Case Management Specialist

State of Oklahoma • Oklahoma City, OK

5d • Hybrid

About The Position

The Case Management Specialist plays a critical role in assisting and shaping the direction of the Income Tax Accounts Division of the Oklahoma Tax Commission. The Specialist’s primary goals are to enforce state statutes, rules, and to collect outstanding income taxes. The Specialists are involved in conducting professional operational reviews and research to determine compliance with laws and regulations, generally accepted accounting procedures, financial accountability standards or other requirements. This includes scheduling, planning and conducting required interviews, reviewing required accounting records or other tax documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing supporting documents. This also includes having high level conversations and discussions with tax professionals.

Requirements

• Knowledge of Accounting and auditing methods and systems
• Knowledge of Generally accepted auditing standards and procedures
• Knowledge of OK state statute and regulations
• Knowledge of Federal law and regulations
• Knowledge of Computer technology principles, terminology, and automated systems
• Knowledge of Financial statements, ledgers, journals and reports
• Knowledge of Analytical principles
• Skills in Interpersonal skills
• Skills in Time management
• Skills in Using a computer and applicable software
• Proficient in Microsoft Office programs
• Proficient analytical, critical thinking and problem-solving abilities
• Verbal communication
• Active listening
• Exceptional attention to detail
• A bachelor’s degree in accounting, finance, business or public administration; or related field OR an equivalent combination of education and experience, substituting one year of paraprofessional experience in auditing, accounting, or similar field for each year of the required education
• 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.
• No travel required.
• 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.

Responsibilities

• Assist taxpayers via phone call and/or email with clear and concise information regarding tax law and regulations and generally accepted accounting procedures, financial accountability standards and other requirements.
• Respond timely and accurately to internal customers.
• Schedules, plans and conducts required interviews, reviewing required accounting records or other tax documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing supporting documents. This also includes having high level conversations and discussions with tax professionals.
• Accurately complete tasks assigned daily.
• Reviews returns previously processed to ensure proper accounting of return that is in compliance with tax law and regulations and accurately processes wavier requests up to $5,000 threshold
• Accurately prepares taxpayer correspondence, updates them on waiver recommendations, attaches files and notates accounts.
• Accurately adjust account as needed based on the waiver recommendations.
• Accurately submit work item requests.
• Accurately complete special projects assigned by Supervisor.
• Perform SQR testing on system developments as assigned by Supervisor.
• Assist SR Specialist with researching protest and innocent spouse cases based on tax law and regulations and generally accepted accounting procedures, financial accountability standards and other requirements.
• Execute against the ITA mission statement daily in which include teamwork, process and automation enhancement and enhancing the taxpayer experience
• Exhibit behavior of establishing a great place to work culture
• Other similar duties as assigned.

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 venders.
• A Longevity Bonus for years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level