Individual Income Tax Specialist at State of… · Oklahoma…

Salary - $57,720

WHY YOU’LL LOVE IT HERE!

TRANSPARENCY. FAIRNESS. COMPLIANCE. The Oklahoma Tax Commission is committed to leading Oklahoma with unparalleled customer service. Our mission is to promote tax compliance through serving taxpayers with transparency and fairness in administration of the tax code and unparalleled customer service. Check out our About Us page to learn why we are passionate about tax compliance and believe it is the career for you!

There are perks to working for the OTC. We know that benefits matter, and that is why we offer a competitive benefits package for all eligible employees:

• Generous state-paid benefit allowance to help cover insurance premiums.

• A wide choice of insurance plans with no pre-existing condition exclusions or limitations. 

• Flexible spending accounts for health care expenses and/or dependent care.

• A Retirement Savings Plan with a generous match.

• 15 days of paid vacation and 15 days of sick leave for full-time employees the first year.

• 11 paid holidays a year.

• Paid Maternity leave for eligible employees.

• Employee discounts with a variety of companies and venders.

• A Longevity Bonus for years of service.

JOB SUMMARY:

The Individual Income Tax Specialist plays a critical role in assisting and shaping the direction of the Individual Income Tax Accounts section of the Oklahoma Tax Commission.  The Specialist’s primary goals are to enforce state statutes, rules, and to collect outstanding income taxes. 

The Specialists are involved in conducting professional operational reviews, research, or informal audits to determine compliance with laws and regulations, generally accepted accounting procedures, financial accountability standards or other requirements.  This includes scheduling, planning and conducting required interviews, reviewing required accounting records or other tax documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing supporting documents. This also includes having high level conversations and discussions with tax professionals.

DUTIES AND RESPONSIBILITIES

The functions performed by employees in this job family will vary by level, but may include the following:

• Assist taxpayers via phone call and/or email with clear and concise information regarding tax law and regulations and generally accepted accounting procedures, financial accountability standards and other requirements.

• Respond timely and accurately to internal customers.

• Accurately complete work items assigned daily to include audits to determine compliance with tax laws, statutes and regulations and collect outstanding income taxes.

• Under supervision able to process and review accounts, returns, adjustments and refunds to ensure proper accounting of return that is in compliance with tax law and regulations.

• Scheduling, planning, and conducting required interviews, reviewing required accounting records or other tax documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing supporting documents. This also includes having high level conversations and discussions with tax professionals.

• Assist taxpayers with related actions that could involve corrections to a tax return, citing OK state statutes and/or federal laws

• Accurately prepares correspondence, acknowledgement letters and other documentation needed pertaining to the taxpayers case

• Accurately complete and participate in special projects assigned by Supervisor.

• Accurately prepare protest write-ups for submission

• Accurately post and redirect payments as necessary

• Execute against the ITA mission statement daily in which include teamwork, process and automation enhancement and enhancing the taxpayer experience.

• Exhibit behavior of establishing a great place to work culture.

• Other similar duties as assigned.

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of

• Accounting and auditing methods and systems

• Generally accepted auditing standards and procedures

• OK state statute and regulations

• Federal law and regulations

• Computer technology principles, terminology, and automated systems

• Financial statements, ledgers, journals and reports

• Analytical principles

Skills in

• Interpersonal skills

• Time management

• Using a computer and applicable software

• Proficient in Microsoft Office programs

• Proficient analytical, critical thinking and problem-solving abilities

• Verbal communication

• Active listening

• Exceptional attention to detail

MINIMUM QUALIFICATIONS
Education and Experience requirements at this level consist of

• A bachelor’s degree in accounting, finance, business or public administration; or related field

• OR an equivalent combination of education and experience, substituting one year of paraprofessional experience in auditing, accounting, or similar field for each year of the required education.

PHYSICAL DEMANDS

Ability to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level.

SPECIAL REQUIREMENTS

No travel required.

Core work hours for the Oklahoma Tax Commission are Monday through Friday, 7:30am to 4:30pm.  This schedule may require minor flexibility based on the needs of the agency.

Telework may be required based on the needs of the agency, division, and section.  If applicable, applicant must be willing and able to BOTH work on-site and telework at an off-site location, generally in the applicant’s home.  Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours.

This position has access to Federal Tax Information (FTI) and is required to uphold the strictest standards of confidentiality as an essential part of its job responsibilities. This includes safeguarding all tax information obtained from records, files, tax returns, and departmental investigations, whether in paper, electronic, or verbal form.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

All offers of employment will be contingent upon successful completion of a fingerprint-based background check, reference check and federal and state tax compliance check.