Business Tax Customer Service Rep

Business Tax Customer Service Representative – NYC Department of Finance (DOF) – Treasury and Payment Services Division

Candidates must have a permanent accountant civil service title, or proof of filing for Accountant Exam No. 6000 or 6500, or be permanent in a comparable civil service title eligible for a 6.1.9 title change.

• Respond to taxpayer inquiries received via 311 calls, emails, and web submissions by providing accurate information regarding business tax accounts and ensuring timely follow‑up.
• Process updates to taxpayer accounts, including penalty abatements, credit transfers, and line‑item adjustments to resolve discrepancies in tax filings or payments.
• Explain New York City business tax laws, regulations, and applicable sections of the Internal Revenue Code to taxpayers in a timely and accurate manner.
• Collaborate directly with taxpayers and their representatives to resolve issues related to business tax filings, making necessary adjustments and corrections.
• Research and resolve suspended Business and Excise Tax transactions across multiple tax types within the Business Tax & Collection System (BTCS).
• Review and respond to internal unit communications and taxpayer correspondence regarding returns and payments, making necessary account corrections in BTCS.
• Handle assigned cases in a timely manner.
• Provide e‑Services technical assistance.
• Create or retrieve taxpayer records in BTCS and document all inquiries, case updates, and resolutions.
• Ensure all inquiries and account actions comply with tax laws, department policies, and standard operating procedures.
• Perform special tasks directed by supervisors, the Director, and the Assistant Commissioner of Payments, Billing & Refunds.
• Adhere to departmental policies, procedures, customer service quality standards, and compliance guidelines.

• Baccalaureate degree from an accredited college or university with 24 semester credits in accounting, including one course each in advanced accounting and auditing; or
• Valid New York State Certified Public Accountant license.
• For Assignment Level II placement, at least one year of experience as an Accountant – Assignment Level I or two years of satisfactory full‑time professional accounting or auditing experience.

• Knowledge of business and excise taxes.
• Knowledge of legal and tax law research.
• Excellent verbal and written communication skills.

Remote work up to 2 days per week pursuant to the Remote Work Pilot Program.

Public Service Loan Forgiveness may be available; for more information, visit the U.S. Department of Education’s website at (Use the "Apply for this Job" box below)..

New York City residency generally required within 90 days of appointment; some employees may reside in nearby counties after 2 continuous years of service.

The City of New York is an inclusive equal‑opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment free from discrimination and harassment based on any legally protected status or characteristic.

Salary: $58,357.00 – $67,110.00