CONFEREE 2 TAXATION
Career Family: CONFEREE
Conferee 2 Taxation is a New Jersey state civil service title.
It lists a bachelor's degree as the baseline, with an experience-based path open to those who do not hold the degree. State payroll currently lists about 26 people in the title, most of them at Treasury.
How to get hired
- Hiring for Conferee 2 Taxation follows standard NJ Civil Service procedures. Check the official specification and the NJ CSC jobs portal for the current process.
Read the official specification at NJ Civil Service Commission.
Who employs this title
State payroll records show 26 people working under this title. The median actual salary is $118,678. The agencies employing the most are:
- Treasury (26)
Counts from NJ YourMoney agency payroll. See statewide workforce analytics.
Official job specification
The text below is the official specification published by the New Jersey Civil Service Commission. The plain-language summary and analysis above are derived from it by NJ Civil Service Navigator.
Definition
Under direction of a Supervising Auditor, Taxation, or other supervisory official in Division of Taxation, Department of the Treasury, conducts administrative conferences entailing complex tax issues of significant importance and difficulty involving taxpayer' protests of tax determinations made on behalf of the Director, Division of Taxation; prepares reports and final determinations on protested tax matters; performs with and supervises lower level Conferees in preparation of reports and determination recommendations; supervises staff and work activities; prepares and signs official performance evaluations for subordinate staff; does related technical work as required.
Examples of work
Conducts conferences in complicated cases (e.g., multi-issue, multi-tax, multi-tax period, multi-entity, substantial tax amount at issue, etc.) of disputed legal and/or factual issues resulting from a determination of the Division Director. Supervises conduct of conferences of disputed legal and/or factual issues resulting from a determination of Division Director. Conducts conferences in complicated cases with taxpayers and/or their representatives to discuss proposed assessments, review differences, and report on reasons for differences of opinions. Supervises the work operations and/or functional programs and has responsibility for effectively recommending the hiring, firing, promoting, demoting and/or disciplining of employees. Supervises conduct of conferences with taxpayers and/or their representatives to discuss proposed assessments, review differences, and report on reasons for differences of opinions. Supervises preparation of a comprehensive conference report using work papers, other underlying documentation and opinions of auditor, tax services specialist, deputy attorney general, and others; develops case for determination Reviews contested cases to determine whether accounting verification methods and procedures used in initial determination were in accordance with tax laws and regulations; makes comments and recommendations as appropriate. Reviews, interprets and applies points of law, applicable regulations, court cases and division policy to tax issues under consideration. Consults with higher authority to request opinion on complicated determination matters. Interprets tax statutes and regulations to taxpayers and/or their representative. Issues final determination on contested matters. Reviews request for conferences as needed. Requests necessary information from the taxpayer or the taxpayer's representatives to objectively render a decision on the facts as presented by both division and taxpayer. Corresponds with taxpayers and/or their representatives regarding protest on tax matters. As required, assists tax services specialists and/or deputy attorney generals in preparation of cases before judiciary. Keeps current with legislative changes in New Jersey Tax Statutes, Internal Revenue Code, and court decisions that affect Division of Taxation. Provides general and technical information regarding conferences, tax appeals, application of tax laws and auditing techniques for division personnel, legal and accounting communities, and general public. Appears as witness for the division in court proceedings as required. Maintains records and files. Plans, organizes, and assigns work of the organizational unit and assists in evaluation of employee performance and conduct, enabling the effective recommendation of hiring, firing, promoting, and disciplining of subordinates. Will be required to utilize various types of electronic and/or manual recording and computerized information systems used by the agency, office, or related units.
License
Appointee will be required to possess a driver's license valid in New Jersey only if the operation of a vehicle, rather than employee mobility, is necessary to perform the essential duties of the position.
