09/01/1986 73200

DIRECTOR OF INDIVIDUAL TAXES, REVENUE

DEFINITION: This is managerial professional and administrative work in the Department of Revenue in directing Individual Tax programs.

The employee in this class directs, through subordinate supervisors, the activities of divisions engaged in the planning, development, coordination, implementation, and evaluation of comprehensive individual tax programs including Personal Income Tax, Inheritance Tax, Realty Transfer Tax, and Property Tax/Rent Rebate claims. The work includes the processing, settlement, and bookkeeping of taxes, fines, and costs collected by county agents such as prothonotaries, clerks of courts, and district justices.

The employee develops policies and procedures for the individual tax programs to assure uniformity of standards and services among divisions. An important aspect of this work is the responsibility for the integration of the Bureau's tax programs with the overall mission of the Department. Work involves interpreting assignments, rules, regulations, policies, and procedures for supervisors and employees. Work also includes assigning work, determining work flow, reviewing work performance, evaluating employee's work performance, preparing and signing employees' performance evaluation reports, interviewing and recommending employee selection, receiving and resolving employee grievances and complaints, evaluating training needs of subordinates, and demonstrating more efficient work methods to subordinates. Work includes participating in the formulation of policies and procedures for the Individual Tax Programs. The employee in this class participates in conferences with corporate officials, attorneys, accountants, and taxpayers to resolve tax liability issues. The Deputy Secretary assigns work to the Director in the form of broad program goals and objectives, and the employee in this class exercises considerable independent judgment in achieving specific goals, objectives, and program priorities. Work is reviewed upon completion by the Deputy Secretary, through reports and conferences, relative to attainment of program goals, objectives, and overall program quality.

EXAMPLES OF WORK: Directs, through subordinate supervisors, the activities of Divisions engaged in the planning, development, coordination, implementation and evaluation of the individual tax programs including Personal Income Tax, Inheritance Tax, Realty Transfer Tax, and Property Tax/Rent Rebate claims, as well as monies collected by County Agents.

Plans and organizes work, assigns work, determines work priority, sets goals, and reviews work performance.

Prepares and signs employees' Performance Evaluation Reports and approves leave.

Receives grievances and complaints, conducts initial investigation into causes and conditions, discusses with employee, and resolves or recommends solutions to grievances and complaints.

Interviews prospective employees and recommends employee selection or rates applicants in terms of preferability for employment.

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

Approves leave requests; and reviews sick leave usage of subordinates to determine if pattern of abuse exists.

Reviews proposed legislation for possible impact on the program and recommends whether management should support or oppose the legislation.

Meets with Commonwealth, federal, or county officials to explain Departmental functions, programs, rules, regulations, policies, and procedures.

Prepares and delivers formal presentations to special interest groups.

Serves as a member of the Electronic Data Processing Planning Committee which evaluates proposals and assigns priorities to request for changes in computer hardware and software.

Serves as the Department of Revenue liaison with other states to assure compliance with the Department's Exchange of Information Agreements.

Prepares letters, reports, and correspondence to exchange information with federal officials, state officials, municipal officials, the public, co-workers, subordinates, legal staff, and supervisors.

Reviews and analyzes progress reports, correspondence, and memoranda to determine work being performed, program trends, and program effectiveness.

Performs similar work as required.

REQUIRED KNOWLEDGES, SKILLS AND ABILITIES: Knowledge of the Commonwealth's and Departmental rules, regulations, policies and procedures governing travel, lodging, expense vouchers, and reporting requirements.

Knowledge of the Department of Revenue's rules, regulations, policies governing the individual tax accounts and county collection and reporting systems.

Knowledge of basic accounting principles and practices.

Knowledge of the procedures and techniques utilized in evaluating the effectiveness of the individual tax programs.

Knowledge of standard taxing procedures and appropriate Departmental policies for ensuring compliance with the filing/remitting requirements for the various taxes.

Knowledge of collective bargaining unit contracts applicable to work performed by those units.

Skill in the supervision of subordinates.

Ability to express ideas clearly and concisely both verbally and in writing.

Ability to plan and organize work and assign work to subordinates.

Ability to evaluate employees' performances and prepare employees' Performance Evaluation Reports.

Ability to read and interpret collective bargaining unit contract applicable to the work performed by that unit.

Ability to evaluate employee training needs and request further education and training for subordinates.

Ability to prepare and deliver formal presentations to special interest groups.

Ability to evaluate the effectiveness of the tax programs.

Ability to evaluate legislation for operational impacts.

Ability to develop rules, regulations, policies and procedures for the tax examination programs.

Ability to review and comment on proposed rules and regulations.

Ability to review and analyze activity reports to determine work being performed, program trends and program effectiveness.

Ability to establish and maintain effective working relationships with subordinates, co-workers, supervisors, state officials, accountants, attorneys, and taxpayers.

Ability to plan and develop methods, policies and procedures for evaluating the tax examination programs.

MINIMUM EXPERIENCE AND TRAINING: Seven years of experience in progressively responsible and varied administrative work including three years as a supervisor in a tax program; and a bachelor's degree including or supplemented by courses in law, accounting, business administration, or public administration;

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Any equivalent combination of experience and training.