Revenue Tax Specialist 3

Revenue Tax Specialist 3

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Revenue Tax Specialist 3

Salary

$3,649.00 – $7,157.00 Monthly

Location

Baton Rouge, LA

Job Type

Classified

Job Number

TCI-10824-JD

Department

Revenue-Office of Revenue

Division

Taxpayer Compliance – IIT

Opening Date

10/08/2024

Closing Date

10/13/2024 11:59 PM Central

Description

Benefits

Questions

Supplemental Information

The Louisiana Department of Revenue (LDR) is responsible for fairly and efficiently collecting state tax revenues to fund public services, to regulate charitable gaming and the sale of alcoholic beverage and tobacco, and to support state agencies in the collection of overdue debts. Collectively, each program, unit, division and group work together to provide the core services to taxpayers of the State of Louisiana and stakeholders of the agency. LDR is comprised of the following groups: Tax Collection, Charitable Gaming, Alcohol and Tobacco Control (ATC), Debt Recovery, and Louisiana Tax Free Shopping Commission.

The Taxpayer Compliance Income Division is responsible for maximizing taxpayer compliance by defining and implementing procedures for income tax returns and refunds including the individual, corporate, franchise, fiduciary and composite partnership income taxes. This includes examinations of returns and supporting documentation to verify compliance with tax laws prior to the issuance of any bill or refund, the adjustment of returns and taxpayer accounts and the approval or denial of refunds. The division also manages the Tax Credit Registry and the Discovery Audit Program which utilizes third party data to identify and assess nonfliers and under-reporters.

JOB DUTIES AND RESPONSIBILITIES:

The incumbent will audit selected returns and refunds by analyzing taxpayers accounts and supporting documentation to resolve technical tax and system issues to determine the correct liability and verify tax compliance.

The incumbent will adjust taxpayers accounts, authorize or recommend issuance of any refund due (depending on refund size) or deny the refund where appropriate.

This process includes: Inspect invoices, schedules and certifications submitted by taxpayers to determine qualification for tax credits and exemptions.

Inspect federal returns to insure that the taxpayer’s state filing is in agreement with the federal filing.

Prepare spreadsheets to verify calculations, manipulate data, reconcile credits, and document the details of net operating losses, loss carry backs, loss carry forwards, liabilities and overpayments.

Analyze multiple tax periods to verify and reconcile net operating loss carry backs and carry forwards.

Identify entity type related compliance issues where income or credits are reported from a flow-thru entity. (limited liability corporations, limited liability partnerships, regular partnerships, and subchapter S corporations)

Evaluate the validity of credits, deductions, and exemptions claimed considering the tax type and filing status of the taxpayer and determine if the amounts claimed are reasonable considering the reported tax base.

Review third party documents from other agencies to verify the applicability of certain tax credits.

Analyze tax returns filed in other states to verify that the taxpayer is claiming the correct credit on their Louisiana return.

Confer and correspond with taxpayers and/or their representatives including bookkeepers, CPAs, attorneys and Corporate Officers concerning audit findings and account issues.

How to Apply :

Please click on the below link to learn more about this position:

Revenue Tax Specialist 3 (https://apps01.civilservice.louisiana.gov/asp/onestopjobinfo/DisplayJobSpec.aspx?JobCode=170130)

Note regarding the advertised pay range: The maximum amount listed is the maximum salary a person can make over their career NOTthe maximum amount we are allowed to pay a new hire .

To view other vacancies at the Louisiana Department of Revenue, please click here (https://www.governmentjobs.com/careers/louisiana/ldr) .

No Civil Service test score is required in order to be considered for this vacancy.

Applications will be rejected if the applicant fails to meet the minimum qualifications, submits an incomplete application or fails to apply by the closing date of the announcement.

Applicants qualifying based on college training or receipt of a baccalaureate degree will be required to submit an official college transcript to verify credentials claimed prior to appointment. You must attach a copy of your transcript(s) to your application to verify the six (6) semester hours in any of the following: accounting, business, economics, finance, information systems management, or quantitative methods that this position requires. The selected candidate will be required to submit original documentation upon hire.

If you are applying for a position which requires a baccalaureate and/or masters degree you may apply 90 days prior to receipt of your degree however the effective date of the appointment cannot be prior to your graduation date. Please contact the HR representative listed below to ensure that your application is accepted as eligible.

To apply for this vacancy, click on the “Apply” link above and complete an electronic application, which can be used for this vacancy as well as future job opportunities. Applicants are responsible for checking the status of their application to determine where they are in the recruitment process. Further status message information is located under the Information section of the Current Job Opportunities page.

