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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 50460707 |
Description Activated On: 12/4/2025 5:10:42 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 provides assistance to taxpayers or their representatives for all taxes worked by the Bureau of Enforcement and Taxpayer Assistance (BETA) and provides clerical support to the District Office as needed. |
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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. Researches/reviews taxpayer accounts/records in the Department’s systems by utilizing computer programs such as PATH, Business Tax System (BTS), BRIDGES and web enabled taxpayer inquiry system to provide appropriate information when answering the taxpayer’s inquiry. Assist and advise the taxpayer and/or their representative in the proper manner of completing tax returns, reports, and other forms as they pertain to the above taxes and programs. Verifies tax liability, penalty and interest, and explains to the taxpayer and/or their representative how these amounts were determined along with the applicable tax laws, rules, regulations and policies involved. Receives either incoming calls or written correspondence from taxpayers or their representative and responds either verbally or in writing regarding the application of tax laws, rules, regulations, policies or procedures. Requests and gathers necessary documentation from taxpayers or representative and prepares proper departmental forms in order to correctly adjust a taxpayer’s account. Processes applications and issues decals for IFTA and MCRT. Trains tax season personnel in the areas of personal income tax, and property tax/rent rebate program. Assists them by providing technical assistance in resolving more detailed tax problems or issues. Plans and schedules training sessions for volunteer tax season groups. Travels to and from satellite offices and private sector groups. Delivers presentations upon request from the private sector on the application and interpretations of state tax laws, rules, regulations and policies. Prepares reports concerning the effectiveness of taxpayer services and makes recommendations on how to improve upon it in the future. Completes the following clerical functions: Ordering postage/office supplies. Prepares, types and mails letters for field personnel Typing letters, reports, requests, vouchers and proofread material Demonstrates a commitment to the service-oriented culture of the Department. Applies Lean thinking in day-to-day tasks. Is mindful of internal controls and risk management when changes are made to a process. Treats others equitably and adheres to diversity and inclusion 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. Prepare appropriate tax forms for taxpayer and refers adjustments and corrections to the appropriate bureau. Refers complex delinquent account inquiries to Taxpayer Service Administrator. Determines if taxpayer is currently in compliance with tax laws, rules, and regulations. Review and determine accuracy of information provided by taxpayer. |
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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. N/A 5. N/A 6. N/A |
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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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