| Post Code: D719 | |
| Announcement Number: LEPE9026 | |
| Classification Number: X0872 | |
| Open: 10/30/2009 | |
| Close: 11/13/2009 | |
| Location: Tigard | |
| Availability: Full Time | |
GENERAL INFORMATION The Oregon Public Employees Retirement System (PERS) is seeking a Operations & Policy Analyst 3. This is a full-time, permanent position. If selected for the position, you must provide documentation of your eligibility to work in the United States. Applicants will be subject to a Computerized Criminal History for a thorough background investigation. Adverse background data may be grounds for immediate disqualification. The pay on all announcements may change without notice. BENEFITS Employment with PERS will afford you a variety of generous benefits. The link below will take you to a list of benefits we offer with employment: State Benefits Page. Information about PERS may be obtained by visiting the web site: www.oregon.gov/pers. TO QUALIFY Your PD100 application form and resume (optional) will be reviewed to verify that you meet the qualifications stated in this section (be specific in describing your experience). To receive credit, your application form must clearly show that you have: MINIMUM QUALIFICATIONS A Bachelor’s Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, or Political Science; and four years professional-level evaluative, analytical and planning work related to tax or legal research. OR; Any combination of experience and education equivalent to seven years of experience. To receive credit for required courses, you must submit a photocopy of transcripts. If you qualify, please see “THIS IS THE TEST” section of the announcement. PURPOSE Serve as agency expert in tax reporting and plan qualification issues. Responsible for identifying Internal Revenue Service (IRS) and Oregon Dept. of Revenue (DOR) tax laws and regulations with which PERS must comply. Gives consultative advice on the administrative, policy, programmatic and management aspects of PERS operations as they relate to federal and state tax issues. Analyzes and interprets Federal and State tax laws and regulations. Generates regulatory, policy and procedural requirements that significantly affect PERS plan retirements and financial status. MAIN DUTIES Manage research that evaluates agency policy and operations for legal compliance with a principle agency mission of maintaining federal tax qualified status. Monitors and reviews all substantive legislative, regulatory, and policy decisions to ensure they will support that goal, and researches, formulates, and advocates for changes in laws, rules, or policies that are necessary or sufficient to support that goal. Research, develop, draft, and analyze state legislative amendments needed to maintain federal tax compliance. Write or revise policy to mitigate operational risk. Lead policy task forces comprised of agency staff, outside legal counsel, and stakeholders to address legislative and policy changes. Interpret and explain agency tax policy and rules to staff, legislators, and the public as needed. Write administrative rules, legislative drafts, policy memos, member communications, and other communications based on changes in applicable statutes or policy direction. Develop testing program to assure benefit payments are made in compliance with IRC restrictions, including §415 limitations and corresponding payments from the Benefit Equalization Fund (BEF). Perform annual review of federal and state tax reporting requirements. Review publications, forms, and letters on tax related issues as requested by agency managers. Assist agency managers on tax related issues as required. Coordinate with outside legal counsel and Consulting Actuary on emerging tax issues that affect PERS tax qualification and/or operations. Ensure FICA tax reporting and remittance meet IRS requirements. Recommend policies for implementation and execution of tax withholding and reporting requirements for all benefits distributed by the retirement program to both members and beneficiaries. WORKING CONDITIONS Smoke free, air-conditioned office. Constant daily deadlines. Frequently changing priorities. Use of personal computers and printers. Essential job duties must be performed with or without reasonable accommodations. THIS IS THE TEST ATTACH YOUR ANSWER(S) TO THE FOLLOWING QUESTION(S): Use a separate sheet of paper. Write down any work experience (paid or unpaid) and training that you have which is related to each question. Limit your answer to each question to no more than one (1) page. Number your answer(s) to agree with the question(s). Your application will not be accepted if it is incomplete. TEST QUESTIONS:
2. Describe your experience evaluating program compliance and making policy recommendations. Include the scope of your evaluation and the level to which you make policy recommendations. HOW TO APPLY You may email, mail, deliver, or fax your completed application (PD100) materials to: PERS Human Resources 11410 SW 68th Parkway Tigard, Oregon 97223 Fax: 503-598-0262, or Email: pers.jobs@state.or.us. Applications must be received by the close date. PERS cannot be responsible for material that are misdirected, late, illegible, or missing as a result of transmitting by fax, e-mail, or lost through the mail. The application form can be obtained from www.oregonjobs.org; or www.oregon.gov/pers or by calling PERS Human Resources, 503-603-7794. If you have a disability and need an alternative format in order to complete the application, you may call 503-603-7794, or TTY 503-603-7766 to request an alternative format. After your application materials are reviewed, you will be sent a notice advising you of the status of your application and test score (if applicable). If you disagree with the results, you may request a review. Review requests must be submitted in writing and must be received within 10 days from the date listed on the notice. Accommodations for interviews will be provided to individuals with disabilities upon request. PERS is an Equal Opportunity Employer | |