Resumes WILL NOTbe accepted in lieu of completed education and experience sections on your application. Applications may be rejected if incomplete.

For further information about this vacancy contact:

Jennifer Duncan

Louisiana Department of Revenue

Human Resources Division

P.O. Box 66378

Baton Rouge, LA 70896

jennifer.duncan@la.gov

The Louisiana Department of Revenue is an Equal Opportunity Employer

Louisiana is a State as A Model Employer for People with Disabilities

VACANCY INFORMATION:

This posting may be used to fill vacancies in other divisions available within the Louisiana Department of Revenue within 90 days of the closing date.

This position may be filled as a:

· Probational Appointment

· Job Appointment

· Promotion (open to all statewide classified and agency wide permanent status employees)

· Detail to Special Duty

Current permanent status classified state employees may be required to accept a Probational appointment if selected. If filled as a Job Appointment, there is a possibility that this position may be converted to a Probational Appointment should funding become available.

This position will be domiciled in East Baton Rouge Parish. Applicants must select this parish on their application to indicate that they are available to work in the parish of this vacancy.

A Tax and Natural Disaster Clearance will be conducted on all selected applicants to validate the timely submission of tax returns and payments. It is a requirement that all Revenue employees must adhere to all tax laws of the State of Louisiana.

LA R.S.15:587.5, 587.6 and the IRS require the Louisiana Department of Revenue to conduct a criminal history records check of a prospective employee who will access federal tax information to perform job duties. Any applicant who receives and accepts a conditional offer of employment will require a completed criminal history records check prior to his or her first day of work.

Minimum Qualifications

MINIMUM QUALIFICATIONS:

A baccalaureate degree with six semester hours in any of the following: accounting, business, economics, finance, management, information systems management, or quantitative methods, plus two years of professional level experience in accounting, administrative services, financial auditing, management analysis, tax accounting, tax audit review, tax auditing, tax collection, tax enforcement, tax law, tax systems work, or tax payer assistance.

SUBSTITUTIONS (FOR THE BACCALAUREATE DEGREE ONLY):

Six years of full-time work experience in any field may be substituted for the required baccalaureate degree.

Candidates without a baccalaureate degree may combine work experience and college credit to substitute for the baccalaureate degree as follows:

A maximum of 120 semester hours may be combined with experience to substitute for the baccalaureate degree.

30 to 59 semester hours credit will substitute for one year of experience towards the baccalaureate degree.

60 to 89 semester hours credit will substitute for two years of experience towards the baccalaureate degree.

90 to 119 semester hours credit will substitute for three years of experience towards the baccalaureate degree.

120 or more semester hours credit will substitute for four years of experience towards the baccalaureate degree.

College credit earned without obtaining a baccalaureate degree may be substituted for a maximum of four years full-time work experience towards the baccalaureate degree. Candidates with 120 or more semester hours of credit, but without a degree, must also have at least two years of full-time work experience to substitute for the baccalaureate degree.

A masters degree will substitute for one year of the required experience. Possession of designation as a Certified Public Accountant or CPA will substitute for one year of the required experience. Possession of a current license to practice law in Louisiana will substitute for the two years of required experience.

NOTE:

There can be no substitution for the required semester hours.

NOTE:

Any college hours or degree must be from an accredited college or university.

Job Concepts

Function of Work:

To perform complex in-house audits of tax returns, including sales, excise, corporate/business, severance, bankruptcy, etc.

Level of Work:

Advanced.

Supervision Received:

General from Revenue Tax Specialist Supervisor or higher-level personnel.

Supervision Exercised:

None.

Location of Work:

Department of Revenue.

Job Distinctions:

Differs from Revenue Tax Specialist 2 by the presence of more complex responsibilities as defined in the Allocation Criteria Memo.

Differs from Revenue Tax Specialist Supervisor by the absence of responsibility for direct supervision of Revenue Tax Specialists.

Examples of Work

EXAMPLES BELOW ARE A BRIEF SAMPLE OF COMMON DUTIES ASSOCIATED WITH THIS JOB TITLE. NOT ALL POSSIBLE TASKS ARE INCLUDED.

Audits filed tax returns and supporting documentation to ensure compliance with applicable State laws, based on the specific tax being audited.

Calculates penalties and interest as necessary, and makes appropriate adjustments to taxpayers accounts.

Reviews applications for credits, exemptions, lower tax rates, and/or penalty waivers; determines eligibility and issues authorizations for such.

