Tax Examiner I - Compliance Unit

State of Colorado; Colorado; On-site; USD 42,000 - 58,000; Full time

Job summary

The Colorado Department of Revenue seeks a Tax Examiner I in the Taxation Division to determine tax liability, review returns, and communicate outcomes with taxpayers, attorneys, and professionals.

You will resolve disputes, post payments, adjust penalties, and support delinquent accounts using GenTax, Excel, and Office tools, in a customer‑facing, compliance‑driven role open to Colorado residents.

Permanent status includes PERA retirement, health benefits, paid leave, and holiday schedule.

Qualifications

• Two years of experience in Customer Support, Taxation Analysis, Taxation Processing, or Compliance.

Responsibilities

• Support agents by processing Gentax entries and analyzing accounts.
• Promote voluntary compliance with tax laws through education, assistance, and customer service by answering tax questions via telephone inquiries from taxpayers concerning all taxes administered by the Department of Revenue.
• Explain tax requirements for a business by determining the aspects which affect a particular situation.
• Respond to web messages and issue letters when identified during the week through contact with the taxpayer from phone calls, performing account reviews, updates, and examining the additional documentation received from the taxpayer.
• De-escalate tensions with customers through offering viable alternatives, education and additional resources.

Skills

Customer support

Taxation analysis

Taxation processing

Compliance

Phone handling

De-escalation

Data entry

Education

High school diploma or GED

Tools

GenTax

Microsoft Excel

Microsoft Office

Google Apps

Job description

Tax Examiner Class Description and Minimum Qualifications

The mission of the Colorado Department of Revenue (CDOR) is to become a trusted partner to every Coloradan, helping them navigate the complexities of government so they can thrive. Our core values of service, teamwork, accountability, integrity, and respect drive us

The Department’s vision is to empower businesses and individuals through quality customer service, innovation, and collaboration. We celebrate diversity and support an equitable and inclusive culture. We embrace our differences because we believe this brings innovation to our work. For more exciting information about the Department of Revenue, please enjoy this brief video!

As part of the State of Colorado, DOR offers a competitive benefits package to permanent employees:

• PERA retirement benefits including PERA Defined Benefit Plan, PERA Defined Contribution Plan, plus 401K and 457 plans
• Medical, Dental, and Vision insurance coverage
• Automatic Short-Term and Optional Long-Term Disability Coverage
• Life and AD&D Insurance
• Flexible Spending Accounts (FSAs)
• Family Medical Leave Act (FMLA) job protection and State of Colorado Paid Family Medical Leave (PFML)
• 11 Paid Holidays Annually and Accrued Annual and Sick Leave
• Variety of discounts on services and products available through the State of Colorado's Work-Life Employment Discount Program

The Taxation Division promotes voluntary compliance with all tax laws through information, education, assistance and customer service. The Tax Compliance and Criminal Investigation program is to secure the State's fisc by collecting revenue in the form of delinquent tax liabilities owed to the State, license unlicensed businesses, enhance voluntary compliance by contacting and assisting delinquent taxpayers and their legal representatives, and by seizing assets and other legal actions to secure State Funds.

Our Compliance Section is seeking someone who is passionate about helping people as a Tax Examiner I. This position determines tax liability, assesses where returns are not filed, accepts evidence and records to formulate the tax liability. As a Tax Examiner I, you can expect to resolve taxpayer disputes referring to department policies and Colorado Revised Statutes while also explaining the rules, regulations, and what is expected of taxpayers, accountants, and others. Additionally, this position will exchange information with the taxpayer, attorneys, accountants, title companies and other departmental employees concerning the delinquent tax account.

Primary Duties:

Agent and Customer Support

• Support agents by processing Gentax entries and analyzing accounts.
• Promote voluntary compliance with tax laws through education, assistance, and customer service by answering tax questions via telephone inquiries from taxpayers concerning all taxes administered by the Department of Revenue.
• Explain tax requirements for a business by determining the aspects which affect a particular situation.
• Respond to web messages and issue letters when identified during the week through contact with the taxpayer from phone calls, performing account reviews, updates, and examining the additional documentation received from the taxpayer.
• De-escalate tensions with customers through offering viable alternatives, education and additional resources.

Taxation Analysis

• Analyze accounts where an assessment has been made to determine if the assessment is correct or needs to be adjusted.
• Analyze tax return adjustments, assessments, or documentations for validity using Colorado statutes, Department of Revenue regulations, FYI's, and rulings for the specific situation to which it is being applied.
• Ensuring metrics and data are up to date and accurate.
• Maintain taxpayer account status to ensure up to date and accurate information is reflected.

Taxation Processing

• Review accounts to post payments, post returns, clear balances, address protests, and/or issue refunds. Prioritizing the workload and time management of work assigned.
• Make adjustments, if needed, to tax returns including adjustment of penalties/interest based on the correspondence received.
• Resolve taxpayer accounts by: determining correct tax liability, make any necessary corrections in the system of record, issue delinquencies or Initiate refunds. Communicate to the taxpayer of the results.
• Initiate refund claims for the following reasons: duplicate payments; overpayment of balance due; errors (math, data entry, filing, reporting); additional documentation is provided by the Taxpayer.

Tax Specialty - Compliance

• Correcting delinquencies based on information provided by taxpayers, following guidelines set by the Department of Revenue.
• Corrects accounts within their level of authority by on-line procedures and/or internal documents, after determining the correct tax liability.
• Resolve taxpayer disputes referring to department policies and Colorado Revised Statutes.
• Analyze taxpayer accounts and/or returns to identify and resolve discrepancies.

Residency Requirement:

This posting is only open to residents of the State of Colorado at the time of submitting your application.

Class Code & Classification Description:

H8N1XX Tax Examiner I

Minimum Qualifications:

Education/Licensure/Certification/Experience:

• High school diploma or General Education Diploma (GED);
• Two (2) years of experience in Customer Support, Taxation Analysis, Taxation Processing, or Compliance.

Substitutions

Additional appropriate education will substitute for the required experience on a year-for-year basis

Document this experience in your application IN DETAIL, as your experience will not be inferred or assumed.

NOTE: If submitting a transcript, certification or other relevant materials, candidates may redact information that identifies their age, date of birth, or dates of attendance at or graduation from an educational institution.

Preferred Qualifications:

• 2+ years of hands‑on experience using Fast Enterprise’s GenTax system.
• 2+ years of professional phone experience, specifically in managing challenging taxpayer interactions and de‑escalating high‑conflict situations.
• 2+ years of experience developing and maintaining spreadsheets using Microsoft Excel.
• Proficiency with Microsoft Office programs (Word, PowerPoint) and Google Apps.
• Practical experience applying federal and state tax statutes