CLASS CODE: 1706
PAY GRADE: 425

CLASS TITLE:TAX SPECIALIST ADMINISTRATOR - SES

ALLOCATION FACTOR(S)

This is work supervising Tax Specialists. The primary duty of the employee(s) in the position(s) allocated to this class is to spend a major portion of the time communicating with, motivating, training and evaluating employees; planning and directing their work; and having the authority to hire, transfer, suspend, layoff, recall, promote, discharge, assign, reward or discipline subordinate employees or to effectively recommend such action.

EXAMPLES OF WORK PERFORMED:

(Note: The examples of work as listed in this class specification are not necessarily descriptive of any one position in the class. The omission of specific statements does not preclude management from assigning specific duties not listed herein if such duties are a logical assignment to the position. Examples of work performed are not to be used for allocation purposes.)

  • Motivates employee to improve the quality and quantity of work performed.
  • Plans workloads, workflows, deadlines, work objectives and time utilization with employees.
  • Evaluates employees through establishing evaluation criteria and responsibilities and meeting regularly with employees to ensure the pre-established criteria are met.
  • Trains employees in methods for performing an effective and efficient job.
  • Communicates on a regular basis with employees both individually and in staff meetings.
  • Directs the work of employees to ensure maximum use of time and resources.
  • Reviews documents to classify audits including prior years of tax returns, pertinent correspondence, balance sheets, and other applicable finance statements.
  • Plans, organizes, implements, and controls the audit assignment program to identify potential audit prospects in major taxes administered by the Department.
  • Consults with and assists field audit personnel concerning technical audit policies, procedures, and statutory issues relating to certain taxes administered by the Department and recommends the revision and establishment of audit procedures and techniques.
  • Researches and analyzes various records and documents to obtain audit lead prospects such as past audit history records, stratification files, industry periodicals, Internal Revenue Service Information, arrest records, and various industry reports; and analyzes requests for refunds for audit potential purposes.
  • Conducts post audit reviews of all corporation income sales and use, intangible, motor fuel, and all other tax audits, and issues correction memoranda where applicable; and conducts audit procedural tests.
  • Mathematically verifies computations of taxpayer adjusted tax liabilities and reviews supporting workpapers for compliance with statutes and regulations.
  • Determines if audits of taxpayer books and records are required; identifies major tax deficiencies; and establishes tentative audit priorities using statutory or dollar amount guidelines as parameters to determine audit priority designations.
  • Reviews audits to determine whether all areas have bee examined and that all adjustments are supported by proper documentation; ensures that all documents are complete and case files are properly assembled; and notes such items as excessive auditor time commitments, new or unusual issues, and actual depth of examination in comparison to potential.
  • Participates in the design and implementation of departmental policies and program leading to uniformity and equity in the treatment of taxpayers.
  • Develops, implements and directs a taxpayer assistance program which provides immediate response to taxpayer's inquiries.
  • Interprets tax law in order to provide guidance and direction to tax specialists and taxpayers.
  • Researches tax law, agency policies and procedures, proposed legislation, and other information sources to remain current with and knowledgeable of all taxes administered by the department.
  • Directs the documentary stamp and surtax stamp issuance and inventory control and the enforcement of associated security measures.
  • Performs analysis of core processes and develops recommendations to improve the efficiency and effectiveness of those processes.
  • Performs related work as required.

KNOWLEDGE, SKILLS AND ABILITIES:

(Note: The knowledge, skills and abilities (KSA's) identified in this class specification represent those needed to perform the duties of this class. Additional knowledge, skills and abilities may be applicable for individual positions in the employing agency.)

  • Knowledge of tax accounting or tax auditing methods, principles and procedures.
  • Knowledge of tax administration and tax education programs.
  • Knowledge of the methods of compiling and analyzing data.
  • Knowledge of program planning and evaluation techniques.
  • Knowledge of basic mathematics.
  • Ability to extract and disseminate tax information.
  • Ability to examine and audit financial records.
  • Ability to conduct technical research and prepare reports.
  • Ability to supervise people.
  • Ability to interpret and analyze tax laws.
  • Ability to prepare correspondence, pamphlets, booklets, brochures and/or other publications.
  • Ability to present information in a concise and organized manner.
  • Ability to understand and apply laws, rules, regulations, policies and procedures.
  • Ability to determine work priorities, assign work and ensure proper completion of work assignments.
  • Ability to communicate effectively.
  • Ability to establish and maintain effective working relationships with others.

MINIMUM QUALIFICATIONS

EFFECTIVE:

7/1/2001

HISTORY:

04/11/1995