Revenue Tax Specialist

About the role

The Indiana Department of Revenue (DOR) seeks a skilled individual to join the Taxpayer Advocate's office. This position assists Indiana taxpayers with complex issues who have already contacted Customer Service or the Payment Services Division.

Responsibilities

• Provide technical and procedural assistance to taxpayers, taxpayer representatives, other divisions within agency, and other state agencies.
• Review accounts and properly apply payments to taxpayer accounts as needed.
• Conduct extensive research to resolve complex issues related to payments and/or returns for taxpayers, including research in DOR’s software and database applications for unpaid/unfiled tax liabilities.
• Create billings/liabilities in DOR’s software and database applications according to court orders.
• Abate penalties and interest accordingly.
• Audit Desk & TRIU: Work as part of the Department’s Taxpayer Risk Investigations Unit to deter, detect, and prevent tax fraud. Perform variety of duties related to the detection and prevention of identity theft/tax fraud. Research and analyze potentially fraudulent tax returns from a variety of sources concerning a variety of tax types.
• Bankruptcy: Provide technical assistance, knowledge, and research of information to ensure compliance with the Federal Bankruptcy Code and state laws and procedures, maximizing the State’s portion of distributions to mitigate collection losses, efficiently and effectively protect the interest of the Department within the bankruptcy proceedings, and address taxpayer’s bankruptcy-related issues.
• Audit Support: Assist auditors in preparation of audit workpapers, research, and computer system support to ensure customer accounts are correct and accurate.
• Taxpayer Advocate: Specialist in the Advocacy Office providing research and critical responses to disclosure requests and advocate cases that include hardship, offer in compromise, and highly technical and sensitive tax issues for all tax types. Perform a variety of auditing, control, and public assistance duties relative to the preparation, payment, and collection of various state taxes.
• Tax Practitioner Team: Specialist in Customer Service assisting on highly sensitive situations to our Tax Practitioner customers on client tax issues, researching and resolving complex tax issues that can include multiple tax types, accounts, and responsible office/shareholder on matters that may include any tax type administered by DOR.
• Team Lead: In assigned area, completing duties assigned that include performing extensive research and providing critical responses to the CSRs interacting with customers, de-escalating customer situations, providing training, feedback, and one-on-one coaching to their team.
• District Office Assistant Supervisor: A Team Lead to the team assigned at the District Office they report to. Includes performing extensive research and providing critical responses to the CSRs interacting with customers, de-escalating customer situations, providing training, feedback, and one-on-one coaching to a team. May also include following established procedures to open and close the walk-in center, reconciling payment batches, and taking funds to a local banking institution for deposit.

Requirements

• No degree is required. However, 6 years of experience in accounting, tax collection, finance, or customer service or a similar role may be considered.
• Extensive knowledge of state and federal tax laws, rules, and regulations applying to each of the several types of taxes.
• Specialized knowledge of accounting and auditing techniques used by businesses and industries.

Qualifications

• Individuals should have the ability to perform essential functions with or without reasonable accommodation.

Skills

• Strong communication skills.
• Ability to handle multiple tasks simultaneously.
• Attention to detail.
• Problem-solving skills.

Benefits

The State of Indiana offers a comprehensive benefit package for full-time employees which includes:

• Three (3) medical plan options (including RX coverage) as well as vision and dental plans.
• Wellness Rewards Program: Complete wellness activities to earn gift card rewards.
• Health savings account, which includes bi-weekly state contribution.
• Deferred compensation 457(b) account (similar to 401(k) plan) with employer match.
• Two (2) fully-funded pension plan options.
• A robust, comprehensive program of leave policies covering a variety of employee needs, including but not limited to: 150 hours of paid New Parent Leave and up to eight weeks of paid Childbirth Recovery Leave for eligible mothers.
• Up to 15 hours of paid community service leave.
• Covered vacation, personal, and sick leave time off.
• 12 paid holidays, 14 on election years.
• Education Reimbursement Program.
• Group life insurance.
• Free parking for most positions.
• Free LinkedIn Learning access.

What You'll Need For Success

• Extensive knowledge of state and federal tax laws, rules, and regulations applying to each of the several types of taxes.
• Specialized knowledge of accounting and auditing techniques used by businesses and industries.

Equal Employment Opportunity

The State of Indiana is an Equal Opportunity Employer and is committed to recruiting, selecting, developing, and promoting employees based on individual ability and job performance. Reasonable accommodations may be available to enable individuals with disabilities to complete the application and interview process as well as perform the essential functions of a role.