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State of MichiganCivil Service CommissionPosition Code1. ACCTTCHECapitol Commons Center, P.O. Box 30002Lansing, MI 48909POSITION DESCRIPTIONThis position description serves as the official classification document of record for this position. Please complete the information as accurately as you can as the position description is used to determine the proper classification of the position.2. Employee's Name (Last, First, M.I.)8. Department/AgencyLEO-LABOR AND ECON OPPORTUNITY3. Employee Identification Number9. Bureau (Institution, Board, or Commission)Unemployment Insurance4. Civil Service Position Code Description10. DivisionACCOUNTING TECHNICIAN-ETax and Employer Services 5. Working Title (What the agency calls the position)11. SectionAccount Technician 7/8/9Tax Office6. Name and Position Code Description of Direct Supervisor12. UnitCAMPBELL, CORDELIA; DEPARTMENTAL SUPERVISOR-3Tax Maintenance7. Name and Position Code Description of Second Level Supervisor13. Work Location (City and Address)/Hours of WorkWILLIAMS, ANGELA D; STATE ADMINISTRATIVE MANAGER-1Cadillac Place, 3024 W. Grand. Blvd., Detroit, MI 48202 / M-F 8-514. General Summary of Function/Purpose of PositionThis position performs a full range of activities designed to provide accounting support, such as operating and maintaining manual/automated accounting systems; implementing and updating such systems; maintaining and reconciling financial records; reviewing financial statements; and processing refunds to employers.? This position is responsible for servicing approximately 210,000 employers who are required, by law, to pay quarterly unemployment insurance taxes.?? The Tax Office determines liability of employers, computes tax rates, establishes and maintains employer financial records, collections quarterly taxes, and posts audit adjustments.? This position uses mainframe applications, PC’s and imaging/retrieval software in performance of duties.15. Please describe the assigned duties, percent of time spent performing each duty, and what is done to complete each duty.List the duties from most important to least important. The total percentage of all duties performed must equal 100 percent.Duty 1General Summary:Percentage:35Responds to correspondence, resolve items in Error Suspense, and certify to the Internal Revenue Service the amount and timeliness of state unemployment taxes paid.Individual tasks related to the duty:Timely responds, either verbally or in writing, to inquiries from employers or their representatives (CPAs, attorneys, etc.) regarding account concerns. As a resource person, investigates these concerns and takes appropriate action.Research reports and payments in Error Suspense to determine if they are duplicates or whether they should be posted to another account.Release reports and payments from Error Suspense to the correct account.Contact employers or their representatives to resolve items in Error Suspense if necessary.Prepares forms 940B and 940C, Employer Account Abstract, for employers.Advise employers of missing reports or unpaid state taxes, which may have caused them to be, assessed a Federal Unemployment Tax Act (FUTA) penalty by the IRS.Duty 2General Summary:Percentage:15Processes Tax Refunds as assigned.Individual tasks related to the duty:Determines validity of tax refunds to employers.Researches and analyzes requests for tax refunds to ensure the requests are from the employer or an authorized representative. Determines that all quarterly tax reports have been filed and taxes have been paid. Ascertains refund amounts are correct prior to issuance. Prepares refund forms and secures approval from supervisor.If refund is found invalid, contacts employer to provide an explanation and takes further action, if warranted. If refund is valid, removes credit from computer account records.Orders affidavits for employers.Duty 3General Summary:Percentage:10Resolves routine tax rate protests as assigned. Individual tasks related to the duty:Contacts employers to obtain additional information regarding financial reports, status and other technical information.Exercises a thorough knowledge and ability to interpret the law to all employers, regardless of the employer’s level of understanding of the laws that apply.Identifies and resolves problems that have occurred because of incorrect information received from employers due to their misunderstanding of forms and/or tax laws. Processes corrections to tax rates accordingly.Analyzes financial records for missing quarterly tax reports and recomputes tax rate if missing quarters are found to have been received in a timely manner.? If not submitted timely, determines and issues narrative redetermination or denial to employer.Duty 4General Summary:Percentage:15Performs experience-rating account transfers as assigned. Individual tasks related to the duty:Mails letters and transfer forms to employers for completion to obtain needed information for determining the percentage of rating account transfer from one employer to another.Determines amounts of monies, payroll, contributions, benefit charges, etc., to be transferred.Answers inquiries by phone or mail to explain the technical aspects of partial transfers to employers and/or their bines tax rating account data when an existing business acquired another existing business, or a newly liable employer acquires an existing business.Duty 5General Summary:Percentage:10Process tax appeals and serves as Agency’s expert witness in hearings before administrative law judges. Individual tasks related to the duty:Reviews protests and re-determinations to verify that an appeal is appropriate and timely. Compiles media for transmittal to the Attorney General’s Office/Michigan Administrative Hearing System/Michigan Compensation Appellant Commission.Attends administrative law judge hearings as an expert witness on behalf of Unemployment Insurance for routine tax issues.Duty 6General Summary:Percentage:15Maintains employer accounts and makes financial adjustments as necessary and special assignments from the Tax Office management to complete as assigned. Individual tasks related to the duty:Performs routine maintenance on employer accounts, such as tax rate re-computations and report corrections due to keypunch errors. Retrieves financial data from employer tax documents and enters into computerized tax records.Annual review and analyze over 20 accounts for rate testing and submission. 