State of Oklahoma
Overview
Credit/Refund Specialist - Business Tax Services at State of Oklahoma
Salary: $48,100.00
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.
Benefits
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 vendors.
A Longevity Bonus for years of service.
Job Summary The Specialist supports the Business Tax Services Division by performing various routine audits, reviews, or investigations. This may include independent responsibility for conducting audits of various functions or activities, or serving as a member of an audit team in completing more complex audits or special investigations. The Specialist conducts professional operational reviews, audits, or special investigations to determine compliance with laws and regulations, generally accepted accounting procedures, financial accountability standards or other requirements. This includes scheduling, planning and conducting required audits, reviewing required accounting records or other business documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing audit reports and supporting documents.
Duties And Responsibilities The functions performed by employees in this job family will vary by level, but may include the following:
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
Knowledge Of
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
Skills In
Attention to detail
Interpersonal skills
Written & verbal communication
Active listening
Ability To
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 Education and Experience requirements at this level consist of:
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.
Physical Demands Ability to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level.
Special Requirements No travel required.
Oklahoma Tax Commission’s normal work hours are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility 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 work BOTH 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.
Additional 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. All offers of employment will be contingent upon successful completion of a fingerprint-based background check, reference check and federal and state tax compliance check.
Job Details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industries: Government Administration
#J-18808-Ljbffr
Salary: $48,100.00
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.
Benefits
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 vendors.
A Longevity Bonus for years of service.
Job Summary The Specialist supports the Business Tax Services Division by performing various routine audits, reviews, or investigations. This may include independent responsibility for conducting audits of various functions or activities, or serving as a member of an audit team in completing more complex audits or special investigations. The Specialist conducts professional operational reviews, audits, or special investigations to determine compliance with laws and regulations, generally accepted accounting procedures, financial accountability standards or other requirements. This includes scheduling, planning and conducting required audits, reviewing required accounting records or other business documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing audit reports and supporting documents.
Duties And Responsibilities The functions performed by employees in this job family will vary by level, but may include the following:
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
Knowledge Of
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
Skills In
Attention to detail
Interpersonal skills
Written & verbal communication
Active listening
Ability To
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 Education and Experience requirements at this level consist of:
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.
Physical Demands Ability to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level.
Special Requirements No travel required.
Oklahoma Tax Commission’s normal work hours are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility 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 work BOTH 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.
Additional 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. All offers of employment will be contingent upon successful completion of a fingerprint-based background check, reference check and federal and state tax compliance check.
Job Details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industries: Government Administration
#J-18808-Ljbffr