Senior Refunds Specialist

IMPORTANT NOTE: ONLY CANDIDATES WHO HAVE A PERMANENT PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE TITLE, ARE REACHABLE ON THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE EXAM NO. 1128 OR SERVE IN A COMPARABLE TITLE MAY BE CONSIDERED FOR AN INTERVIEW. PLEASE INCLUDE YOUR EMPLOYEE IDENTIFICATION NUMBER (EIN) WHEN APPLYING AND INDICATE IN YOUR COVER LETTER YOUR PERMANENT CIVIL SERVICE TITLE OR INDICATE YOUR LIST NO. FOR EXAM NO. 1128.

NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently to instill public confidence and encourage compliance while providing exceptional customer service.

DOF’s Treasury and Payment Services Division is responsible for overseeing all City payment websites, the payment processing of tax returns, property recording forms, parking violation programs, and the collection of delinquent accounts, and oversees the agency’s management of the City’s cash balances and its relationships with banking institutions. Treasury and Payment Services is also responsible for collecting outstanding violations issued by City agencies and adjudicated by the Environmental Control Board.

Treasury's Refunds Unit is responsible for processing refunds for credits resulting from the following: property taxes and related charges; business, excise, and 1127 taxes; and parking summons violations charges. In addition, the group processes account adjustments, credit card chargebacks, REAP cases, and responds to inquiries from the public relating to refunds. The unit also handles annual disbursements for the Business Improvement Districts (BIDs) and oversees bank reconciliations for 5 refund accounts.

Treasury’s Refunds Unit is seeking a highly motivated, highly organized, and detail-oriented individual to serve as a Senior Refunds Specialist. Reporting to the Property Refunds Supervisor, duties and responsibilities include, but are not limited to the following:

- Process and approve property refund requests submitted via mail and electronically.
- Research requests from individuals and financial institutions regarding payments that were not posted correctly or misapplied.
- Review and approve cases completed by clerical staff.
- Process account, tax adjustments and Smalls Claims Assessment Review Petition (SCARP) cases.
- Conduct testing for the Property Tax System (PTS) as requested by the Unit's PTS Senior Project Manager.
- Respond to customer service inquiries for both 311 calls and unit email box.
- Research cases from the Office of the Taxpayer Advocate (OTA).
- Handle special projects as requested by management.

Additional Information:

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

This position may be eligible for remote work up to 2 days per week, pursuant to the Remote Work Pilot Program agreed between the City and the Collective Bargaining Unit representing employees serving in the civil service title.

PRINCIPAL ADMINISTRATIVE ASSOC - 10124

1. A baccalaureate degree from an accredited college and three years of satisfactory full-time progressively responsible clerical/administrative experience, one year of which must have been in an administrative capacity or supervising staff performing clerical/administrative work of more than moderate difficulty; or
2. An associate degree or 60 semester credits from an accredited college and four years of satisfactory full-time progressively responsible clerical/administrative experience including one year of the administrative supervisory experience described in "1" above; or
3. A four-year high school diploma or its educational equivalent approved by a State's department of education or a recognized accrediting organization and five years of satisfactory full-time progressively responsible clerical/administrative experience including one year of the administrative supervisory experience as described in "1" above;
4. Education and/or experience equivalent to "1", "2", or "3" above. However, all candidates must possess the one year of administrative or supervisory experience as described in "1" above. Education above the high school level may be substituted for the general clerical/administrative experience (but not for the one year of administrative or supervisory experience described in "1" above) at a rate of 30 semester credits from an accredited college for 6 months of experience up to a maximum of 3½ years.

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.