Overview
Skills
Job Details
Title: Penalty Review Specialist - Hybrid
Mandatory skills:
Tax Accounting,
Google Suite, Google Sheets, Gmail,
Microsoft Programs, Microsoft Office, Sheets, Excel, spreadsheets,
financial, financial records, financial analysis, accounting, accounting systems,
tax laws, tax types, tax policy, tax procedures, tax payer, tax compliance, tax audit,
business environment, analytical techniques, reporting standards, procedural standards, compliance, files, data files,
document record keeping, data analysis, analyze information, analyze financial records
Description:
Primary Duties and Responsibilities:
Examine and analyze data as presented by the customer applicant for consideration of abatement.
Request clarifying information, evaluate both testimony and evidence to make findings of fact and render decisions in conformance with procedural standards, statutes, and tax laws. Utilize problem solving, critical thinking and decision making skills to conduct analysis of information including financial records and historical data.
On occasion educate taxpayers on filing requirements and recommend solutions to identified nonconformance.
Prepare thorough files based on analyzed decisions for hearings and testify on behalf of the client.
Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology. Use automated accounting systems and applications to retrieve and review data files, analyze information, and analyze financial records in conformance to reporting and procedural standards.
Detailed Duties and Responsibilities:
Recommends and implements solutions to identified financial problems.
Conducts analytical research of customer s explanation and documented evidence.
Analyze financial records and historical data to make findings of fact in compliance with the client Revised Statutes and tax laws to render a decision.
Utilizes problem solving and critical thinking skills to determine compliance and noncompliance of penalties, liabilities or requirements.
Requires data to be compiled and input using Google Suite programs and Tax Accounting System.
Establishes and maintains effective communication with staff, citizens of diverse ethnic and economic groups, other governmental personnel, and others contacted in the course of the work.
Prepares clear, concise and complete summaries and other written communication.
Presents statements of law, fact, and argument clearly and logically. May represent the client at informal hearings.
Ability to understand and apply statutes, laws and procedures governing filing requirements and assessment of penalty and interest. Ability to mathematically calculate tax, penalty and interest assessments according to client policies. Knowledge of and ability to learn various tax types, policies, procedures, sources of legal reference relating to the client law, and rules of evidence.
Understands accounting and mathematical principles and the business environment and is able to apply analytical techniques.
Good verbal and written communication.
Able to work on multiple projects based on changing priorities.
Able to work independently and/or in a team setting.
Computer proficient. Efficiency in Google Suite and/or Microsoft Office products and other computerized systems. Particularly skilled with spreadsheets.
Problem solving in variable situations requiring analytical, interpretive, evaluative, and/or constructive thinking within broadly defined policies and objectives.
Other duties are assigned as related to the position.
Follow established guidelines.
Some college with major coursework in accounting, business, or a closely related field or two years of professional experience.
Spanish speaking is a plus.
Required Skills:
Google Suite and/or Microsoft Programs - particularly proficient in Sheets/Excel and Gmail. Research, analytical and critical thinking, problem solving, call handling.
Understands accounting and mathematical principles, written and verbal communication.
VIVA USA is an equal opportunity employer and is committed to maintaining a professional working environment that is free from discrimination and unlawful harassment. The Management, contractors, and staff of VIVA USA shall respect others without regard to race, sex, religion, age, color, creed, national or ethnic origin, physical, mental or sensory disability, marital status, sexual orientation, or status as a Vietnam-era, recently separated veteran, Active war time or campaign badge veteran, Armed forces service medal veteran, or disabled veteran. Please contact us at for any complaints, comments and suggestions.
Contact Details :
VIVA USA INC.
3601 Algonquin Road, Suite 425
Rolling Meadows, IL 60008