An incumbent in this class is responsible for managing and directing the Bureaus of Personal Tax Systems, Taxpayer Assistance, Personal Income Tax Audits and Investigations, and Tax Collections for Business, Personal and Corporate taxes.
Supervises 4 managerial employees and 75-90 supervisory, professional, technical and clerical staff.
Oversees a workforce of 25-40 seasonal workers.
Nature and Scope
The class incumbent reports to the Director of Revenue. The incumbent is responsible for all aspects of the personal income tax processing, personal income tax refunding, contributions to special funds, the refund off-set programs, special fund collection of public accommodations and petroleum tax, audit functions and taxpayer communications and education, and the collection of business, personal and corporate taxes. The incumbent manages contractual agreements for the collection of taxes and credit card payment. Responsibilities include development of exchange programs with other tax enforcement agencies both within and out of state. A significant aspect of the work involves interaction with the Internal Revenue Service as disclosure officer. The incumbent is also responsible for developing goals and objectives for the various sections and ensuring managers have the resources to effectively manage operations.
Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
Directs the overall operations of the reporting bureaus by developing goals/objectives and performance measures.
Oversees/authorizes the development and implementation of new or revised audit and investigative programs, collection tools and tax processing programs.
Participates in the analysis of current tax law to identify potential obstacles to economic development in the State and drafts proposed changes to overcome these difficulties.
Oversees the operations of contractual collection of taxes, negotiates new contractual terms and determines conformance with same.
Oversees/participates in the development and implementation of programs to improve taxpayer communications and educate tax payers and tax professionals regarding the State's tax laws and audit programs.
Conducts meetings with taxpayers prior to any formal or administrative appeal in order to explain the Division's position and to seek resolution of the issue.
Provides guidance and general direction to staff, evaluates performance based on conformance with mission of Division.
Knowledge, Skills and Abilities
The intent of the listed knowledge, skills and abilities is to give a general indication of the core requirements for all positions in the class series; therefore, the KSA’s listed are not exhaustive or necessarily inclusive of the requirements of every position in the class.
Knowledge of Federal and State tax laws, rules, regulations and legal interpretations.
Knowledge of accounting and auditing principles/practices.
Knowledge of finance principles/practices.
Knowledge of managerial principles/practices.
Knowledge of tax processing practices/procedures.
Skill in the interpretation and application of complex tax laws.
Ability to apply information system principles/practices to the management and operation of tax processing, auditing and collection programs.
Ability to plan, direct, and evaluate the work of staff.
Ability to communicate effectively with staff, general public, and tax professionals.
Ability to analyze current tax policies and law in order to assess impact and equity.
JOB REQUIREMENTS for Assistant Director Personal Taxes & Account Services Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
Possession of a Bachelors degree or higher in Accounting, Business Administration, Economics, Finance, Business Management, Computer Information Systems or related field.
Three years experience in auditing financial records and documents in accordance with Generally Accepted Auditing Standards, including assessment of internal and external controls.
Three years experience in analyzing personal or business records to determine tax liability in accordance with federal or state tax laws, rules, regulations, standards, policies and procedures.
Three years experience in interpreting federal tax code.
Three years experience in operations management which includes planning, directing, coordinating, controlling and evaluating operations typically through subordinate supervisors.
Six months experience in managing information systems.
Knowledge of budget administration which includes managing, developing, analyzing and implementing budgets; developing strategic plans and establishing internal control.