New York State of Opportunity

Tax Technician 3

Multiple-choice Test To Be Held
April 13, 2024
You may be assigned to either Saturday or Sunday to take your test.
You cannot request or change your scheduled day.
Applications Must Be Submitted or Postmarked By
February 28, 2024

 

Exams Included on This Announcement
Exam Number Exam Title Open to Employees of Salary Salary Grade Non−Refundable Processing Fee (Waivers available)
31-062 Tax Technician 3 (Corporation) Multiple Agencies $81,705 G-23 $0
31-063 Tax Technician 3 (Excise) Multiple Agencies $81,705 G-23 $0
31-064 Tax Technician 3 (Income) Multiple Agencies $81,705 G-23 $0
31-081 Tax Technician 3 (Sales) Multiple Agencies $81,705 G-23 $0

Due to current testing space limitations, candidates may need to travel to a test site to take this examination. Candidates will be notified of their test site location on their admission notice.

Interdepartmental promotion examination open to all qualified employees of the New York State Department of Taxation and Finance and Division of Tax Appeals.

For Promotion in State Departments, Facilities, and Agencies

1. Within Promotion Units 2. Within Entire Departments 3. To Other Departments

This examination is being held to fill vacancies in the New York State Department of Taxation and Finance only.

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Minimum Qualifications

On or before April 13, 2024, you must be a qualified employee of the New York State Department of Taxation and Finance or the Division of Tax Appeals and have had three months of permanent competitive or 55-b/55-c service as:

For Exam No. 31-062:

Either A. a Tax Technician 2 (Corporation);

Or B. a Tax Technician 2 (Excise), Tax Technician 2 (Income), Tax Technician 2 (Sales), Auditor 1 (Tax), Auditor Trainee 2 (Tax), Auditor Trainee 1 (Tax), Tax Auditor 1, Tax Auditor Trainee 2, or Tax Auditor Trainee 1.

For Exam No. 31-063:

Either A. a Tax Technician 2 (Excise);

Or B. a Tax Technician 2 (Corporation), Tax Technician 2 (Income), Tax Technician 2 (Sales), Auditor 1 (Tax), Auditor Trainee 2 (Tax), Auditor Trainee 1 (Tax), Tax Auditor 1, Tax Auditor Trainee 2, or Tax Auditor Trainee 1.

For Exam No. 31-064:

Either A. a Tax Technician 2 (Income);

Or B. a Tax Technician 2 (Corporation), Tax Technician 2 (Excise), Tax Technician 2 (Sales), Auditor 1 (Tax), Auditor Trainee 2 (Tax), Auditor Trainee 1 (Tax), Tax Auditor 1, Tax Auditor Trainee 2, or Tax Auditor Trainee 1.

For Exam No. 31-081:

Either A. a Tax Technician 2 (Sales);

Or B. a Tax Technician 2 (Corporation), Tax Technician 2 (Excise), Tax Technician 2 (Income), Auditor 1 (Tax), Auditor Trainee 2 (Tax), Auditor Trainee 1 (Tax), Tax Auditor 1, Tax Auditor Trainee 2, or Tax Auditor Trainee 1.

Only the title or titles listed are qualifying.

If you were permanently appointed to a qualifying title on or before January 13, 2024, and have served continuously in this title since that date, you are eligible to file for this examination.

Qualifying Experience For Appointment From The Eligible List: After one year of service at the full performance level, successful candidates will be qualified for appointment from the eligible list.

Eligibles who meet the “B” qualifications, and who are subsequently appointed to an “A” title, may request to have their name added to the “A” list, once they have completed the one year of service in the “A” title. The request should be submitted in writing to the NYS Department of Civil Service, Albany, New York 12239; Attention: S3/SER.

Order of Certification: The order of certification of this eligible list will be:

  1. "A" eligibles
  2. "All" eligibles

The Positions: These positions exist in the Department of Taxation and Finance and are located in Albany only.

