPERVISION RECEIVED
Works under the general supervision of an employee of higher grade.
SUPERVISION EXERCISED
May lead other lower level employees and supervise clerical employees.
EXAMPLES OF DUTIES
- Assists in training of employees engaged in collection of overdue payments;
- Secures more difficult collections;
- Reviews accounts assigned to Revenue Agents which require issuance for warrant, hearing, abatement or attorney action and confers with employees of a higher grade level concerning appropriate action;
- Reviews difficult cases and recommends action;
- Contacts tax debtors or lottery agents to secure full payment;
- Locates tax debtors or lottery agents and levy sources;
- Seeks information relative to financial standing of debtors;
- Arranges for installment payments;
- Corresponds with debtors, accountants and attorneys;
- Prepares investigative reports;
- Makes recommendations pertaining to collection procedures;
- Maintains complete and accurate records of contacts and relevant information;
- Updates departmental records;
- Assists taxpayers in preparation of tax returns;
- Conducts in-house research to resolve disputes;
- May accompany other agents in the field and assist in handling difficult cases;
- Performs related duties as required.
KNOWLEDGE, SKILL AND ABILITY
- Considerable knowledge of
- and ability to interpret provisions of Connecticut Statutes pertaining to collection of overdue revenue;
- methods and procedures used in interviewing and/or investigating;
- the terminology and practices of financial, commercial and industrial institutions;
- Knowledge of accounting principles;
- Considerable
- interpersonal skills;
- oral and written communication skills;
- Ability to utilize computer software.
MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE
Six (6) years of experience in collections, police, accounting or investigatory work in a regulatory enforcement agency, financial institution, credit bureau, retail sales credit department, industrial or government security agency.
MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE
One (1) year of the General Experience must have been at the level of a Revenue Agent 1 or its equivalent.
NOTE: Equivalent experience is interpreted as professional experience involving the collection and investigation of overdue accounts.
MINIMUM QUALIFICATIONS - SUBSTITUTIONS ALLOWED
College training may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (1/2) year of experience to a maximum of four (4) years for a Bachelor's degree.
SPECIAL REQUIREMENTS
- Incumbents in this class may be required to travel.
- Incumbents in this class may be required to possess and retain a valid Motor Vehicle Operator’s license.
- Incumbents in this class may be required to speak a foreign language.
- CONNECTICUT LOTTERY CORPORATION: Incumbents must obtain an occupational license in accordance with Section 12-802a of the Connecticut General Statutes.
WORKING CONDITIONS
Incumbents in this class assigned to field positions may be exposed to situations which could result in injury.
JOB CLASS DESIGNATION
Classified/Competitive
OCCUPATIONAL GROUP
(14)-Inspection-Investigation
BARGAINING UNIT
(16)-ADMIN & RESID (P-5)
EEO
(2)-Professional
SALARY INFORMATION
AR 23
ACKNOWLEDGEMENT
As defined by Sec. 5-196 of the Connecticut General Statutes, a job class is a position or group of positions that share general characteristics and are categorized under a single title for administrative purposes. As such, a job class is not meant to be all-inclusive of every task and/or responsibility.
CANCELLATION CLAUSE
This replaces the existing specification for the class of Revenue Agent 2 in Salary Group AR 23 approved effective March 31, 2017. (Revised to modernize format and add an Acknowledgement section) Final No. 23-253
EFFECTIVE DATE
09/28/2023