Taxpayer Case Advocate

Cityofnewyork; New York (NY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

City of New York's Office of the Taxpayer Advocate seeks a Taxpayer Case Advocate to assist taxpayers with unresolved tax issues, identify systemic problems, and prepare reports for the Commissioner of Finance.

The role involves interviewing taxpayers, counseling on case issues, and coordinating with DOF offices to secure timely, fair resolutions while adhering to statutory criteria. Remote work is possible up to two days per week under the program.

Responsibilities

• Interview taxpayers to determine tax situations and explain notices, bills, and DOF correspondence.
• Counsel taxpayers on basic case issues and advocate for them with DOF offices to resolve problems.
• Confer with taxpayers meeting advocacy criteria to provide explanations when cases cannot be resolved quickly.
• Perform research and computations to adjust taxpayers' accounts as needed.
• Explain actions taken, cite applicable law or procedure, and outline taxpayers' appeal rights.

Job description

NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently to instill public confidence and encourage compliance while providing exceptional customer service.

DOF's Office of the Taxpayer Advocate (OTA) is an independent office within the Department of Finance which assists customers who have been unable to resolve their tax issues through normal Department of Finance channels. In addition, the Office of the Taxpayer Advocate makes systemic recommendations to improve DOF policies and procedures. OTA's base matters consist of NYC property, business, and certain excise tax issues.

The Office of the Parking Summons Advocate is an office within OTA that ensures and promotes fairness in the parking summons dispute resolution process. The office serves members of the public who wish to dispute, or have disputed, their parking summonses. The office acts as an intermediary between unrepresented and underrepresented members of the public, DOF units, and other agencies involved in the parking summons adjudication process; informs the public about parking laws and related Department of Finance policies and procedures; and recommends solutions to systemic problems and issues in the parking summons adjudication process.

The Office of the Taxpayer Advocate has an excellent opportunity available for a well-organized and motivated individual to serve as a Taxpayer Case Advocate. The role of the Taxpayer Case Advocate is to assist taxpayers with problems that meet the Taxpayer Advocate criteria, to identify systemic problems, and to prepare a report of activities to the Commissioner of Finance. Additionally, the Taxpayer Case Advocate will assist taxpayers in technical and procedural cases, involving inquiry meeting the Taxpayer Advocates criteria. The ideal candidate will be responsible for investigating and responding to complaints about the program and individual cases. The ideal candidate may also liaise with NYC Council Members and representatives from the Borough Presidents' offices regarding matters referred to the office.

Reporting to the Taxpayer & Parking Advocate, the selected candidate's duties and responsibilities will include, but not are limited to the following:

• - Interview taxpayers to determine tax situations and answer questions about notices, letters, bills, other DOF correspondence and determine the status of the taxpayers account in matters involving the collection of New York City taxes, specifically business and property taxes.
• - Counsel taxpayers on basic case issues, advocate for the taxpayer with the DOF operating/functional offices/divisions, to resolve issues, and take corrective action under authority that the Taxpayer Advocate delegates.
• - Confer with taxpayers meeting the Taxpayer Advocate criteria to provide explanations to those who are unable to resolve their tax problems with other DOF offices/employees due to delay beyond normal processing time, a significant hardship, or where systemic issues have been identified.
• - Perform research, analysis, and necessary computations to adjust taxpayers' accounts if needed.
• - Perform Taxpayer Advocate/DOF service level agreements, the Case Advocate will recommend appropriate adjustments and compute proposed changes to tax, penalty and interest.
• - Explain to taxpayers the actions taken, citing applicable law, regulation, or procedure as necessary, appeal rights and secure agreement of taxpayer and DOF as to final decision.
• - As necessary, the Case Advocate will confer with the Taxpayer Advocate Attorney Advisor concerning the applicability of law, regulation or procedure as the basis of any adjustment.
• - Assist with developing an outreach plan within communities and advocacy groups.
• - Input and maintain the Taxpayer Case Management system with respect to cases and inquires he/she handles.
• - Participate in activities to provide guidance to target audiences on case advocacy, case criteria, delegated authorities and service level agreements.
• - Maintain a case management system, prepare action plans for each case to complete work assignments timely, and take steps to identify and avoid delays.
• - Assist the Taxpayer Advocate with any annual or periodic reports required by statue or otherwise.
• - As needed, answer telephone calls from taxpayers and determine whether calls meet Taxpayer Advocate criteria for handling a case.
• - May serve as the receptionist for the Taxpayer Advocate office and assist taxpayers who walk in for help.
• - Assist in special projects and research projects.
• - Perform other duties as assigned.

Additional Information

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

This position may be eligible for remote work up to 2 days per week, pursuant to the Remote Work Pilot Program agreed b