Incumbents in this class plan and oversee the on-line exception processing of personal income tax documents.
Supervises staff of 8-10 paraprofessional/technical, merit, and casual/seasonal.
Nature and Scope
A class incumbent reports to an Administrative or technical superior and is responsible for supervising staff engaged in the processing of tax documents in an image based, on-line system. A class incumbent designs, distributes, and assesses the work of staff; guides and assists staff in the application of tax law to cases. Work includes conducting examination of tax returns and tax records to determine if sufficient data was provided by taxpayer to resolve issue; resolves errors, and takes action needed to complete processing; assesses additional taxes by disallowing expenses, exclusions, or deductions; reconciles overpayments. In addition, incumbents develop and implement training programs to provide staff with the knowledge needed to process tax documents.
Essential Functions
Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
Plans, assigns, reviews, and evaluates the work of subordinate staff.
Reviews and evaluates the operation of image based processing systems.
Trains staff in the application of tax law and regulations.
Develops and implements training programs.
Conducts more difficult examination of tax documents and records to determine if sufficient data was provided. Resolves errors and takes action needed to complete processing.
Determines tax liabilities; computes amount of tax; authorizes refunds.
Maintains contact with taxpayers and their representatives to resolve errors.
Drafts new and revises existing policies, procedures, and work rules.
Works with system programmers in the design and maintenance of the processing system. Performs testing and suggests revisions in system design.
Knowledge, Skills and Abilities
The intent of the listed knowledge, skills and abilities is to give a general indication of the core requirements for all positions in the class series; therefore, the KSA’s listed are not exhaustive or necessarily inclusive of the requirements of every position in the class.
Knowledge of supervisory practices.
Knowledge of operational practices, policies, and procedures.
Knowledge of automated processing systems involving the use of image retrieval and on-line processing technology.
Knowledge of applicable Federal and State tax laws, rules, and regulations.
Knowledge of accounting and auditing practices and procedures.
Knowledge of the application and use of office and financial software packages.
Skill in the operation of image capable data terminals.
Skill in analyzing records to determine tax liabilities.
Ability to explain tax laws and their application in determining tax liability.
Ability to analyze and interpret financial records to determine compliance with tax laws.
Ability to train staff in the most effective system operating methods and procedures.
Ability to communicate effectively both orally and in writing.
Job Requirements
JOB REQUIREMENTS for Revenue Production Supervisor Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
Six months experience in tax liability determination which includes analyzing and evaluating tax records in order to determine tax liability in accordance with federal or Delaware tax laws, rules, and regulations.
Six months experience in staff training.
Six months experience in using an automated information system to enter, update, modify, delete, retrieve/inquire and report on data.
Knowledge of staff supervision acquired through course work, academic training, training provided through an employer, or performing as a lead worker overseeing the work of others; OR supervising staff which may include planning, assigning, reviewing, and evaluating the work of others; OR supervising through subordinate supervisors a group of professional, technical, and clerical employees.