Washington State ESD
Excise Tax Examiner 4 - Unclaimed Property Auditor
Washington State ESD, Seattle, Washington, us, 98127
Holder Services Specialist (ETE 4)
The Department of Revenue (DOR) is looking for a holder services specialist
(ETE 4)
position within the Unclaimed Property unit, which is part of the Taxpayer Account Administration (TAA) division in Spokane, WA. If you are looking for an opportunity to contribute to an excellent team of enthusiastic, respectful, and committed professionals who strive to provide exceptional customer service, then this opportunity is for you!
Candidate Screening Candidate screening will begin as early as December 15, 2025, and the hiring authority may exercise the option to make a hiring decision at any time after. It will be to the applicant's advantage to submit materials as soon as possible.
Taxpayer Account Administration (TAA) Division Overview Taxpayer Account Administration (TAA) is a division of Revenue that administers many programs, including forest excise tax, fish tax, cigarette and other tobacco products taxes, local sales tax, tax incentives, and reseller permits. Additionally, the division is responsible for the distribution of state and local taxes, ensuring compliance with the Revised Uniform Unclaimed Property Act, and returning unclaimed property (UCP) to the rightful owners. This is an opportunity to work with supportive teams: we value the open exchange of ideas and information, work together to solve problems, and continuously seek ways to enhance usability and improve customer service. At our core, TAA values above all:
Getting work done accurately.
Working efficiently.
Sharing new ideas.
Being kind.
Work Expectations
Work that is challenging.
Enough tasks you will never run out of work to do.
Variance from day to day and the ability to do multiple activities each day.
Opportunity for growth and development.
Teleworking options and flexible work schedules.
Benefits Revenue is a dynamic learning organization where you will experience a remarkable work‑life balance, with amazing leadership and talented co‑workers ready and focused on achieving the agency's goals. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds, including people of color, immigrants, refugees, LGBTQ+, people with disabilities, and veterans. This unique culture of respect promotes a professional family of cohesive groups, maximizing potential through opportunity. We offer a generous benefits package that includes defined benefit retirement plans; health, dental, and vision coverage, and deferred compensation plans.
Recruitment Video Visit links to watch our recruitment video to find out more about our agency and see what our employees say about why Revenue is a great place to work.
Telework and Travel The duty station is in Spokane, Washington, and the successful candidate will need to travel to the Tumwater office one day per month for critical job duties. Details of teleworking considerations will be addressed during the interview process.
Unclaimed Property Auditor Responsibilities Primarily performs statewide field audits, independently evaluating business activities and accounting records to determine if reporters comply with the Uniform Unclaimed Property Act and have correctly reported their liability. Additionally, you will arrange and conduct compliance consultation visits of business entities to ensure they have complied with the Unclaimed Property Act. This position requires travel to business locations around the state to conduct unclaimed property compliance audits, give speaking presentations and training on unclaimed property reporting, and conduct educational consultation visits. The incumbent can also expect to assist supervisors, revenue agents, leads, examiners, and support staff in resolving complex issues regarding the reporting and remittance of unclaimed property.
Travel and Vehicle Note - It is expected that the position will have some overnight travel and require the use of a personal vehicle for work if a state vehicle is unavailable.
Leadership Skills
Provide direction and guidance to others, as well as facilitate structure and teamwork.
Ability to earn the trust, respect, and confidence of co‑workers and customers through consistent honesty and professionalism in all interactions.
Ability to see the bigger picture, anticipate challenges, and plan for long‑term success.
Decision Making and Independent Judgment
Ability to methodically research and analyze a subject in order to discover facts, come to a conclusion, and/or develop a plan of action based on the facts discovered or the conclusion drawn.
Applying judgment to determine the most accurate action when multiple potential actions could be taken.
Showcasing comfort in work environments when decisions are treated on a case‑by‑case basis. Coming prepared to others with potential actions and the pitfalls associated with those actions.
Considering steps that may be missing in the procedure, and considering all potential consequences of an action.
Understanding of Washington Laws and Rules
Demonstrated application of the Revised Unclaimed Property Act RCW 63.30.
Proficient knowledge of rules, policies, and procedures of the Department of Revenue.
Basic knowledge of the legislative process.
Producing a High Volume of Work While Maintaining Accuracy
Completing a large volume of items in a short period of time with a high degree of accuracy.
Complete assigned projects while balancing other goals.
Attention to Detail
Monitoring steps within a process for accuracy.
Reviewing documents for correctness and appropriate application of law.
