Knowledge of a variety of tax returns and related documents for all master files, transaction codes, timeliness results, due dates, and tax periods in order to determine correct posting format, accurately apply unidentified payments, and process special handling situations. Skill in operating office equipment to conduct work processes. Knowledge of rules concerning the access, handling, and disclosure of tax information and other sensitive data to avoid unauthorized disclosure. Skill in maintaining a wide variety of work operations in rapid succession in order to immediately process payments, meet the deposit cycles and deal with rapidly changing priorities
Performs a variety of administrative tasks using an automated system which involves: assigning, maintaining, monitoring, or updating work status and inventory records; ordering research; acknowledging correspondence; maintaining, updating and initiating personnel records; timekeeping; and performing other support activity. Identifies and reviews Forms W-2 attached to Forms 1040EZ and 1040PC for conditions meeting Criminal Investigation criteria and code the returns appropriately.Screens documents, forms, and letters addressed or routed to various offices; researches correspondence not addressed to specific functional areas. Screens material initially identified as "unable to route" to determine information requested and based on thorough knowledge of organization and functions of various offices, determines proper office which the material should be sent. Identifies forms or documents requiring special priority handling and treats them accordingly.