- 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
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- 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
- Senior - Assist management in the development/revisions of credit and refunds procedures, training programs, rules and audit policies
- 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
- Attention to detail
- Interpersonal skills
- Written & verbal communication
- Active listening
- Exceptional attention to detail
- 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
- OR an equivalent combination of education and experience
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Credit & Refunds Specialist- Business Tax Services - Oklahoma City, United States - State of Oklahoma
Description
Job Posting TitleCredit & Refunds Specialist- Business Tax Services
Agency
695 OKLAHOMA TAX COMMISSION
Supervisory Organization
Credits and Refunds
Job Posting End Date (Continuous if Blank)
Note:
Applications will be accepted until 11:59 PM on the day prior to the posting end date above.
Estimated Appointment End Date (Continuous if Blank)
Full/Part-Time
Full time
Job Type
Regular
Compensation
Job Description
Credit & Refunds Specialist- Business Tax Services
Salary- $48,100.00
GENERAL FUNCTION
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.
TYPICAL FUNCTIONS
The functions performed by employees in this job family will vary by level, but may include the following:
General
This specific position will support the following section of the Business Tax Services Division with additional duties that will vary by level, but may include the following:
Credits & Refunds
Knowledge of
LEVEL DESCRIPTORS
The Specialist job family has two levels, which are distinguished by the complexity of assignments, the level of expertise required to perform the duties assigned, and the responsibility for providing leadership to others.
Level I is the entry-level where employees are assigned professional-level responsibilities for performing various routine audits, reviews or investigations or assisting in the completion of more complex audits or investigations as a member of an audit team.
It also includes entry-level auditors who generally perform such work in a training status to build their skills in completing various types of audits and reviews.
MINIMUM QUALIFICATIONS
Level I
Education and Experience requirements at this level consist of
PREFERENCE STATEMENT
Preference may be given to candidates who completed a CPA or CIA certification.
SPECIAL REQUIREMENTS
Core work hours for the Oklahoma Tax Commission are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility based on the needs of the agency.
Telework may be required based on the needs of the agency, division, and section.
If applicable, applicant must be willing and able to BOTH work on-site and telework at an off-site location, generally in the applicant's home.
Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.Equal Opportunity Employment
The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.
Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub.#J-18808-Ljbffr
