Washington State ESD
Excise Tax Examiner 1 (Unclaimed Property)
Washington State ESD, Seattle, Washington, us, 98127
Overview
The Department of Revenue is filling two positions in the Unclaimed Property unit within the Taxpayer Account Administration (TAA) division in Tumwater, WA: an Unclaimed Property Claims Examiner (Excise Tax Examiner 1) and an Unclaimed Property Holder Reporting Examiner (Excise Tax Examiner 1). Revenue is a dynamic learning organization offering work-life balance, with leadership and colleagues focused on achieving agency goals. We value diversity and include people of color, immigrants, refugees, LGBTQ+, people with disabilities, and veterans. We offer a generous benefits package including retirement plans, health, dental and vision coverage, deferred compensation, and potential student loan forgiveness. Visit our recruitment video to learn more about the agency and colleagues’ perspectives. Taxpayer Account Administration (TAA)
is a division of Revenue that administers programs including forest excise tax, fish tax, tobacco products taxes, local sales tax, tax incentives, and reseller permits. The division ensures compliance with the Revised Uniform Unclaimed Property Act and the return of unclaimed property to rightful owners. We value open idea exchange, teamwork, problem solving, and continuous improvement of usability and customer service. We believe success comes from collaboration and strive for a cooperative environment. You can expect challenging work, meaningful tasks, growth opportunities, and comprehensive paid training. Responsibilities
Unclaimed Property Claims Examiner
— responsibilities include interpreting and processing a variety of claims, providing quality assistance to claimants and the public, and delivering feedback in writing and verbally to educate and answer questions. Specific duties include: Determine proper ownership of funds and facilitate payment or denial of a claim using supporting documentation. Analyze and review claims using specialized investigative tools to detect discrepancies, fraud, or collusion and to determine ownership. Assist customers with the Agency’s online services and applications. Communicate clearly in writing and verbally. Use independent judgment to accomplish assignments. Answer customer phone calls and reply to web messages regarding Unclaimed Property. Unclaimed Property Holder Reporting Examiner
— responsibilities include first level examinations and accounting functions, proper identification, reporting, collection, and distribution of unclaimed property, reconciliation of reports, processing penalty waivers, reviewing refund and extension requests, applying payments, and setting up accounts. Specific duties include: Balancing electronic reports/files using the Department of Revenue’s Unclaimed Property System (KAPS). Providing direct customer service for the Unclaimed Property Section; primarily responsible for answering calls in the Holder Queue. Processing holder requests including penalty waivers and refunds. Opening and setting up new holder accounts while maintaining existing accounts. Assisting with Safe Deposit Box inventory process. Both positions require coming into the Tumwater office once per week for training for the first six months. Qualifications
The required qualifications are key competencies demonstrated through experience or education in the following areas: 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. Attention to Detail:
Monitoring steps within a process for accuracy; analyzing data and information critically to identify discrepancies and potential fraudulent behavior. Following Directions and Procedures:
Locating procedures available for a work function and ensuring actions follow established procedures. Written Communication:
Efficiently composing and tailoring professional correspondence to customers. Customer Service:
Delivering less desirable news, fielding inquiries, de-escalating upset customers, and handling phone inquiries. Adaptability and Flexibility:
Adjusting work focus based on inventory and taking on project assignments as discovered. Information Technology Proficiency:
Spreadsheet skills for basic formulas, tables, filtering, and sorting; ability to compose messages and use formatting to ensure clarity. Decision Making and Independent Judgment:
Making independent decisions based on training and choosing the most accurate action when multiple options exist. Time Management:
Independently managing time to meet goals and deadlines. Organization:
Keeping resources organized and ensuring timely responses and project completion. Self-Management:
Motivating oneself to complete goals and working in virtual or in-person environments. Teamwork:
Working effectively with colleagues. Preference (may be granted to applicants who possess): Two years or more of experience in accounting, auditing, bookkeeping, banking, compliance, tax administration, or related fields. Associate’s degree and one year of related experience, or a Bachelor’s degree in business, public administration, or related field. Six semester hours (nine quarter hours) of accounting, business law, money and banking, or finance coursework. Experience with the Department of Revenue’s Unclaimed Property System (KAPS). Experience with Washington Revised Unclaimed Property Act RCW 63.30. To be considered
— please: Complete your online profile in detail. Attach a resume detailing your work experience. Attach a letter of interest describing your specific qualifications for this position. Note
- Incomplete applications and applications without requested attachments may be disqualified. Veteran’s preference
— attach your DD-214, member 4 long form, or your NGB-22; blackout your SSN and date of birth before attaching. Questions
For questions, contact the Staffing team at Jobs@dor.wa.gov or call (360) 704-5725. The Human Resources Division may use referrals from this recruitment for future similar vacancies for six months. Current Department of Revenue employees and union members of the WPEA have applicable promotion rules. A background check will be conducted prior to a new hire, and information may be considered in determining suitability. This position is covered by a collective bargaining agreement with the Washington Public Employees Association (WPEA). The Department of Revenue is an equal opportunity employer and values diversity and inclusion. If you need help during the application process, call the Human Resources Office at 360-704-5731. Deaf or hard of hearing applicants may contact via Washington Relay Service at 7-1-1 or 1-800-833-6388.
