|
Commonwealth of Pennsylvania |
|
|
POSITION DESCRIPTION FOR JOB POSTING |
|
|
Position Number: 00051326 |
Description Activated On: 10/19/2026 2:49:50 PM |
Position Purpose: Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively. This position is responsible for performing technical support work, administrative functions, and clerical duties associated with audit processing, audit research, audit assessments, and taxpayer information updates in support of all tax audit programs administered by the Bureau of Audits. |
|
Description of Duties: Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor. Conduct research using available systems and resources to identify potential audit candidates, evaluate cost benefit, and recommend accounts for audit. Analyze data and processes to identify issues, recognize patterns, and formulate solutions. Review and analyze audit referrals, compiling demographic and financial information and applying financial ratios to assess audit viability. Identify affiliates, establish nexus, and remove low potential taxpayers from working lists. Assist program managers with generating audit assessments and distributing them to taxpayers. Perform final audit quality reviews, offer corrective recommendations, and complete audit processing and assessment verification. Create audit TMZ files and download reported audit period taxes. Obtain and verify daily audit assessments uploaded by regional offices. This includes logging assessments, recording exceptions, and resolving discrepancies. Develop and maintain quality control procedures for back end audit processing across all tax audit programs. Process and verify taxpayer correspondence related to audit assessments. Verify and correct audit imaging to ensure complete and accurate audit reports and supporting documents. Receive and process undeliverable assessments; research alternate addresses and document all attempts. Coordinate preparation, verification, and mailing of audit reports and assessments, including certified mail processing and logging. Attach post audit documentation including conference forms, follow up letters, and unclaimed mail to complete the audit record. Review centrally stored files on internal drives and maintain efficient data storage systems. Maintain and share digital data through storage drives and structured data trees. Develop automated Excel and Word files to track audit processes and data sets. Create single PDF files for various tax audit types. Maintain files for performance reviews, onboarding documents, engagement letters, and other personnel records. Track and save employee calendar changes in a virtual environment. Answer and direct general taxpayer inquiries of a non technical nature and route technical questions appropriately. Maintain daily attendance logs and reconcile information with auditor time reports. Assist staff with benefit and personnel change forms; maintain updated employee contact information. Enter travel expenses and mileage for employee reimbursement. Update Path case files as needed. Submit IT service tickets, troubleshoot basic IT issues, and coordinate with the IT Delivery Center on resolution and ongoing projects. Provide limited support and training on data file storage and leave policies. Develop, enhance, and maintain the Management Technician Guidebook in OneNote. Assist in monitoring Bureau Key Performance Indicators. Demonstrate a commitment to the service-oriented culture of the Department. Apply Lean thinking in day-to-day tasks. Be mindful of internal controls and risk management when changes are made to a process. Promote diversity, equity, and inclusion in the workplace. Perform related work as required. |
Decision Making: Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature. • The position reviews audit assessments, reports, and taxpayer information to identify errors, discrepancies, and data inconsistencies. The position evaluates irregularities in imaging and processing systems, determining appropriate corrective actions, and recommending procedural improvements to enhance accuracy and efficiency. • Identify and correct errors found on assessments and audit reports • Identify and take corrective action to resolve irregularities in the imaging system. • Identify and correct inaccurate taxpayer account information. • Identify issues and recommend procedural changes to improve administrative accuracy and back-end processing efficiencies. • Identify the need for and compose various correspondences for Regional Manager or Program Administrator signature. • Determine reasons for discrepancies and take corrective action to resolve discrepancies between audit assessments and audit reports. • Prioritize tasks based on time constraints and level of importance. |
||||||||||||||||||||
Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License Experience: Licenses, registrations, or certifications: 1. N/A 2. N/A 3. N/A 4. 5. 6. |
||||||||||||||||||||
Essential Functions: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.
|