Income Tax Accounts Trainer

Recruitment #220527-UNCD-73

Introduction

Income Tax Accounts Trainer –Income Tax Accounts Division
Salary
: $50,627.16

GENERAL FUNCTION
The Income Tax Accounts Trainer is assigned responsibilities involving the training and professional development of employees within the Income Tax Accounts (ITA) Division.  This position will organize training schedules, develop training programs, and prepare training materials for new employees, as well as assisting current employees with new processes and ensuring all staff is up-to-date on all current laws, rules, and policies in order for the Oklahoma Tax Commission to provide exceptional customer service to our taxpayers. 

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

• Collects and prepares information to be used to create materials, including lesson plans, training guides, participant manuals, videos, slides, and other educational materials
• Creates and maintains division training schedules
• Trains new employees on agency policies and procedures, as well as all division modules; provides refresher trainings for established employees
• Gathers and evaluates information from employees and management on previous training to identify weaknesses and areas that need additional training
• Identifies individuals and/or groups who are in need of additional training, and makes recommendations on improving soft skills, tax knowledge, account maintenance, etc.
• Establishes and maintains regularly scheduled meetings with supervisors to discuss training opportunities needed for team members
• Counsels employees and supervisors concerning training problems and provides information about additional educational opportunities
• Monitors and tracks all division training plans and provides progress reports to supervisors
• Provides updates on division training initiatives, action items, and activities
• Participates in the planning of daily huddle meetings, team meetings, or email blasts, including mapping out the content on a calendar, preparing materials, and leading the huddle time with supervisors
• Assists supervisors with employment interviews upon request
• Assists with onboarding new employees
• Supports the division with other duties as assigned

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of
• Oklahoma tax types
• Tax forms and methods used to report taxes
• Current tax statutes and rules
• Learning Management Systems; instructional design; e-learning platforms
• Traditional and modern training methods and techniques
• Training principles and techniques, including in-classroom, on-the-job training, and online instruction

Skills in
• Strong communication skills
• Excellent time management skills
• Exceptional attention to detail and organizational skills
• Proficient with computer software, including Microsoft Office
• Verbal and written communication
• Time management, public speaking, and organizational skills
• Interpersonal, rapport-building, active-listening
• Traditional and modern training methods and techniques

Ability to
• Communicate effectively in person, by phone, and in writing with team members and co-workers
• Establish and maintain effective working relationships
• Model professionalism through positive and communicative behaviors
• Multi-task, set priorities, and manage time effectively
• De-escalate situations involving frustrated employees
• Have a patient and empathetic attitude
• Work multiple assignments and assess and analyze data
• Plan, organize, and evaluate training activities
• Utilize various online training platforms
• Be adaptable and flexible in a fast-paced environment
• Exercise independent judgment and provide prompt service
• Establish and maintain effective working relationships with others

MINIMUM QUALIFICATIONS

Education and Experience requirements at this level consist of
• A bachelor’s degree in any field
• OR four years of experience in accounting, clerical office, training, or closely related field
• OR an equivalent combination of education

PREFERENCE STATEMENT
Preference may be given to applicants who have at least two years of training or supervising experience, specifically in a tax environment.

SPECIAL REQUIREMENTS
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. 

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 and overtime, 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. 

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.