Notes:

  1. Please access the Human Resources home page on the Tax Department Intranet to obtain the duties statement for these positions. This website is only accessible if you are connected to the Tax Department's computer network and is not available on the Internet.
  2. Due to the large number of tax specialty areas covered by this series of tests, we encourage candidates to carefully consider and make choices about which areas of questions to concentrate their time on. While it may be possible in the time allowed to answer questions in all the specialty areas, concentration on fewer areas may result in better test scores.

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Subject of Examination

To be considered for appointment to this title, you must pass the multiple-choice test. The multiple-choice test evaluates your knowledge, skills, and/or abilities in the following areas: For Examination Numbers
31-06231-06331-06431-081
1. Administrative supervision - These questions test for knowledge of the principles and practices involved in directing the activities of a large subordinate staff, including subordinate supervisors. Questions relate to the personal interactions between an upper level supervisor and his/her subordinate supervisors in the accomplishment of objectives. These questions cover such areas as assigning work to and coordinating the activities of several units, establishing and guiding staff development programs, evaluating the performance of subordinate supervisors, and maintaining relationships with other organizational sections. XXXX
2. Preparing reports and official documents - These questions test for the ability to prepare reports and other official documents for use within and among governmental agencies, in legal or regulatory settings, or for dissemination to the public. Some questions test for a knowledge of grammar, usage, punctuation, and sentence structure. Others test for the ability to present information clearly and accurately, to use the proper tone, and to organize paragraphs logically and comprehensibly. XXXX
NOTE A: The multiple-choice test is also designed to test for knowledge, skills, and/or abilities in the areas shown below for each of the tax specialties. The multiple-choice tests will include, but are not necessarily limited to, questions requiring application of the NYS Tax Law and related codes, rules, regulations and other documents (e.g., forms and instructions, Audit Guidelines, Technical Services Bureau Memoranda (TSB-Ms), Technical Services Bureau Advisory Opinions (TSB-As), Tax Appeals Tribunal Decisions, Tax Bulletins, Publications, etc.) particular to each tax specialty. Some knowledge of accounting and auditing may be needed.
3. NYS Corporation Tax Law and Rules - These questions may test for, but are not necessarily limited to, knowledge of Articles 1, 9A and 27 of the NYS Tax Law, Technical Memoranda (TSB-M), and the related tax forms and instructions in effect for calendar year 2022 tax returns. Some knowledge of accounting or auditing may be needed. NOTE A does not apply to this examination. X   
4. NYS Excise Tax Law, Rules and Regulations - These questions test for, but are not necessarily limited to, knowledge of such areas as Articles 11, 12A, 13A, 18, 20, 21, 21A, 26, (including applicable administrative provisions of Article 22 and applicable provisions of the Internal Revenue Code as incorporated by reference into Article 26) and 31 of the New York State Tax Law; Articles 28 and 29 as they pertain to cigarettes, tobacco products and petroleum products; and the related laws, codes, rules and regulations; and the related documents (listed in NOTE A above) in effect on January 1, 2023.  X  
5. NYS Income Tax Law, Rules and Regulations - These questions test for, but are not necessarily limited to, knowledge of Articles 1, 22, 30, 30A, and 41 of the NYS Tax Law; provisions of the U.S. Internal Revenue Code and regulations applicable to NYS Income Tax Law and related rules and regulations; and the related documents (listed in Note A above) in effect for calendar year 2022 returns.   X 
6. NYS Sales Tax Law, Rules and Regulations - These questions test for, but are not necessarily limited to, knowledge of Articles 28, 28A and 29 of the NYS Tax Law; the related laws, codes, rules and regulations; and the related documents (listed in NOTE A above) in effect on January 1, 2023.    X

If you pass, your seniority credit(s), if any, will be included in the computation of your final score. Your final score on the eligible list will be determined after adding any wartime Veterans' credits.

Credit For Seniority: Seniority is credited at the rate of one credit for each five-year period (or fraction thereof), excluding the first year of service.

Admission To The Test: If approved for a multiple-choice test, you will receive an admission notice which will indicate your assigned test date and the way your test will be administered. Your test may be administered with paper and pencil or online at a state test site using a state-provided Chromebook. You cannot request to change your scheduled day or request a specific type of test administration.

