Individual Income Tax Specialist

Individual Income Tax Specialist

Salary - $57,720

WHY YOU'LL LOVE IT HERE!

TRANSPARENCY. FAIRNESS. COMPLIANCE. The Oklahoma Tax Commission is committed to leading Oklahoma with unparalleled customer service. Our mission is to promote tax compliance through serving taxpayers with transparency and fairness in administration of the tax code and unparalleled customer service. Check out our About Us page to learn why we are passionate about tax compliance and believe it is the career for you!

There are perks to working for the OTC. We know that benefits matter, and that is why we offer a competitive benefits package for all eligible employees:

• Generous state-paid benefit allowance to help cover insurance premiums.
• A wide choice of insurance plans with no pre-existing condition exclusions or limitations.
• Flexible spending accounts for health care expenses and/or dependent care.
• A Retirement Savings Plan with a generous match.
• 15 days of paid vacation and 15 days of sick leave for full-time employees the first year.
• 11 paid holidays a year.
• Paid Maternity leave for eligible employees.
• Employee discounts with a variety of companies and venders.
• A Longevity Bonus for years of service.

JOB SUMMARY:

The Individual Income Tax Specialist plays a critical role in assisting and shaping the direction of the Individual Income Tax Accounts section 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.

This also includes having high level conversations and discussions with tax professionals.

DUTIES AND RESPONSIBILITIES

• Assist taxpayers via phone call and/or email with clear and concise information regarding tax law and regulations and generally accepted accounting procedures, financial accountability standards and other requirements.
• Respond timely and accurately to internal customers.
• Accurately complete work items assigned daily to include audits to determine compliance with tax laws, statutes and regulations and collect outstanding income taxes.
• Under supervision able to process and review accounts, returns, adjustments and refunds to ensure proper accounting of return that is in compliance with tax law and regulations.
• 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. This also includes having high level conversations and discussions with tax professionals.
• Assist taxpayers with related actions that could involve corrections to a tax return, citing OK state statutes and/or federal laws
• Accurately prepares correspondence, acknowledgement letters and other documentation needed pertaining to the taxpayers case
• Accurately complete and participate in special projects assigned by Supervisor.
• Accurately prepare protest write-ups for submission
• Accurately post and redirect payments as necessary
• Execute against the ITA mission statement daily in which include teamwork, process and automation enhancement and enhancing the taxpayer experience.
• Exhibit behavior of establishing a great place to work culture.
• Other similar duties as assigned.

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of

· Accounting and auditing methods and systems

· Generally accepted auditing standards and procedures

· OK state statute and regulations

· Federal law and regulations

· Computer technology principles, terminology, and automated systems

· Financial statements, ledgers, journals and reports

· Analytical…