Tax Examiner I - Discovery.

The mission of the Colorado Department of Revenue (CDOR) is to become a trusted partner to every Coloradan, helping them navigate the complexities of government so they can thrive. Our core values of service, teamwork, accountability, integrity, and respect drive us. The Department’s vision is to empower businesses and individuals through quality customer service, innovation, and collaboration. We celebrate diversity and support an equitable and inclusive culture.

Benefits

• PERA retirement benefits including PERA Defined Benefit Plan, PERA Defined Contribution Plan, plus 401K and 457 plans
• Medical, Dental, and Vision insurance coverage
• Automatic Short-Term and Optional Long-Term Disability Coverage
• Life and AD&D Insurance
• Flexible Spending Accounts (FSAs)
• Family Medical Leave Act (FMLA) job protection and State of Colorado Paid Family Medical Leave (PFML)
• 11 Paid Holidays Annually and Accrued Annual and Sick Leave
• Variety of discounts on services and products available through the State of Colorado's Work-Life Employment Discount Program

About the role

The Taxation Division promotes voluntary compliance with all tax laws through information, education, assistance and customer service. A Tax Examiner reviews tax returns for accuracy and completeness, ensures the tax return can be processed as filed, resolves errors and contacts taxpayers to obtain any missing information. Tax Examiners can be responsible for analyzing accounting files, issuing refunds or bills, calculating penalty and interest, collecting delinquent taxes, handling taxpayer complaints, adjusting for discrepancies and working with other taxing authorities such as the Internal Revenue Service, local municipalities or agencies in another state.

We're hiring a customer service oriented and analytical minded individual to be our Tax Examiner I in our Discovery unit in the Taxation Division. You will analyze tax assessments and contact taxpayers regarding any issues with their account. Use your attention to detail when reviewing accounts and data systems. Your excellent communication skills will allow better understanding when contacting taxpayers and explaining issues.

Responsibilities

• Taxation Analysis and Processing
  • Analyze accounts, tax return adjustments, assessments or documentation against Colorado Statutes, regulations, rulings and tax guidelines.
  • Ensure metrics and data are up to date and accurate.
  • Research issues and make corrections.
  • Process, audit and adjust accounts and information in the system.
  • Resolve taxpayer issues and examine new documentation and update systems with changes.
  • Identify fraudulent refund claims based on Discovery criteria.
• Customer Support
  • Educate, troubleshoot and assist customers by answering tax questions and determining the necessary guidance or course of action.
  • Respond to customers via web messaging, emails, letters and phone.
  • De-escalate customers by problem solving and providing appropriate solutions.

This position occasionally reports to the Howard Office for training.

Requirements

• This posting is only open to residents of the State of Colorado at the time of submitting your application.
• High school diploma or General Education Diploma (GED).
• Two (2) years of experience in an occupational field related to the work assigned to the position.
• Additional appropriate education will substitute for the required experience on a year-for-year basis.
• Document experience in your application in detail, as your experience will not be inferred or assumed.

Preferred Qualifications

• State experience with GenTax software.
• Proficient with Microsoft Word and Excel.
• Previous experience with tax knowledge.
• Attention to detail.
• Experience in a customer service role.
• Analytical skills.

Conditions of Employment

• Employees are in a position of public trust and must operate in a manner that maintains the highest standards of honesty, integrity, and public confidence.
• As a condition of employment, all personnel must file all necessary Colorado Individual Income Tax (CIIT) returns and pay tax obligations. All employees must undergo a pre-employment evaluation of their tax records/accounts to ensure compliance with this policy.
• Final candidates must complete a successful background investigation and reference check prior to appointment.
• Certain positions based on duties may require scheduled background investigations.
• Pursuant to the Universal Driving Standards Policy, any worker who will be expected to drive a State-owned vehicle is responsible for maintaining a safe driving record and a valid driver license prior to driving any State-owned vehicle. Motor Vehicle Records (MVRs) will be pulled for review for workers who:
  • Have an assigned State fleet vehicle.
  • Are required to operate a vehicle as part of the position.
  • Utilize a State fleet vehicle as a pool vehicle.