Tax Technician 1/Tax Technician Trainee 1/Tax Technician Trainee 2 (NY HELPS)
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
We need to decide which sections to include: The posting includes duties (list of essential functions), qualifications (minimum qualifications, special minimum qualifications, non-competitive minimum qualifications for trainee levels), pay (starting salaries for trainee 1, trainee 2, tax technician 1), schedule? Not mentioned. Benefits? Not mentioned. Telecommuting and hours to be discussed during interview (maybe schedule? but not specific). So we can include Pay section with salary info. Benefits not present. Schedule not present. Could include About the role (maybe a brief description). Could include Responsibilities (duties). Could include Requirements (qualifications). Could include Skills? Not explicit. Could include Qualifications (maybe combine with Requirements). We need to avoid thin sections; prefer few substantive sections.
We could have sections: Responsibilities (duties), Qualifications (minimum qualifications, special, non-competitive trainee levels), Pay (salary ranges). Possibly also About the role (overview). But we need to ensure we don't create sections with filler.
Let's extract substantive content:
- Duties: list of essential functions under supervision of Tax Technician 2. We can turn each bullet into
- . The duties are sentences separated by semicolons? Actually the paragraph: "Examine tax returns and associated forms and schedules during the course of a desk audit for accuracy of taxpayer data; compute any additional tax liability, interest or penalties due and any refunds due if applicable. Maintain proper case management to accurately complete a sufficient number of cases based on the complexity of the cases assigned. Prepare associated work papers, fact sheets and reports of findings. Develop and maintain a good working knowledge and practical application of tax law, regulations, audit guidelines, and Department procedures and policies, including Code of Conduct, Ethics practices, Internal Controls, Security and Confidentiality rules. Demonstrate effective communication skills, both orally and in writing, with taxpayers and their representatives; prepare professional correspondence, assessments and refund documents. Telephone contacts should be performed in a clear, tactful and professional manner. Communicate with supervisor and follow through on instructions received; inform supervisor of problems and collaborate with supervisor to resolve problems. Research court decisions, rulings, publications, and other reference materials to support decisions made in auditing taxpayer returns. Learn, maintain and update skills in computer technology; manipulate an alphanumeric keyboard to enter and retrieve data; use and navigate various software and mainframe applications. Develop and prepare reports, tax charts and reference materials as required. May be required to advocate in cases at BCMS conferences and Small Claims Hearings. May participate at hearings as a witness for the Department and assist Office of Counsel in resolving disagreed cases. Adhere to all Department time and attendance rules and regulations"
We can split each sentence as a duty. Could also group similar.
- Qualifications: Minimum Qualifications: The selected candidate must be reachable on the eligible list for this title and location under Civil Service Law, Rules and Regulations. OR The selected candidate must be eligible for a 70.1 transfer under Civil Service Law, Rules and Regulations and meet the Special Minimum Qualifications for transfer.
Special Minimum Qualifications For Transfer To Tax Technician 1: 6 semester credit hours in accounting, auditing, or taxation OR If eligible via 55 b/c please provide a copy of your active letter of eligibility with your response.
Then description of NY HELPS program etc. Then Non-competitive Minimum Qualifications for Trainee 1, Trainee 2, Tax Technician 1 with substitution details.
We need to preserve all substantive info. So we need to include those qualification details.
We can create a Qualifications section with sub-sections? But we only allowed headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can have Qualifications heading and inside we can have paragraphs and lists.
We need to avoid duplication. There's duplicated lines? Not obvious.
We need to remove boilerplate: EEO statement, etc. At the end there is EEO statement and other legal stuff: "New York State is an equal opportunity employer..." etc. Also "Any candidate selected..." etc. Those are boilerplate; we should remove them.
Also "Telecommuting and hours to be discussed during interview." That's schedule-related but not specific; we should not create Schedule section unless specific. Could include as a short paragraph under About the role maybe.
We also have salary info: Starting salary for Tax Technician Trainee 1 (equated to SG 11) $47,541; Starting salary for Tax Technician Trainee 2 (equated to SG 13) $53,132; Starting salary for Tax Technician 1 (equated to SG 14) $56,183. Also note: "The salary listed is a range, starting from the Trainee 1 level and ending at the Journey level, this will depend on what level the candidate is coming in at." That's substantive.
