Taxpayer Services Rep 2

Grade 14

New York State has approximately 244 positions* in this title statewide. You may view a breakdown of positions by county. This position exists in Taxation and Finance, Dept of. View links to all New York State agencies including agencies that have this title. For more information, New York State employees can contact the Career Mobility Office at (518) 485-6199 or (800) 553-1322. If you are not a current New York State employee, you can use the Department of Civil Service Web site to explore possible employment opportunities.

*The number of positions is approximate and represents the number of positions established (both filled and vacant); it is not an indication or reference to position type or duration, or intent to be filled. If you are viewing a trainee title, please note this number reflects the number of positions established at the journey level. Agencies may fill at the trainee level(s) or at the journey level based on employee qualifications. GOT-IT does not provide information on any job postings or job availability. For information on current job postings, please visit State Jobs NY. You may also visit specific New York State Agency websites for information about an agency and its job opportunities.

Career Ladder

A listing of titles that are most commonly used as steps for upward mobility for this title series. The salary schedule for this career ladder is also available.

  1. Taxpayer Services Rep 1

    Grade 11

  2. Taxpayer Services Rep 2

    Grade 14

Summary of Job Description

As a Taxpayer Services Representative 2, you would be responsible for the supervision of Taxpayer Services Representatives 1 and clerical staff in the performance of tax document and processing functions and the provision of specialized customer support services, provision of information and assistance to taxpayers and their representatives, and the resolution of taxpayer disputes in the furtherance of voluntary compliance with New York State Tax Law. You would research and apply New York State Tax Laws, Regulations, and court decisions and rulings; reference various tax law publications; and utilize Department databases and related materials such as tax forms and schedules in the performance of your duties. You would assist staff in explaining to taxpayers and practitioners the provisions and requirements of highly technical and complex tax issues. You would access Tax Department computer data files using a variety of software applications, interpret taxpayer data, and provide explanations of Department policies and procedures. You would utilize telecommunication equipment associated with automatic call distribution to monitor staff production and adherence to policy. You would review new and amended tax laws, regulations, policies, instructions, and other public releases for accuracy and potential impact on bureau operations. You would participate in project proposals, staff training, and other initiatives as required.

View the classification standard for this title, on the Classification and Compensation webpage.

The NYS Title and Salary Plan provides additional information regarding other titles. If there is a classification standard available there will be a link under the column labeled STD. NO. If no link is available there is no classification standard available at this time for that title.

Summary of Minimum Qualifications

Please note: qualifications for this position may be subject to change. If substitutions for education and/or experience are allowed, this information would be available on the announcement.

You must take and pass a Civil Service examination in order to be considered for this position.  

On or before the date of the examination, the candidate must be a qualified employee of the New York State Department of Taxation and Finance or the Division of Tax Appeals and have had one month of permanent competitive or 55-b/55-c service as a Taxpayer Services Representative 1 or Taxpayer Services Representative 1 (Spanish Language).

For informational purposes only, click on the examination number(s) listed below to see the current or previous examination(s) that are used to fill this title.


How to Apply

When this examination is scheduled to be held, the announcement can be found on the Department of Civil Service, Examination Announcements web page. If you do not see an examination currently scheduled please check back on a monthly basis or sign up for announcement notification by email so that you will automatically be notified when new examinations are being offered.

Career Mobility

Career mobility is not just limited to the titles in the Career Ladder, above. Additional movement may be achieved through other examinations, additional education and/or work experience or transfer opportunities. For additional information or clarification of transfer determinations, current State employees should contact the Career Mobility Office. Visit ELMS Online to view established open-competitive, promotion, and transition eligible lists. If you are not a current New York State employee, see Employment Opportunities with New York State and find out how to become a New York State employee.

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