|
Commonwealth of Pennsylvania |
|
|
POSITION DESCRIPTION FOR JOB POSTING |
|
|
Position Number: 00060369 |
Description Activated On: 12/15/2025 12:07:53 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 the examination, processing, proper allocation of tax payments and credits, and review of correspondence in response to individual tax notices. |
|
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. Learns how to examine, process, adjust and apply tax credits to individual tax returns. Learns how to review legal tax documents included with the individual tax return. Learns how to review internal and external resource materials to assist with reviewing and processing returns and correspondence. Learns how to review correspondence received in response to individual tax notices sent and how to adjust the return accordingly. Learns how to search for misapplied payments in the computer tax system and apply appropriately. Learns to examine and mathematically verify individual tax returns and schedules for accuracy and verifies those amounts carry over to the correct line on tax returns. Learns to initiate transfer transactions of payments, returns and credits to make corrections when errors are identified in correspondence received in response to individual return notices. Learns how to complete work items received from other bureaus. Learns how to make and receive telephone calls from internal and external stakeholder and provide the caller with the appropriate procedural action. Learns to respond verbally and in writing to inquiries received from internal and external stakeholders that inquire about the status of returns or require an explanation of discrepancies or adjustments. Learns how to prepare and submit production reports for work completed that cannot be logged by computer system. Demonstrates a commitment to the service-oriented culture of the Department. Applies Lean thinking in day-to-day tasks. Be mindful of internal controls and risk management when changes are made to a process. Treats others equitably and adheres to diversity and inclusion program requirements in the workplace. Performs other related duties 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. Learns how to determine if returns were filed completely and accurately and determines the presence of irregularities. Learns how to determine types of income that are reportable or excludable based on the regulations and laws for individual taxes. Learns how to determine if the complexity of the return requires further review. Learns how to determine that all information is correct and necessary to support data received. |
||||||||||||||||||||
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.
|