Tax Examiner I (Grand Junction-IN OFFICE)

About the role

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

Responsibilities

• Provide friendly, courteous, and complete customer service to walk-in taxpayers at the Service Center.
• Respond to taxpayer questions via email and mailed forms.
• Identify customers’ problems and needs, directing them to the correct areas.
• Answer ambiguous questions related to tax types, forms, statutes, regulations, DOR policies, delinquencies, and assessments.
• Promote voluntary compliance by researching customer problems, identifying solutions, and taking corrective actions in accordance with policies, statutes, and regulations.
• Assist with sales tax, wage withholding, and income tax returns.
• Coordinate protest solutions with other DOR areas and external agencies through the supervisor.
• Analyze and adjust returns, accounts, and customer information using DOR systems.

Requirements

• High school diploma or General Education Diploma (GED).
• Two years of experience in a customer service environment.

Qualifications

A combination of related education and/or relevant experience in Accounting, Business, Economics, Finance, or a related field may be substituted on a year-for-year basis for the required experience.

Preferred Qualifications

• State experience with GenTax.
• Demonstrated ability to communicate with people outside the organization, representing the organization to customers, the public, government, and other external sources.
• Ability to multitask in a fast-paced environment with strong attention to detail.
• Proficiency with Google Workspace and Microsoft Office.
• Strong problem-solving skills.

Conditions of Employment

• Employees are in a position of public trust and must maintain the highest standards of honesty, integrity, and public confidence.
• All personnel must file all necessary Colorado Individual Income Tax returns and pay tax obligations; a pre-employment evaluation of tax records/accounts will be conducted.
• Final candidates must complete a successful background investigation and reference check.
• Pursuant to the Universal Driving Standards Policy, employees who drive a State-owned vehicle must maintain a safe driving record and a valid driver license.

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.