Tax Technician Trainee 1 or Tax Technician 1
- Title: Tax Technician Trainee 1
- Location: Albany, NY
- Schedule: Monday-Friday
- Work hours: 8:30am-4:30pm
- Salary: $45,494 – $58,447
- Apply by: 05/18/2025
- Title: Tax Technician Trainee 2
- Location: Albany, NY
- Schedule: Monday-Friday
- Work hours: 8:30am-4:30pm
- Salary: $50,844 – $65,061
- Apply by: 05/18/2025
- Title: Tax Technician 1
- Location: Albany, NY
- Schedule: Monday-Friday
- Work hours: 8:30am-4:30pm
- Salary: $53,764 – $68,630
- Apply by: 05/18/2025
Minimum qualifications
For the Trainee 1:
- sixty college credits, including six in accounting, auditing, and/or taxation; or
- two years full time accounting, auditing, or tax examination experience
For the Trainee 2:
- sixty college credits, including six in accounting, auditing, and/or taxation and one year of full time accounting, auditing, or tax examination experience; or
- three years full time accounting, auditing, or tax examination experience
For the Tax Technician 1:
- sixty college credits, including six in accounting, auditing, and/or taxation and two years of full time accounting, auditing, or tax examination experience; or
- four years full time accounting, auditing, or tax examination experience
Job Duties
Under the supervision of a Tax Technician 2, the incumbent must be able to perform the following essential functions:
· Examine tax returns and associated forms and schedules during the course of a desk audit for accuracy of taxpayer data; compute any additional tax liability, interest or penalties due and any refunds due if applicable.
· Maintain proper case management to accurately complete a sufficient number of cases based on the complexity of the cases assigned. Prepare associated work papers, fact sheets and reports of findings.
· Develop and maintain a good working knowledge and practical application of tax law, regulations, audit guidelines, and Department procedures and policies, including Code of Conduct, Ethics practices, Internal Controls, Security and Confidentiality rules.
· Demonstrate effective communication skills, both orally and in writing, with taxpayers and their representatives; prepare professional correspondence, assessments and refund documents. Telephone contacts should be performed in a clear, tactful and professional manner.
· Communicate with supervisor and follow through on instructions received; inform supervisor of problems and collaborate with supervisor to resolve problems.
· Research court decisions, rulings, publications, and other reference materials to support decisions made in auditing taxpayer returns.
· Learn, maintain and update skills in computer technology; manipulate an alphanumeric keyboard to enter and retrieve data; use and navigate various software and mainframe applications.
· Develop and prepare reports, tax charts and reference materials as required.
· May be required to Advocate in cases at BCMS conferences and Small Claims Hearings. May participate at hearings as a witness for the Department and assist Office of Counsel in resolving disagreed cases.
· Adhere to all Department time and attendance rules and regulations