16. Describe the types of decisions made independently in this position and tell who or what is affected by those decisions. Independent judgment is used to determine whether Tax Maintenance should reconsider an issue or if it should be handled through the appeal process, and whether good cause exists for the late filing of tax reports. 17. Describe the types of decisions that require the supervisor's review. Preparing a manual rate for 10 or more predecessors and refund request.? When clarification is needed regarding the interpretation of law, policy or procedure.? When confronted with a new situation and guidelines are not available and the situation is beyond the scope of independent judgment. 18. What kind of physical effort is used to perform this job? What environmental conditions in this position physically exposed to on the job? Indicate the amount of time and intensity of each activity and condition. Refer to instructions.Must be able to work under stress as the very nature of tax work often results in irate or abusive behavior from employers directed at staff.? During the annual issuance of tax rates, the workload per employee could increase by 500 to 1,000 cases during the 30-day protest period.? This position required prolonged sitting and using the personal computer (80% sitting, 10% walking, 10% standing). 19. List the names and position code descriptions of each classified employee whom this position immediately supervises or oversees on a full-time, on-going basis.Additional Subordinates20. This position's responsibilities for the above-listed employees includes the following (check as many as apply):NComplete and sign service ratings.NAssign work.NProvide formal written counseling.NApprove work.NNApprove leave requests.Review work.NApprove time and attendance.NProvide guidance on work methods.NOrally reprimand.NTrain employees in the work.22. Do you agree with the responses for items 1 through 20? If not, which items do you disagree with and why?Yes.23. What are the essential functions of this position??To issue employer tax rates and update their financial records in accordance with the provisions of the Michigan Employment Security Act (MES Act), Administrative Rules, Agency Policies and Procedures.? Also see General Summary Duties 1,2,3,4,5,6,7, and 8. 24. Indicate specifically how the position's duties and responsibilities have changed since the position was last reviewed.?Requesting PD update as there is not a PD on file with Civil Service.? Requires more computer skills to compose and generate letters on the PC, access Intranet procedures, retrieve information of FileNET (imaging system) and research information on the Internet.? Responsible for answering a large number of calls from the Tax Maintenance line. 25. What is the function of the work area and how does this position fit into that function?Tax Maintenance provides all direct unemployment insurance tax services to assigned employers.? Those services provided, or functions performed, include but are not limited to:? issuing decisions relative to the employer’s tax liability, computing and determining tax rates, maintaining employer tax records, processing financial adjustments, issuing refunds, certifying taxes paid for IRS purposes, posting audit adjustments, collections delinquent taxes, and resolving correspondence.26. What are the minimum education and experience qualifications needed to perform the essential functions of this position.EDUCATION:Education typically acquired through completion of high school.EXPERIENCE:Accounting Technician 7One year of experience involving posting to ledger accounts, reconciling accounts, executing adjustments, and preparing financial statements equivalent to an Accounting Assistant E7.Accounting Technician 8Two years of experience involving posting to ledger accounts, reconciling accounts, executing adjustments, and preparing financial statements, including one year equivalent to an Accounting Technician 7 or an Accounting Assistant 8.Accounting Technician E9Three years of experience involving posting to ledger accounts, reconciling accounts, executing adjustments, and preparing financial statements, including one year equivalent to an Accounting Technician 8, two years equivalent to an Accounting Technician 7, or one year equivalent to an Office Supervisor with a subclass code of BKPS.Alternate Education and ExperienceAccounting Technician 7Completion of two years of college (60 semester or 90 term credits) with at least 16 semester (24 term) credits in accounting courses may be substituted for the experience requirement.Accounting Technician 8Possession of a Bachelor's degree with at least 16 semester (24 term) credits in accounting courses may be substituted for the experience requirement.Accounting Technician E9Possession of a Bachelor's degree with at least 16 semester (24 term) credits in accounting courses and one year of job-related experience may be substituted for the experience requirement.KNOWLEDGE, SKILLS, AND ABILITIES:NOTE: Some knowledge in the area listed at the entry level developing knowledge is necessary at the intermediate level, and considerable knowledge is required at the experienced level, and thorough knowledge is required at the advanced level. Knowledge of advanced bookkeeping and accounting methods, practices, procedures, techniques, and terminology.Ability to collect, organize and analyze complex financial records and report findings.Excellent skills of the automated Tax system and its use.Thorough knowledge of the state unemployment insurance law and its administrative rulesAbility to evaluate the work of others and to assist others in solving work related problems.Ability to train employees.Ability to communicate effectively, both verbally and in writing, and maintain favorable public relations.Ability to work under deadlines and under stress.Ability to multi-task and evaluate the work of othersCERTIFICATES, LICENSES, REGISTRATIONS:None.NOTE: Civil Service approval does not constitute agreement with or acceptance of the desired qualifications of this position.I certify that the information presented in this position description provides a complete and accurate depiction of the duties and responsibilities assigned to this position.SupervisorDateTO BE FILLED OUT BY APPOINTING AUTHORITYIndicate any exceptions or additions to the statements of employee or supervisors.None.I certify that the entries on these pages are accurate and complete.KELLY FOREN2/26/2020Appointing AuthorityDateI certify that the information presented in this position description provides a complete and accurate depiction of the duties and responsibilities assigned to this position.EmployeeDate ................
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