10/13/1998 01500

REVENUE RESEARCH ANALYST MANAGER

DEFINITION: This is managerial and analytical research work in the application of systems analysis and operations research in the Department of Revenue.

An employee in this class plans, organizes, and directs the work of a staff of technical personnel in the conduct of systems analysis and operational research studies. Supervision at this level is distinguished from supervisory responsibility at the Revenue Research Analyst 3 level in that an employee in this class supervises other analysts who have supervisory responsibility for journey and entry level analysts, or supervises employees engaged in advanced analytical research. Work at this level is characterized by managerial responsibility for conducting research involving highly complex and/or multiple complex tax systems or programs which have a significant impact on agency systems, programs, or operations. Studies are conducted to strengthen, streamline, or otherwise improve the tax systems and to develop more effective and efficient methods for tax document receiving and processing operations; tax
monies receiving, processing, and depositing operations; compliance operations; enforcement operations; tax record retention and disposition operations; property tax/rent rebate operations; tax auditing operations; lottery operations; administrative support operations; and any other operations carried out by the Department of Revenue. Work includes defining study objectives, establishing work methods and procedures, and answering questions on systems analysis and operations research techniques. Work involves making independent decisions based upon experience and knowledge of agency operations and applicable rules and regulations. Work includes responsibility for training subordinate research analysts on all phases of their work. Work also includes determining work priorities, setting performance standards and goals, reviewing and evaluating employee performance, preparing and signing employee Performance Evaluation Reports, receiving and resolving grievances and complaints, interviewing and recommending employee selection, reviewing and approving leave requests, and evaluating training needs of subordinates. Supervision is received from an administrative superior who reviews work for results, attainment of assigned objectives, and conformance to established procedures, policies, and practices.

EXAMPLES OF WORK: Supervises research analysts in the collection, organization, and analysis of data used in systems analysis and operations research projects for the purpose of evaluating programs and policies, determining efficiency and effectiveness of current operations, and designing new operating programs and systems.

Plans and organizes work, assigns work, determines work flow and reviews work performance for review by office director.

Prepares and signs employee performance evaluation reports.

Interviews prospective employees and recommends employee selection or ranks applicants in terms of preferability for employment to the office director.

Receives grievances and complaints, conducts initial investigation into cause and conditions, and resolves or recommends solutions to grievances and complaints.

Receives, reviews, and approves or disapproves leave requests.

Interprets contractual and administrative rights and obligations for employees and modifies work environment or process to conform to changing conditions.

Trains subordinate personnel in the process and methods used in the performance of their duties and on the applicable rules and regulations.

Attends and participates in professional conferences.

Establishes procedures for the accomplishment of systems analysis and operations research studies in conjunction with the office director.

Corresponds with other governmental agencies, businesses, and the general public to obtain information necessary to systems analysis and operations research studies.

Keeps abreast of recent developments in governmental and business management areas by reviewing pertinent publications.

Employees in this class may participate in the performance of their subordinates work consistent with operational or organizational requirements.

Performs related work as required.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of the operating procedures, practices and policies involved in the receipt, examination, and enforcement of a major tax system.

Knowledge of the operations of state government.

Knowledge of the methods of financing government operations.

Knowledge of systems analysis principles, practices, and techniques.

Ability to learn to supervise the efforts of others, the appropriate constrains on employee supervision, and to coordinate the planning efforts with the work of other employees.

Ability to learn to evaluate employee performance and prepare= Performance Evaluation Reports.

Ability to read and learn to interpret collective bargaining contracts applicable to the work performed by the unit.

Ability to organize and present the results of research or analyses orally or in writing.

Ability to establish and maintain effective working relationships with associates, public officials, and the general public.

MINIMUM EXPERIENCE AND TRAINING: One year as a Revenue Research Analyst 3;

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Three years of managerial experience, with one year in each of the three major functional areas of a major tax system which are the receipt of tax returns, the examination of tax returns, and the enforcement of the tax rules and regulations;

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Four years of experience in systems analysis and/or operations research which included three years in the analysis of tax systems and a bachelor's degree including or supplemented by 21 credit hours in courses involving the use of quantifiable techniques applicable to systems analysis, mathematical model building, algebra, calculus, operations research, quantitative research design, economic analysis, computer science, or any other qualifying course work.

Appropriate graduate study may be substituted for the required experience on a year for year basis;

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Any equivalent combination of experience and training.