Excise Tax Assistant - Estate Tax

Description

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*This non\-permanent position is expected to last 4 to 6 months from hire.*

The Department of Revenue's Audit Division is excited to announce an opportunity for an Excise Tax Assistant in the Estate Tax unit. If you thrive in a fast\-paced environment, are easily adaptable to fluctuating workloads, and find satisfaction in reaching common objectives, this is the position for you. Revenueis a dynamic learning organization where you will experience a remarkable work\-life balance, with amazing leadership and talented co\-workers ready and focused on achieving the agency's goals. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds including people of color, immigrants, refugees, LGBTQ\+, people with disabilities, and veterans. This unique culture of respect promotes a professional family of cohesive groups maximizing potential through opportunity. We offer a generous benefits package that includes defined benefit retirement plans; health, dental and vision coverage, deferred compensation plans, and as a public service employee, you may also be eligible for student loan forgiveness.

Visit these links to watch our recruitment video to find out more about our agency and see what our employees say about why Revenue is a great place to work.

Please review the opportunity details below and forward this message to others you feel may be qualified.

Duties

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The role of this Excise Tax Assistant directly supports the agency by providing para\-professional support to the Estate Tax Team. Specifically, this position performs a variety of duties such as, registering estate tax accounts, data entry, maintaining the program’s data accuracy and uploading estate tax documents/images data into the Automated Tax and Licensing System (ATLAS).

Additional duties include:

• Perform data entry to ensure the estate tax return data is complete and available within the core Department system.
• Perform general mail handling in\-office for the estate tax team.
• Upload electronic images received from customers.
• Process, sort, and destroy scanned paper estate tax documents maintained in office.
• Determine interest liability for estate tax, adjust estate tax returns with approval levels up to $1,500, or send out debit balances due with approval levels up to $1,000 on estate tax accounts deemed to not need an audit.
• Issue final releases and close estate tax accounts deemed to not need an audit.
• Make preliminary collection phone calls when assigned by an examiner. Leave detailed notes on the account about your attempts to contact the taxpayer. Collect delinquent tax accounts and final judgements through correspondence, telephone, or personal contact.
• Provide up\-to\-date information to taxpayers about their tax accounts. Aid in resolving taxpayer issues and needs through telephone and email correspondence.

Telework \- Some remote work may be allowed, but this position will be expected to work in the office five days per week. This requirement is subject to change and may require more, or less, in\-office work in the future.

Qualifications

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An individual applying for this position should have demonstrated the following competencies:

Producing a high volume of work while maintaining accuracy:

• Ability to maintain confidentiality.
• Ability to complete a large volume of items in a short period of time with a high degree of accuracy.
• Ability to proofread written material, identifying and correcting errors in grammar, punctuation, and spelling.

Following Directions and Procedures:

• Locating procedures that are available for a work function to be completed.
• Ensuring actions follow established procedures.

Written Communication:

• Efficiently compose and tailor professional correspondence to customers.

Customer Service:

• Delivering less desirable news, fielding inquiries, and de\-escalating upset customers.
• Providing customer service on the phone through calling customers and returning customer inquiries.

Information Technology Proficiency:

• Spreadsheet skills to use basic formulas, tables, filtering, and sorting.
• Document skills to compose messages. Using bolding, white space, bullets, and other formatting to ensure the message is clear.

Decision making and applying independent judgment:

• Making independent decisions based on training received.
• Applying judgement to determine the most accurate action when multiple potential actions could be taken.

Organization \& Self\-Management:

• Keeping organized to ensure deadlines are not missed, messages are responded to, and projects are completed.
• Motivating yourself to complete your goals.
• Working your entire work shift on work related items in a virtual or in person environment.

The ability to take action to learn and grow:

• This equity competency identifies people who are curious about themselves and others, who take responsibility for knowing their own strengths and weaknesses, and who use their learning to make government programs and processes more efficient and effective to serve all in Washington.

The ability to take action to meet the needs of others:

• This equity competency identifies people who are flexible, adaptable, customer\-service focused, and willing and able to empathetically respond to the unique needs of the people they work with and serve.

Uses an equity \& inclusive approach:

• Actively seeks to understand and appreciate the diverse backgrounds, perspectives, and experiences of colleagues, customers, and communities.
• Encourages an inclusive culture where everyone feels valued and respected.
• Uses an equity lens that applies an objective perspective to daily work by considering impacts on the people we serve, particularly marginalized groups by actively identifying and removing inequitable barriers.

Preference may be grated to candidate with the knowledge or experience with the following:

• Rules, policies and procedures of the Department of Revenue.
• State tax structure and tax administration.
• Working knowledge of technologies necessary to conduct the job functions, such as Microsoft Office applications, use of the internet and the Department’s tax accounting system ATLAS.
• Knowledge and use of filing systems and organization skills.
• Two years or more experience in accounting, auditing, bookkeeping, banking, compliance, or tax administration.
• College coursework, vocational, technical, or business school training in business or public administration, accounting, bookkeeping, or closely related field will substitute, year for year, for experience.

To be considered

• Please complete/update your application as it will be used as your resume.
• Please attach a letter of interest, describing your specific qualifications and interest for this position.

Note \- Failure to follow the application instructions or attaching the required documents may result in your disqualification.*

* *Note \- Incomplete applications or applications received without these materials may be disqualified.*

Throughout our selection processes, we will also be evaluating candidates for knowledge, skills, abilities, behaviors, and capacity for effective leadership that aligns with the culture of DOR.

To take advantage of Veteran's preference, please attach your DD\-214, member 4 long form, or your NGB\-22\. Please blackout your social security number and date of birth before attachment.

Questions?

Hello, my name is Patrick, and I will be assisting with this announcement. As a 20\-year Army veteran, I understand the difficulty finding an enjoyable career with a work\-life balance. At Revenue, we pride ourselves connecting talented individuals with opportunity and would like to answer any questions you have. Please contact any part of the Staffing team at Jobs@dor.wa.gov or give me a call (360\) 704\-5738\.

Supplemental Information

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The Human Resource Division may use referrals from this recruitment to help fill future similar vacancies for up to six months.

Prior to any new appointment into the Department of Revenue, a background check will be conducted.

The permanent position is covered by a collective bargaining agreement between the Department of Revenue and the Washington Public Employees Association (WPEA).

The Department of Revenue is proud to be an equal opportunity employer. We embrace diversity and offer a respectful, inclusive culture for people with disabilities, as well as members of all protected groups and statuses. We encourage you to apply.

If you need help during the application process, please call the Human Resources Office at 360\-704\-5731\. Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7\-1\-1 or 1\-800\-833\-6388\.