Job Description

Role: Penalty Review Specialist

Location: Phoenix AZ 85007 United States

Mode: Hybrid Position (90% Remote, 10% Onsite as needed)

Type: Contract

Qualifications:

• Some college coursework in accounting, business, or a related field OR 2+ years of professional experience.
• Spanish-speaking is a plus.

Required Skills:

• Proficiency in Google Suite/Microsoft Programs (especially Sheets/Excel & Gmail).
• Strong research, analytical, and critical thinking abilities.
• Problem-solving and call-handling skills.
• Understanding of accounting and mathematical principles.
• Excellent written and verbal communication.

Primary Duties and Responsibilities:

• Examine and analyze data submitted by customer applicants for penalty abatement consideration.
• Request clarifying information, evaluate testimony and evidence, and render decisions in compliance with procedural standards, statutes, and tax laws.
• Utilize problem-solving, critical thinking, and decision-making skills to assess financial records and historical data.
• Educate taxpayers on filing requirements and recommend solutions for noncompliance when necessary.
• Prepare detailed case files for hearings and testify on behalf of the Arizona Department of Revenue.
• Develop, implement, and modify recordkeeping and accounting systems using current technology.
• Use automated accounting systems to retrieve, review, and analyze financial data in accordance with reporting standards.

Detailed Duties and Responsibilities:

• Recommend and implement solutions to identified financial issues.
• Conduct analytical research on customer explanations and supporting evidence.
• Analyze financial records and historical data to determine compliance with Arizona Revised Statutes and tax laws.
• Apply problem-solving and critical thinking to assess penalty, liability, or requirement compliance.
• Compile and input data using Google Suite and Tax Accounting Systems .
• Maintain effective communication with staff, taxpayers, government personnel, and other stakeholders.
• Prepare clear, concise written summaries and reports.
• Present legal arguments, facts, and analysis logically; may represent the department at informal hearings.
• Interpret and apply statutes, laws, and procedures related to tax filing, penalties, and interest assessments.
• Perform mathematical calculations for tax, penalty, and interest assessments per department policies.
• Understand various tax types, policies, and legal references (local, state, and federal).
• Apply accounting and mathematical principles in a business context.
• Manage multiple projects with shifting priorities.
• Work independently and collaboratively in a team setting.
• Demonstrate proficiency in Google Suite and Microsoft Office , particularly Sheets/Excel .
• Exhibit strong problem-solving skills in variable situations.
• Perform other assigned duties related to the position.
• Follow established guidelines and procedures.

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