JOB TITLE: REVENUE REGIONAL MANAGER

JOB CODE: 03990

DEFINITION: This is managerial work directing the review, examination, and analysis of individuals and business entities to determine taxpayer compliance with Commonwealth tax laws and regulations.

An employee in this job manages a regional program designed to ensure taxpayer compliance with laws pertaining to sales and use, corporation, liquid fuels, cigarette, malt beverage, personal income, gross receipts, International Fuel Tax Agreement (IFTA), employer withholding, pari-mutuel, gaming, medical marijuana, and escheats taxes. Work involves establishing policies to determine taxpayer compliance with Commonwealth laws, evaluating program effectiveness in meeting agency policies and goals, and assisting in the formulation and establishment of the department's overall audit strategy. Work includes planning and implementing audit plans and strategies, advising business entities and individuals on tax requirements and associated accounting techniques and practices, applying Commonwealth tax policy and law, providing guidance related to tax audit issues, and representing the Commonwealth on taxation issues and policies. Work also includes ensuring taxpayer audits conform to professional standards; revising audit procedures and standards to reflect current laws, precedents, and accepted accounting principles; and planning and directing training programs to improve audit efficiency and effectiveness. Supervision is exercised over professional supervisory staff. Work is performed with considerable independence under the general direction of an administrative supervisor and is reviewed for adherence to departmental rules and policies.

EXAMPLES OF WORK: (NOTE: The examples of work are representative of the work, but every position classified to this job may not perform all examples of work listed. Conversely, this is not an all-inclusive list of work examples.)

• Plans, directs, and manages the work of a regional office involved in ensuring taxpayer compliance with Commonwealth law through the review of accounts and records of individuals and various business entities.

• Develops regional programs to enforce compliance with Commonwealth laws through the review of accounting and financial records.

• Advises agency executive staff on the impact of new or revised policies upon both the economic health of the region and the overall revenue collections program.

•  Interprets rules, regulations, policies, procedures, standards, and objectives of the organization or program.

• Establishes audit priorities and reviews schedules to ensure various audit operations meet goals and conform to agency priorities.

• Supervises the review of audit reports and the preparation of necessary summary reports which show progress toward established agency goals and corrective steps taken when goals are not being met.

• Ensures audit staff understand changing audit requirements, legislative changes, and procedural and policy changes through training programs, staff meetings, and other means of communication.

• Identifies areas of an audit which warrant particular attention and assists staff in the execution of difficult assignments.

• Travels to in-state and out-of-state audit sites.

• Performs the full range of supervisory duties.

• An employee in this job may participate in the performance of subordinates’ work consistent with operational and organizational requirements.

• Performs related work as required.

ENTRY LEVEL KNOWLEDGES, SKILLS, AND ABILITIES:

• Knowledge of generally accepted accounting and auditing principles, and their application to various business accounting systems and taxpayer records.

• Knowledge of statistical sampling and other sampling methods used to conduct audits.

• Knowledge of tax laws and regulations.

• Knowledge of the processes to detect accounting and auditing irregularities or deficiencies.

• Knowledge of effective corrective measures for taxpayer non-compliance.

• Knowledge of the use and functionality of Microsoft Office Suite software.

• Ability to analyze and interpret accounting data and reports.

• Ability to determine violations and non-compliance with tax laws.

• Ability to read and interpret administrative rules, regulations, policies, and procedures.

• Ability to communicate effectively orally.

• Ability to communicate effectively in writing.

• Ability to establish and maintain effective working relationships.

MINIMUM EXPERIENCE AND TRAINING: (NOTE: Based on the Entry Level Knowledges, Skills, and Abilities)

• One year as a Revenue Tax Audit Supervisor or Revenue Tax Audit Program Specialist (Commonwealth titles);

or

• Five years of professional tax accounting or tax auditing experience that includes two years of supervisory or consultative experience, and a bachelor’s degree including or supplemented by 24 college credits in accounting.