Revenue & Tax Specialist II

City of Portland • 111 SW Columbia St Suite 600, OR

1d • Hybrid

About The Position

The Revenue Division is seeking a Revenue and Tax Specialist II (RTS II) to join its Personal Income Tax Customer Service team. In this role, you will help taxpayers and tax professionals understand their accounts and navigate tax processes. You will answer questions by phone, review and process documents and payments, create and maintain accounts, and resolve routine account issues. You will identify matters that need further review and refer them to senior specialists. The work is fast paced and varies throughout the tax cycle. The ideal candidate is comfortable handling a high volume of inquiries, explaining information clearly, and working carefully with sensitive financial information.

Requirements

• Experience providing excellent customer service in a busy setting by phone, email, or in person.
• Experience explaining complex subjects such as tax code, policies, laws, or financial calculations to the general public/customers.
• Experience processing a high volume of documents with speed and accuracy.
• Experience using office suite software including word processing, spreadsheet, database, and scheduling/email applications.
• The ability to pass an educational and criminal background investigation.
• The ability to undergo fingerprinting as mandated by the IRS regulations upon being hired.

Responsibilities

• Provide quality customer service to taxpayers, businesses, and tax professionals.
• Answer phone calls and respond to taxpayer inquiries.
• Refer and/or process documents received via the mailroom.
• Process a high-volume of payments.
• Create new accounts, review existing accounts; identify and clean up issues with new and existing accounts.
• Identify issues and refer issues needing escalation to the RTS III's, RTS IV's, and RTS V's.
• Provide additional support and duties as needed; duties vary with business and tax cycles.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed