The work performed is similar to the work described at the objective Tax Representative 2 level, but involves lesser scope, complexity, discretion and decision making authority than is found at the Tax Representative 2 level. Work is performed under close progressing to limited supervision. This is the entry level for positions with objective levels of Tax Representative 3. Work is performed under close progressing to limited supervision. This is the objective level for positions that provide a full range of paraprofessional tax support work managing a tax program requiring considerable tax law knowledge.
Work is performed under general supervision.
Considerable knowledge is required on the TPOS claim requirements and reciprocal tax agreements. Extensive contact with taxpayers and their representatives is required. Function as the expert in the adjustment of returns on which taxpayer claims other state withholding tax credit as Wisconsin, including reciprocal states. This is the objective level for positions that provide a full range of paraprofessional tax support work researching and solving Skip Tracing Unit problems and provides feedback to field personnel. Problems researched in this area include researching accounts of delinquent overpayments prior to a refund being issues, and researching unidentified remittances and documents to determine proper processing, including contact with taxpayers or representatives.