Familiarity of Procedures
Being aware of current procedures.
Locating procedures that are available for a work function to be completed.
Ensuring actions follow established procedures.
Creating and modifying procedures.
Written Communication
Efficiently compose and tailor professional correspondence to customers.
Understands Department correspondence guidelines for Plain Talk style of writing.
Educating others on written communications.
Verbal Communication
Effectively and tactfully communicating with customers and other employees.
Effectively express ideas and information through the spoken word using language that is appropriate to both the complexity of the topic and the knowledge and understanding of the audience.
Interpersonal Skills
Works cooperatively and contributes to group solutions through constructive feedback, encourages ideas, and provides appropriate suggestions.
Getting along well with others.
Actively listen. Seek to understand the full message.
Self‑awareness, empathy, and the ability to manage emotions effectively.
Customer Service
Delivering less desirable news, fielding inquiries, and de‑escalating upset customers.
Providing customer service on the phone through calling customers and returning customer inquiries.
Answering incoming phone calls from customers you have not worked with before.
Adaptability and Flexibility
Willing to take on project assignments as they are discovered.
Identifies projects and improvements.
Adapt to regular interruptions throughout your workday with a positive and welcoming attitude.
Volunteer for projects outside your normal functions.
Information Technology Proficiency
Demonstrated knowledge of the Department of Revenue’s Unclaimed Property System (KAPS).
Advanced document skills to compose messages. Using bolding, white space, bullets, and other formatting to ensure the message is clear. Knowledge of track changes, hyperlinks, and comments.
Proficient in using technologies such as Microsoft Word, Excel, and the Internet and/or other Database and word processing programs.
Time Management
Independently managing your time to ensure goals are met.
Balancing a large variety of work tasks and following up timely on assigned work.
Incorporating interruptions into your day and still completing goals.
Fitting in projects in addition to your regular work.
Organization
Keeping organized to ensure deadlines are not missed, messages are responded to, and projects are completed.
Effectively organize multiple assignments, sometimes of a complex nature or involving competing priorities, to produce work products that are accurate, thorough, and timely.
Self Management
Motivating yourself to complete your goals.
Ability to effectively handle highly stressful or adverse situations, making good decisions, working calmly and accurately, and helping to calm others.
Take ownership of your learning and continued knowledge.
Actively works to continuously improve job effectiveness and efficiency; accepts personal responsibility to develop talents and knowledge.
Training and Presentation Skills
Utilization of verbal communication skills in presentations and training.
Ability to effectively provide instruction to internal and external stakeholders on systems.
Preference Criteria
One year as an Excise Tax Examiner 3, OR
Two years of Department of Revenue experience at the senior or lead level in accounting, auditing, compliance, tax administration, or unclaimed property, OR
Six years of non‑Department of Revenue experience at the senior or lead level in accounting, compliance, auditing, tax administration, or unclaimed property provided 6 semester (9 quarter) hours of accounting, business law, money and banking, or finance coursework has been completed.
Bachelor’s degree involving major study in business or public administration, or a closely allied field.
Advanced working knowledge of KAPS.
Understanding of Washington Unclaimed Property Laws.
Intermediate knowledge of laws, rules, policies, and procedures related to the Department of Revenue.
Experience in auditing or a closely allied field.
Experience in state unclaimed property programs or escheatment.
To be Considered
Please
complete/update
your application in detail.
Please
attach a resume and letter of interest , describing your specific qualifications for this position.
Include three or more
professional references
with current contact information.
Veteran Preference To take advantage of Veteran's preference please attach your DD‑214, member 4 long form, or your NGB‑22. Please black out your social security number and date of birth prior to attaching.
Questions Hello, my name is Patrick and I will be assisting with this announcement. As a 20-year Army veteran, I understand the difficulty finding an enjoyable career with a work‑life balance. At Revenue, we pride ourselves in connecting talented individuals with opportunity and would like to answer any questions you have. Please contact any part of the Staffing team at
Jobs@dor.wa.gov
or give me a call (360) 704-5738. The Human Resource Division may use referrals from this recruitment to help fill future similar vacancies for up to six months.
Background Check Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position.
Collective Bargaining Agreement This position is covered by a collective bargaining agreement between the Department of Revenue and the Washington Public Employees Association (WPEA).
Equal Opportunity Employer The Department of Revenue is proud to be an equal opportunity employer. We embrace diversity and offer a respectful, inclusive culture for people with disabilities, as well as members of all protected groups and statuses. We encourage you to apply.