Thus we can create Pay section with those details.
We should not include Benefits section.
We could include About the role: maybe a brief overview: "Under the supervision of a Tax Technician 2, the incumbent performs desk audits of tax returns, computes liabilities, maintains case management, prepares work papers, etc." But that's essentially duties. Might be redundant. Perhaps we can combine About the role and Responsibilities? But we need to avoid thin sections. Could have just Responsibilities and Qualifications and Pay.
Let's decide: Sections: Responsibilities (duties), Qualifications (minimum qualifications etc.), Pay (salary info). That's three substantive sections.
We need to use
for each heading.
Inside Responsibilities: use - for each duty.
Inside Qualifications: we have multiple paragraphs and lists. We can use
for prose and
- for lists where appropriate.
We need to preserve all substantive info: include the OR condition, special minimum qualifications, NY HELPS program details, non-competitive minimum qualifications for trainee levels, substitution details, transcript requirements, foreign education evaluation note, etc.
We must not include boilerplate like EEO, background investigation, tax return review, etc. Those are legal/EEO boilerplate; we should remove them. The instructions say remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should remove the EEO statement, the background investigation condition, the tax return review condition, etc. Also remove "Any candidate selected for this position will be subject to a review of their tax return submissions..." and "Employment of a candidate is conditioned upon a finding..." and "In accordance with federal government requirements..." etc. Also remove "New York State is an equal opportunity employer..." etc.
Also remove "Telecommuting and hours to be discussed during interview."? That's not boilerplate but schedule-related; we could keep as a short paragraph under About the role or Responsibilities? But we decided not to have About the role. Could include as a note under Responsibilities? Might be considered schedule info but not specific; maybe we can include as a short paragraph under Responsibilities? However it's not a duty; it's about telecommuting/hours. Could be considered a schedule detail but not specific; we are told not to create Schedule section unless posting actually states them. It does state "Telecommuting and hours to be discussed during interview." That's a statement about schedule but not specific. Should we include it? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state telecommuting and hours to be discussed during interview, which is schedule-related. So we could include a Schedule section with that statement. However they also say "Prefer a few substantive sections over many thin ones." A Schedule section with just that sentence might be thin. Could we incorporate it into About the role or Responsibilities? It's not a duty. Could be part of About the role (overview). But we are not including About the role. Could we add a short paragraph under Responsibilities? Might be odd.
Alternatively we could create a Schedule section with that sentence, but it's thin. The instruction says prefer few substantive sections over many thin ones. So maybe we should omit Schedule section and incorporate that sentence into a brief "About the role" paragraph, which would be more substantive. Let's add an About the role section that includes a brief overview and the telecommuting note. That would be substantive enough.
Thus sections: About the role, Responsibilities, Qualifications, Pay.
Now we need to ensure we don't repeat job title as heading. Not using.
Now let's craft content.
About the role: Under the supervision of a Tax Technician 2, the incumbent performs desk audits of tax returns, computes liabilities, maintains case management, prepares work papers, etc. Also note telecommuting and hours to be discussed during interview.
We can write a paragraph.
Responsibilities: list of duties as
- .
Qualifications: we need to include:
- Minimum Qualifications: The selected candidate must be reachable on the eligible list for this title and location under Civil Service Law, Rules and Regulations. OR The selected candidate must be eligible for a 70.1 transfer under Civil Service Law, Rules and Regulations and meet the Special Minimum Qualifications for transfer.
- Special Minimum Qualifications For Transfer To Tax Technician 1: 6 semester credit hours in accounting, auditing, or taxation OR If eligible via 55 b/c please provide a copy of your active letter of eligibility with your response.
- NY HELPS program details: 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 permanent 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, 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 an NY HELPS title, employees may take part in any promotion examination for which they are qualified.
- Non-competitive Minimum Qualifications: details for Trainee 1, Trainee 2, Tax Technician 1, each with substitution.
We need to preserve all that.
We can format as paragraphs and maybe subheadings? But we cannot use other headings besides the allowed ones. So we can just use paragraphs and lists.
We need to include the substitution details: For each trainee level, we have description of experience and substitution: "Sixty semester credit hours, including six credit hours in accounting, auditing, and/or taxation." For Trainee 2 substitution also includes one year of experience. For Tax Technician 1 substitution includes two years of experience.
