Revenue Tax Specialist

State of Indiana•Indianapolis, IN

3d•$47,320•Onsite

About The Position

This position is part of our Taxpayer Advocate's office. The Taxpayer Advocate Office (TAO) at DOR helps Indiana taxpayers with complex problems who have already talked to Customer Service or the Payment Services Division. In this role, you will work multiple case types, support inbound call queues for multiple areas, and respond to messages sent through DOR's InTime portal. The Indiana Department of Revenue team is comprised of over 700 staff that are located in 13 locations across the state of Indiana. We work collaboratively with the Indiana Governor's office, the General Assembly, state agencies, individuals, business owners, corporations, tax practitioners, and a variety of tax program participants to administer Indiana's tax laws. DOR administers over 65 tax types and annually processes nearly $21 billion of tax revenue. Our mission is to serve Indiana by administering tax laws in a fair, secure, and efficient manner.

Requirements

Extensive knowledge of state and federal tax laws, rules and regulations applying to each of the several types of taxes.
Specialized knowledge of accounting and auditing techniques used by businesses and industries.
No degree is required. However, 6 years of experience in accounting, tax collection, finance, or customer service or a similar role may be considered.
Individuals should have the ability to perform essential functions with or without reasonable accommodation.

Responsibilities

Provide technical and procedural assistance to taxpayers, taxpayer representatives, other divisions within agency, other state agencies.
Review accounts and properly apply payments to taxpayer accounts as needed.
Conduct extensive research to resolve complex issues related to payments and/or returns for taxpayers, including research in DOR’s software and database applications for unpaid/unfiled tax liabilities.
Review and close files paid in full, dismissed, or discharged.
Create billings/liabilities in DOR’s software and database applications according to court orders.
abates penalties and interest accordingly.
Assist with evidence collection process in Investigations cases, including preparation of documents to establish continuity of custody for items of evidence to ensure that judicial requirements are met.
Complete disclosure requests for confidential taxpayer information by performing a thorough review of the request and analyzing the Department’s records.
Work as part of the Department’s Taxpayer Risk Investigations Unit to deter, detect and prevent tax fraud.
Perform variety of duties related to the detection and prevention of identity theft/tax fraud.
Research and analyze potentially fraudulent tax returns from a variety of sources concerning a variety of tax types.
Provide technical assistance, knowledge, and research of information to ensure compliance with the Federal Bankruptcy Code and state laws and procedures, maximizing the State’s portion of distributions to mitigate collection losses, efficient and effective protects the interest of the Department within the bankruptcy proceedings, and addresses taxpayer’s bankruptcy related issues.
Assist auditors in preparation of audit workpapers, research, and computer system support to ensure customer accounts are correct and accurate.
Specialist in the Advocacy Office providing research and critical responses to disclosure requests and advocate cases that include hardship, offer in compromise, and highly technical and sensitive tax issues for all tax types.
Perform a variety of auditing, control, and public assistance duties relative to the preparation, payment and collection of various state taxes.
Specialist in Customer Service assisting on highly sensitive situations to our Tax Practitioner customers on client tax issues, researching and resolving complex tax issues that can include multiple tax types, accounts and responsible office/share holder on matters that may include any tax type administered by DOR.
In assigned area, completing duties assigned that include performing extensive research and providing critical responses to the CSRs interacting with customers, de-escalating customer situations, providing training, feedback and one-on-one coaching to their team.
A Team Lead to the team assigned at the District Office they report to. Includes performing extensive research and providing critical responses to the CSRs interacting with customers, de-escalating customer situations, providing training, feedback and one-on-one coaching to a team. This may also include following established procedures to open and close the walk-in center, reconciling payment batches, and taking funds to a local banking institution for deposit.

Benefits

Three (3) medical plan options (including RX coverage) as well as vision and dental plans
Wellness Rewards Program: Complete wellness activities to earn gift card rewards
Health savings account, which includes bi-weekly state contribution
Deferred compensation 457(b) account (similar to 401(k) plan) with employer match
Two (2) fully-funded pension plan options
A robust, comprehensive program of leave policies covering a variety of employee needs, including but not limited to: 150 hours of paid New Parent Leave and up to eight weeks of paid Childbirth Recovery Leave for eligible mothers
Up to 15 hours of paid community service leave
Combined 180 hours of paid vacation, personal, and sick leave time off
12 paid holidays, 14 on election years
Education Reimbursement Program
Group life insurance
Referral Bonus program
Employee assistance program that allows for covered behavioral health visits
Qualified employer for the Public Service Loan Forgiveness Program
Free Parking for most positions
Free LinkedIn Learning access