Job Posting Title

Agency

Supervisory Organization

Job Posting End Date

Refer to the date listed at the top of this posting, if available. Continuous if date is blank.

Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above.

Estimated Appointment End Date (Continuous if Blank)

Full/Part-Time

Job Type

Compensation

Job Description

Credits and Refunds 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 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 is involved in conducting 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:

General

• 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

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

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
• Exceptional attention to detail

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.

This position has access to Federal Tax Information (FTI) and is required to uphold the strictest standards of confidentiality as an essential part of its job responsibilities. This includes safeguarding all tax information obtained from records, files, tax returns, and departmental investigations, whether in paper, electronic, or verbal form.

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.

Equal Opportunity Employment

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 active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub.

If you are needing any extra assistance or have any questions relating to a job you have applied for, please click the link below and find the agency for which you applied for additional information:

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