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Personal Income Tax Specialist
- Commonwealth of Pennsylvania (PA)
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Personal Income Tax Specialist
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Personal Income Tax Specialist
Salary
$51,971.00 - $79,062.00 Annually
Location
Dauphin County, PA
Job Type
Non-Civil Service Permanent Full-time
Job Number
N-2025-33884
Department
Department of Revenue
Division
RV Bur Dsk Rvw Anlys Ptnr Corp
Opening Date
09/23/2025
Closing Date
10/6/2025 11:59 PM Eastern
Job Code
03885
Position Number
50335039
Union
AFSCME
Bargaining Unit
A4
Pay Group
ST06
Bureau / Division Code
00181460
Worksite Address
393 Walnut Street
City
Harrisburg, Pennsylvania
Zip Code
17128
Contact Name
Jachy Meyers
Contact Email
Bureau / Division
Bureau of Desk Review and Analysis Partnership/S Corporation Desk Review Division Section 1
+ Description
+ Benefits
+ Questions
THE POSITION
Do you have a keen eye for detail and possess a strong background in tax analysis and accounting principles? If so, we invite you to join the Department of Revenue as a Personal Income Tax Specialist. This position will provide the opportunity to examine and analyze tax returns to ensure compliance with laws and regulations. If you are looking for a challenging, yet rewarding opportunity for career advancement within the Department of Revenue, this is the opportunity for you!
DESCRIPTION OF WORK
As a Personal Income Tax Specialist, you will be responsible for performing technical work in the examination and analysis of tax returns to ensure compliance and identify taxpayers or corporations suspected of non-compliance or evasion of PA Income Tax laws in the Department of Revenue. Duties will primarily focus on examining assigned cases consisting of individual owners with income attributable to PA S corporations, partnerships, or beneficiaries of trusts that may have under-reported or have not filed Personal Income Tax (PIT) returns. You will analyze PIT returns carefully, ensuring that they are completed properly and that all required schedules are attached. You will also make determinations on whether to allow or disallow tax forgiveness in accordance with Schedule SP. Excellent communication skills are essential in order to answer technical tax questions and contact attorneys, accountants, and taxpayers to request missing or additional information needed to make a tax liability determination. Our ideal candidate will have a strong understanding of the relationships that exist between pass-through entities, their owners, partners, shareholders and the various filing requirements associated with these relationships.
Interested in learning more? Additional details regarding this position can be found in the position description (https://careers.employment.pa.gov/pd/PD\_NEOGOV.asp?p=50335039) .
Work Schedule and Additional Information:
+ Full-time employment
+ Work hours are 8:00 AM to 4:00 PM, Monday - Friday, with 30-minute lunch.
+ Telework: You may have the opportunity to work from home (telework) part-time up to three days a week. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Harrisburg. The ability to telework is subject to change at any time. Additional details may be provided during the interview.
+ Salary: In some cases, the starting salary may be non-negotiable.
+ You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.
REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY
QUALIFICATIONS
Minimum Experience and Training Requirements:
+ Two years of experience in the review and examination of Personal Income Tax returns and documents including making tax liability decisions and applying tax laws and regulations and 12 credits in accounting;or
+ Two years of advanced legal clerical experience in the review and analysis of legal documents that include Personal Income Tax documents, applications, reports, recommendations or rulings for compliance with Personal Income Tax laws and regulations and 12 credits in accounting;or
+ An associate’s degree that includes or is supplemented by 12 credits in accounting; or
+ An equivalent combination of experience and training that includes 12 credits in accounting.
+ Applicants will be considered to have met the educational requirements once they are within 3 months of graduating with a qualifying degree.
Additional Requirements:
+ You must possess two or more years of experience in the review and examination of pass-through entity tax returns and forms, including but not limited to PA-20s/PA-65, PA-40 NRC, PA-65 Corp, PA RK-1, PA NRK-1, and all associated schedules and reports.
+ You must be able to perform essential job functions.
Legal Requirements:
+ This position will have access to Federal Tax Information (FTI) and is subject to the provisions of IRS Publication 1075 (Pub 1075) which requires you to pass an enhanced background check prior to beginning employment. Under Pub 1075, acceptance of a conditional offer of employment will require submission to and approval of satisfactory criminal history reports, including but not limited to: a fingerprint-based federal records check; a PA State Police clearance; a check of local law enforcement agencies where you have lived, worked, and/or attended school within the last five (5) years; and a citizenship/residency verification.
Commonwealth employees who wish to use their seniority rightsmustapply to the internal posting for their seniority rights to be considered.
How to Apply:
+ Resumes, cover letters, and similar documents willnotbe reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).
+ If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
+ Your application must be submitted by the posting closing date. Late applications and other required materials will not be accepted.
+ Failure to comply with the above application requirements may eliminate you from consideration for this position.
Veterans:
+ Pennsylvania law (51 Pa. C.S. §7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to www.pa.gov/agencies/employment/how-to-apply.html and click on Veterans.
Telecommunications Relay Service (TRS):
+ 711 (hearing and speech disabilities or other individuals).
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.
Learn more about our Total Rewards by watching this shortvideo (https://www.youtube.com/embed/HtcSRnndflc?rel=0) !
See the total value of your benefits package by exploring ourbenefits calculator.
Health & Wellness
We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.*
Compensation & Financial Planning
We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options.
Work/Life Balance
We know there’s more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.*
Values and Culture
We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.
Employee Perks
Sometimes, it is the little “extras” that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.
For more information on all of these Total Rewards benefits, please visitwww.employment.pa.gov and click on the benefits box.
*Eligibility rules apply.
01
Have you completed 12 or more semester college credits in accounting? If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.
If you answer “Yes” to this question based on education acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visitingand clicking the Evaluation Services Link.
For additional information on foreign education credentials, please visitand click on Other Information.
You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.
+ Yes
+ No
02
How many years of full-time experience in the review and examination of Personal Income Tax returns and documents including making tax liability decisions and applying tax laws and regulations do you possess?
+ 2 years or more
+ 1 but less than 2 years
+ Less than 1 year
+ None
03
If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experiencemustalso be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.
04
How many years of full-time advanced legal clerical experience in the review and analysis of legal documents that include Personal Income Tax documents, applications, reports, recommendations or rulings for compliance with Personal Income Tax laws and regulations do you possess?
+ 2 years or more
+ 1 but less than 2 years
+ Less than 1 year
+ None
05
If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experiencemustalso be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.
06
How much college coursework have you completed? If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.
If your education was acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visitingand clicking the Evaluation Services Link.
For additional information on foreign education credentials, please visitand click on Other Information.
You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.
+ A Conferred Associate’s degree or higher
+ Within three months of completing an Associate’s degree or higher
+ 60 credits or more
+ 30 but less than 60 credits
+ Less than 30 credits
+ None
07
Additional Requirement:Do you possess two or more years of experience in the review and examination of pass-through entity tax returns and forms, including but not limited to PA-20s/PA-65, PA-40 NRC, PA-65 Corp, PA RK-1, PA NRK-1, and all associated schedules and reports?
+ Yes
+ No
08
If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experience must also be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.
Required Question
Employer
Commonwealth of Pennsylvania
Address
613 North Street
Harrisburg, Pennsylvania, 17120
Website
http://www.employment.pa.gov
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