Revenue Recovery Specialist

Job Posting Title

Revenue Recovery Specialist

Agency

695 OKLAHOMA TAX COMMISSION

Supervisory Organization

Admin Collections-

Job Posting End Date (Continuous if 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

Full time

Job Type

Regular

Compensation

Job Description

Revenue Recovery Specialist- Collections

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. 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.

GENERAL FUNCTION

The Revenue Recovery Specialist plays a critical role in the Collections Division's primary assigned goals: the enforcement of state statutes, rules, and the collection of outstanding income and business tax delinquencies/liabilities. This position will have responsibilities involving the collection of unpaid tax liabilities and outstanding delinquencies for individuals and businesses. This may include serving as primary point of contact for taxpayers on assigned caseloads; coordinating and participating in administrative hearings; monitoring collection activity of third-party outside collection agencies; determining basis of liability; conducting examinations and inspections of various tax records and issuing orders for taxpayers whose licenses or permits are canceled.

TYPICAL FUNCTIONS

The functions performed by employees in this job family will vary by level, but may include the following:

General

• Assists taxpayers both in-person and over the phone, with excellent customer service

• Provides detailed explanations concerning the provisions of various tax laws

• Provides instruction on the completion and filing of various tax forms

• Appropriately addresses internal and external customer issues while respecting business needs

• Examines, investigates, and reviews records, reports, and management practices to ensure legal compliance with state rules and statutes

• Reviews applicable laws, regulations, procedures, and financial and administrative controls

• Evaluates relevant data and aspects of situations and make appropriate decisions

• Manages and prioritizes assigned caseload and provides services to taxpayers with little supervision

• Identifies the most appropriate method to complete tasks and meet deadlines

• May serve as the agency's witness for court proceedings as it pertains to the validity and collection of outstanding liabilities and delinquencies

• Assists in projects or tasks as assigned, including those in other sections or divisions

Legal Referral

This section assists the Legal Division with the assessment of out-of-business accounts by issuing letters and/or requesting tax warrants for the officers, members or partnerships. It also prepares accounts deemed out-of-business for third-party collections.

• May serve as the agency's witness for court proceedings as it pertains to the validity and collection of outstanding liabilities and delinquencies

• Establishes repayment options for taxpayers to pay liabilities

• Monitors payment arrangements for the Legal Division

• Establishes/monitors irregular business pay plans for the Waiver section

• Prepares accounts that have been deemed out-of-business to the outside vendor

• Prepares assessments for partners, members and officers for established liability

• Prepares tax warrants for outstanding liability for the Legal Division and collection agencies

• Creates pre-assessment letters for outstanding liability to sole proprietors, members and/or officers of out-of-business accounts

• Manages protest of Business Closure Collection accounts

• Educates taxpayers on the provisions of various tax laws, basis of liability, and assists taxpayers with filing state sales tax and remittance of payment through OkTAP

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of

• Basic accounting methods and principles of business tax laws

• Office practices and procedures, including record maintenance

• Business mathematics, spelling, punctuation, and grammar

• Investigation techniques and methods for conducting research

• Computer technology principles, terminology, and automated systems

• Functions and responsibilities of the division

Skills in

• Strong interpersonal skills; active listening

• Verbal & written communication

• Proficient in PC office software, Microsoft Office, desk top tools, and data entry ability;

• Strong analytical, critical thinking, and problem solving skills

• Strong time management and negotiation skills

• Detail-oriented with research and investigative experience

Ability to

• Use computers in reviewing, analyzing, and calculating tax liabilities

• Exercise independent judgment and provide prompt service

• Establish and maintain effective working relationships with others

• Communicate effectively, both orally and in-writing; utilize de-escalation techniques with difficult or irate taxpayers

• Maintain a professional demeanor in all situations

• Effectively multi-task, set priorities and manage time to meet deadlines

• Work effectively in a fast-paced environment

• Inspect records to determine compliance and determine tax liability

• Interpret and apply policies, procedures, rules and regulations

• Maintain a professional, positive manner when talking with taxpayers in-person, over the phone, or by email

LEVEL DESCRIPTORS

The Revenue Recovery job family consists of two levels which are distinguished based on the complexity and diversity of job assignments, the extent of responsibility assigned, and the responsibility assigned for providing leadership to others.

The Specialist is the entry-level where employees are assigned responsibilities at the full performance level involving business taxes. In this role, they will be responsible for providing a full range of assistance to taxpayers in completing and filing various tax forms, making detailed explanations concerning the provisions of various tax laws, assisting with training new employees; and completing any and all required actions to notify taxpayers of delinquent taxes and secure payment or initiate other actions through the legal process.

MINIMUM QUALIFICATIONS

Specialist

Education and Experience requirements at this level consist of

• A bachelor's degree in any field,
• OR four years of experience in business or public administration, highly technical administrative or office management, taxation and revenue, credit collections, or investigative work
• OR an equivalent combination of education and experience

PREFERENCE STATEMENT

Preference may be given to candidates who are proficient in Microsoft Office programs.

SPECIAL REQUIREMENTS

This position may require occasional travel. Applicants must have reliable transportation and be willing and able to perform all job-related travel. Possession and maintenance of a valid Oklahoma State Driver's License is also required.

This position requires the employee to be able to lift up to 25 pounds on a regular basis.

Core work hours for the Oklahoma Tax Commission are Monday through Friday, 7:30am to 4:30pm. This schedule may require flexibility, including some weekends, 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 BOTH work 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 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.

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.