Tax Examiner I - Discovery

State of Colorado; Colorado; On-site; USD 52,000 - 66,000; Full time

Benefits offered by this job

PERA retirement benefits

Medical, Dental, and Vision insurance

Disability Coverage

Life and AD&D Insurance

FSAs

FMLA PFML

11 Paid Holidays

Work-Life discounts

Job summary

The Colorado Department of Revenue is seeking a Tax Examiner I in the Discovery unit to analyze tax assessments, review documentation, and contact taxpayers to resolve issues. Attention to detail and strong communication are essential for accurate processing and compliance.

This on-site, full-time position requires a high school diploma or GED and two years in a related field, with preference for GenTax experience and proficiency in Word/Excel. Colorado residency is required.

Qualifications

• High school diploma or GED; two years’ experience in a related field.
• Two years of experience in an occupational field related to the work assigned.
• Substitutions may be used to offset experience with additional education.

Responsibilities

• Analyze accounts, assessments, or documentation against Colorado statutes, regulations, rulings and tax guidelines.
• Process, audit and adjust accounts and information in the system.
• Educate, troubleshoot and assist customers by answering tax questions via web messaging, emails, letters and phone.
• Identify fraudulent refund claims and resolve taxpayer issues.

Skills

GenTax

Microsoft Word

Microsoft Excel

Attention to detail

Analytical skills

Customer service

Education

High school diploma or GED

Tools

GenTax software

Microsoft Word

Microsoft Excel

Job description

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.

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. A Tax Examiner reviews tax returns for accuracy and completeness, ensures the tax return can be processed as filed, resolves errors and contacts taxpayers to obtain any missing information. Furthermore, Tax Examiners can be responsible for analyzing accounting files, issuing refunds or bills, calculating penalty and interest, collecting delinquent taxes, handling taxpayer complaints, adjusting for discrepancies and working with other taxing authorities such as the Internal Revenue Service, local municipalities or agencies in another state.

We are hiring a customer service oriented and analytical minded individual to be our Tax Examiner I in our Discovery unit in the Taxation Division. You will analyze tax assessments and contact taxpayers regarding any issues with their account. Use your attention to detail when reviewing accounts and data systems. Your excellent communication skills will allow better understanding when contacting taxpayers and explaining issues. If you're ready to grow your career and enjoy the benefits of being a State of Colorado employee, then this job may be for you!

This position occasionally reports to the Howard Office for training.

Primary Duties

Taxation Analysis and Processing

• Analyze accounts, tax return adjustments, assessments or documentation against Colorado Statutes, regulations, rulings and tax guidelines.
• Ensure metrics and data are up to date and accurate.
• Research issues and make corrections.
• Process, audit and adjust accounts and information in the system.
• Resolve taxpayer issues and examine new documentation and update systems with changes.
• Identify fraudulent refund claims based on Discovery criteria.

Customer Support

• Educate, troubleshoot and assist customers by answering tax questions and determining the necessary guidance or course of action.
• Respond to customers via web messaging, emails, letters and phone.
• De-escalate customers by problem solving and providing appropriate solutions.

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)

AND

Two (2) years of experience in an occupational field related to the work assigned to the position

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

The ideal candidate will possess the following skills:

• State experience with GenTax software
• Proficient with Microsoft Word and Excel
• Previous experience with tax knowledge
• Attention to detail
• Experience in a customer service role
• Analytical skills

Conditions of Employment with the CDOR

Employees are in a position of public trust in the performance of their job duties and must operate in a manner that maintains the highest standards of honesty, integrity, and public confidence.

As a condition of employment with the CDOR, all personnel must file all necessary Colorado Individual Income Tax (CIIT) returns and pay tax obligations, therefore all employees must undergo a pre-employment evaluation of their tax records/accounts to ensure compliance with this policy. Final candidates must also complete a successful background investigation and reference check prior to appointment. Certain positions based on duties may require scheduled background investigations.

Pursuant to the Universal Driving Standards Policy, any worker who will be expected to drive a State-owned vehicle is responsible for maintaining a safe driving record and a valid driver license prior to driving any State-owned vehicle.

