Tax Regulations Specialist 2 (HELPS)

About the role

Under the supervision of a Tax Regulations Specialist 3, the Tax Regulations Specialist 2 will perform the following essential functions:

Responsibilities

• Draft, review, revise, and maintain guidance documents that explain technical tax issues such as technical memoranda, notices, tax bulletins, publications, tax forms and instructions for both paper forms and web applications, and web pages, including FAQs for the web; and update the applicable referral, workflow, and tracking systems.
• Effectively communicate, both verbally and in writing, to provide guidance, and supervision to any assigned staff through leadership and training.
• Review for technical accuracy and comment on documents drafted by others, including proposed legislation, draft regulations, draft advisory opinions, and audit guidelines.
• Review and determine the impact of other tax related material such as Administrative Law Judge (ALJ) determinations, Tribunal decisions, court cases, and enacted Federal and State tax legislation.
• Keep apprised of pertinent technical, legal, policy and economic developments; read pertinent articles appearing in tax journals.
• Navigate various computer systems, applications, and electronic reference tools; perform legal research using a variety of electronic and/or manual resource tools.
• Travel when needed to attend meetings and confer with Department staff and, at times, representatives of other State agencies, tax practitioners and industry representatives.
• Communicate effectively, both verbally and in writing, in response to technical inquiries from legal representatives, taxpayers and other department staff and update the contact database.
• Speak before taxpayers, tax practitioners and Department personnel to explain various aspects of the Tax Law, Regulations and Department policy.
• Adhere to Department's time and attendance rules and regulations.
• Create and submit various administrative reports such as probation reports, performance evaluations, and other reports requested by management for any assigned staff.
• Adhere to Department policies and procedures, Affirmative Action, Code of Conduct, Ethics, and Internal Control rules and discipline procedures.
• Perform such other duties that are necessary for the efficient operation of the unit or that may be assigned by the TRS3 or TRS4. These duties will vary depending upon the unit to which the TRS2 is assigned.

Qualifications

Minimum Qualifications

This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS). For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply. At a future date (within one year of permanent appointment), it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in NY HELPS title, employees may take part in any promotion examination for which they are qualified.

NY HELPS Promotion Minimum Qualifications

• One year of permanent service as Tax Regulations Specialist 1

Non-competitive Minimum Qualifications

• Seven years of accounting, auditing or tax examination experience.
• Substitutions: an associate’s degree including or supplemented by 6 semester credit hours in accounting, auditing and/or taxation may substitute for two years of experience.
• A bachelor’s degree including or supplemented by 6 semester credit hours in accounting, auditing, and/or taxation may substitute for four years of experience.

Competitive Minimum Qualifications

• Current NYS employee eligible for transfer in accordance with Civil Service Laws, Rules, and regulations.
• OR Reachable on the appropriate eligible list for this title and location. If you are canvassed, you must reply to the canvass.
• 55-b/c ELIGIBLE EMPLOYEES You must meet the requirements for a subsequent 55-b or 55-c appointment, please include your letter of eligibility from the Department of Civil Service dated within the last three (3) years with your application.