Glenna Huffman

Examine tax reports for unusual trends or abnormal increases/decreases which would indicate a processing backlog, local, internal, systemic or procedural problems, etc.

Compares current and prior year report data to identify and determine reasons for variances or abnormal balances. Increases in inventories such as rejects, adjustments, etc., could reveal systemic or processing problems.

Serves as liaison with related areas regarding abstract posting problems, processing procedures, backlogs, handbook inconsistencies and other mutual problems identified through reports review.

Initiates corrective actions following reports analysis with all areas of the service and taxpayers.

Performs in-depth monitoring of tax trust funds to enable certification. This includes maintaining and monitoring files for large dollar amount taxpayers for certain trust funds.

Adjustments are input for the necessary increase or decrease to the trust funds as appropriate when errors are found or amounts have not posted in the proper quarter. Monitoring to ensure that the adjustments are resolved and processed properly.

Review all postings for certain trust funds to see if they appear logical for the type of business and amount posted.

Review list of posting errors or questionable postings to ensure that no postings that require correction or confirmation are overlooked. Initiates and records the results of actions taken.

Identifies and anticipates problem areas, error trends, computer problems, etc. Works with managers, analysts, and appropriate levels to develop solutions.

Initiates and prepares various automated comparison reports for monitoring purposes as well as identifying variances in reporting of taxes.

Prepares written documentation, recommendation memoranda, and oral presentations for management to support and present findings to improve the reporting systems, to change processing procedures, and to present data to managers for tracking or reporting purposes. Identify, analyze and document errors trends that may indicate staffing shortages, training needs, etc., for referral to managers.

Performs other duties as assigned.

Distributes, balances, monitors, and reports on workload in accordance with established workflow or job specialization.of duties.

Distributes, balances, monitors and reports on workload in accordance with established workflow or job specialization. Assures equitable distribution among employees and timely accomplishment of assigned work load.

Amends or rejects work not meeting established standards and refers to supervisor any problems on meeting performance standards.

Maintains current knowledge of procedures, policies and directives; answers questions; and provides both classroom and OJT instructions to employees.

Resolves simple informal complaints, refers others to supervisor; reports on performance, progress and training needs of employees and on disciplinary problems.

Performs administrative duties in the absence of the manager.

Makes suggestions concerning personnel actions and recognition of outstanding performance.

Performs work that is the same kind and level as the employee led.

Knowledge of the workflow through the function and ability to assess the performance capabilities of employees in order to assign work appropriately.

Knowledge of administrative policies, procedures and functions to provide support to the supervisor or to use when acting as supervisor.

Responds to taxpayer's inquiries regarding preparation of a variety of tax returns, related schedules and other documentation; resolves account inquiries; advises taxpayers of enforcement actions; managers sensitive case problems designated as requiring special case handling.

Analyzes and resolves tax processing problems. Adjusts taxpayer accounts, prepares and issues manual refunds, performs multiple credit transfer, computes tax, penalty, and interest.

Secures payment of delinquent taxes and filing of delinquent returns.

Assigned work to employees and evenly distributed difficult cases and sets overall priorities for completion of work.

Review assignments to identify the number, nature, and scope of issues or conditions involved and determines the steps, methods, and procedures required to complete the assignment.

Performs a range of duties involving adjustments in many kinds of tax accounts or in identifying and explaining tax account actions to taxpayers concerning a wide variety of issues or questions.

Resolves a full range of tax issues using established criteria, specific files, regulations, or procedures.