Tax Information Aide

About the role

Temporary positions with the NYS Department of Tax and Finance, available at the Wade Road facility in Latham, NY and the W.A. Harriman Campus in Albany, NY.

All successful candidates must be fully compliant with all Federal, State, and Local Tax Laws, including being current with their tax return filings. Fingerprinting is required as part of the background check prior to appointment. Due to the nature of this position, newly hired employees will not be eligible to telecommute. After the specified training period, employees may be allowed to submit a telecommuting application in accordance with the Department’s policy and subject to management approval.

Responsibilities

• Open mail and prepare tax returns for processing.
• Process payments for daily bank deposits.
• Resolve routine problems and issues.
• Receive, screen, review, and verify documents.
• Sort and distribute documents, keep appropriate records, and redirect documents as necessary.
• Establish new files by numbering forms, coding, preparing file folders, and compiling relevant material.
• Update and correct records and files.
• Create routine reports (e.g., personal and unit production) or assist in preparation of reports by gathering data, tabulating results, and preparing simple charts.
• Operate office machinery, including photocopiers, calculators, computer printers, and scanners.
• Enter and/or retrieve information from computer databases.
• Communicate effectively both verbally and in writing.
• Create materials, including letters, memorandums, emails, and spreadsheets using various computer software programs.
• Research and resolve errors and omissions on tax returns.
• Comprehend complex agency and program policies and procedures.
• Perform other related duties as required.
• Comply with agency and program policies and procedures.

Qualifications

• Ability to communicate effectively both verbally and in writing.
• Ability to operate office equipment including computers, scanners, and photocopiers.