Knowledge, skills and abilities
Knowledge of common types of violations and evasion of State Tax regulations after a period of training. Knowledge of modern accounting, auditing, and/or examination and verification methods as applied to examination and review of tax returns and books of account. Knowledge of location, proper form, content, and interpretation of legal and varied types of financial records/documents, statements, audits, instruments, and other documents and their use. Knowledge of Internal Revenue Code and its application to New Jersey Tax Acts. Knowledge of reciprocal agreement between the State and Internal Revenue Service after a period of training. Ability to comprehend and apply provisions of New Jersey tax statutes administered by the division and division regulations, policies, standards, and procedures. Ability to research tax issues via printed and/or electronic tax information services. Ability to conform to provisions of the New Jersey Confidentiality Act, the New Jersey Taxpayer Bill of Rights, and the Federal Privacy Act of 1974. Ability to supervise assigned staff and plan, organize, and implement projects within the unit. Ability to organize and implement hearing procedures regarding complex technical tax audits. Ability to organize assigned tax work and develop effective work methods. Ability to execute orders and directions as required by court decisions or rulings and/or promulgated by Director. Ability to explain and interpret tax laws in a lucid, convincing, concise manner to taxpayers, business, financial, accounting, and legal experts. Ability to interpret and apply available guidelines, evaluate factual situations, weigh merits of evidence, arguments and briefs, and anticipate and meet possible attacks on the State position. Ability to confer with business and trade representatives, attorneys, corporate officials, and other persons concerning tax problems. Ability to maintain the State position and policy regarding tax matters. Ability to compose detailed, technical correspondence relating to taxes administered by the division. Ability to facilitate a harmonious conference atmosphere. Ability to listen and comprehend a taxpayer's contentions with respect to matters under review. Ability to assign and instruct work of lower level Conferees, technical and clerical support personnel, and other subordinates and supervise their performance. Ability to work cooperatively with associates and subordinates and with those interested in or concerned with the immediate case at hand. Ability to confer with legal representatives of taxpayers and understand the mechanics of mergers, conglomerates, absorptions, and other actions concerning reorganization of business entities. Ability to present evidence for the State in court proceedings on tax matters. Ability to clearly and cogently explain the taxpayer's rights regarding audit and/or investigation of their records and conference and appeal process as required by Taxpayers Bill of Rights, and division collection process. Ability to use a personal computer, including spreadsheet, database, and word-processing applications. Ability to use division computer main-frame and information systems. Ability to explore and resolve apparent alternate arguments that would typically be raised if the taxpayer had professional representation. Ability to learn to utilize various types of electronic and/or manual recording and information systems used by the agency, office, or related units. Ability to read, write, speak, understand, or communicate in English sufficiently to perform the duties of this position. American Sign Language or Braille may also be considered as acceptable forms of communication. Persons with mental or physical disabilities are eligible as long as they can perform essential functions of the job with or without reasonable accommodation. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible. CODE 9/15/2018
Note
The examples of work for this title are for illustrative purposes only. A particular position using this title may not perform all duties listed in this job specification. Conversely, all duties performed on the job may not be listed. Applicants must meet one of the following or a combination of both experience and education. Thirty (30) semester-hour credits are equal to one (1) year of relevant experience. Eight (8) years of professional experience in accounting or auditing, two (2) years of which shall have involved the conduct of conferences of protested determinations of financial liability on behalf of a governmental entity, the examination and verification of internal and taxpayer accounts and records to determine financial obligations, or the supervision of field or office audit work, including or supplemented by twenty-one (21) semester hour credits in Accounting. OR Possession of a bachelor's degree from an accredited college or university, including or supplemented by twenty-one (21) semester hour credits in accounting courses; and four (4) years of the above-mentioned professional experience, two (2) years of which shall have involved the conduct of conferences of protested determinations of financial liability on behalf of a governmental entity or, the examination and verification of internal and taxpayer accounts and records to determine financial obligations or, in the supervision of field or office audit work. "Professional experience" refers to work that is creative, analytical, evaluative, and interpretive; requires a range and depth of specialized knowledge of the profession's principles, concepts, theories, and practices; and is performed with the authority to act according to one's own judgment and make accurate and informed decisions.