CS-214 Position Description Form .us
|CS-214 | | 1. Position Code |
|REV 7/2017 | | |
| |State of Michigan | |
| |Civil Service Commission | |
| |Capitol Commons Center, P.O. Box 30002 | |
| |Lansing, MI 48909 | |
|Federal privacy laws and/or state confidentiality |POSITION DESCRIPTION | |
|requirements protect a portion of this information. | | |
|This form is to be completed by the person that occupies the position being described and reviewed by the supervisor and appointing authority to ensure its |
|accuracy. It is important that each of the parties sign and date the form. If the position is vacant, the supervisor and appointing authority should complete|
|the form. |
|This form will serve as the official classification document of record for this position. Please take the time to complete this form as accurately as you can |
|since the information in this form is used to determine the proper classification of the position. THE SUPERVISOR AND/OR APPOINTING AUTHORITY SHOULD COMPLETE |
|THIS PAGE. |
| 2. Employee’s Name (Last, First, M.I.) | 8. Department/Agency |
| |Michigan Department of Labor and Economic Opportunity |
| 3. Employee Identification Number | 9. Bureau (Institution, Board, or Commission) |
| |Unemployment Insurance |
| 4. Civil Service Classification of Position | 10. Division |
|Account Technician 7/8/9 |Tax and Employer Services |
| 5. Working Title of Position (What the agency titles the position) | 11. Section |
|Account Technician | |
| |Tax Office |
| 6. Name and Classification of Direct Supervisor | 12. Unit |
|Cordelia Campbell, Department Supervisor 12 |Tax Maintenance |
| 7. Name and Classification of Next Higher-Level Supervisor | 13. Work Location (City and Address)/Hours of Work |
|Angela Williams, State Administrative Manager 15 |Cadillac Place, 3024 W. Grand. Blvd., Detroit, MI 48202 |
| |M-F 8-5 |
| 14. General Summary of Function/Purpose of Position |
|This 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. |
|For Civil Service Use Only |
| 15. Please describe your assigned duties, percent of time spent performing each duty, and explain what is done to complete each duty. |
|List your duties in the order of importance, from most important to least important. The total percentage of all duties performed must equal 100 percent. |
|Duty 1 |
|General Summary of Duty 1 % of Time 35 |
|Responds 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 2 |
|General Summary of Duty 2 % of Time 15 |
|Processes 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 3 |
|General Summary of Duty 3 % of Time 10 |
|Resolves 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 4 |
|General Summary of Duty 4 % of Time 15 |
|Performs 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 representatives. |
|Combines tax rating account data when an existing business acquired another existing business, or a newly liable employer acquires an existing business. |
|Duty 5 |
|General Summary of Duty 5 % of Time 10 |
|Process 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 6 |
|General Summary of Duty 6 % of Time 15 |
|Maintains 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 you make independently in your position and tell who and/or what is affected by those decisions. Use additional sheets, |
|if necessary. |
|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 your 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 do you use in your position? What environmental conditions are you physically exposed to in your position? Indicate the |
|amount of time and intensity of each activity and condition. Refer to instructions on page 2. |
|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 classification titles of classified employees whom you immediately supervise or oversee on a full-time, on-going basis. (If more than |
|10, list only classification titles and the number of employees in each classification.) |
|NAME |CLASS TITLE |NAME |CLASS TITLE |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |
| 20. My responsibility for the above-listed employees includes the following (check as many as apply): |
|Complete and sign service ratings. Assign work. |
|Provide formal written counseling. Approve work. |
|Approve leave requests. Review work. |
|Approve time and attendance. Provide guidance on work methods. |
|Orally reprimand. Train employees in the work. |
| 21. I certify that the above answers are my own and are accurate and complete. |
| |
|Signature Date |
NOTE: Make a copy of this form for your records.
|TO BE COMPLETED BY DIRECT SUPERVISOR |
|22. Do you agree with the responses from the employee for Items 1 through 20? If not, which items do you disagree with and why? |
|Yes |
| 23. What are the essential duties 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. |
|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. In your opinion, what are the minimum education and experience qualifications needed to perform the essential functions of this position? |
|EDUCATION: |
| |
|High School Graduate or GED equivalent. |
|EXPERIENCE: |
|Accounting Technician 7: |
|One year of experience involving posting to ledger accounts, reconciling accounts, executing adjustments, and preparing financial statements equivalent to an |
|Accounting Assistant E7. |
|Accounting Technician 8: |
|Two 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 9: |
|Three 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. |
|Accounting Technician 10: |
|Four years of experience involving posting to ledger account, reconciling accounts, executing adjustments, and preparing financial statements, including |
|one-year equivalent to an Accounting Technician 9 or two years equivalent to an Office Supervisor with a subclass code of BKPS. |
| |
|Education and Experience for Departmental Analyst (Departmental Trainee) 9 |
|Accounting Technician 7: |
|Completion 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 8: |
|Possession 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 E9: |
|Possession of 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. |
| |
|Special Requirements, Licenses, and Certifications: |
|None |
|NOTE: Equivalent combinations of education and experience that provide the required knowledge, skills, and abilities will be evaluated on an individual basis. |
|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 rules |
|Ability 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 others |
|CERTIFICATES, LICENSES, REGISTRATIONS: |
|None. |
|NOTE: Civil Service approval of this position does not constitute agreement with or acceptance of the desirable qualifications for this position. |
| 27. 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. |
| |
|Supervisor’s Signature Date |
|TO BE FILLED OUT BY APPOINTING AUTHORITY |
| 28. Indicate any exceptions or additions to the statements of the employee(s) or supervisor. |
| 29. I certify that the entries on these pages are accurate and complete. |
| |
|Appointing Authority’s Signature Date |
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related searches
- position description library
- veterans affairs position description library
- msa position description va
- position description template
- federal government position description library
- position description vs job description
- dod position description library
- federal government position description database
- program manager position description gsa
- gs position description library
- air force position description library
- budget analyst position description opm