Assists in planning, directing, and coordinating enforcement and collection activities for all tax types and assists taxpayers.
Positions in this class work under direct supervision. This class is intended for use at the journey level. Some positions in this class may have supervisory responsibilities.
Generates and answers telephone calls, emails, faxes, and letters related to enforced collection of delinquent accounts for multiple types of taxes. Assists with Outside Collection Agency case management, questions, and concerns as needed. Reviews courthouse records to determine if taxpayer owns property which is subject to levy and sale. Conducts seizure and sale of real and personal property for the satisfaction of outstanding tax liens. Assists taxpayers with lien documentation requests, questions concerning statewide lien registry, and processing electronic payments by phone or in person. Inventories and prepares confiscated property for sale. Serves/sends notice of levy on employers, banks, or debtors of taxpayers who fail to pay taxes. Audits and balances tax returns or payroll records to ensure accurate and proper completion in determining total tax liability. Investigates all business and professional establishments for privilege licenses, inspects for proper licenses, and when necessary issues citations for license violations. Performs complex audits to bring problems to closure. Coordinates collection activities through contact with field personnel and outside collection agencies, training in team-building skills, and quality control of collection inventory. Retrieves data from computer systems for interpretation, adjustments, and/or updating. Investigates possible liquor, beer, and wine tax violations. Collects and resolves debt, enforces tax law, and prioritizes accounts in collection status by determining magnitude of liability, history of delinquency, and potential for other unidentified liabilities while managing assigned case load. Leads special assignments and undercover operations including but not limited to festivals, coin operated devices, and admissions drives. Implements skip-tracing techniques to include locating current addresses and telephone listings. Performs extensive research for determining multiple tax liabilities, serving rules to show cause, and garnishment of wages. Performs revocation of agency licenses where applicable. Reviews accounts for penalty waiver requests and administers authorization to reduce or waive penalty within accepted guidelines. Assists taxpayers with technical questions and complex problems. Assists supervisor in reviewing work of other Revenue Officers for technical soundness and for compliance with applicable laws and regulations. Participates in training of Revenue Officers by serving as on-the-job instructor or classroom instructor. Serves as supervisor in the absence of supervisor and coordinator.
Knowledge of office practices, procedures, and equipment. Knowledge of laws, regulations, policies, and forms relating to state taxes. Knowledge of accounting, bookkeeping, and collection principles, practices, and techniques. Knowledge of computer systems regarding types of taxes administered in the assigned tax areas. Ability to effectively use skip-tracing methods to locate taxpayers and taxpayers’ assets. Ability to communicate effectively with the general public and to handle controversial matters tactfully. Ability to plan, organize, coordinate, and direct the work of Revenue Officer teams and special projects. Ability to establish and maintain effective working relationships with team members, co-workers, and field personnel.
An associate degree in a business-related field and relevant work experience. A bachelor's degree in a related field may be substituted for the required work experience.