Commonwealth of Pennsylvania

POSITION DESCRIPTION FOR JOB POSTING

Position Number:  00299592

Description Activated On:  3/18/2024 9:00:39 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. 

Serves as an intern and provides assistance to the office in regards to personal income tax and property tax rent rebate preparation, in-person and over the phone, handle overflow incoming calls.

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.

Assist and advise the taxpayer and/or their representative in the proper manner of completing tax returns, as they pertain personal income tax and property tax rent rebate program. Answer incoming calls, emails and voicemail messages.

Requests and gathers necessary documentation from taxpayers or representative in order to prepare returns.

Demonstrate a commitment to meeting expectations of the bureau/program’s customer(s) at all times.

Being mindful of internal controls and risk management when changes are made to a process.

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.

Prepare appropriate tax forms for taxpayer and refers adjustments and corrections to the
appropriate bureau.

Understand basic personal income tax and property tax rent rebate instructions. any clarification will be brought to the Manager for final decision.

Apply Lean thinking in day-to-day tasks.

Refers complex delinquent account inquiries to Taxpayer Service Administrator.

Prioritize work to meet all deadlines within timelines established.

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:

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Essential Functions
: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.
 
 1. Operate PC & Standard office equipment
 2. Communicate effectively both verbally and in writing
 3. Perform clerical duties
 4. Proficiently navigate taxing systems
 5. Read and understand tax documents and written correspondence
 6. Perform mathematical calculations
 7. Review and determine accuracy of information provided by taxpayer
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