Applicants are required to have a Personal NY.gov account and keep their email address up to date. The Department of Civil Service and other state agencies will communicate with you through email correspondence. This may include the notification of your test arrangements, examination results, and canvassing you for interest in appointment. It will be important for you to keep your email address, phone number, and mailing address current by logging into https://www.cs.ny.gov/home/myaccount.

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How To Apply

Apply On line

You will need a personal NY.gov ID to apply for these examinations. If you do not have a personal NY.gov account, please create an account.

You Can Also

The NYS Department of Civil Service reserves the right to reject for lateness or to accept applications filed after the advertised filing period. All statements you make on your application are subject to investigation.

Additional Information

New York State is an Equal Opportunity Employer

It is the policy of the State of New York to provide for and promote equal opportunity employment, compensation, and other terms and conditions of employment without unlawful discrimination on the basis of age, race, color, religion, disability, national origin, gender, sexual orientation, veteran or military service member status, marital status, domestic violence victim status, genetic predisposition or carrier status, arrest and/or criminal conviction record, or any other category protected by law, unless based upon a bona fide occupational qualification or other exception.

Religious Accommodation

Most multiple-choice tests are held on Saturdays. If you cannot take the test on the announced test date, due to a conflict with a religious observance or practice, check the box under “Religious Accommodation.” We will make arrangements for you to take the test on a different date (usually the following day).

Reasonable Accommodations in Testing

It is the policy of the Department of Civil Service, in accordance with the New York State Human Rights Law and the Americans with Disabilities Act, to provide qualified persons with disabilities equal employment opportunity and equal opportunity to participate in and receive the benefits, services, programs, and activities of the Department. It is the policy of the Department to provide such persons reasonable accommodations and reasonable modifications as are necessary to provide equal opportunity. Persons with disabilities who require an accommodation to participate in an examination must note this on their application. Further information is available from the Test Accommodation Unit of the Department of Civil Service at Testaccommodation@cs.ny.gov.

Admission to Examination

Notice to appear for the test may be conditional as review of applications may not be made until after the test. If you have not received your notice to appear for the multiple-choice test three days before the date of the test, email us at AdmissionNotices@cs.ny.gov. Please provide your first and last name, address, and the last four digits of your social security number, and we will provide you with the information you need to attend your multiple-choice test. If you have an issue other than not receiving your admission notice, please contact our office at (518) 474-6470 in the Albany area or toll free at 1-877-697-5627. Please leave a clear concise message and provide your first and last name, last four digits of your social security number and a daytime phone number.

Taking State and Local Examinations Scheduled for the Same Day

If you have applied to take a multiple-choice test announced by either one or several local jurisdictions (county, town, city) scheduled to be held on the same test date as this multiple-choice test, you must notify each of the local jurisdictions no later than two weeks before the test date to make arrangements for taking all tests at one test site. All tests will be held at the state examination center. For your convenience, contact information for all local civil service agencies is available on our website at: https://www.cs.ny.gov/jobseeker/local.cfm.

Eligibility for Examination

To be considered a qualified employee eligible to compete in this examination, you must be employed in, or on leave from, the specified department or agency on a permanent or contingent permanent basis in the competitive class, or in the non-competitive class or labor class if specifically noted on this announcement (or be on an appropriate preferred list), and have the specified time in the specified title or salary grade. You may not compete in a test for a title if you are permanently employed in that title (unless you are still on probation) or in a higher direct line of promotion.

Cell Phones or Electronic/Communication Devices at the Test Site

The use of cell phones, beepers, headphones, or any electronic or other communication devices at your personal testing site or in the test room, hallways, restrooms, building, grounds, or other areas, except as expressly authorized by the Department of Civil Service, could result in your disqualification.

S3/TB1 SER-ctc
Issued: 1/26/24

This announcement is subject to amendment or cancellation without notice. Do not copy it, or post it to any other site, but link to it instead.