PURPOSE OF JOB CLASS (NATURE OF WORK)
In the Department of Revenue Services, Operations Division this class is accountable for acting as a working supervisor for Tax Corrections Examiners and related technical and clerical staff engaged in resolving tax return, taxpayer registration and/or taxpayer account errors.
GUIDELINES FOR JOB CLASS USE
This is the working lead level class and is distinguished from the lower level examiners by having principal responsibility for a minimum of three (3) examiners on a full time basis and for handling the most complex assignments.
SUPERVISION RECEIVED
Receives general direction from a Revenue Services Tax Supervisor, Tax Operations Unit Supervisor or other employee of higher grade.
SUPERVISION EXERCISED
Leads Tax Corrections Examiners and related technical and clerical staff.
EXAMPLES OF DUTIES
- Plans unit workflow and determines priorities;
- Schedules, assigns, oversees, and reviews work;
- Establishes and maintains unit procedures;
- Provides staff training and assistance;
- Conducts or assists in conducting performance evaluations;
- Acts as liaison with operating units, agencies and outside officials regarding unit policies and procedures;
- Prepares reports and correspondence;
- Evaluates production reports, ascertains deficiencies, and takes corrective action;
- Resolves the most complex work problems;
- Authorizes bills and refunds;
- Refers questionable accounts to the Audit Division;
- Assists in the preparation of computer program tests;
- Serves as a member of special committees and study groups representing the Operations Division;
- May make recommendations on polices or standards;
- Performs related duties as required.
KNOWLEDGE, SKILL AND ABILITY
- Considerable knowledge of
- the functions and operations of financial data base systems;
- relevant agency policies and procedures;
- Knowledge of
- relevant state and federal laws, statutes and regulations;
- accounting and auditing principles and techniques;
- Skills
- interpersonal skills;
- oral and written communication skills;
- Ability to
- plan and organize work;
- utilize computer software;
- Supervisory ability.
MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE
Seven (7) years of technical experience in automated taxation, registration processing, billing, or refunding operations.
NOTE: For state employees this experience is interpreted at the level of a Tax Corrections Examiner 1.
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.
- For state employees one (1) year of experience at the level of a Tax Corrections Examiner 2 may be substituted for the General Experience.
JOB CLASS DESIGNATION
Classified/Competitive
OCCUPATIONAL GROUP
(36)-Tax Programs and Control
BARGAINING UNIT
(16)-ADMIN & RESID (P-5)
EEO
(2)-Professional
SALARY INFORMATION
AR 26
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 Tax Corrections Principal Examiner in Salary Group AR 26 approved effective February 15, 2012. (Revised to modernize format and add Acknowledgement section) Final No. 23-240
EFFECTIVE DATE
09/12/2023
CLASS: 8594AR;
EST: 2/26/1988;
REV: 9/13/2023;