Trust Valuation Specialist (Department of Revenue Employees Only)

If you have the technical tax knowledge and experience to serve as a specialist in the application of inheritance tax law and fiduciary tax law, this is an excellent chance to advance your Department of Revenue career. As a Trust Valuation Specialist with our Bureau of Individual Taxes, Returns Processing Division's Inheritance Tax team, you will help ensure these tax laws are applied fairly and accurately while sharing knowledge and guidance with a wide variety of stakeholders. Make a difference through careful analysis, earned expertise, and sound judgment with our team!

This position conducts research, examines complex inheritance tax and fiduciary tax returns. It helps others develop a better understanding of related tax laws, policies, and procedures as well as ensure they are all applied accurately and consistently across a wide range of situations. As a Trust Valuation Specialist, you will perform the following duties:

• Return Processing: Perform and review complex tax calculations for the valuation of long-term estate funds, completion of fiduciary income tax returns, and evaluation of tax compromise offers
• Petition Review: Read Wrongful Death/Survival Action Petitions and determine if the Department accepts or rejects the proposed allocations
• Case Research: Analyze prior case law, tax manuals, and other source material to the support validity of tax deduction or credits claimed
• Stakeholder Education: Develop informational materials, update forms and instructions, and present programs internal and external audiences
• Technical Guidance: Answer technical inheritance tax, estate, and trust inquiries from external professionals, internal teams, and individual taxpayers
• Department Representation: Provide testimony in court proceedings and represent the department during professional meetings

Interested in learning more? Additional details regarding this position can be found in the position description.

Work Schedule and Additional Information:

• Full-time employment
• Work hours are 9:00 AM to 5:00 PM, Monday - Friday, with a 30-minute lunch.
• Telework: You may have the opportunity to work from home (telework) part-time, up to three days per 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.

Organization or Location Restrictions:

• This posting is restricted to Department of Revenue employees only.

QUALIFICATIONS

Minimum Experience and Training Requirements:

Additional Requirements:

• 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.

This position is not subject to the provisions of a collective bargaining agreement or memorandum of understanding.

How to Apply:

• Resumes, cover letters, and similar documents will not be 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.
• All application materials and interview responses must reflect the applicant's own experience, qualifications, and work. Applicants may use generative AI tools for preparation purposes only. Use of AI to misrepresent or falsify information, or to assist during interviews, is not permitted. Review the Guidance for Generative AI Tools & Job Seekers for additional information.

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.