Position Summary:
Analyzes, investigates, and appropriately adjusts tax documents and payments for a variety of tax types; and locates and fixes the root cause of complicated problems in the tax system.
Supervision:
This position does not have direct reports.
This position may offer the ability to work remotely, within Arizona, based upon the department's business needs and continual meeting of expected performance measures.
- The State of Arizona strives for a work culture that affords employees flexibility, autonomy, and trust. Across our many agencies, boards, and commissions, many State employees participate in the State’s Remote Work Program and are able to work remotely in their homes, in offices, and in hoteling spaces. All work, including remote work, should be performed within Arizona unless an exception is properly authorized in advance.
Error Resolution
- Analyzes, investigates, and appropriately adjusts tax documents and payments for one tax type.
- Identifies. examines, and corrects tax documents and payments that the tax system failed to validate.
- Updates and/or amends standard operating procedures for specified tax type.
Research
- Conducts comprehensive research and communicates with taxpayers, team members, and supervisors in order to resolve return/payment errors.
Processing
- Processes low volume returns in the system.
Agency/Department Compliance & Continuous Improvement
- Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as: self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.
- Actively contributes to team and individual effectiveness through the following: -
- Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated.
- Completes all required training in a timely manner.
- Participates in assigned work teams as appropriate.
- May complete periodic metrics, projects, huddle boards and reports as requested.
- Prepares for and actively participates in 1:1 coaching with supervisor.
- Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement, and engages in continuous improvement efforts as assigned.
Other duties as assigned
Education & Experience
- Any combination that meets the knowledge, skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a relevant degree from an accredited college or university such as Associate’s Degree (e.g., A.A.), training, coursework, and work experience relevant to the assignment.
- Minimum of one year of related experience.
Licenses & Certifications
None
Knowledge/Understanding
- Working knowledge and understanding of banking credits and debits, accounting and taxation.
- Knowledge of the integrated tax system (TAS).
- Knowledge of statutes applicable to tax reporting.
- Knowledge of confidentiality requirements regarding tax information.
- Knowledge of return filing instructions and electronic filing requirements.
- Understanding of Federal and State laws, rules and regulations.
Skills
- Strong verbal, written, and listening communication skills.
- Strong mathematical skills to include addition, subtraction, multiplication, division, average, percentage and interest.
- Effective organization and time management skills with the ability to manage multiple projects simultaneously and work in high-pressure situations to meet deadlines.
- Effective interpersonal skills and demeanor.
- Proficient in the use of a PC in a Windows environment; in the use of the Internet; in the use of MS Office Applications such as Outlook, Word and Excel, PowerPoint; and in the use of Google Suite applications such as Gmail, Sheets, Docs, and Drive.
- Proficient in the use of tax reporting systems such as TAS.
Abilities
- Ability to clear a comprehensive background and clearance process that includes an Arizona tax compliance verification, and a criminal background check through the FBI via level one fingerprint clearance through the Arizona Department of Public Safety.
- Ability to analyze and evaluate taxpayer claims, and perform detailed examinations of state tax documents.
- Ability to provide guidance and transfer knowledge to other team members.
- Ability to work both independently and collaboratively as part of a team.
- Ability to perform tasks with precision and speed.
- Ability to work in a confidential manner, ensuring information is shared with internal and external individuals in an appropriate manner.
- Ability to understand and solve problems by applying basic analytical skills to include undertaking a process of information and data collection and analysis for integration purposes; Identifying and making sets of information and determining their relationships; codifying this data to detect trends and issues in the data and information in a logical and factual manner; making logical deductions from data; and identifying a solution for resolving the problem.
- Ability to learn and embrace Continuous Improvement, Six Sigma and/or LEAN.
- Willingness and ability to embody ADOR’s core values of Do the Right Thing, Commit to Excellence, and Care About One Another.
Additional Job Demands
- In the course of performing the essential duties one must be able to exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
- No substantial exposure to adverse environmental conditions (such as in typical office or administrative work.)
The final candidate will be required to abide by the the following pre-employment checks:
-Employment Verification and Reference Checks
-State and Federal Criminal Background Check, including fingerprinting
-Arizona Tax Filing Records Check
-If applicable, ASEDRA Authorized Driver Identification Check
If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver’s License Requirements.
All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).
The State of Arizona provides a world class comprehensive benefits package including:
-Paid time off for holidays, sick days, annual leave, military leave, bereavement leave, and civic duty leave
-Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
-A robust and affordable insurance plan that includes medical, dental, vision, life insurance, short-term, and long-term disability options.
-Higher education discounts for State employees and tuition reimbursement up to $5,250 per fiscal year, available to seek further career advancement or certification in Continuing Professional Education.
-Work-life balance and additional options for life betterment such as the Infant at Work Program, State Wellness Program, Public Transit Discounts, Alternate Work Schedules, and Telework opportunities.
By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.
Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page
Top ranked Arizona State Retirement System (ASRS) provides 100% employer matched contributions (enrollment eligibility will be effective after 27 weeks of State employment). ASRS provides a lifelong benefit based on years of service earned, or worked, and your ending salary. Learn more about ASRS at: https://www.azasrs.gov/content/new-and-prospective-members.
If you have any questions, need assistance, or would like to request a reasonable accommodation, please contact the ADOR Talent Team at talentgroup@azdor.gov.
*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.