Financial Reviewer

Department-of-Finance; New York (NY); Hybrid; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

City of New York’s Department of Finance seeks an Accountant (Accountant - 40510) to support the Business Tax Unit in resolving tax debt and enforcing compliance. The role reports to the Financial Review Manager and involves audits, affidavits, tax status determinations, and data-driven reporting.

Qualified candidates bring a degree with accounting credits or a CPA license, knowledge of DOF processes, and strong analytical skills.

Qualifikationen

• Bachelor’s degree with 24 accounting credits including advanced accounting and auditing.
• CPA license eligibility or holding is preferred.
• Familiarity with City DOF processes and legacy systems helps.
• Ability to manage multiple tasks with accuracy and timelines.

Aufgaben

• Audit and review complex business tax cases referred by divisions.
• Prepare affidavits, questionnaires, bills and tax status determinations.
• Respond to vendor and agency inquiries and update PASSPort records.
• Assist with penalty abatements, conferences, and inquiries from taxpayers.
• Generate data-driven reports and summaries for leadership.
• Serve as subject matter expert in BTCS with process improvement input.

Kenntnisse

DOF business tax processes

BTCS & STARS familiarity

Microsoft Office Suite

Organizational & analytical skills

Strong written/verbal/ interpersonal

Financial statement analysis

Ausbildung

Accounting degree + 24 credits incl. advanced accounting & auditing

CPA license

Tools

PASSPort

BTS

STARS

Jobbeschreibung

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 action 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.

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

Minimum 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.

Preferred Skills

• Knowledge of DOF Business Tax processes, including audit procedures and collections.
• Familiarity with legacy systems such as BTCS and STARS.
• Excellent organizational and analytical skills.
• Strong written, verbal, and interpersonal communication abilities.
• Ability to review, analyze, and interpret complex financial records.
• Proficiency in Microsoft Office Suite.
• Ability to manage multiple assignments and work both independently and collaboratively.
• Comfortable learning and working within City-specific systems (e.g., PASSPort, etc.).

55a Program

This position is also open to qualified persons with a disability who are eligible for the 55-a Program.

Public Service Loan Forgiveness

As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education's website at https://studentaid.gov/pslf/.

Residency Requirement

New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview.

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.