Tax Compliance Technician

Tax Compliance Technician

The Tax Compliance Technician is a non-exempt position under the direction of the Tax Audit Manager. The Tax Compliance Technician enforces the licensure, collection, and payment of city-collected taxes from licensed and unlicensed businesses and carries out a variety of tax delinquency collection processes. This position performs a range of duties in a busy tax office from complex tax ordinance analysis to taxpayer consultations to making high volume compliance calls daily. Expectation of 40 compliance calls in a day. The workload intensifies significantly during peak tax return due dates. Intake and data gathering efficiently on non-compliant tax accounts. High volume filing of tax returns under strict deadlines into tax system. This job description is an overview and is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all the functions and tasks required of the position.

Essential Functions :

• Reviews taxpayer accounts to determine failure to comply with appropriate ordinances and regulations
• Researches and gathers evidence, prepares records and reports for the Tax Audit Manager pertaining to court and enforcement actions
• Keeps records of violations and follows up to ensure taxpayer cures violations
• Performs enforcement duties in accordance with established laws, policies, and procedures
• Issues violation notices, summons and complaints, and may testify in Municipal Court
• Investigates businesses within the city to ensure all are properly licensed
• Contacts delinquent taxpayers to collect late payments and assessments by phone and in person at business locations
• Researches and applies fundamental principles of city's tax code and regulations
• Prepares and reviews tax delinquency reports on a monthly, quarterly, and annual basis to analyze trends and identify businesses that meet collection action criteria
• Educates taxpayers and promotes compliance with the City Sales and Use Tax Code by contacting delinquent taxpayers and following established legal remedies
• Performs receipt processing for various sources of revenue and performs data entry
• Evaluates procedures and processes to maximize efficiency
• Coordinates tax remittance for special events and reconciles special event payments
• Receives, posts, and reconciles payments
• Assists tax audit staff with sales tax audit work, including researching, analyzing, auditing, reporting, processing, surveying, coordinating, recording, customer service, and maintaining sales tax records and information
• Calculates taxes, penalties, and interest owed
• Accepts new work assignments and schedules work load to meet the needs of the organization
• Keeps supervisor apprised of issues and concerns within the organization
• Accepts constructive input and implements suggestions for improvement
• Follows through on commitments and notifies supervisor when unable to meet deadlines
• Promotes a culture of safety in the workplace and reports safety hazards when observed
• Creates an inclusive environment by acknowledging the differences, perspectives, and ideas of others

Important Functions :

Physical Requirements :

Knowledge, Skills & Abilities :

Minimum Qualifications :

Preferred Qualifications :

Experience in debt collection, summons server, or financial record-keeping duties.

Special Conditions of Employment :

The duties in this classification are primarily performed indoors, in a comfortable office environment. The incumbent must demonstrate the ability to meet the physical demands of the job including the ability to retrieve information from various locations in the office when needed. The individual will be frequently exposed to periods of demanding activity and high mental stress. Incumbents must be willing to work additional hours or overtime including some evenings and weekends. The incumbent will be required to drive to training events and / or meetings with taxpayers. The position requires a great deal of interpersonal communication with City employees, the public, and outside agencies. All required licenses and certifications listed above must be maintained throughout the term of employment. Failure to obtain or maintain licenses and certifications may result in demotion or termination. Due to Federal and State Criminal Justice System access requirements, classifications that access and maintain criminal justice information may also be required, as a condition of employment, to not have been convicted of and / or have pending charges of a felony or misdemeanor crime that would deny or otherwise restrict access to criminal justice information. This requirement applies to all existing City employees as well as external candidates seeking to fill positions that meet the given criteria.