Credits and Refunds Specialist

Overview

Job Posting Title
:
Credits and Refunds Specialist

Agency
: 695 OKLAHOMA TAX COMMISSION

Supervisory Organization
:
Credits & Refunds

Job Type
:
Regular •
Full/Part-Time
:
Full time

Compensation
:
Salary - $57,720

Job Description
:
Credits and Refunds Specialist

Benefits
:
See details below

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!

• Completes refund requests related to the various business tax types from individual and business taxpayers
• Analyzes taxpayer provided data in order to validate refund claim and to establish credit(s) to be issued
• Develops briefings, presentations, and reports and conducts data analysis
• Prepares memos and taxpayer correspondence in a manner sufficient to convey procedures, laws and regulations
• Assists taxpayers, legal representatives, internal and external personnel in a professional manner by email, telephone, and in person
• Completes assigned work items in order to meet section production and accuracy standards
• Resolves complex and non-complex business tax issues
• Uses proper resources to find solutions and responds in a timely manner
• Plans, schedules and conducts audits of businesses, agencies, schools, corporations, or others to determine compliance with laws and regulations, generally accepted accounting principles, financial accountability standards or other requirements
• Reviews financial records and other business records; identifies deficiencies; provides advice on requirements for compliance with existing laws, policies and standards
• Prepares audit reports; makes recommendations concerning changes in policies or operating procedures
• Performs special investigations as assigned
• Other duties as assigned

• Generally accepted accounting principles and practices
• Auditing theories and techniques
• Financial statements, ledgers, journals and reports
• Analytical principles
• Modern office methods and procedures, including computer technology related to accounting systems

• Attention to detail
• Interpersonal skills
• Written & verbal communication
• Active listening

• Review and analyze accounting records and business practices
• Prepare audit reports and recommendations
• Establish and maintain effective working relationships with others
• Communicate effectively

• Minimum Qualifications: A bachelor’s degree in accounting, finance, business or public administration, or closely related field. Each year of relevant experience may be substituted for each year of required education.
• Preferred Qualifications: Preference may be given to candidates who have completed a CPA certification or have a background in business taxes.

Ability to sit and stand for extended periods. Exhibit manual dexterity and hand-eye coordination to operate office equipment. Ability to see/read from a computer screen and printed material.

Ability to hear and understand speech. Ability to lift up to 15 pounds, bend, stoop, climb stairs, walk and reach. Work is normally performed in an office environment with moderate noise levels.

• No travel required.
• Telework may be required; applicant must be willing and able to work both on-site and telework at an off-site location. Must have secure internet connection and a dedicated telephone device during scheduled hours.
• Access to Federal Tax Information (FTI) with strict confidentiality.

This job description is not a comprehensive listing of activities and duties, which may change with or without notice. All offers are contingent upon successful completion of background checks and tax compliance checks. Equal Opportunity Employment information and contact details follow.

The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability. Current state employees must apply internally via Workday Jobs Hub. For assistance or questions regarding the application, contact the respective agency.