TAX RETURNS EXAMINER III

State of Hawaiʻi; Honolulu (HI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Holidays

Paid Vacation

Paid Sick Leave

Health Insurance

Retirement Plan

Flexible Spending Accounts

Job summary

State of Hawaiʻi's Department of Taxation on OAHU is seeking experienced tax examiners to review individuals, partnerships, trusts, non-profits, and corporations for proper taxation reporting.

The role emphasizes IFRAC-based legal writing and supporting appeal presentations to the Appeal Officer and Board of Review, with emphasis on accuracy and regulatory compliance.

Qualifications

• Progressively responsible public contact or clerical experience including tax laws.
• Experience applying income and tax laws to prepare returns and determine liabilities.

Responsibilities

• The primary duty is examining individuals, partnerships, trusts, non-profits, and domestic corporations for tax reporting compliance.
• Assist lower-level tax examiners in preparing and presenting appeals to the Appeal Officer and Board of Review.

Skills

Public contact

Interviewing

Investigations

Education

Graduation from accredited college/university

Job description

Recruitment Information

This recruitment is for the Department of Taxation for OAHU ONLY

• Applications are available at the Department of Taxation (DoTAX) – Human Resources 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 your email-box in a timely manner.

Duties Summary

The primary purpose of this position is to conduct examination of individuals, partnerships, trust, non-profit organizations, and domestic corporate organizations with eh objective of determining if proper taxation reporting pursuant to the Hawaii Revised Statues was adhered to. These positions focus on legal writing (IFRAC) and assist lower-level tax examiners in preparation and presentation of appeal cases to the Appeal Officer and Board of Review.

Minimum Qualification Requirements

EXPERIENCE: Applicants must have had progressively responsible experience of the kind and quality described below and in amounts shown in the following table, or any equivalents combination of training and experience:

Class TitleGeneral ExperienceSpecialized ExperienceSupervisory ExperienceTotal ExperienceIII320

5

General Experience: Progressively responsible experience in one or a combination of the following which included arithmetic computations:

• Public contact work experience which involved interviewing and/or investigating;
• 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: Experience in the tax field which required the application of income and miscellaneous tax laws and related regulations and procedures in preparing tax returns, determining tax liability, or collecting delinquent taxes.

Substitution 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 General Experience.

Exempt Benefits

This is a non-civil service position. Benefit information will be provided at time of offer by the Department Personnel Officer or Director of the hiring department.

Listed below is a summary of the benefits the State offers to exempt employees, which is based on full-time employment.

Paid Holidays

Eligible for 13 paid holidays each year; 14 holidays during an election year.

Paid Vacation

Eligible for 21 days per year.

Paid Sick Leave

Eligible for 21 days per year.

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 eligible exempt 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 exempt 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 exempt employees can reduce their federal and state income taxes and social security taxes by setting aside money from their paychecks to pay for eligible 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 exempt employees a tax-deferred retirement savings program. This program allows employees to build a retirement nest egg through voluntary, pre-tax payroll deductions. A broad range of investment options are available to select from.

Temporary Disability Insurance

Qualified exempt employees may be eligible to receive partial wage replacement, at no cost to the employee, 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 exempt employee's social security account.

Training & Continuing Education

The State supports developmental activities related to an exempt 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.

Union & Collective Bargaining

Exempt employees may have the right to join the union for collective bargaining with the State and employee representation depending on the status of the exempt position.

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.

The State of Hawaii is an Equal Opportunity Employer

Revised 01/13