NY HELPYes

AgencyTaxation & Finance, State

TitleTaxpayer Services Specialist 1 (NY HELPS)

Occupational CategoryOther Professional Careers

Salary Grade14

Bargaining UnitPS&T - Professional, Scientific, and Technical (PEF)

Salary RangeFrom $52198 to $66634 Annually

Employment Type Full-Time

Appointment Type Permanent

Jurisdictional Class Competitive Class

Travel Percentage 0%

Workweek Mon-Fri

Hours Per Week 37.5

Workday

From 9 AM

To 5 PM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? No

Telecommuting allowed? No

County Albany

Street Address WA Harriman State Office Campus

City Albany

StateNY

Zip Code12227

Minimum Qualifications The ability to fill this position is subject to DOB guidelines for processing personnel transactions. Note: A budget waiver is not required to fill positions via transfer to lateral or downward level positions within the same Department or to change line items within the same funding source. The selected candidate must be eligible for appointment in accordance with the provisions of the Civil Service Law, Rules, and Regulations.

If mandatory rehiring lists exist for this title, appointment other than reassignment must be made from these lists. If there are no acceptors from these lists, appointment may be made using the following:

Eligibility for appointment:
a) New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS)
b) Employees who are currently serving in the same title are eligible for reassignment without change in title or status;
c) Candidates reachable on the appropriate eligible list for this title and location;
d) Employees eligible for transfer.
e) This position may be filled as a two-year traineeship

This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).

For the duration of the NY HELPS Program, this title maybe filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply. At this time, agencies may recruit and hire employees by making temporary appointments. In June 2024, if a temporary NY HELPS employee is satisfactorily performing in the position, the appointment will be changed from temporary pending Civil Service Commission Action to permanent non-competitive and the official probationary period will begin.

At a future date (within one year of permanent appointment), it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in a NY HELPS title, employees may take part in any promotion examination for which they are qualified.

NON-COMPETITIVE MINIMUM QUALIFICATIONS:
· Taxpayer Services Specialist Trainee 1
Associate’s degree or completion of 60 semester credit hours

· Taxpayer Services Specialist Trainee 2
Associate’s degree or completion of 60 semester credit hours and one year of experience testing tax processing systems and/or resolving tax return processing errors.

· Taxpayer Services Specialist 1
An associate’s degree or completion of 60 semester credit hours and two years of experience testing tax processing systems and/or resolving tax return processing errors.

Please send your resume and unofficial transcripts.

Duties Description The Office of Professional Responsibility (OPR) registers and provides continuing education for tax return preparers and facilitators annually and identifies and disciplines tax return preparers who fail to meet regulatory standards.

Under the supervision of the manager of the Office of Professional Responsibility, the incumbent will answer complex questions and provide technical assistance for the day-to-day activities of OPR using departmental systems. Duties include, but are not limited to, the following:

· Assist taxpayers or their representatives by responding to written or telephone inquiries and protests relating to registration, education, or OPR enforcement actions.

· Effectively communicate the resolution of the inquiry or protest with taxpayers or their representatives.

· Process tax preparer and facilitator registration exceptions.

· Understand and logically explain complex technical requirements and provisions to taxpayers and/or their representatives.

· Read, understand and apply laws, procedures, rules, regulations, and guidelines where clear precedents and detailed direction exist.

· Manipulate an alphanumeric keyboard and use a PC to enter data, produce reports, access files and databases.

· Demonstrate strong, professional, respectful communication skills, both verbally and in writing.

· Demonstrate acceptable knowledge and skill in the use of prescribed software, department systems, and other tools to effectively complete assignments.

· Access pertinent information from various tax department systems.

· Work independently and exercise good judgment in monitoring multiple work assignments with minimal supervisory oversight.

· Demonstrate initiative, self-motivation, a strong work ethic, a commitment to the success of assignments with a strong attention to detail, and the ability to work well in a team environment.

· Complete special projects as needed.

· Ability to advocate cases at BCMS conferences and Small Claims Hearings and participate at hearings as a witness for the Department and assist Office of Counsel in resolving disagreed cases. This may require some overnight travel and the use of public or private transportation.

· Adhere to the Department rules and policies including Code of Conduct, ethical practices, time and attendance rules and regulations.

Skills:
· Strong ability to use Microsoft Excel and Word;
· Strong oral and written communications skills;
· Willingness to learn new computer technologies;
· Ability to learn quickly;
· Excellent communication skills; and
· Ability to handle multiple priorities.

Additional Comments Work hours and telecommuting to be discussed at the interview.


New York State is an equal opportunity employer. It's the policy of the state of New York to provide for and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination on the basis of age, race, color, religion, disability, national origin, gender, sexual orientation, marital status, or an arrest or criminal conviction record unless based on a bona fide occupational qualification or other exception.

Some positions may require additional credentials or a background check to verify your identity.

Name Heather Montanaro

Telephone 518-457-2900

Fax

Email Address tax.sm.External.Application@tax.ny.gov

Address

Street W A Harriman State Office Campus

City Albany

State NY

Zip Code 12227

Notes on ApplyingQualified candidates should copy the below web address into your browser to complete the online application for the Department of Tax and Finance. Within the application you will attach your cover letter, resume, and transcripts.

https://www7b.tax.ny.gov/HELP/gateway/HELP.home

Current NYS employees may be contacted to verify their Social Security Number.