Title: BUSINESS TAXES SPECIALIST II, BOARD OF EQUALIZATION Salary: $5,573.00 - $7,326.00 Posted: 01/31/2014
Under the direction of the District Administrator, the Business Taxes Specialist II (Technical Advisor) is responsible for analyzing, organizing, and assessing the district’s metrics. The Technical Advisor assists and advises the District Administrator on specific audit and compliance metric issues of a highly complex nature. In concert with the District Administrator and principals, acts as a liaison on issues having statewide impact related to the metrics and district goals. Through the use of a variety of existing and customized data sources, the Technical Advisor prepares and provides reports, analyses and recommendations to the District Administrator for his/her evaluation of the district’s audit and compliance programs’ effectiveness and efficiency. The Technical Advisor assists in the development and implementation of strategies for effective and efficient administration of the district’s audit and compliance programs and coordinates field office projects and activities with other intradepartmental and interdepartmental functions. The Technical Advisor conducts research and coordinates/attends meetings, seeking information and providing feedback. The Technical Advisor is expected to perform duties of a highly technical nature with only minimal supervisory guidance. The position is located in a high-rise building. The position requires the incumbent to be fingerprinted. All applicants will be considered however, SROA/Surplus will be given priority.
In addition to the STD 678 a completed supplemental questionnaire must be submitted to be considered for the position. Appointment may become permanent if workload becomes permanent. More than one position may be available.
Please respond to the following questions on a separate sheet of paper and submit attached to your standard state application.
1. You’ve been asked to review a Section 6829 Dual Determination request to determine if the evidence supports that the element of willfulness has been proven for an audit liability billed after the close out date of the account. Please discuss the steps in your review process including the following: a. What your analysis of the audit would include? b. Examples of evidence that would support willfulness in this situation? c. An explanation of how pro rata would apply in this situation?
2. Please document a specific experience you have had involving each of the following and explain in detail how you handled the situation and responded to the inquiring party: a. You have been asked to respond to a Board Member contact in regards to a taxpayer complaint about a collection action taken on their account. b. You were contacted by the Taxpayer’s Rights Advocates Office or received a referral from your manager requesting you respond to a taxpayer claiming a hardship in response to a recent levy or wage garnishment. c. You received an assignment to respond to a letter, received by SUTD upper management, from a taxpayer claiming he is being treated unfairly by your collection staff regarding collection continuing when the taxpayer has a late protest pending.
3. You received an inquiry from the Taxpayer’s Rights Advocates Office regarding a complaint from a taxpayer that a levy captured payment in full from their bank account for a billing that is not due. You review the account and determine that the levy was sent on a final liability for use tax incurred on a motor home purchased on September 15, 2008. In addition to claiming a financial hardship, the taxpayer states the motor home was purchased for use out of state and is therefore not subject to tax. a. How would you respond? b. Describe the requirements necessary to grant an exemption for out of state use. c. Provide examples of documentation that could be used to support the exemption. d. What other exemptions, if any, could the taxpayer qualify for?
290 - 468 - 4379 - 900
SUTD/Centralized Collection Section
Final Filing Date:
SUTD/Centralized Collection Section 450 N Street, MIC: 95 Sacramento, CA 95814
Erin Little (562) 466-1902
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The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.