Taxpayer Case Advocate
Core
Assist taxpayers with unresolved tax issues, investigate complaints, and advocate for adjustments to resolve collection problems involving NYC business and property taxes.
Role type
Senior IC taxpayer case advocate
Builds
Resolutions for individual taxpayer cases and systemic policy recommendations
Domain
Public sector / Municipal taxation
Deliverable
client delivery
Required skills
Tax law interpretation, case investigation, stakeholder advocacy, data analysis, regulatory compliance, community outreach, conflict resolution, report writing, system data entry
Preferred skills
Community work experience, knowledge of NYC tax codes
Responsibilities
Interview taxpayers to determine tax situations and answer questions about notices and bills; Counsel taxpayers on basic case issues and advocate with DOF divisions to resolve issues; Confer with taxpayers meeting criteria to provide explanations for delays, hardships, or systemic issues; Perform research and computations to adjust taxpayers' accounts; Explain actions taken citing applicable law and secure agreement on final decisions; Confer with Taxpayer Advocate Attorney Advisor regarding legal applicability; Assist with developing outreach plans within communities; Input and maintain the Taxpayer Case Management system; Participate in guidance activities for case advocacy criteria; Assist with annual or periodic reports required by statute; Answer telephone calls to determine if calls meet Taxpayer Advocate criteria; Serve as receptionist and assist walk-in taxpayers; Assist in special projects and research.
Seniority
Mid-level, hands-on IC