Taxpayer Assistance Technician

Full-time employment. Work hours are 8:30 AM to 5:00 PM, Monday – Friday, with a 60-minute lunch. Telework may be available part-time, ad hoc, subject to change.

About the role

As a Taxpayer Assistance Technician for the Bureau of Collections and Taxpayer Services, you will be the helpful, knowledgeable voice people rely on for tax support. This role brings variety, teamwork, and meaningful daily interactions with the public. You will provide clear explanations of PA tax laws and regulations while building skills that support your long-term career growth.

Responsibilities

• Research and review taxpayer accounts and records in the Department’s system to answer inquiries
• Answer phone calls and correspondence to assist taxpayers and their representatives with completing tax returns, reports, and other forms
• Provide advice on the application of tax laws, rules, regulations, policies or procedures; verify and explain tax liability, penalty, interest, and how these amounts are determined
• Request, gather, and review tax documentation in order to correctly calculate and adjust taxpayer accounts
• Help train seasonal and volunteer tax personnel in personal income tax and the property tax/rent rebate program; deliver tax presentations in the private sector

Requirements

• Three years of experience in reviewing tax documents and making taxpayer liability decisions and applying tax laws, rules, regulations, policies and procedures; or
• Three years of experience in the collection of taxes; or
• Any combination of experience and training which provides the applicant with the required knowledge, skills and abilities

Legal Requirements

This position will have access to Federal Tax Information (FTI) and is subject to the provisions of IRS Publication 1075, which requires you to pass an enhanced background check prior to beginning employment. Acceptance of a conditional offer will require submission to and approval of satisfactory criminal history reports, including a fingerprint-based federal records check, a PA State Police clearance, a check of local law enforcement agencies where you have lived, worked, and/or attended school within the last five years, and a citizenship/residency verification.

Pay

Selected candidates who are new to employment with the Commonwealth of Pennsylvania will begin employment at the starting annual salary of $46,827.00 (before taxes).