Senior Refunds Specialist

Only candidates who hold a permanent Principal Administrative Associate civil service title, are reachable on the Principal Administrative Associate Civil Service Exam No. 1128, or are permanent in a comparable civil service title eligible for a 6.1.9 title change may be considered. Include your Employee Identification Number (EIN) when applying and indicate your permanent civil service title or list number for Exam No. 1128 in your cover letter.

About the Role

The NYC Department of Finance (DOF) administers the city’s tax revenue laws to ensure fairness, efficiency, and transparency while providing exceptional customer service. The Treasury and Payment Services Division oversees all City payment websites, payment processing for tax returns, property recording forms, parking violation programs, and the collection of delinquent accounts. It also manages the City’s cash balances and banking relationships, as well as collecting outstanding violations adjudicated by the Environmental Control Board.

The Payments, Billing, and Refunds Unit processes payments for property taxes, business and excise taxes, and parking violations. It communicates amounts due, maintains departmental records, and provides customer service for payment and refund inquiries. The Refunds Unit specifically processes refunds for property taxes, business and excise taxes, 1127 taxes, and parking summons violations. It also handles account adjustments, credit card chargebacks, REAP cases, public refund inquiries, annual disbursements for Business Improvement Districts (BIDs), and bank reconciliations for five refund accounts.

Responsibilities

• Process and approve property and/or parking refund requests submitted via mail and electronically.
• Research requests from individuals and financial institutions regarding misapplied or incorrectly posted payments.
• Review credit card and chargeback disputes.
• Process account and tax adjustments.
• Conduct testing for the Property Tax System (PTS) as requested by the Unit's PTS Senior Project Manager.
• Respond to customer service inquiries for both 311 and CRM.
• Research cases from the Office of the Taxpayer Advocate (OTA).
• Handle special projects as requested by management.

Requirements

A baccalaureate degree from an accredited college and three years of satisfactory full-time progressively responsible clerical/administrative experience, one year of which must have been in an administrative capacity or supervising staff performing clerical/administrative work of more than moderate difficulty; or

An associate degree or 60 semester credits from an accredited college and four years of satisfactory full-time progressively responsible clerical/administrative experience, including one year of the administrative supervisory experience described above; or

A four-year high school diploma or its educational equivalent and five years of satisfactory full-time progressively responsible clerical/administrative experience, including one year of the administrative supervisory experience described above.

Education and/or experience equivalent to the above may be considered, but all candidates must possess the one year of administrative or supervisory experience described. Education above the high school level may substitute for general clerical/administrative experience (but not the one year of administrative or supervisory experience) at a rate of 30 semester credits for 6 months of experience, up to a maximum of 3½ years.

Preferred Skills

• Excellent verbal and written communication skills.
• Strong research and analytical skills.
• Demonstrated ability to work independently and multitask.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Experience with PTS and STARS is a plus.

Benefits

• This position may be eligible for remote work up to 2 days per week under the Remote Work Pilot Program.
• Eligibility for federal loan forgiveness programs and state repayment assistance programs (see U.S. Department of Education’s website).
• New York City residency is generally required within 90 days of appointment, with exceptions for certain City employees.

Pay

$61,656.00 – $70,904.00

This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Indicate interest in the 55-a Program at the top of your resume and cover letter.