Local Tax Examiner

Government of the Virgin Islands; Charlotte Amalie (United States Virgin Islands); On-site; USD 40,000 - 65,000; Full time

Job summary

Government of the Virgin Islands seeks a Local Tax Examiner to process local tax returns, establish taxpayer accounts, and resolve discrepancies. You will interact with taxpayers and reps by phone, mail, or in person to explain actions and gather required documentation.

The role requires accuracy, initiative, and the ability to handle routine to moderately complex cases under supervision. The position operates in an office setting under the Senior Local Tax Examiner, with clear guidelines and

Qualifications

• Knowledge of local tax forms and processing procedures.
• Familiarity with VI and Federal tax laws, rules and regulations.
• Ability to compute penalties and interest and identify errors.
• Ability to manage multiple priorities with accuracy.
• Ability to maintain and organize taxpayer records.

Responsibilities

• Sort, batch, process and bill gross receipts and hotel tax returns per Title 33 VI Code.
• Establish taxpayer accounts, validate entity types and resolve discrepancies.
• Explain processing requirements to taxpayers by phone, mail or in person.
• Perform manual and automated calculations for tax liability, penalties and interest.
• Review and resolve routine to moderately complex local tax issues.
• Post abatements, adjustments and credits with proper documentation.
• Assist with routine tax account questions and research inquiries.

Skills

Tax terminology

VI tax law

Penalties calc

Statistical data

Office equipment

Transaction codes

Correspondence

Analytical thinking

Multitasking

Interpersonal skills

Education

High School Diploma or equivalent

Tools

Guam Tax System

Job description

The employee in this position works under the guidance of the Chief or Assistant Chief of Processing. He/she sorts, batches, processes and bills gross receipt and hotel tax returns in accordance with Title 33 of the Virgin Islands Code. The incumbent is responsible for routinely establishing taxpayer accounts, validating and classifying entity types and resolving minor discrepancies.

Work is reviewed for adherence to standard operating procedures, while the employee is expected to perform with a considerable degree of independence and must exercise initiative in carrying out his/her assignments.

Operates systems to issue bills, adds taxpayer accounts, processes credits and adjustments, researches and analyzes accounts and resolves open issues.

Communicates with taxpayers or their representatives by telephone, written correspondence, or in-person contact to provide account information, explain processing requirements, and assist with routine tax account questions.

Assists taxpayers and their representatives in understanding account status, billing actions, processing requirements, and documentation needed to resolve routine account matters.

Reviews, analyzes, and resolves routine to moderately complex local tax account issues, discrepancies, and cases in accordance with established processing procedures, referring unusual or unresolved matters for supervisory guidance.

Performs manual and automated calculations to determine tax liability, penalties, interest, abatements, and related account adjustments in accordance with applicable tax laws, rates, and processing procedures.

Researches taxpayer inquiries and account records to verify information, explain processing actions, and support the resolution of routine billing, credit, adjustment, penalty, and interest issues.

Reviews account entries and supporting documentation to identify erroneous assessments and prepares appropriate cancellation or disallowance actions in accordance with established procedures.

Posts approved abatements, adjustments, credits, and related account changes as instructed, ensuring entries are accurate, properly coded, and supported by required documentation.

Performs other related duties as required.

High School Diploma or equivalent from an accredited institution and one year of bookkeeping or tax-related experience.

FACTOR 1- KNOWLEDGE REQUIRED BY THE POSITION

• Knowledge of tax terminology, forms, and documents utilized in the processing of local tax returns and supporting documentation.
• Knowledge of current Virgin Islands and Federal Tax laws, rules and regulations.
• Knowledge of methods and statutory limits for computing penalties, normal interest, and restricted interest cases utilizing the current interest rates.
• Knowledge of methods and procedures used in compiling and recording statistical information.
• Knowledge of manual and automated office equipment (e.g., Guam Tax System).
• Knowledge of processing and adjustment procedures, transaction codes, and cycles.
• Skill in operating computer systems and applications used to enter, update, and maintain taxpayer and transaction records.
• Ability to compose correspondence to taxpayers, their representatives, and others.
• Ability to detect noncompliance with local tax laws and regulations.
• Ability to detect computational, legal, and/or technical errors in the process of analyzing tax returns and supporting documentation.
• Ability to manage multiple priorities and perform tasks rapidly and accurately.
• Ability to develop and maintain good working relations with all employees in the section.

FACTOR 2- SUPERVISORY CONTROLS

Work is performed under the general supervision of the Senior Local Tax Examiner. Incumbent independently carries out recurring processing, billing, adjustment, and account review duties, referring unusual, complex, or unresolved matters to the supervisor for guidance. Work is reviewed for compliance with established processing procedures, accuracy of tax account entries, and timely completion of assigned work.

FACTOR 3- GUIDELINES

Guidelines include the Internal Revenue Code, Federal tax regulations, Title 33 of the Virgin Islands Code, local tax rules and regulations, agency standard operating procedures, processing manuals, transaction codes, and established billing and adjustment procedures. The incumbent applies these guidelines to routine and recurring tax processing matters and uses judgment in selecting, interpreting, and applying the appropriate rule or procedure when discrepancies, incomplete information, or account irregularities are identified.

FACTOR 4- COMPLEXITY

Work requires the ability to manage multiple priorities and perform tasks rapidly and accurately. This position requires the ability to develop and maintain good working relations with all employees in the section. Ingenuity, resourcefulness, and good judgment are required to resolve issues that may arise.

FACTOR 5- SCOPE AND EFFECT

The purpose of the work affects the entire processing of local taxes.

FACTOR 6- PERSONAL CONTACTS

Contacts are the Senior Local Tax Examiner, the Chief or Assistant Chief of Processing, other employees within the processing section, taxpayers, and taxpayer representatives.

FACTOR 7- PURPOSE OF CONTACTS

Contacts are made to assess progress on workloads and examine the accuracy of inputs.

FACTOR 8- PHYSICAL DEMANDS

Work is primarily sedentary. There are no physical demands. The job is primarily sedentary in nature.

FACTOR 9- WORK ENVIRONMENT

Work is performed within an office setting.