Also transcript requirement: "Your transcript must provide the course names, the number of semester credit hours earned, the grade, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to decide which sections to include: The posting includes duties (list of essential functions), qualifications (minimum qualifications, special minimum qualifications, non-competitive minimum qualifications for trainee levels), pay (starting salaries for trainee 1, trainee 2, tax technician 1), schedule? Not mentioned. Benefits? Not mentioned. Telecommuting and hours to be discussed during interview (maybe schedule? but not specific). So we can include Pay section with salary info. Benefits not present. Schedule not present. Could include About the role (maybe a brief description). Could include Responsibilities (duties). Could include Requirements (qualifications). Could include Skills? Not explicit. Could include Qualifications (maybe combine with Requirements). We need to avoid thin sections; prefer few substantive sections. We could have sections: Responsibilities (duties), Qualifications (minimum qualifications, special, non-competitive trainee levels), Pay (salary ranges). Possibly also About the role (overview). But we need to ensure we don't create sections with filler. Let's extract substantive content: - Duties: list of essential functions under supervision of Tax Technician 2. We can turn each bullet into
for each heading.
Inside Responsibilities: use - for each duty.
Inside Qualifications: we have multiple paragraphs and lists. We can use
for prose and
- for lists where appropriate.
We need to preserve all substantive info: include the OR condition, special minimum qualifications, NY HELPS program details, non-competitive minimum qualifications for trainee levels, substitution details, transcript requirements, foreign education evaluation note, etc.
We must not include boilerplate like EEO, background investigation, tax return review, etc. Those are legal/EEO boilerplate; we should remove them. The instructions say remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should remove the EEO statement, the background investigation condition, the tax return review condition, etc. Also remove "Any candidate selected for this position will be subject to a review of their tax return submissions..." and "Employment of a candidate is conditioned upon a finding..." and "In accordance with federal government requirements..." etc. Also remove "New York State is an equal opportunity employer..." etc.
Also remove "Telecommuting and hours to be discussed during interview."? That's not boilerplate but schedule-related; we could keep as a short paragraph under About the role or Responsibilities? But we decided not to have About the role. Could include as a note under Responsibilities? Might be considered schedule info but not specific; maybe we can include as a short paragraph under Responsibilities? However it's not a duty; it's about telecommuting/hours. Could be considered a schedule detail but not specific; we are told not to create Schedule section unless posting actually states them. It does state "Telecommuting and hours to be discussed during interview." That's a statement about schedule but not specific. Should we include it? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state telecommuting and hours to be discussed during interview, which is schedule-related. So we could include a Schedule section with that statement. However they also say "Prefer a few substantive sections over many thin ones." A Schedule section with just that sentence might be thin. Could we incorporate it into About the role or Responsibilities? It's not a duty. Could be part of About the role (overview). But we are not including About the role. Could we add a short paragraph under Responsibilities? Might be odd.
Alternatively we could create a Schedule section with that sentence, but it's thin. The instruction says prefer few substantive sections over many thin ones. So maybe we should omit Schedule section and incorporate that sentence into a brief "About the role" paragraph, which would be more substantive. Let's add an About the role section that includes a brief overview and the telecommuting note. That would be substantive enough.
Thus sections: About the role, Responsibilities, Qualifications, Pay.
Now we need to ensure we don't repeat job title as heading. Not using.
Now let's craft content.
About the role: Under the supervision of a Tax Technician 2, the incumbent performs desk audits of tax returns, computes liabilities, maintains case management, prepares work papers, etc. Also note telecommuting and hours to be discussed during interview.
We can write a paragraph.
Responsibilities: list of duties as
- .
Qualifications: we need to include:
- Minimum Qualifications: The selected candidate must be reachable on the eligible list for this title and location under Civil Service Law, Rules and Regulations. OR The selected candidate must be eligible for a 70.1 transfer under Civil Service Law, Rules and Regulations and meet the Special Minimum Qualifications for transfer.
- Special Minimum Qualifications For Transfer To Tax Technician 1: 6 semester credit hours in accounting, auditing, or taxation OR If eligible via 55 b/c please provide a copy of your active letter of eligibility with your response.
- NY HELPS program details: 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 permanent 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, 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 an NY HELPS title, employees may take part in any promotion examination for which they are qualified.
