TAX EXAMINER MANAGER4220A1 Pay Grade: DEFINITION OF WORK Summary This is supervisory and administrative work in managing a unit that is responsible for examining tax returns and accounts, assisting taxpayers in completing their returns, or preparing legal petitions to obtain revenues owed to the State. Standard Classification Factors Supervision Received - LEVEL D: "Under general direction..." Employees at this level are usually in charge of a large and important organizational unit. They plan and carry out assignments with little supervision. They report regularly to a superior, usually by means of occasional conferences, to discuss work progress or new problems which require advice from above. This designation will pertain to classes with a high order of independence. Difficulty - LEVEL C: Considerable - Duties which require a high degree of concentration because of the many factors which must be considered and weighed before a decision can be reached. Usually positions that require planning, developing, and coordinating programs and directing fairly large groups of people fall into this category. Complexity - LEVEL D: Work is of a diversified nature that usually involves multiple, unrelated steps. Analytical thought is necessary for dealing with complex data and situations. Work often involves a variety of unrelated processes and may require planning or carrying out a sequence of actions or both. Several alternatives usually exist at this level for approaching problems or situations. Workers at this level exercise a considerable amount of independent judgment. Work is controlled by occasional review and by reporting to or consultation with supervisors or superiors. When guidelines exist at this level, they are usually broadly defined or technical requiring careful analysis and interpretation. Consequences of Actions and Decisions - LEVEL D: Consequences of actions or decisions at this level are significant as the work may be rarely if ever reviewed, making errors difficult to detect. Errors may cause major program failure or a high degree of confusion. Injuries to others due to errors are serious or incapacitating or both and costs due to errors are substantial. Contacts - LEVEL C: The purpose of the contact is to influence, motivate, conduct interviews, make formal presentations or counsel to achieve common understanding or solutions to problems when the information is sensitive in nature or the individuals or groups are skeptical or uncooperative. Communication techniques and well developed communication skills become an important requirement at this level. Physical Demands - LEVEL A: The work is predominantly sedentary and requires minimal or negligible physical exertion. The employee is normally seated; however, the nature of the work allows for periods of standing or walking at will. Environmental Conditions - LEVEL A: The work environment involves normal everyday hazards or discomforts typical of offices, meeting and training rooms, or libraries. Comfortable levels of temperature, ventilation, lighting and sound are inherent in the work environment. Exposure to deviations from pleasant environmental conditions is only occasional. The likelihood of injury is remote. Supervision/Leadership - LEVEL D: Involves administrative supervision responsibility. As a "first line supervisor", the primary responsibility involves scheduling, supervising and evaluating employees who perform the same or similar work. Responsible for recommending hiring and disciplinary actions to a higher level of authority. As a "project manager" may direct the activities of project leaders to develop plans and criteria and to evaluate progress and results for one or more projects. Distinguishing Features Differs from the Tax Examiner Specialist class in which incumbents function as a unit supervisor for the simpler tax types; lead technical worker for the moderately complex tax types; or technical work for the most complex tax types. EXAMPLES OF WORK PERFORMED Reviews records and reports of staff to assure correct and uniform application of the laws, rules, regulations, and policies. Initiates corrective action and provides technical advice and guidance to staff on cases involving unusual circumstances. Functions as a liaison between staff and other officials. Assigns work priorities and evaluates work performed by subordinate tax examiners for compliance with laws, rules, regulations and special instructions. Develops and conducts comprehensive tax or systems and procedures training programs for beginning tax examiners and refresher courses for experienced examiners. Drafts new and amended tax regulations and updates instructions and design of forms to provide for changes in tax laws. Participates in administrative hearings and district court trials including offering sworn testimony. Assists in budget development and preparation for legal collections. REQUIRED KNOWLEDGE, ABILITIES, AND SKILLS Knowledge *Knowledge of tax laws, regulations and policies of the assigned tax program and its specialized phases. *Knowledge of tax examining and tax accounting principles. *Knowledge of the principles and practices of office management. Knowledge of the principles and techniques of supervision. Abilities *Ability to plan, organize and direct large scale tax examining activities. *Ability to detect and explain errors, irregularities and violations and to analyze records and reports, synthesizing such information to develop recommendations to change procedures and policies. *Ability to make determinations and adopt corrective courses of action predicated on tax laws, rulings, precedents and reference material related to a complete tax program. *Ability to communicate clearly and concisely, orally and in writing, and to address various audiences effectively. *Ability to maintain satisfactory working relationships with other employees and the public. *Necessary at Entry MINIMUM REQUIREMENTS: High School Diploma or equivalent and three years of experience in accounting or auditing support work. Education may be substituted for experience as determined relevant by the agency. NC: 06/94 |