PURPOSE OF JOB CLASS (NATURE OF WORK)
In the Department of Revenue Services this class is accountable for performing a full range of tasks involving the correction problems of a section for input into financial data systems.
GUIDELINES FOR JOB CLASS USE
This is the working level, and its use is distinguished from lower level classes by responsibility for a section of work which includes handling the full range of correction problems requiring expertise in a particular tax or in the intricacies of financial data systems.
SUPERVISION RECEIVED
Works under the general supervision of a Tax Operations Unit Supervisor or other employee of higher grade.
SUPERVISION EXERCISED
May lead Tax Corrections Examiners or other technical and clerical employees as assigned.
EXAMPLES OF DUTIES
- Examines, analyzes and resolves the more difficult and complex correction problems of the section requiring application of a variety of tax statutes and a familiarity with the intricacies of financial data systems;
- Analyzes and adjusts billings questioned by taxpayers or other department employees, mathematically incorrect tax returns, complex registration problems or other correction problems which cannot be resolved at a lower level;
- Reads and interprets taxpayer correspondence and determines correct course of action to insure accuracy of taxpayer file data;
- Contacts taxpayers, revenue examiners, accountants or attorneys to discuss and resolve complex tax liability correction problems;
- Trains subordinates in effective methods and procedures of utilizing financial data systems;
- Suggests alternate methods of improving the work of the section;
- Assists in the preparation and updating of procedures manual pertaining to the section;
- Provides technical assistance in revising tax forms;
- May assist in assigning work to section employees;
- May review work of section employees;
- May recommend changes in existing tax legislation;
- Performs related duties as required.
KNOWLEDGE, SKILL AND ABILITY
- Considerable knowledge of the procedures for edit and updates of returns and assessments into financial data systems;
- Knowledge of
- the tax statutes relating to allowable deductions, computation of tax, interest and penalties and filing dates;
- basic tax accounting and auditing methods and procedures;
- Skills
- interpersonal skills;
- oral and written communication skills;
- Considerable ability to analyze various tax forms and statements;
- Ability to utilize computer software.
MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE
Six (6) years of experience in tax investigation, tax accounting, tax auditing or tax processing.
MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE
One (1) year of the General Experience must have involved the review and analysis of edits and updates to a computer system 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.
SPECIAL REQUIREMENTS
Incumbents in this class may be required to speak a foreign language.
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 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 Tax Corrections Examiner 2 in Salary Group AR 23 approved effective March 31, 2017. (Revised to modernize format and add Acknowledgement section) Final No. 23-240
EFFECTIVE DATE
09/12/2023
CLASS: 8682AR;
EST: 5/5/1978;
REV: 9/13/2023;