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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 00072715 |
Description Activated On: 9/28/2026 9:17:49 AM |
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 a realty tax specialist in the Realty Tax Section of the Inheritance Tax Division. |
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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. Reviews, examines and analyzes real estate transactions to insure compliance with established Realty Transfer Tax Act and Regulations. Prepares and issues realty transfer tax assessments including calculation of interest and recording fees when there was underpayment or there is a new determination of tax. Researches and investigates deed transfers and construction agreements and related documents to determine dates and affiliation of grantor and the builder. Examines copies of leases, corporate mergers, consolidations, commercial and industrial transfers, real estate exchanges and assignments to determine if proper Realty Transfer Tax was paid and assess tax if not. Accesses data from personal income tax, corporate and inheritance tax systems to establish or verify information to verify or deny applicability of tax exemption claimed. Utilizes Dept. of State website, various county websites, white pages, people search and other internet sites to find additional contact information and missing details necessary in case investigations. Answers technical inquiries from attorneys, accountants, tax payers and Recorders of Deeds by telephone or correspondence. Issues reassessment notices in compliance with decisions from the Board of Appeals and Board of Finance and Revenue. Applies Realty Transfer Tax payments (RTT) in the RTT PaTH system. Prepares a voucher of Revenue to accompany the checks for deposit. Reviews Payment Application and Imprint Reports to ensure monies are correctly applied to accurate accounts or local counties. Reviews petition for refund documentation for compliance with state laws and regulations and determines approval or disapproval of application. Reviews and maintains bad check processing. Researches liens. Assists with testing of realty transfer tax functions in PaTH system. Demonstrate a commitment to service-oriented culture of the Department. Apply Lean thinking in day-to-day tasks. Being 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. Determines property values and taxability based on analysis of the real estate transaction. Determines tax and interest due on transfers that either underpaid or had improperly claimed an exemption from realty transfer taxes. Approves or denies the refund review of all documentation. Determines payee for refunds of overpayment. |
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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. |
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Essential Functions: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.
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