Revenue Recovery Specialist - Collections

Recruitment #220518-V11A-12

Introduction

 

 

Revenue Recovery Specialist - Collections Division
Annual Salary
: $41,290.22

GENERAL FUNCTION
The Revenue Recovery Specialist plays a critical role in the Collections Division’s primary assigned goals: the enforcement of state statutes, rules, and the collection of outstanding income and business tax delinquencies/liabilities.  This position will have responsibilities involving the collection of unpaid tax liabilities and outstanding delinquencies for individuals and businesses. This may include serving as primary point of contact for taxpayers on assigned caseloads; coordinating and participating in administrative hearings; monitoring collection activity of third-party outside collection agencies; determining basis of liability; conducting examinations and inspections of various tax records and issuing orders for taxpayers whose licenses or permits are canceled.

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

General
• Assists taxpayers both in-person and over the phone, with excellent customer service
• Provides detailed explanations concerning the provisions of various tax laws
• Provides instruction on the completion and filing of various tax forms
• Appropriately addresses internal and external customer issues while respecting business needs
• Examines, investigates, and reviews records, reports, and management practices to ensure legal compliance with state rules and statutes
• Reviews applicable laws, regulations, procedures, and financial and administrative controls
• Evaluates relevant data and aspects of situations and make appropriate decisions
• Manages and prioritizes assigned caseload and provides services to taxpayers with little supervision
• Identifies the most appropriate method to complete tasks and meet deadlines
• May serve as the agency’s witness for court proceedings as it pertains to the validity and collection of outstanding liabilities and delinquencies
• Assists in projects or tasks as assigned, including those in other sections or divisions

In-House Collections
The section is responsible for preparing, processing and issuing delinquent individual income tax accounts for administrative wage garnishment, including managing all employer and taxpayer correspondence related to garnishments. 
• Conduct specialized reviews of individual tax accounts, to include utilizing third party platforms, and employer accounts for the purpose of implementing appropriate administrative authority wage garnishments
• Manage relevant workloads to include tasks and cases
• Ensures taxpayers are eligible to be garnished prior to implementing any garnishment, to include current legal and procedural requirements being met
• If a taxpayer does not qualify for garnishment, review will be completed to see if the taxpayer is a good candidate for Legal referral of the account for potential bank levy or asset hearing
• Conducts exemption and hardship reviews on accounts as it pertains to wage garnishment implementation, when applicable
• Advises contacting taxpayers or their legal representatives of available options for repayment of delinquent tax liabilities to include payment plans in lieu of garnishment when applicable. Sets payment plans in lieu of garnishment when applicable, following current guideline requirements
• Perform review tasks to ensure garnishments and payment plans in lieu of garnishment remain compliant and that next stage action is not required such as proceeding with garnishment or implementing employer liability request from Legal

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of
• Basic accounting methods and principles of business tax laws
• Office practices and procedures, including record maintenance
• Business mathematics, spelling, punctuation, and grammar
• Investigation techniques and methods for conducting research
• Computer technology principles, terminology, and automated systems
• Functions and responsibilities of the division

Skills in
• Strong interpersonal skills; active listening
• Verbal & written communication
• Proficient in PC office software, Microsoft Office, desk top tools, and data entry ability;
• Strong analytical, critical thinking, and problem solving skills
• Strong time management and negotiation skills
• Detail-oriented with research and investigative experience 
• 
Ability to
• Use computers in reviewing, analyzing, and calculating tax liabilities
• Exercise independent judgment and provide prompt service
• Establish and maintain effective working relationships with others
• Communicate effectively, both orally and in-writing; utilize de-escalation techniques with difficult or irate taxpayers
• Maintain a professional demeanor in all situations
• Effectively multi-task, set priorities and manage time to meet deadlines
• Work effectively in a fast-paced environment
• Inspect records to determine compliance and determine tax liability
• Interpret and apply policies, procedures, rules and regulations
• Maintain a professional, positive manner when talking with taxpayers in-person, over the phone, or by email

LEVEL DESCRIPTORS
The Revenue Recovery job family consists of two levels which are distinguished based on the complexity and diversity of job assignments, the extent of responsibility assigned, and the responsibility assigned for providing leadership to others.

The Specialist is the entry-level where employees are assigned responsibilities at the full performance level involving business taxes.  In this role, they will be responsible for providing a full range of assistance to taxpayers in completing and filing various tax forms, making detailed explanations concerning the provisions of various tax laws, assisting with training new employees; and completing any and all required actions to notify taxpayers of delinquent taxes and secure payment or initiate other actions through the legal process.

SPECIAL REQUIREMENTS
This position may require occasional travel.  Applicants must have reliable transportation and be willing and able to perform all job-related travel.  Possession and maintenance of a valid Oklahoma State Driver’s License is also required. 

This position requires the employee to be able to lift up to 25 pounds on a regular basis.

Core work hours for the Oklahoma Tax Commission are Monday through Friday, 7:30am to 4:30pm.  This schedule may require flexibility, including some weekends, 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 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.

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

Specialist
Education and Experience requirements at this level consist of
• A bachelor’s degree in any field,
• OR four years of experience in business or public administration, highly technical administrative or office management, taxation and revenue, credit collections, or investigative work
• OR an equivalent combination of education and experience

PREFERENCE STATEMENT
Preference may be given to candidates who are proficient in Microsoft Office programs.

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.