Tax Examiner V

Agency Overview: The Department of Revenue's core mission is to collect the revenues required to support the business of the Commonwealth, to make a difference in the lives of children by enforcing the financial responsibilities of parenthood, and to assist Massachusetts cities and towns in sound and efficient fiscal management.

Vision Statement: Our vision is to conduct our operations in a manner that inspires public confidence in government by administering and enforcing tax, child support and municipal finance laws in ways that are innovative, customer-focused, and transparent.

Division Overview: The Resolution Division works with taxpayers, practitioners, and the other Tax Administration Divisions to address issues that could not be resolved in the Tax Division or Operations Division. This includes making decisions on abatement claims, resolving disputes, and working with taxpayers on problem cases.

The Problem Resolution Office (PRO) is part of the Resolution Division. PRO is responsible for addressing complicated tax issues that have not been resolved through normal administrative channels within DOR. PRO also helps resolve tax matters referred by the Commissioner of Revenue, the Governor's Office, and other elected officials. PRO responds to inquiries from other DOR employees regarding their own tax and/or child support matters. This Office serves in a sentinel role in ensuring that DOR meets its core mission of providing firm, fair, and effective administration of the Commonwealth statutes. The work of this office directly impacts the methods and procedures utilized by the entire agency.

Job Summary:

The PRO Tax Examiner V supervises the PRO tax unit to provide one-stop-shopping to our customers at the initial point of contact through the highest level of professional service. This position:

• Represents DOR as needed either through in-person customer service or outreach;
• Establishes group work plan and assigns work according to identified priorities;
• Ensures appropriate coverage for telephone operation;
• Assigns, monitors, and reviews employee casework to ensure accurate and timely completion;
• Works with staff to include handling cases that escalate;
• Identifies and communicates to management problems including systemic, tax related, procedural and/or operational with recommendations to include training needs;
• Communicates and ensures compliance with Agency and Bureau policies and procedures;
• Ensures employees are engaged in assigned activities and are resolving issues accurately and professionally;
• Assist in resolving issues raised by government officials;
• Interprets and communicates appropriate provisions of statute, rulings, regulations, policies, and procedures; adheres to all personnel policies and procedures;
• Conducts employee performance evaluations, performs related tasks as requested

Preferred Qualifications

• Ability to analyze and determine the applicability of tax data to draw conclusions and make appropriate recommendations.
• Ability to write concisely, to express thoughts clearly, and to develop ideas in logical sequence.
• Ability to exercise discretion in handling confidential information.
• Ability to adjust to changing situations to meet changing program requirements.
• Ability to establish and maintain harmonious working relationships with others.
• Ability to supervise, including planning and assigning work according to the nature of the job to be accomplished, the capabilities of subordinates and available resources, controlling work through periodic reviews and/or evaluations, determining subordinates’ training needs and providing or arranging for such training, motivating subordinates to work effectively, determining the need for disciplinary action and either recommending or initiating disciplinary action.

First consideration will be given to those applicants that apply within the first 14 days.

MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) five years of full-time, or equivalent part-time, professional experience in accounting, auditing or tax examining work, of which (B) at least one year must have been in a supervisory, administrative or managerial capacity, or (C) any equivalent combination of the required experience and the substitutions below.

II. A Graduate degree with a major in accounting, business administration or business management may be substituted for a maximum of three years of the required experience.*

• Education toward such a degree will be prorated on the basis of the proportion of the requirements actually completed.

SPECIAL REQUIREMENTS: Based on assignment, possession of a current and valid Massachusetts Class D Motor Vehicle Operators License may be required.

Comprehensive Benefits

When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.

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