Revenue Tax Specialist
Bloomington, IN, US, 47403
Work for Indiana
Begin a fulfilling career with the State of Indiana by joining one of the largest employers in the state, offering a range of opportunities across 60+ agencies. At the state, you'll find competitive compensation, a robust benefits package and a commitment to work-life balance. Most importantly, you'll have the chance to make a real and measurable impact on the lives of Hoosiers across Indiana.
Agency Statement:
The Indiana Department of Revenue has served Indiana, its population, and the business community since 1947. Our more than 700 dedicated team members administer over 65 different tax types and annually process nearly $30 billion of tax revenue. We are a Top Workplace employer.
Role Overview:
The Revenue Tax Specialist examines, reviews, assesses, and collects various State taxes. You will apply laws, rules, and regulations to difficult and complex tax compliance determinations. You will determine the eligibility for tax benefit programs, credits, and deductions, and review and evaluate the accuracy of assessments and adjustments made by other staff.
This position is in the Bloomington, Indiana, district office.
Salary Statement:
The salary for this position traditionally starts at $47,320.00 but may be commensurate with education or work experience.
A Day in the Life:
The essential functions of this role are:
- Provide technical and procedural assistance to taxpayers, taxpayer representatives, other divisions within the agency, and 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 per court orders. abates penalties and interest accordingly.
- Assist with the evidence collection process in Investigations cases, including preparing 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 thoroughly reviewing the request and analyzing the Department’s records.
Additional duties based on the role:
- Audit Desk & TRIU: Work as part of the Department’s Taxpayer Risk Investigations Unit to deter, detect, and prevent tax fraud. Perform duties related to detecting and preventing identity theft/tax fraud. Research and analyze potentially fraudulent tax returns from a variety of sources concerning a variety of tax types.
- Bankruptcy: 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.
- Audit Support: Assist auditors in the preparation of audit workpapers, research, and computer system support to ensure customer accounts are correct and accurate.
- Customer Service
- Taxpayer Advocate: 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.
- Tax Practitioner Team: 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/shareholder on matters that may include any tax type administered by DOR.
- Team Lead: In the 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.
- District Office Assistant Supervisor: A Team Lead assigned to the team who researches and provides critical responses to the Customer Service Representatives, de-escalates customer situations, provides training, feedback, and one-on-one coaching to the 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.
The job profile is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time.
What You'll Need for Success:
You must meet the following requirements to be considered for employment:
- Six (6) years of experience in accounting, tax collection, finance, or customer service.
- 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.
- Able to perform essential functions with or without reasonable accommodation.
Supervisory Responsibilities/Direct Reports:
Benefits of Employment with the State of Indiana:
The State of Indiana offers a comprehensive benefits package for full-time employees that includes:
- 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 a bi-weekly state contribution
- Flexible work scheduling options, including the potential for hybrid remote work for employees whose work may be performed outside state facilities
- 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 in 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
Equal Employment Opportunity:
The State of Indiana is an Equal Opportunity Employer committed to recruiting, selecting, developing, and promoting employees based on individual ability and job performance. Reasonable accommodations may be available to enable individuals with disabilities to complete the application and interview process as well as perform the essential functions of a role. If you require reasonable accommodations to complete this application, you can request assistance by contacting the Indiana State Personnel Department at jobs@spd.IN.gov.
Nearest Major Market: Bloomington Indiana
