Taxpayer Services Representative 1 (NY HELPS)

New York State Civil Service
Latham, NY

NY HELP Yes

Agency Taxation & Finance, State

Title Taxpayer Services Representative 1 (NY HELPS)

Occupational Category Other Professional Careers

Salary Grade 11

Bargaining Unit ASU - Administrative Services Unit (CSEA)

Salary Range From $47695 to $58447 Annually

Employment Type Full-Time

Appointment Type Permanent

Jurisdictional Class Competitive Class

Travel Percentage 0%

Workweek Mon-Fri

Hours Per Week 37.5

Workday

From 8 AM

To 4 PM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? No

Telecommuting allowed? No

County Albany

Street Address 299 Old Niskayuna Road

City Latham

State NY

Zip Code 12110

Duties Description The Processing and Shared Services Bureau consists of the following units:- Document Imaging - Liability Correspondence - Return Data Management (RDM)- Returns Processing Center (RPC)- Returns Processing Center Support (RPCS)Under the supervision of a Taxpayer Services Representative 2 or Taxpayer Services Specialist 2, the incumbent will perform the day-to-day activities of a unit whose function is to perform high speed document processing, remittance depositing, data entry, electronic form insertion, and exception work for multiple taxes. Activities include but are not limited to the following: - Effectively and logically communicate both verbally and in writing with both internal and external customers, such as taxpayers, tax professionals and software developers. Listen attentively, extract and assimilate pertinent facts to provide clear, concise, accurate answers. - Follow established procedures, policies, and guidelines. - Work independently and exercise good judgment in monitoring multiple work assignments. - Complete assignments independently with minimal supervisory oversight. - Demonstrate acceptable knowledge and skill in the use of prescribed software, department systems, and other tools to effectively complete assignments. Recommend system and procedural changes. - Access pertinent information from various processing and imaging systems to identify and accurately resolve taxpayer or tax professional issues. - Adjust taxpayer accounts and process tax returns, payments, and documents. - Use a personal computer requiring the manipulation of a standard alphanumeric keyboard to produce documents including letters, forms, email or to access taxpayer data related to refund claims, account information, registrations, permits and return processing errors. - Demonstrate initiative, self-motivation, a strong work ethic, a commitment to the success of assignments, and the ability to work well in a team environment. - Read, understand, and apply laws, procedures, rules, regulations and guidelines where clear precedents and detailed direction may or may not exist. - Research and analyze information received, draw conclusions using sound judgment and make quality decisions and recommendations. - Assist with the creation of oral and written reports and presentations. - Adhere to the Department's time and attendance rules and regulations. Perform with the highest level of integrity, acting within the Department's code of conduct, state ethics laws and department policies.

Minimum Qualifications This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS): For the duration of the NY HELPS Program, this title maybe filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply.At a future date, it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all the same rights and privileges of competitive class employees of New York State. While serving permanently in a NY HELPS title, employees may take part in any promotion examination for which they are qualified.NON-COMPETITIVE MINIMUM QUALIFICATIONS:This position may be filled as a traineeship, appointment level is at the discretion of the hiring agency.Taxpayer Services Representative Trainee, equated to SG-9: $42,641- One year of full-time experience in a position where primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts OR - Thirty semester credit hours of college-level study.Taxpayer Services Representative 1, SG-11: $47,695- Two years of full-time experience in a position where your primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts OR - Sixty semester credit hours of college-level study.PLEASE NOTE: UNOFFICIAL TRANSCRIPTS OR DIPLOMA MUST BE INCLUDED WITH YOUR APPLICATION AND SHOW THE FOLLOWING:- Your name- School name- Degree concentration or major- Degree was awarded- Date degree was awardedForeign degrees must have an approved evaluation:

Additional Comments The Department of Taxation and Finance (DTF) strives to provide New Yorkers with the highest level of service possible. To do so, it is of the utmost importance that we recruit and retain a high-quality, skilled, and diverse workforce. Nearly 18 million New Yorkers rely on our employees to accurately apportion funds for schools, roads, medical care, security services, conservation programs, and much, much more. We are committed to administering the state's tax systems fairly, courteously, and cost effectively We believe the way to do this is to partner the skills, creativity, and ingenuity of our workforce with the best technologies available. When responding to this posting, please include the Vacancy ID# and title in the subject line. Please provide your resume and social security number to determine appointment transfer eligibility.

Some positions may require additional credentials or a background check to verify your identity.

Name Antonietta Belott

Telephone 518-486-1907

Fax

Email Address [email protected]

Address

Street W. A. Harriman State Office Campus Building 9, Room 256

Building 9, Room 256

City Albany

State NY

Zip Code 12227

Notes on Applying Qualified candidates should copy the below web address into your browser to complete the online application for the Department of Tax and Finance. Within the application, you will attach your resume & unofficial transcript. TRANSCRIPTS OR DIPLOMA MUST BE INCLUDED WITH YOUR NY HELPS APPLICATION AND SHOW THE FOLLOWING:- Your name- School name- Degree concentration or major- Degree was awarded- Date degree was awardedForeign degrees must have an approved evaluation: MUST BE DETAILED:Failure to provide proof that you meet the minimum qualifications may result in your application being disqualified. Your resume must clearly describe your experience in detail and include the length of time in each position with the month and year. Omissions or vagueness may not be interpreted in your favor.Current and former NYS employees may be contacted for their Social Security Number to verify their employment.

Posted 2026-03-12

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