Income Tax Specialist II - ITA

Recruitment #220517-D14A-14

Introduction

Income Tax Specialist II (Individual) – Income Tax Accounts Division 
Level II Annual Salary
: $46,366.71

GENERAL FUNCTION
The Income Tax Specialist plays a critical role in assisting and shaping the direction of one or more sections in the Income Tax Accounts Division 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.

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

General
• Examines, investigates, and reviews records, reports, and management practices to ensure legal compliance with state rules and statutes
• Appropriately addresses internal and external customer issues while respecting business needs
• Assists with the needed actions performed by other groups and related tax types within the agency
• Manages and prioritizes assigned caseload and provides services to taxpayers with little supervision
• Assists taxpayers both in-person and over the phone, with excellent customer service 
• Identifies the most appropriate method to complete tasks and meet deadlines
• Evaluates relevant data and aspects of situations and make appropriate decisions
• Reviews applicable laws, regulations, procedures, and financial and administrative controls
• Prepares adjustment letters to accurately explain errors and balances
• Conducts reviews of monthly billing to verify system correctness
• Assists in projects as assigned
• Level II – Assists in training lower level and new co-workers

This specific position will support the following section of the Income Tax Accounts Division with additional duties that will vary by level, but may include the following:

Individual Income Tax
• Level II – Performs simple-to-complex review of transactions as it pertains to individual income tax
• Advises taxpayers and legal representatives concerning the interpretations and applications of the tax laws and rules and in the preparation/completion of tax reports in a professional and courteous manner
• Conducts review of returns for accuracy and processes corresponding refunds and bills.

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of
• Accounting and auditing methods and systems
• Generally accepted auditing standards and procedures
• Computer technology principles, terminology, and automated systems
• Financial statements, ledgers, journals and reports
• Analytical principles

Skills in
• Interpersonal skills
• 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
• Level II & III – Training

Ability to
• Review and analyze data and apply rules and statutes to correctly process incoming returns
• Work effectively in a fast-paced environment
• Prioritize tasks to meet deadlines
• Accept responsibility for actions with honesty and integrity while remaining committed to organization success
• Promote a team atmosphere
• Establish and maintain effective working relationships with others
• Communicate effectively
• Level II & III – Work independently with limited instruction/supervision

LEVEL DESCRIPTORS
The Income Tax Specialist job family has three levels, which are distinguished by the complexity of assignments, the level of expertise required to perform the duties assigned, and the responsibility for providing leadership to others.

Level II is the career-level where employees are assigned responsibilities at the full-performance level for completing or participating in a wide range of audit assignments.  This may include independent responsibility for conducting audits of various functions or activities or serving as a member of an audit team in completing more complex audits.  Duties performed will include planning, scheduling, and conducting audits, evaluating financial controls; identifying deficiencies, and preparing audit reports. There may also be some limited responsibilities assigned for training or providing limited supervision to less experienced auditors on an occasional basis.

SPECIAL REQUIREMENTS
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.

Employment with the Oklahoma Tax Commission offers benefits, which include medical, dental, life, disability and vision insurance, medical and health care reimbursement programs, retirement plan, deferred compensation plan, paid holidays, and longevity payments. Employees are provided a benefit allowance to spend toward their benefits. Employees earn three weeks annual and three weeks paid sick leave in the first year of employment.

The Oklahoma Tax Commission is an Equal Opportunity Employer. Reasonable accommodation to individuals with disabilities may be provided upon request.

All applicants must be legally authorized to work in the United States without visa sponsorship.

MINIMUM QUALIFICATIONS

Level II:    
Education and Experience requirements at this level consist of
• A bachelor’s degree in accounting, finance, business or public administration; or related field; PLUS one year of professional experience in auditing, accounting, or similar field for each year of the required education
• 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, for a total of 5 years of required experience.

NOTES

Please read instructions carefully and include all required documents when you submit your application.

No additional information will be accepted after the application has been submitted.