Job Description

Department

Department of Revenue

Division

Accounting/Finance

Salary

$52,062.00 - $57,606.00

Job Profile

JC-02687100-26 - Taxpayer Assistance Representative (C94 L2448 DOA DOC Public Safety DOR)

Scheduled Work Days & Work Hours

Monday - Friday; 8:30am - 4:00pm

Standard 35.0

Restricted/Limited to the Leave of The Prior Incumbent

Division: Taxation - Customer Service

Job Requisition Number

JR104160 TAXPAYER ASST REP (Open)

Pay Grade

C00318 A

Classification

Taxpayer Assistance Representative

Class Definition

GENERAL STATEMENT OF DUTIES: To provide assistance and authoritative information regarding state tax laws to taxpayers and their representatives by telephone, correspondence or in person; to interview taxpayers and their representatives in order to determine the nature of their tax problems and to advise as to the best solution to those problems; and to do related work as required.

SUPERVISION RECEIVED: Works under the general supervision of a superior from whom assignments are received with some instructions; work is reviewed and evaluated at completion based on the results obtained and on conformance to the laws, regulations and procedures pertaining to the various taxes for which the Division is responsible.

SUPERVISION EXERCISED: None.

ILLUSTRATIVE EXAMPLES OF WORK PERFORMED:

• To provide technical assistance to taxpayers in areas of Rhode Island personal income tax including, but not limited to, resident status, non-resident and partial year resident filing requirements, estimated tax, servicemen’s filing requirements, withholding tax requirements, property tax relief credit and other tax credits.
• To provide technical assistance to taxpayers in areas of the Rhode Island business corporation taxes such as, but not limited to, estimated filing requirements, due dates and other areas of state taxation such as those involved with the sales and use tax.
• To prepare or help taxpayers prepare current, delinquent or amended returns including all supporting attachments such as forms, statements, schedules, affidavits and explanations and to analyze copies of returns, schedules and transcripts of accounts necessary to assist the taxpayer.
• To advise taxpayers concerning their rights to file claims and to assist taxpayers in the effective preparation of such claims.
• To explain the requirements for and to assist taxpayers in preparing applications for extensions of time to file various tax returns.
• To assist taxpayers in answering requests from tax officials for information, particularly when such requests for information or clarification are made in order to perfect unprocessible returns.
• When taxpayer service workload permits, to perform duties in such areas as collections or audits which are commensurate with the duties above.
• To do related work as required.

REQUIRED QUALIFICATIONS FOR APPOINTMENT:

KNOWLEDGES, SKILLS AND CAPACITIES: A working knowledge of and the ability to interpret and rapidly recall various state tax laws, regulations, practices and procedures; the ability to meet and deal with taxpayers and their representatives, including stressful situations involving adverse actions on the part of the Division; the ability and judgement to insure that the tax laws, regulations and procedures are interpreted with consistency and equity for all taxpayers; the ability to prepare taxpayer's returns; a familiarity with the basic working of data retrieval systems related to computer processing and the ability to interpret the data so retrieved; and related capacities and abilities.

EDUCATION AND EXPERIENCE:

Education: Such as may have been gained through: graduation from a college of recognized standing; and

Experience: Such as may have been gained through: employment in a governmental agency or in the private sector which involved working with the public or the preparation and filing of tax returns and/or reports of individuals, partnerships or corporations.

Or, any combination of education and experience that shall be substantially equivalent to the above education and experience.

Supplemental Information

Benefits

For information regarding the benefits available to State of Rhode Island employees, please visit the Office of Employee Benefits' website at http://www.employeebenefits.ri.gov/.

Also, be advised that a new provision in RI General Law 35-6-1 was enacted requiring direct deposit for all employees. Specific to new hires, the law requires that all employees hired after September 30, 2014 participate in direct deposit. Accordingly, any employee hired after this date will be required to participate in the direct deposit system. At the time the employee is hired, the employee shall identify a financial institution that will serve as a personal depository agency for the employee.