Customer Service Assistant 2

State of Montana•Helena, MT

4d•Hybrid

About The Position

This position resides in the Director's Office Division of Department of Revenue. Duties include being the primary contact for internal and external customers and is the primary contact for providing information to customers about unclaimed property that has been escheated to the State of Montana. The incumbent provides information and technical assistance and resolves problems regarding taxes, fees and licenses, unclaimed property, business personal property reporting, livestock reporting, and Department web-based filing and payment processes. The position does not supervise other staff.

Requirements

Principles and practices of licensing, registration, application, valuation, and processing for various tax types
Federal and state statutes, administrative rules, policies, and procedures
Department business practices
Office operations and business communications
Records management
Rules, procedures, and operations related to identifying and locating taxpayers and determining the extent of their tax liabilities (regulations regarding corporations, out-of-state taxpayers, bankruptcy, amended forms, bad debts, etc.)
Research techniques to identify and locate individuals and validate identities
Customer service standards
Research and analysis
Accuracy and attention to detail
Conflict resolution & customer service
Microsoft programs and other data base applications
Written, verbal, and interpersonal communication
Multitask, prioritize, and manage time effectively
Demonstrate self-motivation
Follow instructions
Adapt quickly to changes in the environment and assignments
Handling multiple priorities under deadlines
Thrive in a dynamic and collaborative environment
High School Diploma
Two years of directly related work experience with customer service.
Must have a valid driver’s license.
Primary resident of Montana as a condition of employment.

Nice To Haves

Other combinations of education and experience will be evaluated on an individual basis.

Responsibilities

Be the primary contact for internal and external customers.
Provide information to customers about unclaimed property that has been escheated to the State of Montana.
Provide information and technical assistance regarding taxes, fees and licenses, unclaimed property, business personal property reporting, livestock reporting, and Department web-based filing and payment processes.
Resolve problems regarding taxes, fees and licenses, unclaimed property, business personal property reporting, livestock reporting, and Department web-based filing and payment processes.

Benefits

Health, dental, and vision care
Life insurance
Long-term disability
Free health care for employees and eligible family member at Montana Health Centers.
Employee Assistance Benefits including counseling, legal assistance, well-being coaching, financial information
Retirement plans
Paid vacation
Sick leave
11 holidays, including a floating holiday
Flexible hours
Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program.
computer systems and tax guidelines training
work/Life balance
teleworking opportunities available upon completion of training