24-03348 Taxpayer Services Specialist III

The Office of Income Taxation has an opening for a Taxpayer Services Specialist III in the Division of Division of Individual Income. We are seeking a highly motivated individual to provide expert technical assistance to taxpayers and staff using clear communication skills and to provide guidance to taxpayers and their representative over the phone and occasionally in person to resolve tax matters.

As a Taxpayer Services Specialist III for the Commonwealth of Kentucky, you will provide direct and independent assistance and case resolutions to taxpayers and other department employees as a subject matter expert.

Responsibilities include, but are not limited to:

• Independently examine a variety of state tax returns for compliance with Kentucky tax laws and regulations.
• Promote voluntary compliance by assisting taxpayers over the phone, in writing, and in person to explain state tax laws and regulations, reporting requirements, and payment deadlines.
• Develop training materials and educate department employees.
• Serve as a project leader on special assignments.
• Prepare records and reports detailing the adjustments made to tax returns.
• Educate and advise taxpayers, personally and over the telephone, of their tax liabilities/responsibilities, filing deadlines, payments obligations as outlined by state tax laws, and department policies and procedures
• Research tax laws, regulations, and policies
• Use departmental resources and applications to provide an accurate and in-depth examination of tax returns
• Record notes proficiently and accurately into appropriate agency computer systems after examining returns or during telephone conversations
• Timely and accurately respond to taxpayer protests of additional tax liabilities or refund denials
• Move between computer screens to find information quickly to answer taxpayers’ questions
• Ensure the safety and confidentiality of taxpayer information, data, and records

Additional/Supplemental information:

• Required to successfully complete a background investigation including an FBI criminal history record check (fingerprint check).
• Required to comply with all tax laws
• Mostly at a desk using a computer and telephone
• Some travel for training and education.

We offer opportunities for Flexible work schedules.

Minimum Requirements

EDUCATION: Graduate of a college or university with a bachelor's degree.

EXPERIENCE, TRAINING, OR SKILLS: Must have four years of professional experience in tax records examination, tax administration, tax investigation, or tax auditing. One year of the required experience must include providing direct technical assistance to taxpayers.

Substitute EDUCATION for EXPERIENCE: NONE

Substitute EXPERIENCE for EDUCATION: Experience in tax records examination, tax administration, tax investigation, tax auditing, property appraisal, accounting, business administration, collections or a related field will substitute for the required education on a year-for-year basis. Current or prior military experience will substitute for the required college on a year-for-year basis.

SPECIAL REQUIREMENTS (AGE, LICENSURE, REGULATION, ETC.): NONE

Working Conditions

Incumbents working in this job title primarily perform duties in an office setting.

Probationary Period

This job has an initial and promotional probationary period of 6 months, except as provided in KRS 18A.111.

If you have questions about this advertisement, please contact Darren Lyons at darren.lyons@ky.gov or 502-564-7655.

An Equal Opportunity Employer M/F/D