Business Tax Customer Service Rep

City of New York•New York, NY

2d•$58,357 - $67,110•Hybrid

About The Position

The NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city. The Payments, Billing, and Refunds division processes payments for various taxes and violations, maintains departmental records, and provides customer service. The Business Tax Adjustments & Customer Service Unit specifically handles inquiries from business taxpayers using e-Services and the Business Tax Collection System (BTCS) for account research, tax return and payment questions, and technical issue resolution. The Business Tax Customer Contact Center is seeking a motivated, organized, and customer-focused Business Tax Customer Service Representative to support taxpayers by answering questions about tax returns and payments, providing account information, conducting research on Business and Excise Tax accounts, and offering technical assistance with e-Services.

Requirements

Permanent Accountant Civil Service Title OR proof of filing for Accountant Exam No. 6000 or 6500 OR permanent in a comparable Civil Service Title eligible for a 6.1.9 Title Change.
Employee Identification Number (EIN) must be included when applying.
Baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, including one course each in advanced accounting and auditing.
OR a valid New York State Certified Public Accountant license.
For Assignment Level II: at least one year of experience as an Accountant - Assignment Level I or at least two years of satisfactory full-time professional accounting or auditing experience.

Nice To Haves

Highly motivated, organized, and customer-focused individual.

Responsibilities

Respond to taxpayer inquiries received via 311 calls, emails, and web submissions by providing accurate information regarding business tax accounts and ensuring timely follow-up.
Process updates to taxpayer accounts, including, but not limited to, penalty abatements, credit transfers, and line-item adjustments to resolve discrepancies in tax filings or payments.
Clearly explain New York City business tax laws, regulations, and applicable sections of the Internal Revenue Code to taxpayers in a timely and accurate manner.
Collaborate directly with taxpayers and their representatives to resolve issues related to business tax filings, including making necessary adjustments and corrections.
Research and resolve suspended Business and Excise Tax transactions across multiple tax types within the Business Tax & Collection System (BTCS).
Review and respond to internal unit communications and taxpayer correspondence regarding returns and payments, making necessary account corrections in BTCS.
Handle assigned cases in a timely manner.
Provide e-Services technical assistance.
Create or retrieve taxpayer records in BTCS, document all inquiries, case updates, and resolutions.
Ensure all inquiries and account actions comply with tax laws, department policies, and standard operating procedures.
Perform special tasks directed by supervisors, the Director, and the Assistant Commissioner of Payments, Billing & Refunds.
Adhere to departmental policies, procedures, customer service quality standards, and compliance guidelines.