Credits and Refunds Specialist

State of Oklahoma

23h

About The Position

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.

Requirements

• 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
• 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.

Nice To Haves

• Preference may be given to candidates who have completed a CPA certification or have a background in business taxes.

Responsibilities

• 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

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: Entry Level
• Number of Employees: 101-250 employees