Application Assistance If you need help during the application process, please call the Human Resources Office at 360‑704‑5731. Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7‑1‑1 or 1‑800‑833‑6388.
#J-18808-Ljbffr
(ETE 4)
position within the Unclaimed Property unit, which is part of the Taxpayer Account Administration (TAA) division in Spokane, WA. If you are looking for an opportunity to contribute to an excellent team of enthusiastic, respectful, and committed professionals who strive to provide exceptional customer service, then this opportunity is for you!
Candidate Screening Candidate screening will begin as early as December 15, 2025, and the hiring authority may exercise the option to make a hiring decision at any time after. It will be to the applicant's advantage to submit materials as soon as possible.
Taxpayer Account Administration (TAA) Division Overview Taxpayer Account Administration (TAA) is a division of Revenue that administers many programs, including forest excise tax, fish tax, cigarette and other tobacco products taxes, local sales tax, tax incentives, and reseller permits. Additionally, the division is responsible for the distribution of state and local taxes, ensuring compliance with the Revised Uniform Unclaimed Property Act, and returning unclaimed property (UCP) to the rightful owners. This is an opportunity to work with supportive teams: we value the open exchange of ideas and information, work together to solve problems, and continuously seek ways to enhance usability and improve customer service. At our core, TAA values above all:
Getting work done accurately.
Working efficiently.
Sharing new ideas.
Being kind.
Work Expectations
Work that is challenging.
Enough tasks you will never run out of work to do.
Variance from day to day and the ability to do multiple activities each day.
Opportunity for growth and development.
Teleworking options and flexible work schedules.
Benefits Revenue is a dynamic learning organization where you will experience a remarkable work‑life balance, with amazing leadership and talented co‑workers ready and focused on achieving the agency's goals. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds, including people of color, immigrants, refugees, LGBTQ+, people with disabilities, and veterans. This unique culture of respect promotes a professional family of cohesive groups, maximizing potential through opportunity. We offer a generous benefits package that includes defined benefit retirement plans; health, dental, and vision coverage, and deferred compensation plans.
Recruitment Video Visit links to watch our recruitment video to find out more about our agency and see what our employees say about why Revenue is a great place to work.
Telework and Travel The duty station is in Spokane, Washington, and the successful candidate will need to travel to the Tumwater office one day per month for critical job duties. Details of teleworking considerations will be addressed during the interview process.
Unclaimed Property Auditor Responsibilities Primarily performs statewide field audits, independently evaluating business activities and accounting records to determine if reporters comply with the Uniform Unclaimed Property Act and have correctly reported their liability. Additionally, you will arrange and conduct compliance consultation visits of business entities to ensure they have complied with the Unclaimed Property Act. This position requires travel to business locations around the state to conduct unclaimed property compliance audits, give speaking presentations and training on unclaimed property reporting, and conduct educational consultation visits. The incumbent can also expect to assist supervisors, revenue agents, leads, examiners, and support staff in resolving complex issues regarding the reporting and remittance of unclaimed property.
Travel and Vehicle Note - It is expected that the position will have some overnight travel and require the use of a personal vehicle for work if a state vehicle is unavailable.
Leadership Skills
Provide direction and guidance to others, as well as facilitate structure and teamwork.
Ability to earn the trust, respect, and confidence of co‑workers and customers through consistent honesty and professionalism in all interactions.
Ability to see the bigger picture, anticipate challenges, and plan for long‑term success.
Decision Making and Independent Judgment
Ability to methodically research and analyze a subject in order to discover facts, come to a conclusion, and/or develop a plan of action based on the facts discovered or the conclusion drawn.
Applying judgment to determine the most accurate action when multiple potential actions could be taken.
Showcasing comfort in work environments when decisions are treated on a case‑by‑case basis. Coming prepared to others with potential actions and the pitfalls associated with those actions.
Considering steps that may be missing in the procedure, and considering all potential consequences of an action.
Understanding of Washington Laws and Rules
Demonstrated application of the Revised Unclaimed Property Act RCW 63.30.
Proficient knowledge of rules, policies, and procedures of the Department of Revenue.
Basic knowledge of the legislative process.
Producing a High Volume of Work While Maintaining Accuracy
Completing a large volume of items in a short period of time with a high degree of accuracy.
Complete assigned projects while balancing other goals.
Attention to Detail
Monitoring steps within a process for accuracy.
Reviewing documents for correctness and appropriate application of law.
Familiarity of Procedures
Being aware of current procedures.
Locating procedures that are available for a work function to be completed.
Ensuring actions follow established procedures.
