TAX RETURNS EXAMINER II

State of Hawaiʻi; Honolulu (HI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Paid Holidays

Paid Vacation

Paid Sick Leave

Retirement Plan

Training & Continuing Education

Travel Expenses

Union & Collective Bargaining

Job summary

The Department of Taxation in OAHU is seeking qualified candidates to conduct professional examinations of individuals, partnerships, and small domestic corporate entities to verify compliance with Hawaii tax laws. Experience with general excise, use, WH, TA, and residency tax issues is essential.

Applicants should have strong interviewing skills and the ability to analyze facts, apply complex rules, and communicate clearly with the public.

Qualifications

• Three years of experience in public work or clerical work involving tax laws and procedures.
• One year of specialized experience applying tax laws to prepare returns and determine liability.

Responsibilities

• Conduct professional examinations of individuals, partnerships, and small corporate entities to determine proper taxation.
• Apply Hawaii tax rules (general excise, use, withholding, TA, rental vehicle, residency).
• Analyze facts, compute liabilities, and communicate findings to the public.

Skills

Interviewing techniques

Tax knowledge

Public interaction

Job description

Recruitment Information

This recruitment is for the Department of Taxation for OAHU ONLY

• Applications are available at the Department of Taxation (DoTAX) – Personnel Office or

at http://tax.hawaii.gov/about/jobs/

• Complete and return all forms to the Department of Taxation – Human Resources Office, P.O. Box 259, Honolulu, Hawaii 96809.

Your application may be rejected if the required documentation as identified below is not submitted at the time of application. A legible photocopy of your application with current information and an original signature may be accepted.

Required Forms / Documentation

You must submit the following forms / documentation together with your application or your application may be rejected: ONLY transcripts will be accepted. A photocopy will be accepted, however, DoTAX reserves the right to request for an official copy.

NOTIFICATION TO APPLICANTS

The Department of Taxation will use electronic mail (email) to notify applicants of important information relating to the status and processing of their applications as part of our ongoing efforts to increase operational efficiency, promote the conservation of green resources, and minimize delays and costs.

Please ensure that the email address and contact information you provide is current, secure, and readily accessible to you. We will not be responsible in any way if you do not receive our emails or fail to check our email-box in a timely manner.

Duties Summary

The primary function of this position is to conduct professional examinations of individuals, partnerships, and small domestic corporate organizations with the objective of determining if proper taxation pursuant to the Hawaii Revised Statutes was adhered to. Applicable taxes and issues include and are not limited to: General excise, use, employer’s withholding (WH), transient accommodations (TA), rental motor vehicle, and resident and non-resident status income tax returns, which encompasses claims for credit for taxes paid to another state and questionable business and non-business income, exemptions, and deductions.

Knowledge And Abilities Required

• Knowledge of: Interviewing techniques; and
• State and applicable Federal income and miscellaneous rules and regulations; standard methods of bookkeeping.
• Ability to conduct interviews and deal effectively with the public; analyze facts and figures and derive sound conclusions therefrom; understand and apply tax laws, rules and interpretations; make arithmetic computations rapidly and accurately; operate adding and calculating machines; give and receive oral and written instructions.

Minimum Qualification Requirements

GENERAL EXPERIENCE:

Three (3) years of progressively responsible experience in one or a combination of the following which included arithmetic computations:

• Public work experience which involved interviewing and/or investigating; or
• Clerical experience which provided a familiarity with State and Federal tax laws and regulations; and with the methods, practices, and procedures of tax work.

SPECIALIZED EXPERIENCE:

Requires one (1) year of experience in the tax field which requires the application of income and miscellaneous tax laws, related regulations, and procedures in preparing tax returns, determining liability, or collecting delinquent taxes.

Substitutions Allowed

• Excess Specialized Experience of the type and quality described above may be substituted for General Experience on a year-for-year basis.
• Graduation from an accredited college or university may be substituted for the General Experience.

Quality Of Experience

Possession of the required number of years of experience will not in itself be accepted as proof of qualification for a position. The applicant's overall experience must have been of such scope and level of responsibility as to conclusively demonstrate that he/she has the ability to perform the position for which he/she is being considered.

Your Job Benefits With The State Of Hawai'i

The State of Hawaii offers its employees who are members of the civil service a range of benefits. Some benefits are offered as a result of collective bargaining agreements and changes may occur.

A summary of these benefits, which is based on full-time employment, is listed below.

Note:

Benefits for NON-CIVIL SERVICE appointments will be provided by the hiring department at the time of interview.

