TECHNICAL ASSISTANT 1 TREASURY

Definition

Under the direction of a Technical Assistant 2, Treasury or other supervisory official in the Department of the Treasury, or, in the Lien Section, Office of the Public Defender collects, reviews and verifies data from forms, claims, applicants, returns, assessments, proposals, and error listings, determines the completeness and accuracy of information, benefits, and/or liability reported or calculated; makes routine eligibility, award, and liability determinations and calculations; does related work.

Examples of work

• Collects, reviews, and verifies data compiled through examination of applications, claims, reports, files, returns, proposals, and/or listings.
• May assist in the supervision of subordinate clerical employees.
• Reviews and verifies reported data to determine underpayment, overpayment or eligibility to ensure that computations are accordance with applicable State statutes and regulations.
• Reviews and extracts information from tax returns, forms, files, benefit applications or bid proposals; verifies the completeness and accuracy of information reported prior to electronic recording.
• Calculates and authorizes payment for liabilities, benefits, and/or awards.
• Confers and/or corresponds with the officials, members of the public and/or their representatives to obtain required documents to determine benefits, liabilities, claims or refunds.
• Assists in the research, analysis and evaluation of error listings and rejected items for computer programs.
• Controls and batches tax returns, applications, claims, vendor bid proposals and/or reports; checks and assigns document locator numbers; audits to verify batch totals.
• Reviews supporting documents and adjusts records.
• Monitors internal controls to verify that subordinate personnel follow established procedures.
• Reviews account status prior to processing claims, applications, proposals or the payment of benefits.
• Establishes and updates screening instructions required to process various types of forms and applications.
• Reviews computerized listings for possible error conditions to determine the validity of the amount due prior to authorizing the release of assessments.
• Assists in the review and initial processing of requests for abatement of penalty and/or interest charges; grants or denies requests according to division policy and statutory requirements.
• Authorizes and/or initiates the processing of benefit payments, bid awards, and/or the preparation and issuance of assessments for any underpayment, penalty, or interest due.
• Monitors payments, initiates follow-up action to secure the determined amount due.
• Reviews and evaluates and corrects error listing or rejected item reports; provides suggestions to reduce the number of rejected items.
• May be responsible for maintaining manual and automated cash accounts and reconciling the revenue accounts of the division of Taxation with the revenue accounting system of the Office of Management and Budget, monitors transactions to ensure agency compliance with regulations.
• Prepares and distributes documents, notices, proposals, manuals, and listings.
• Verifies questionable items, explains the statutory basis of an assessment or benefits determination and adjusts various accounts.
• Assists in updating tracking systems for the processing of claims, benefits, refunds, bid proposals and waivers.
• Prepares reports and maintains records and files.
• Will be required to learn to utilize various types of electronic and/or manual recording and information systems used by the agency, office, or related units.

Education

Successful completion of sixty (60) semester hours at an accredited college or university.

Experience

One (1) year of experience reviewing, verifying, authorizing, and/or providing information and assistance of a technical or fiscal nature in a public or private organization.

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 the methods used to gather and evaluate data and information.
• Knowledge of internal control procedures and of the methods used to evaluate them.
• Ability to gather, organize, evaluate, interpret, and record factual data.
• Ability to prepare reports, and correspondence.
• Ability to maintain files and records.
• Ability to perform complex mathematical calculations.
• Ability to review and evaluate correspondence and documentation and adjust records accordingly.
• Ability to interpret laws, rules and regulations and apply them to specific situations.
• Ability to answer telephone inquiries.
• Ability to explain regulations to taxpayers and vendors.
• Ability to provide assignments and instruction to staff.
• Ability to analyze and evaluate data, returns, supporting documents, bid proposals, and/or payment records.
• 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 the essential functions of the job after reasonable accommodation is made to their known limitations. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible.

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 who do not possess the required education may substitute experience on a year for year basis.