Creating and modifying procedures.
Written Communication
Efficiently compose and tailor professional correspondence to customers.
Understands Department correspondence guidelines for Plain Talk style of writing.
Educating others on written communications.
Verbal Communication
Effectively and tactfully communicating with customers and other employees.
Effectively express ideas and information through the spoken word using language that is appropriate to both the complexity of the topic and the knowledge and understanding of the audience.
Interpersonal Skills
Works cooperatively and contributes to group solutions through constructive feedback, encourages ideas, and provides appropriate suggestions.
Getting along well with others.
Actively listen. Seek to understand the full message.
Self‑awareness, empathy, and the ability to manage emotions effectively.
Customer Service
Delivering less desirable news, fielding inquiries, and de‑escalating upset customers.
Providing customer service on the phone through calling customers and returning customer inquiries.
Answering incoming phone calls from customers you have not worked with before.
Adaptability and Flexibility
Willing to take on project assignments as they are discovered.
Identifies projects and improvements.
Adapt to regular interruptions throughout your workday with a positive and welcoming attitude.
Volunteer for projects outside your normal functions.
Information Technology Proficiency
Demonstrated knowledge of the Department of Revenue’s Unclaimed Property System (KAPS).
Advanced document skills to compose messages. Using bolding, white space, bullets, and other formatting to ensure the message is clear. Knowledge of track changes, hyperlinks, and comments.
Proficient in using technologies such as Microsoft Word, Excel, and the Internet and/or other Database and word processing programs.
Time Management
Independently managing your time to ensure goals are met.
Balancing a large variety of work tasks and following up timely on assigned work.
Incorporating interruptions into your day and still completing goals.
Fitting in projects in addition to your regular work.
Organization
Keeping organized to ensure deadlines are not missed, messages are responded to, and projects are completed.
Effectively organize multiple assignments, sometimes of a complex nature or involving competing priorities, to produce work products that are accurate, thorough, and timely.
Self Management
Motivating yourself to complete your goals.
Ability to effectively handle highly stressful or adverse situations, making good decisions, working calmly and accurately, and helping to calm others.
Take ownership of your learning and continued knowledge.
Actively works to continuously improve job effectiveness and efficiency; accepts personal responsibility to develop talents and knowledge.
Training and Presentation Skills
Utilization of verbal communication skills in presentations and training.
Ability to effectively provide instruction to internal and external stakeholders on systems.
Preference Criteria
One year as an Excise Tax Examiner 3, OR
Two years of Department of Revenue experience at the senior or lead level in accounting, auditing, compliance, tax administration, or unclaimed property, OR
Six years of non‑Department of Revenue experience at the senior or lead level in accounting, compliance, auditing, tax administration, or unclaimed property provided 6 semester (9 quarter) hours of accounting, business law, money and banking, or finance coursework has been completed.
Bachelor’s degree involving major study in business or public administration, or a closely allied field.
Advanced working knowledge of KAPS.
Understanding of Washington Unclaimed Property Laws.
Intermediate knowledge of laws, rules, policies, and procedures related to the Department of Revenue.
Experience in auditing or a closely allied field.
Experience in state unclaimed property programs or escheatment.
To be Considered
Please
complete/update
your application in detail.
Please
attach a resume and letter of interest , describing your specific qualifications for this position.
Include three or more
professional references
with current contact information.
Veteran Preference To take advantage of Veteran's preference please attach your DD‑214, member 4 long form, or your NGB‑22. Please black out your social security number and date of birth prior to attaching.
Questions Hello, my name is Patrick and I will be assisting with this announcement. As a 20-year Army veteran, I understand the difficulty finding an enjoyable career with a work‑life balance. At Revenue, we pride ourselves in connecting talented individuals with opportunity and would like to answer any questions you have. Please contact any part of the Staffing team at
Jobs@dor.wa.gov
or give me a call (360) 704-5738. The Human Resource Division may use referrals from this recruitment to help fill future similar vacancies for up to six months.
Background Check Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position.
Collective Bargaining Agreement This position is covered by a collective bargaining agreement between the Department of Revenue and the Washington Public Employees Association (WPEA).
Equal Opportunity Employer The Department of Revenue is proud to be an equal opportunity employer. We embrace diversity and offer a respectful, inclusive culture for people with disabilities, as well as members of all protected groups and statuses. We encourage you to apply.
Application Assistance If you need help during the application process, please call the Human Resources Office at 360‑704‑5731. Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7‑1‑1 or 1‑800‑833‑6388.
#J-18808-Ljbffr