With Civil Service modernization, effective July 1, 2002, employees appointed to temporary positions may also gain membership in the civil service upon satisfactory completion of an initial probation period of at least six months. As a temporary member of the civil service, you will be eligible to apply for promotion and transfer opportunities to permanent as well as other temporary positions. You may also enjoy other rights and benefits afforded to members of the civil service, with the exception of return rights and placement rights associated with a reduction-in-force of a permanent member of the civil service.

Paid Holidays

You may be eligible for 13 paid holidays each year; 14 holidays during an election year.

Paid Vacation

You may earn vacation leave at a rate that other employers find tough to match – 21 days each full year from the FIRST year of employment. This compares to an average of 10 days offered by private companies. You may accumulate up to a total of 90 days (720 hours) of vacation.

Paid Sick Leave

You may earn sick leave at the same rate as vacation – 21 days per year from the FIRST year, and there is no limit on the amount you can accumulate. Expectant mothers may also use sick leave for pre-natal or post-natal check-ups or any illness related to pregnancy. Plus, unused accumulated sick leave may eventually be used to increase your retirement benefits in certain situations.

Other Leaves

Reasonable time off with pay may be provided for jury or witness duty, a death in the family, some military duty, and donation to the Blood Bank. Leave sharing donations may be granted to eligible employees who have serious personal illnesses or injuries or need to care for a seriously ill or injured family member. Various leaves without pay may also be granted with full re-employment rights.

Health Insurance

The State pays a part of the premiums for each employee's enrollment in a State sponsored Medical, Drug, Vision, and Dental Plan. For more information, visit the Employer Union Trust Fund website www.eutf.hawaii.gov for coverage and options.

Group Life Insurance

The State provides a free life insurance policy for employees.

Retirement Plan

The State contributes to a retirement plan for eligible employees. Generally, employees under the Hybrid Plan with 10 years of credited service and who have reached 65 years of age or have 30 years of credited service and have reached 60 years of age may retire and receive benefits. To find out more about the options you have, go to http://ers.ehawaii.gov.

Premium Conversion Plan

Participating employees may increase their take-home pay by having the State deduct the cost of health care premiums before payroll taxes are withheld.

Flexible Spending Accounts

Eligible employees can reduce their federal and state income taxes and social security taxes through a tax-savings benefit program called Island Flex. This program allows employees to set aside money from their paychecks to pay for out-of-pocket health care expenses and eligible dependent care expenses on a BEFORE-TAX basis.

Transportation Benefits

Participating employees may increase their take-home pay by having the State deduct qualified transportation expenses (i.e. eligible parking fees, monthly bus passes for TheBus, fare coupons for The Handi-Van, Vanpool Hawaii participation fee, etc.) through pre-tax payroll deductions.

Deferred Compensation

The State offers employees a voluntary pre-tax retirement savings plan designed to give employees a tax break today and an opportunity to build a retirement nest egg through voluntary payroll deductions. Several types of investment options are available.

Temporary Disability Insurance

Qualified employees may be eligible to receive benefits for a disability caused by a non-work related injury or illness under this program.

Social Security

As an employer, the State also contributes to an employee's social security account.

Promotions & Transfers

For employees with membership in the civil service, the State offers promotion and transfer opportunities throughout the State Executive Branch.

Training & Continuing Education

The State supports developmental activities related to an employee's work. In many departments there are numerous in-service training opportunities available. Sabbatical leaves with pay are available for qualified employees.

Travel Expenses

The State may pay for certain business related travel expenses including mileage reimbursement for use of a personal car during work, airfare, meals and lodging expenses for trips to neighbor islands or out of state.

Incentive & Service Awards

The State has a program that recognizes employees for their years of service and provides cash awards for their superior accomplishments and other contributions that improve State operations.

Union & Collective Bargaining

Employees have the right to join the union for collective bargaining with the State and employee representation. Some employee unions provide discounts, insurance and other opportunities. Employees may also decide not to join a union, however, employees are required to pay union service fees unless the employee's job is excluded from collective bargaining.

The above information is solely intended as a summary of the benefits available to State of Hawaii employees and is subject to change. Whether or not you are entitled to a particular benefit will depend on your specific appointment and employment status (included, excluded, exempt, non-exempt). Please refer to the appropriate collective bargaining agreement or executive order and all applicable laws, rules, policies, or plan documents for further details. Nothing herein shall be deemed as creating an employment contract, promise of employment, promise of continued employment, or obligation of any kind on the part of the State of Hawaii.

CLICK HERE for more information on the State of Hawaii's Benefits At-A-Glance.

The State of Hawaii is an Equal Opportunity Employer

Revised 01/13