Financial Reviewer

City of New York; New York (NY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Remote work up to 2 days/week

Job summary

City of New York seeks qualified Financial Reviewers in the Accountant Civil Service title to support the Business Tax Unit in resolving tax debt and related tasks.

Responsibilities include audits, affidavits, questionnaires, and tax status determinations, with opportunities to liaise with the Mayor's Office and external vendors. A CPA license or eligibility is required.

Qualifications

• Degree with 24 accounting credits including advanced accounting and auditing.
• Possession of NYS CPA license or eligibility.

Responsibilities

• Perform audits and financial reviews for complex business tax cases as assigned by Audit, Payment Operations, and the Conciliation Bureau.
• Manage staff case load referred by the Mayor's Office of Contract Services; prepare affidavits, questionnaires, bills, and Tax Status determinations.
• Review staff updates in PASSPort and respond to vendor and agency inquiries.
• Assist staff in responding to complex inquiries and disputes from taxpayers or representatives.
• Participate in special projects and prepare data-driven reports using BTS, STARS, PASS.
• Serve as subject matter expert in BTCS application to analyze workflows and suggest process improvements.

Education

Baccalaureate degree with 24 accounting credits

New York State CPA license

Job description

• Job Category: Finance, Accounting, & Procurement
• Salary Band: $70,000 to $80,000
• Compensation: USD 65,091 - USD 74,855

Job Description

IMPORTANT NOTE: CANDIDATES MUST BE PERMANENT IN THE ACCOUNTANT CIVIL SERVICE TITLE OR BE PERMANENT IN A COMPARABLE CIVIL SERVICE TITLE ELIGIBLE FOR A 6.1.9 TITLE CHANGE.

NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently to instill public confidence and encourage compliance while providing exceptional customer service.

DOF’s The Customer Operations Division has oversight of the Department of Finance Business Centers, City Register’s Office, and the Land Records, Adjudication, and Collections divisions. Customer Operations is charged with the processing of tax payments, parking violations payments, and all other charges collected by DOF. The division is also responsible for recording property transfers, adjudicating parking and camera violations, and managing the full life cycle of the department’s enforcement activities related to unpaid business and excise taxes, parking fines, and Environmental Control Board summonses.

The Collections Division is responsible for managing the full life cycle of the Department of Finance’s enforcement activities related to unpaid business and excise taxes, parking fines, and Environmental Control Board summonses. The debt collection process involves specialized professional collectors, experienced in the art of negotiation, who provide debtors with options and encourage full payment. The division utilizes several collection tools to enforce compliance, including notices, telephone dunning, outside collection agencies, and special projects aimed at locating and taking enforcement actions against assets.

The Business Tax Unit is seeking qualified Financial Reviewers to support the resolution of business tax debt and related functions. Reporting to the Financial Review Manager, the selected candidates’ duties and responsibilities include, but are not limited to the following:

• Serve as a point of contact and conduct audits and financial reviews for complex business tax cases referred to by Audit, Payment Operations, and the Conciliation Bureau.
• Manage staff case load referred by the Mayor's Office of Contract Services (MOCS), including preparation of affidavits, questionnaires, bills, and Tax Status determinations.
• Review staff update case information in the PASSPort system and respond to vendor and agency inquiries.
• Assist staff in responding to complex inquiries and disputes from taxpayers or their representatives, including cases involving penalty abatement requests or courtesy conferences.
• Participate in special projects, conduct research using internal systems (e.g., BTS, STARS, PASS), and prepare data-driven reports and summaries.
• Serve as a subject matter expert in the BTCS application, leveraging in-depth knowledge to analyze workflows and provide strategic recommendations for internal process improvements.

Additional Information:

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

This position may be eligible for remote work up to 2 days per week, pursuant to the Remote Work Pilot Program agreed between the City and the Collective Bargaining Unit representing employees serving in the civil service title.

ACCOUNTANT - 40510

Qualifications

1. A baccalaureate degree from an accredited college or university, accredited by regional, national, professional or specialized agencies recognized as accrediting bodies by the U.S. Secretary of Education and by the Council for Higher Education Accreditation (CHEA), including or supplemented by 24 semester credits in accounting, including one course each in advanced accounting and auditing; or

2. A valid New York State Certified Public Accountant license.

To be eligible for placement in Assignment Level II individuals must have, in addition to meeting the minimum requirements, 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.

Additional Information

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.