Issues bills, warrants, and/or liens in order to collect taxes owed; releases such measures once taxes are collected.

Confirms refund amounts, processes and issues refunds through computer tax system.

Research and resolves discrepancies regarding such issues as incorrect taxpayer address, bank errors, returned refunds, etc; reissues refund checks as needed.

Louisiana State Government represents a wide variety of career options and offers an outstanding opportunity tomake a differencethrough public service. With an array of career opportunities in every major metropolitan center and in many rural areas, state employment provides an outstanding option to begin or continue your career.

As a state employee, you will earn competitive pay, choose from a variety of benefits, and have access to a great professional development program:

Insurance Coverage More information can be found at https://info.groupbenefits.org/

Parental Leave– Up to six weeks paid parental leave

More information can be found athttps://www.civilservice.louisiana.gov/Parental-Leave/Default.aspx

Holidays and Leave – State employees receive the following paid holidays each year:

New Years Day

Martin Luther King, Jr. Day,

Mardi Gras,

Good Friday,

Memorial Day,

Independence Day,

Labor Day,

Veterans Day,

Thanksgiving Day and Christmas Day.

Additional holidays may be proclaimed by the Governor

State employees earn sick and annual leave which can be accumulated and saved for future use. Your accrual rate increases as your years of service increase.

Retirement – State of Louisiana employees are eligible to participate in various retirement systems (based on the type of appointment and agency for which an employee works). These retirement systems provide retirement allowances and other benefits for state officers and employees and their beneficiaries. State retirement systems may include (but are not limited to):

Louisiana State Employees Retirement System (www.lasersonline.org). LASERS has provided this video (https://lasersonline.org/wp-content/uploads/2016/07/YourRetirementSystem.mp4) to give you more detailed information about their system

Teachers Retirement System of Louisiana (www.trsl.org),

Louisiana School Employees Retirement System (www.lsers.net), among others

01

Do you have any close friend(s) and/or family member(s) who currently work for La Department of Revenue? If so, please list their name(s) and relation to you. If not, please enter “N/A”.

02

LA. R.S.15:587.5, 587.6 and the IRS require the Louisiana Department of Revenue (“LDR”) to conduct a criminal history records check of a prospective employee who will access federal tax information to perform his job duties. If you are given a conditional offer of employment, a criminal history records check will occur before your first day of work. The check requires submission of your fingerprints that will be run through national and state databases to determine if any criminal offenses are connected to your name. Your name will also be run through local databases to check the same. After that, you will be subject to these checks, at minimum, every 5 years during your employment at LDR. Check the “Yes” box below to show your understanding of this information.

Yes

No

03

Have you earned a baccalaureate degree from a Regionally Accredited College or University?

Yes

No

04

Are you expected to graduate with your Bachelors or Master Degree in the next 90 days?

Yes

No

05

If you answered yes to the previous question, please list your degree and your anticipated graduation date. All information must be submitted to be considered.

06

Have you earned six (6) semester hours in any of the following: accounting, business, economics, finance, information systems management, or quantitative methods from a Regionally Accredited College or University?

Yes

No

07

LDR-If you answered “Yes” to the previous question, please type each course name, semester hours earned and the Accredited University. If you answered “No”, type N/A. Example: ACCT 2001 – Introduction to Financial Accounting – 3hrs – LSU NOTE: Failure to list all specific courses may result in your application being considered incomplete. Responses such as “see transcript” or “I have a Bachelors in Accounting” are not acceptable. Official transcripts will be required prior to hire date if you are selected for this position, however comprehensive transcripts should be attached to this application.

08

Have you attached a copy of your transcript(s) to this application? Failure to do so will result in your application not being considered for this vacancy.

Yes

No

09

Which taxes administered by LDR do you have prior work experience with? If none, please enter “N/A.” If “yes” please describe.

10

Do you possess a designation as a Certified Public Accountant?

Yes

No

11

If you answered yes to the previous question, please list the license number, issue date, and expiration date. If no, please type N/A.

12

Do you possess a current license to practice law in Louisiana?

Yes

No

13

If you answered yes to the previous question, please list your Bar Roll Number and the original issuance date of your license (mm/yy). If you answered no to the question above, please type “N/A”.

Required Question

Agency

State of Louisiana

Address

For agency contact information, please refer to

the supplemental information above.

Louisiana State Civil Service, Louisiana, 70802

Phone

(866) 783-5462

Website

http://agency.governmentjobs.com/louisiana/default.cfm

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