Tax Processing Specialist- CPD

Recruitment #220701-V10B-05

Introduction

 

TAX PROCESSING SPECIALIST
SALARY- $34,398.00

The Oklahoma Tax Commission’s goal is to serve the tax payers with Excellence! We strive to ensure
that your experience at OTC is both positive and rewarding. We are a team that cares deeply and
have a passion to provide assistance to Oklahoma tax payers while providing an excellent work
environment.
Employees receive a GENEROUS monthly benefit allowance to use toward a range of options for
benefits including health, dental, vision, life, fsa, dependent care and disability. For example, an
employee can receive between $150 to $1,700 a month to use towards benefits.
The Oklahoma Tax Commission provides employees with 15 days of annual and 15 days of paid sick
leave in the first year of employment. Not to mention 11 paid Holidays! That is a total of 41 paid
days off in your first year!
Our Retirement Plan includes generous matching between 4 to 7%!
Don’t forget about our longevity payments starting after 2 years of employment!
We are looking for individuals who are willing to be a team player with strong interpersonal and
networking skills to build and maintain high impact relationships across the agency. Do you have a
strong work ethic, positive attitude, highly motivated and have a passion to grow with an amazing
team? Then the Oklahoma Tax Commission is the place for you

GENERAL FUNCTION
The Tax Processing Specialist/Lead play a critical role in assisting and shaping the direction of one or more sections in the Central Processing Division of the Oklahoma Tax Commission.  The Specialists/Leads are assigned responsibilities involving the review, editing and processing of various tax returns and forms.

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

General
• Opens, sorts, extracts, reviews and edits all tax types and tax forms received and prepares for posting to taxpayer accounts
• Reviews payments to ensure tax liabilities are accurately paid and processed for deposit
• Makes corrections as needed to tax returns and documents within established guidelines and rule/statute requirements
• Researches accounts for taxpayer information and history in order to apply payments or correct returns
• Performs quality control checks on documents or images as required
• Enters data of remittances and returns into various databases and software systems
• Notifies the Team Lead, Supervisor, Manager and/or Administrator of any potential problems, recommends alternate solutions and assists with training employees
• Provides input for improvement of procedures, policies and inefficiencies
• Operates various equipment associated with inbound and outbound mail, including high-speed scanners and folder/inserters

This specific position will support the following sections of the Central Processing Division with additional duties that will vary by level, but may include the following:

Remit Processing & Data Entry
• Keys remittances and/or returns into various databases and software systems
• Secures handling of all checks and documents while ensuring confidentiality of taxpayer information
• Balances imaged checks with documents accurately
• Lead – See General Functions

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of
• Forms and methods of reporting taxes
• Office practices and procedures, including the maintenance of records

Skills in
• Strong communication skills
• Exceptional attention to detail
• Typing
• Interpersonal skills
• Using a computer and applicable software
• Proficient in Microsoft Office programs
• Written & verbal communication

Ability to
• Establish and maintain effective working relationships with others
• Communicate effectively
• Follow oral and written instructions
• Protect operations by keeping information confidential

LEVEL DESCRIPTORS
The Tax Processing Specialist job family has two 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.

The Specialist is the entry-level where employees are responsible for performing various routine functions in reviewing, editing and processing various tax forms and documents.  Duties may include making corrections to tax returns/documents within established guidelines and will involve processing tax returns/documents at all levels of difficulty.  Duties will vary according to the section in which the position is located, but will require specialized knowledge as it relates to the tax laws and agency policies and procedures applicable to the division.  Work is typically reviewed when problems occur or at completion.

PREFERENCE STATEMENT
Preference may be given to candidates who have experience in working with imaging equipment, tax forms, or processing environments and/or are skilled at typing accurately forty words per minute.

SPECIAL REQUIREMENTS
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.

This position requires the employee to be able to stand up to 8 hours a day and lift 10-50 pounds on a regular basis, with assistance as needed.

This position is not eligible for Telework.

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.

MINIMUM QUALIFICATIONS

Specialist   
Education and Experience requirements at this level consist of
• An associate’s degree in any field 
• OR two years of experience in clerical office, bookkeeping, tax computation, or closely related field
• OR an equivalent combination of education

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.