Unclaimed Property Claim Specialist - Excise Tax Examiner 2

State of Washington•Tumwater, WA

47d•Hybrid

About The Position

The Department of Revenue has an exciting opportunity for an Unclaimed Property Desk Examiner (ETE2) position within the Unclaimed Property unit, which is part of the Taxpayer Account Administration (TAA) division in Tumwater, WA. Make a difference, join our team! Revenue is a dynamic learning organization where you will experience a remarkable work-life balance, with amazing leadership and talented co-workers ready and focused to achieve the agency's goals. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds, including people of color, immigrants, refugees, women, LGBTQ+, people with disabilities, and veterans. This unique culture of respect promotes a professional family of cohesive groups, maximizing potential through opportunity. We offer a generous benefits package that includes defined benefit retirement plans; health, dental and vision coverage, deferred compensation plans, and as a public service employee, you may also be eligible for student loan forgiveness. Visit these links to watch our recruitment video to find out more about our agency and see what our employees say about why Revenue is a great place to work. Taxpayer Account Administration (TAA) is a division of Revenue that administers the state's Unclaimed Property Program, ensuring compliance with the Revised Uniform Unclaimed Property Act and returning unclaimed property (UCP) to the rightful owners. Additionally, the division is responsible for administering other tax programs, including forest excise tax, fish tax, cigarette and other tobacco products taxes, local sales tax, tax incentives, reseller permits and the distribution of state and local taxes to local jurisdictions and tribal governments. This is an opportunity to work with supportive teams: we value the open exchange of ideas and information, work together to solve problems, and continuously seek ways to enhance usability and improve customer service. We believe the success of one is key to the success of all and strive to ensure a cooperative and supportive environment. You can expect: Getting work done accurately. Working efficiently. Sharing new ideas. Being kind. Telework: This position has the flexibility to work remotely. The duty station is in Tumwater, Washington, and the successful candidate will need to occasionally travel to the office for critical job duties. Details of teleworking considerations will be addressed during the interview process. Candidate screening will begin as early as November 26, 2025, and the hiring authority may exercise the option to make a hiring decision at any time after. It will be to the applicant's advantage to submit materials as soon as possible. The Unclaimed Property program currently holds over $1.8 billion in unclaimed property. The team is dedicated to reuniting property and assets with their rightful owners or their heirs. Unclaimed property means monetary assets or tangible property held by an organization that has lost contact with the owner for an extended period. At that point, the property is considered lost, forgotten, or abandoned and turned over to the Unclaimed Property program. As an Unclaimed Property Desk Examiner (ETE2), your primary responsibility is to perform comprehensive examinations of complex refund requests (claims) submitted by individuals, businesses, estates, trusts, and partnerships to determine proper ownership of funds and/or securities and facilitate payment of the claim.

Requirements

Knowledge and Application of Excise Tax Examiner 1 functions, including processing:
Owner Claims.
Business Claims.
Legal Representative Claims.
Withhold and Deliver Claims.
Basic Estate knowledge.
Demonstrated knowledge and familiarity with the Department of Revenue's operating systems.
Understands and can accurately navigate KAPS.
Understands and can accurately navigate ATLAS.
Demonstrated Application of the Revised Unclaimed Property Act RCW 63.30.
Producing a high volume of work while maintaining accuracy:
Completing a large volume of items in a short period of time with a high degree of accuracy.
Ability to balance different types of work at a high volume.
Attention to Detail:
Monitoring steps within a process for accuracy.
Following Directions and Procedures:
Locating procedures that are available for a work function to be completed.
Ensuring actions follow established procedures.
Seeking the correct answer for a situation not in a procedure.
Written Communication:
Efficiently compose and tailor professional correspondence to customers.
Answering inquiries from customers in writing.
Draft custom messages to claimants that exactly fit their inquiry.
Customer Service:
Delivering less desirable news, fielding inquiries, and de-escalating upset customers.
Providing customer service on the phone by calling customers and returning customer inquiries.
Answering incoming phone calls from customers you have not worked with before.
Adaptability and Flexibility:
Adjusting your work focus based on work inventory.
Willing to take on project assignments as they are discovered.
Being flexible to changing demands and focuses.
Information Technology Proficiency:
Spreadsheet skills to use basic formulas, tables, filtering, and sorting.
Document skills to compose messages. Using bolding, white space, bullets, and other formatting to ensure the message is clear.
Ability to locate files and keep your electronic files organized.
Managing and responding to emails in a timely manner.
Decision making and applying independent judgment:
Making independent decisions based on training received.
Applying judgement to determine the most accurate action when multiple potential actions could be taken.
Showcasing comfortability in work environments when decisions are treated on a case by case basis.
Time Management:
Independently managing your time to ensure goals are met.
Balancing a large variety of work tasks and following up timely on assigned work.
Incorporating interruptions into your day and still completing goals.
Organization:
Keeping organized to ensure deadlines are not missed, messages are responded to, and projects are completed.
Self-Management:
Motivating yourself to complete your goals.
Working your entire work shift on work related items in a virtual or in person environment.
Take ownership of your learning and continued knowledge.

Nice To Haves

One year as an Excise Tax Examiner 1.
A bachelor's degree involving major study in business or public administration or a closely allied field and one year of accounting, auditing, bookkeeping, banking, compliance, or tax administration experience.
Four years of professional experience in accounting, auditing, bookkeeping, banking, compliance, or tax administration.
6 semester (9 quarter) hours of accounting, business law, money and banking, or finance coursework.
Demonstrate the following competencies at an basic level:
Leadership, which includes promoting cooperation and communication within groups and shared ownership of goals. Also includes helping others grow and develop.
Other Knowledge Desired:
Experience in financial planning, stocks, or estate planning.

Responsibilities

Independently providing customer service by giving authoritative information relative to proper procedures for unclaimed property claims.
Review and approve for payment specialty claims relating to estates and trusts.
Review legal documents such as community property agreements, wills, and trusts to approve claims involving estates and trusts.
Analyze, review, and approve complex and standard claims.
Analyze, review, and process writs of garnishment from third-party claimants.
Review and approve for payment specialty claims relating to securities.

Benefits

generous benefits package that includes defined benefit retirement plans; health, dental and vision coverage, deferred compensation plans
as a public service employee, you may also be eligible for student loan forgiveness

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