Selection/Training/Approval & Acceptance/Research Manager (SPSA, OPT. 2A)

Essential Functions

• Subject to management approval, plans, directs, coordinates, and manages the tax auditing activities relating to Selection/Training/Approval & Acceptance/Research activities within the Audit Discovery & Recovery Division.
• Provides advice and assistance to subordinate staff in resolving highly controversial and complex cases within the framework of laws, rules, and regulations.
• Reviews and analyzes statistical reports of results or activities of staff performing audits or other tasks to assess and evaluate operational efficiency, adherence to Illinois Department of Revenue (IDOR) rules and regulations, and to ensure uniform application of applicable tax laws and policies and procedures.
• Serves as full line supervisor.
• Conducts conferences with taxpayers, accountants, attorneys, officials and others and explains findings in the more controversial or sensitive issues.
• Develops, recommends, and implements operating policies, procedures, and work performance standards.
• Participates in management staff meetings regarding operating policies, procedures and staffing requirements and/or provide input into program and policy development.
• Coordinates assigned activities with other areas of IDOR to ensure proper flow of work assignments.
• Performs other duties as required or assigned which are reasonably within the scope of duties enumerated above.

Minimum Qualifications

• Requires knowledge, skill, and mental development equivalent to completion of four (4) years of college, with coursework in accounting, auditing, finance, business administration, business management, public administration, statistics, law, or a related field.
• Requires prior experience equivalent to four (4) years of responsible administrative experience in state and/or federal tax auditing.

Preferred Qualifications

• Four (4) years of experience developing and managing a compliance program area (including overseeing staff, managing special projects, etc.)
• Four (4) years of experience in auditing and performing audit procedures.
• Four (4) years of responsible administrative work experience in state or federal tax auditing applying the Federal Income Tax Act and relating its provisions to specific issues.
• Four (4) years of experience interpreting and applying various tax laws, regulations, court decisions, and related acts enforced by the State of Illinois.
• Four (4) years of supervisory experience that includes staff development, application of discipline, evaluating employee performance, determining staffing needs, and establishing employee goals and objectives.
• Four (4) years of experience using GenTax, MyTax Illinois, or similar tax software systems.
• Four (4) years of experience with the grievance and discipline processes contained in bargaining unit contracts.
• Four (4) years of experience speaking to various groups to convey policy and procedures in a manner easily understood by diverse audiences.
• Intermediate proficiency with Microsoft Excel of similar spreadsheet software.

Conditions of Employment

• Requires the ability to successfully complete a tax compliance and fingerprint-based background check.
• Requires ability to travel in the performance of duties, with overnight stays as appropriate. Requires appropriate, valid driver’s license.
• Requires access to an automobile for travel during performance of job duties.
• Requires the ability to use and secure a state issued mobile device, e.g., cellular phone, laptop computer, tablet, etc.
• Certain provisions of the revolving door restrictions contained in 5 ILCS 430/5-45 apply to this position. As a result, the employee should be aware that if offered non-State employment during state employment or within one year immediately after ending State employment, the employee shall, prior to accepting any such non-State employment offer, notify the Office of the Executive Inspector General for the Agencies of the Illinois Governor (OEIG) or may be subject to a fine.
• This position has been found to meet the requirements in section 4A-101 of the Illinois Governmental Ethics Act requiring the occupant/employee to file a Statement of Economic Interest. The Illinois Governmental Ethics Act (5 ILCS 420/4A et seq.) requires certain state officials and employees to file annual Statements of Economic Interest with the Office of the Secretary of State that will be made available for examination and copying by the public. All employees required to file a Statement of Economic Interest are also required to file the Supplemental Statement of Economic Interest with the Executive Ethics Commission. (See Executive Order 15-09) Fines and penalties apply to untimely filings.
• The conditions of employment listed here are incorporated and related to any of the job duties as listed in the job description.