06/01/1989 04960

REVENUE DISTRICT OFFICE ADMINISTRATOR

DEFINITION: This is managerial work in planning, organizing and directing the enforcement of the collection of delinquent taxes and the provision of taxpayer assistance in a Regional Office or Sub-Office in the Department of Revenue.

An employee in this class is responsible for planning, organizing and directing enforcement collections agents and trainees engaged in the conduct of investigations to enforce compliance with state tax laws and regulations through the collection of delinquent taxes, clerical personnel in providing clerical processing support to enforcement collections agents and Taxpayer Assistance Technicians in providing technical assistance to taxpayers. Employees plan, organize and assign work; direct the implementation of tax collections and taxpayer assistance policies; review Deferred Payment Plans and recommendations for compromise and write-offs; develop programs to identify non-licensed businesses for registration; review completed cases, Miscellaneous Investigations and realty searches for proper documentation; and interpret tax laws, rules, regulations, policies and procedures for enforcement collections agents, taxpayers and their representatives. Work includes directing the issuance of Inheritance Tax citations; the conduct of realty searches; the deposit of collections into a local bank account; the conduct of safety deposit box inventories for inheritance tax; training enforcement collections agents and trainees in investigative and collections methods and techniques, and reviewing and analyzing program policies and operating procedures and recommending revisions to program policies and operating procedures. Work also involves frequent contact with taxpayers and their representatives to provide interpretation of the various tax laws and administrative policies; making public appearances and addressing civic, professional, senior citizen, and various other public and private organizations concerning the various tax and rebate programs. Work is performed independently under the direction of the Revenue Regional Administrator and is reviewed for program effectiveness and adherence to tax laws, rules, regulations, policies and procedures.

EXAMPLES OF WORK: Plans, organizes and directs the conduct of investigations and collections to enforce compliance with state Personal Income, Sales and Use, Realty Transfer, Corporation and Inheritance Tax laws, rules, regulations, policies and procedures.

Plans, organizes and directs the operational aspects of the program, such as assigning cases to enforcement collections agents and clerical staff and scheduling and directing the flow of work.

Reviews Deferred Payment Plans and recommendations for compromises and write-offs to determine if they are properly documented and conform to departmental policies and procedures.

Reviews completed cases, Miscellaneous Investigations and realty searches for proper documentation and application of tax laws, rules, regulations, policies and procedures.

Interprets tax laws, rules, regulations, policies and procedures for enforcement collections agents, taxpayers and their representatives as they pertain to collections and Miscellaneous Investigations.

Directs the issuance of Inheritance Tax Citations to fiduciaries and/or attorneys for delinquent Inheritance Taxes.

Directs the conduct of Miscellaneous Investigations to determine if taxpayers are properly licensed and collecting and remitting taxes.

Directs the implementation of tax collections and taxpayer assistance policies in the office.

Meets with civic, professional, senior citizen and various public and private organizations to explain existing and new tax laws, rules, regulations, policies and procedures and the rebate programs.

Reviews and analyzes program policies and office operating procedures for the tax collections and taxpayer assistance programs.

Recommends revisions to program policies and operating procedures for the effective operation of the office.

Develops programs to identify nonlicensed businesses to ensure they are registered and are in compliance with applicable tax laws, rules and regulations.

Directs the conduct of realty searches at courthouses or property owned by delinquent taxpayers for execution referral of the Office of Attorney General.

Directs the deposit of collections into a local bank account and the transmittal of deposit records to the central office.

Directs the conduct of safety deposit box inventories for inheritance tax.

Directs the provision of technical assistance to taxpayers, or provides technical assistance directly to taxpayers.

Trains enforcement collections agents and trainees in investigative and collections methods and techniques to obtain information regarding taxpayers and their ability to pay delinquent taxes.

Assists Revenue Enforcement Collections Agents in difficult or sensitive investigations and collections activities as necessary.

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

Develops employee performance standards and evaluates and rates the performance of subordinate employees; approves leave and schedules Personnel.

Interviews and recommends candidates for selection.

Performs related work as required.

REQUIRED KNOWLEDGES, SKILLS, AND ABILITIES: Knowledge of the rules and regulations pertaining to Personal Income Tax, Sales and Use Tax, Realty Transfer Tax, Corporation Tax, Inheritance Tax and safety deposit box inventories.

Knowledge of the principles and methods of investigation and tax law enforcement.

Knowledge of the principles and methods of employee supervision.

Knowledge of the rules of legal evidence gathering for compliance with state tax laws.

Knowledge of bureau rules and administrative policies and procedures.

Knowledge of collections methods and techniques.

Knowledge of current labor agreement provisions which affect the supervision of employees, including the assignment of work and over-time, handling of grievances, and evaluation of work performance.

Knowledge of basic accounting practices and principles.

Knowledge of the policies and procedures governing Deferred Payment Plan agreements.

Knowledge of the statutory provisions, rules and regulations governing protest and appeal procedures, and criteria determining eligibility of the taxpayer to avail himself/herself of the procedures.

Knowledge of legal sanctions which can be invoked against tax debtors and the effects of these actions.

Skill in ascertaining facts by personal contact and observation and the examining records.

Skill in speaking and writing effectively and in drawing sound conclusions from facts and evidence.

Ability to direct the implementation of tax collections and taxpayer assistance policies in the office.

Ability to review and analyze tax collections and taxpayers assistance policies and office operating procedures.

Ability to recommend revisions to program policies and operating procedures for the effective operation of the office.

Ability to establish and maintain effective working relationships and public contacts.

Ability to plan, direct and supervise the work of enforcement collections agents, clerical personnel and Taxpayer Assistance Technicians.

Ability to interpret and explain tax laws, rules, regulations, policies and procedures to enforcement collections agents, taxpayers and their representatives, central office staff and private sector groups.

Ability to train enforcement collections agents, clerical personnel and Taxpayer Assistance Technicians in new work methods, policies and procedures.

Ability to develop programs to identify nonlicensed businesses and ensure they are registered and in compliance with tax laws, rules and regulations.

MINIMUM EXPERIENCE AND TRAINING: Six years of progressively responsible experience in the collections operations of a business, commercial, industrial and/or personal loans and finance office, or investigative work supplemented by six credits in Accounting or Finance;

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A Bachelor's Degree with six credits in Accounting or Finance and two years of experience in the collections operations of a business, commercial, industrial and/or personal loans and finance office, or investigative work;

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Any combination of experience and training with a year-for-year equivalency provided the course work in Accounting and Finance is met.