Withholding Tax Examiner ( reposted

Under the Supervision of the Chief or Assistant Chief of Processing, the employee in this position sorts, matches, batches and posts withholding tax activity to include quarterly Federal Tax returns, scheduled deposits, annual wage and transmittal report and W-2s to the Bureau of Internal Revenue's (BIRs) withholding tax module. He/she assists in validating claims and corresponds with Taxpayers to resolve minor discrepancies.

The employee is given general supervision; however, to accurately complete assignments would require considerable independence, a high degree of initiative and creativity as well as knowledge off both Federal and Virgin Islands Tax Laws.

• Captures wage information submitted by employers.
• Maintains wage information in the system.
• Operates systems that issues bills, adds taxpayer accounts, processes credits and adjustments, researches/analyzes accounts and resolves open issues.
• Corresponds and/or confers with taxpayers or their representatives advising them of account information.
• Provides assistance to taxpayers (or their representatives) by telephone, correspondence or personal contact.
• Analyzes, resolves and processes complex issues, problems and/or cases.
• Performs increasingly difficult manual and/or automated mathematical calculations and procedures in computing tax liability and applicable penalty and interest, disallowed discounts or deductions, canceling all or portions of assessments, and allocation of monies in accordance with tax laws.
• Performs other duties as required or assigned which are reasonably within the scope of the duties enumerated above.

• Associates degree in business administration, management or closely related field including nine (9) credits in accounting and one (1) year experience in bookkeeping, accounting or tax related work.
• High School Diploma or its equivalent supplemented with nine (9) or more credits in business administration, accounting or management and three (3) years payroll or bookkeeping experience.

• Knowledge of processing and adjustment procedures and transaction codes.
• Knowledge of manual and automated office equipment (e.g., Guam Tax System).
• Knowledge of tax terminology, forms and documents utilized in the processing of withholding tax returns and supporting documentation.
• Knowledge of current Virgin Islands and Federal Tax laws, rules and regulations.
• Extensive knowledge of methods and statutory limits for computing penalties, normal interest, and restricted interest cases utilizing the current interest rates.
• Ability to detect noncompliance with Withholding Tax laws and regulations.
• Ability to detect computational, legal and/or technical errors in the process of analyzing tax returns and supporting documentation.
• Ability to gain and maintain satisfactory working relationships with the public and other employees.
• Ability to compose correspondence to taxpayers, their representatives and others.

The incumbent receives general supervision from the Chief or Assistant Chief of Processing. The incumbent is expected to perform with a considerable degree of independence and exercise a high degree of initiative and creativity.

The guidelines used by the Withholding Tax Examiner include the Internal Revenue Code, Federal Tax regulations, and other local tax regulations. The guidelines consist of pre-determined on-the-job procedures and manuals. Judgment must be used in interpreting and applying guidelines. Ingenuity, resourcefulness, good judgment and strong leadership are required to resolve some of the issues that will arise.

The position requires the ability to manage multiple priorities and perform tasks rapidly and accurately. This position requires the ability to develop and maintain good working relations with all employees in the section.

The scope of the work affects the examining and processing of withholding tax returns.

Contact is made with Withholding Tax Examiners and the taxpayers. Contact is also made with Taxpayer Assistance staff members to answer queries regarding withholding tax.

To obtain and disseminate information and examine withholding tax returns.

There are no physical demands. The job is primarily sedentary in nature.

The work environment is within an office setting. There are no risks or discomforts associated with this position.