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The Department of Revenue is filling two positions in the Unclaimed Property unit within the Taxpayer Account Administration (TAA) division in Tumwater, WA: an Unclaimed Property Claims Examiner (Excise Tax Examiner 1) and an Unclaimed Property Holder Reporting Examiner (Excise Tax Examiner 1). Revenue is a dynamic learning organization offering work-life balance, with leadership and colleagues focused on achieving agency goals. We value diversity and include people of color, immigrants, refugees, LGBTQ+, people with disabilities, and veterans. We offer a generous benefits package including retirement plans, health, dental and vision coverage, deferred compensation, and potential student loan forgiveness. Visit our recruitment video to learn more about the agency and colleagues’ perspectives. Taxpayer Account Administration (TAA)
is a division of Revenue that administers programs including forest excise tax, fish tax, tobacco products taxes, local sales tax, tax incentives, and reseller permits. The division ensures compliance with the Revised Uniform Unclaimed Property Act and the return of unclaimed property to rightful owners. We value open idea exchange, teamwork, problem solving, and continuous improvement of usability and customer service. We believe success comes from collaboration and strive for a cooperative environment. You can expect challenging work, meaningful tasks, growth opportunities, and comprehensive paid training. Responsibilities
Unclaimed Property Claims Examiner
— responsibilities include interpreting and processing a variety of claims, providing quality assistance to claimants and the public, and delivering feedback in writing and verbally to educate and answer questions. Specific duties include: Determine proper ownership of funds and facilitate payment or denial of a claim using supporting documentation. Analyze and review claims using specialized investigative tools to detect discrepancies, fraud, or collusion and to determine ownership. Assist customers with the Agency’s online services and applications. Communicate clearly in writing and verbally. Use independent judgment to accomplish assignments. Answer customer phone calls and reply to web messages regarding Unclaimed Property. Unclaimed Property Holder Reporting Examiner
— responsibilities include first level examinations and accounting functions, proper identification, reporting, collection, and distribution of unclaimed property, reconciliation of reports, processing penalty waivers, reviewing refund and extension requests, applying payments, and setting up accounts. Specific duties include: Balancing electronic reports/files using the Department of Revenue’s Unclaimed Property System (KAPS). Providing direct customer service for the Unclaimed Property Section; primarily responsible for answering calls in the Holder Queue. Processing holder requests including penalty waivers and refunds. Opening and setting up new holder accounts while maintaining existing accounts. Assisting with Safe Deposit Box inventory process. Both positions require coming into the Tumwater office once per week for training for the first six months. Qualifications
The required qualifications are key competencies demonstrated through experience or education in the following areas: 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. Attention to Detail:
Monitoring steps within a process for accuracy; analyzing data and information critically to identify discrepancies and potential fraudulent behavior. Following Directions and Procedures:
Locating procedures available for a work function and ensuring actions follow established procedures. Written Communication:
Efficiently composing and tailoring professional correspondence to customers. Customer Service:
Delivering less desirable news, fielding inquiries, de-escalating upset customers, and handling phone inquiries. Adaptability and Flexibility:
Adjusting work focus based on inventory and taking on project assignments as discovered. Information Technology Proficiency:
Spreadsheet skills for basic formulas, tables, filtering, and sorting; ability to compose messages and use formatting to ensure clarity. Decision Making and Independent Judgment:
Making independent decisions based on training and choosing the most accurate action when multiple options exist. Time Management:
Independently managing time to meet goals and deadlines. Organization:
Keeping resources organized and ensuring timely responses and project completion. Self-Management:
Motivating oneself to complete goals and working in virtual or in-person environments. Teamwork:
Working effectively with colleagues. Preference (may be granted to applicants who possess): Two years or more of experience in accounting, auditing, bookkeeping, banking, compliance, tax administration, or related fields. Associate’s degree and one year of related experience, or a Bachelor’s degree in business, public administration, or related field. Six semester hours (nine quarter hours) of accounting, business law, money and banking, or finance coursework. Experience with the Department of Revenue’s Unclaimed Property System (KAPS). Experience with Washington Revised Unclaimed Property Act RCW 63.30. To be considered
— please: Complete your online profile in detail. Attach a resume detailing your work experience. Attach a letter of interest describing your specific qualifications for this position. Note
- Incomplete applications and applications without requested attachments may be disqualified. Veteran’s preference
— attach your DD-214, member 4 long form, or your NGB-22; blackout your SSN and date of birth before attaching. Questions
For questions, contact the Staffing team at Jobs@dor.wa.gov or call (360) 704-5725. The Human Resources Division may use referrals from this recruitment for future similar vacancies for six months. Current Department of Revenue employees and union members of the WPEA have applicable promotion rules. A background check will be conducted prior to a new hire, and information may be considered in determining suitability. This position is covered by a collective bargaining agreement with the Washington Public Employees Association (WPEA). The Department of Revenue is an equal opportunity employer and values diversity and inclusion. If you need help during the application process, call the Human Resources Office at 360-704-5731. Deaf or hard of hearing applicants may contact via Washington Relay Service at 7-1-1 or 1-800-833-6388.
#J-18808-Ljbffr