A class incumbent manages, directs, and organizes a large Bureau which is heavily dependent on complex computer systems support and is responsible for the deposit, collection of and/or accounting of statewide tax revenues in support of the entire Division of Revenue's administration of the majority of State taxes.
Manages, through intermediate supervisors, 3-4 operating sections with a total complement of 25-35 supervisory, professional, technical and clerical personnel, which may be supplemented by 25-30 seasonal employees.
Receives, accounts for, and/or issues checks.
Division deposits in excess of $700 million per year.
Refunds in excess of $65 million per year.
Personal Income Final Returns/Estimated taxes of $100 million per year.
$1 million (PIT) and $2 million (License/Withholding) in annual assessments.
$13.5 million in Accounts Receivable; $9.4 million enforced collections;
A data base of 400,000 personal income accounts and multiple business taxes on 40,000 businesses.
Manages computation and recording of tax liabilities as follows: (PIT: $360 million per year; Withholding: $400 million per year; License. $85 million per year).
Nature and Scope
An incumbent in this class reports to an Assistant Director of Revenue. The incumbent manages, coordinates, and organizes a large Bureau of the Division of Revenue and related computer systems to provide taxpayer services and achieve taxpayer compliance. The Bureau is responsible for: prompt and accurate deposit and/or posting of taxpayer remittances, recording of accompanying documentation, issuance of refunds, taxpayer error resolution, and quality control. In addition, the incumbent has responsibility for, from a user's standpoint, the logical functioning of complex computer and manual systems governing the operation of the organization and adapting both the organization and its systems to meet the above-stated objectives. A significant aspect of this work involves planning and integrating multiple and distinct processes (e.g.), screening of documents, recording of data, response to taxpayer inquiries explaining basis for assessments, etc.) into a coherent and effective manual and automated system.
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.
Recruits, trains, supervises and evaluates the performance of subordinates.
Develops, modifies and implements policies and procedures for collection or processing of taxes and remittance documentation assuring maximum production levels.
Analyzes, modifies, and installs systems in conjunction with computer support personnel. Monitors system performance to ensure correct data base input and system output, as well as adherence of its design to achieve Division's objectives as they evolve.
Reviews new tax law changes to translate those amendments into system changes for inclusion of all necessary information and for technical accuracy of coding.
Expands and enhances the Delaware Financial Management System (DFMS) by the integration of revenue, tax and forecasting data with the central financial management system of the State, as well as contribute to the shared State-wide financial data base system maintained at OIS.
Manages the RFP process which includes the review of bids, selection of vendors, and overseeing and implementing contractual terms.
Prepares annual budget proposal of estimated costs for supplies, forms, equipment, and staffing based on an analysis of needs.
Prepares and designs a variety of reports for submission to the Director, Deputy Director and Assistant Directors concerning production, quality assurance systems, status of projects and computer program development and maintenance, etc.
Makes recommendation for changes in policies and procedures to correct deficiencies in the tax depository and accounting systems.
Manages the enforced collection of business and personal taxes to include the account management (off-set, set-off programs and bankruptcy) and support services such as warrant and demand, judgments, seizures, garnishment and installment programs.
Designs and implements financial services and cash management programs; e.g., lock box, credit card payments, OCR coupon booklets, outside collection services and image processing.
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 management and supervisory principles and practices.
Knowledge of standard business accounting systems.
Knowledge of the principles and practices of accounting and auditing.
Knowledge of data capture and document processing through electronic means, and accounting systems.
Knowledge of data processing hardware, data transmission hardware and tax application systems.
Knowledge of Federal and State laws, rules, and regulations relating to taxation.
Knowledge of means of establishing and maintaining effective working relationships with associates and the public.
Skill in interpretation and application of State and Federal tax laws.
Skill in negotiating closing agreements with taxpayers and business representatives.
Skill in managing and directing the work of others.
Ability to communicate effectively, both orally and in writing.
Ability to establish and maintain effective working relationships with associates and the public.
Ability to understand, interpret, and explain statutory requirements, rules, and regulations and departmental procedures.
JOB REQUIREMENTS for Tax Systems Manager Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
Three years experience in information system functional support which includes planning for informational needs to initiate system changes; developing user, operational and program documentation; coordinating, overseeing and participating in the testing of new/modified computer program enhancements by creating test data, analyzing the systems actions and determining critical system performance to ensure applications meet user needs.
Three years 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.
Knowledge of operations management which includes planning, directing, coordinating, controlling and evaluating operations typically through subordinate supervisors.