To be compliant with the new fleet vehicle policy, Motor Vehicle Records (MVRs) will be pulled for review for workers who:

• Have an assigned State fleet vehicle
• Are required to operate a vehicle as part of the position
• Utilize a State fleet vehicle as a pool vehicle

Applicants must be legally eligible to work in the United States to be appointed to this position. DOR uses E-Verify to confirm the eligibility of all newly hired employees. DOR does not provide sponsorship for employment-based visas.

Minimum Qualification Screening

• Applicants must meet the minimum qualifications to continue in the selection process for this position. Do not use "see resume" or "see attached" statements on your application.
• Cover letters and resumes will not be accepted in lieu of the official State of Colorado online application. Part-time work experience will be prorated.
• Recommended attachments: Resume, Cover letter
• List your employment history starting with the most recent job, including part-time, temporary, and volunteer jobs. If more than one job was held with a given organization, list each job held as a separate period of employment.
• Information must be accurate, including dates of employment. If it is found that information provided is falsified, you will not be considered for a job with the State of Colorado and/or may be removed from a job after hire.
• The eligible list established from this posting may be used to fill additional vacancies.

Appeal Rights

As an applicant who has been removed from consideration during the selection or comparative analysis process, you may file an appeal with the State Personnel Board and/or request a review by the State Personnel Director. A standard appeal form is available on the State Personnel Board website, https://spb.colorado.gov/forms-and-filing. If you appeal, your appeal must be submitted in writing on the official appeal form, signed by you or your representative, and received at the following address within ten (10) days of your receipt of this notice: Colorado State Personnel Board/State Personnel Director, Attn: Appeals Processing, 1525 Sherman Street, 4th Floor, Denver, CO 80203. Fax: [phone]. Phone: [phone]. Email address: [e-mail]. The ten-day deadline and these appeal procedures also apply to all charges of discrimination. Refer to Chapters 4 and 8 of the State Personnel Board Rules and Personnel Director's Administrative Procedures, 4 CCR 801, for information about the appeals process. The State Personnel Board Rules and Personnel Director's Administrative Procedures are available at spb.colorado.gov.

The State of Colorado strives to create a Colorado for All by building and maintaining workplaces that value and respect all Coloradans through a commitment to equal opportunity and hiring based on merit and fitness. The State is resolute in non-discriminatory practices in everything we do, including hiring, employment, and advancement opportunities. The State of Colorado believes that equity, diversity, and inclusion drive our success, and we encourage candidates from all identities, backgrounds, and abilities to apply. The State of Colorado is an equal opportunity employer committed to building inclusive, innovative work environments with employees who reflect our communities and enthusiastically serve them. Therefore, in all aspects of the employment process, we provide employment opportunities to all qualified applicants without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity or expression, pregnancy, medical condition related to pregnancy, creed, ancestry, national origin, marital status, genetic information, or military status (with preference given to military veterans), or any other protected status in accordance with applicable law.

The Colorado Department of Revenue is committed to the full inclusion of all qualified individuals. As part of this commitment, our agency will assist individuals who have a disability with any reasonable accommodation requests related to employment, including completing the application process, interviewing, completing any pre-employment testing, participating in the employee selection process, and/or to perform essential job functions where the requested accommodation does not impose an undue hardship. If you have a disability and require reasonable accommodation to ensure you have a positive experience applying or interviewing for this position, please direct your inquiries to our ADAAA inbox, [e-mail].

We are committed to building work environments that are inclusive and reflect our communities and the diverse talents of all people. We strongly encourage candidates from all backgrounds and abilities to apply.

Methods of Appointment

Appointment to the vacancy or vacancies represented by this announcement is expected to be from the eligible list created. However, at the discretion of the appointing authority, the position(s) may be filled by another method of appointment for a valid articulated business reason.

Step Pay Program

Per the requirements of the Step Pay Program, any former or current State employee must be paid a rate that is equal to or greater than the appropriate step pay rate within their classification's pay range based on completed years in their current class series.