- Non-competitive Minimum Qualifications: details for Trainee 1, Trainee 2, Tax Technician 1, each with substitution.
We need to preserve all that.
We can format as paragraphs and maybe subheadings? But we cannot use other headings besides the allowed ones. So we can just use paragraphs and lists.
We need to include the substitution details: For each trainee level, we have description of experience and substitution: "Sixty semester credit hours, including six credit hours in accounting, auditing, and/or taxation." For Trainee 2 substitution also includes one year of experience. For Tax Technician 1 substitution includes two years of experience.
Also transcript requirement: "Your transcript must provide the course names, the number of semester credit hours earned, the grade, and
for prose and
- for lists where appropriate.
We need to preserve all substantive info: include the OR condition, special minimum qualifications, NY HELPS program details, non-competitive minimum qualifications for trainee levels, substitution details, transcript requirements, foreign education evaluation note, etc.
We must not include boilerplate like EEO, background investigation, tax return review, etc. Those are legal/EEO boilerplate; we should remove them. The instructions say remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should remove the EEO statement, the background investigation condition, the tax return review condition, etc. Also remove "Any candidate selected for this position will be subject to a review of their tax return submissions..." and "Employment of a candidate is conditioned upon a finding..." and "In accordance with federal government requirements..." etc. Also remove "New York State is an equal opportunity employer..." etc.
Also remove "Telecommuting and hours to be discussed during interview."? That's not boilerplate but schedule-related; we could keep as a short paragraph under About the role or Responsibilities? But we decided not to have About the role. Could include as a note under Responsibilities? Might be considered schedule info but not specific; maybe we can include as a short paragraph under Responsibilities? However it's not a duty; it's about telecommuting/hours. Could be considered a schedule detail but not specific; we are told not to create Schedule section unless posting actually states them. It does state "Telecommuting and hours to be discussed during interview." That's a statement about schedule but not specific. Should we include it? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state telecommuting and hours to be discussed during interview, which is schedule-related. So we could include a Schedule section with that statement. However they also say "Prefer a few substantive sections over many thin ones." A Schedule section with just that sentence might be thin. Could we incorporate it into About the role or Responsibilities? It's not a duty. Could be part of About the role (overview). But we are not including About the role. Could we add a short paragraph under Responsibilities? Might be odd.
Alternatively we could create a Schedule section with that sentence, but it's thin. The instruction says prefer few substantive sections over many thin ones. So maybe we should omit Schedule section and incorporate that sentence into a brief "About the role" paragraph, which would be more substantive. Let's add an About the role section that includes a brief overview and the telecommuting note. That would be substantive enough.
Thus sections: About the role, Responsibilities, Qualifications, Pay.
Now we need to ensure we don't repeat job title as heading. Not using.
Now let's craft content.
About the role: Under the supervision of a Tax Technician 2, the incumbent performs desk audits of tax returns, computes liabilities, maintains case management, prepares work papers, etc. Also note telecommuting and hours to be discussed during interview.
We can write a paragraph.
Responsibilities: list of duties as
- . Qualifications: we need to include: - Minimum Qualifications: The selected candidate must be reachable on the eligible list for this title and location under Civil Service Law, Rules and Regulations. OR The selected candidate must be eligible for a 70.1 transfer under Civil Service Law, Rules and Regulations and meet the Special Minimum Qualifications for transfer. - Special Minimum Qualifications For Transfer To Tax Technician 1: 6 semester credit hours in accounting, auditing, or taxation OR If eligible via 55 b/c please provide a copy of your active letter of eligibility with your response. - NY HELPS program details: 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 permanent 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, 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 an NY HELPS title, employees may take part in any promotion examination for which they are qualified. - Non-competitive Minimum Qualifications: details for Trainee 1, Trainee 2, Tax Technician 1, each with substitution. We need to preserve all that. We can format as paragraphs and maybe subheadings? But we cannot use other headings besides the allowed ones. So we can just use paragraphs and lists. We need to include the substitution details: For each trainee level, we have description of experience and substitution: "Sixty semester credit hours, including six credit hours in accounting, auditing, and/or taxation." For Trainee 2 substitution also includes one year of experience. For Tax Technician 1 substitution includes two years of experience. Also transcript requirement: "Your transcript must provide the course names, the number of semester credit hours earned, the grade, and