Income Collections Specialist

State of OklahomaOklahoma City, OK, US

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Income Collections Specialist

The Income Collections Specialist plays a critical role in the Collections Division's primary assigned goals : the enforcement of state statutes, rules, and the collection of outstanding income and business tax delinquencies / liabilities. This position will have responsibilities involving the collection of unpaid tax liabilities and outstanding delinquencies for individuals and businesses. This may include serving as primary point of contact for taxpayers on assigned caseloads; coordinating and participating in administrative hearings; monitoring collection activity of third-party outside collection agencies; determining basis of liability; conducting examinations and inspections of various tax records and issuing orders for taxpayers whose licenses or permits are canceled.

The functions performed by employees in this job family will vary by level, but may include the following :

Serves as primary point of contact for Income Tax billing calls to resolve and collect unpaid tax liabilities and outstanding delinquencies.
Provides education and understanding regarding deadlines related to the billing cycle and offers support for assistance in making payment plan payments and Tax Assist inquiries.
Determines appropriate method of collection, which may include negotiating and establishing the terms of a pay plan in accordance with section policy and tax laws.
Establishes payment deadlines and monitors pay plans to ensure terms and conditions are followed.
Responsible for review and process of electronic documentation submitted by taxpayers through OkTAP.
Aid taxpayers with various inquiries regarding billings, delinquent filings, or outstanding liabilities.
Examines, investigates, and reviews records, reports, and management practices to ensure legal compliance with state rules and statutes.
Reviews applicable laws, regulations, procedures, and financial and administrative controls.
Manages and prioritizes assigned caseload and provides services to taxpayers with minimal supervision while meeting deadlines.
May serve as the agency's witness for court proceedings as it pertains to the validity and collection of outstanding liabilities and delinquencies.
Provides taxpayer instruction on the completion and filing of various tax forms.
Assists in projects or tasks as assigned, including those in other sections or divisions.

Knowledge of :

Basic accounting methods and principles of business tax laws

Office practices and procedures, including record maintenance

Business mathematics, spelling, punctuation, and grammar

Investigation techniques and methods for conducting research

Computer technology principles, terminology, and automated systems

Auditing methodology, techniques, and theories

Modern computer technology related to accounting systems

Skills in :

Strong interpersonal skills; active listening

Verbal & written communication

Proficient in PC office software, Microsoft Office, desk top tools, and data entry

Strong analytical, critical thinking, and problem solving skills

Strong time-management and negotiation skills

Detail-oriented with research and investigative experience

Critical thinking and problem solving

Ability to :

Exercise independent judgment and provide prompt service

Establish and maintain effective working relationships with others

Communicate effectively, both orally and in-writing; utilize de-escalation techniques with difficult or irate taxpayers

Maintain a professional demeanor in all situations

Effectively multi-task, set priorities and manage time to meet deadlines

Review and analyze accounting records and business practices

Prepare audit work papers, reports and recommendations

Work independently with limited instruction / supervision

Inspect records to determine compliance and determine tax liability

Interpret and apply policies, procedures, rules and regulations

Maintain a professional, positive manner when talking with taxpayers in-person, over the phone, or by email

Education and Experience requirements at this level consist of :

An associate degree in accounting, finance, business, public administration, or a related field

OR two years of experience in auditing, accounting, finance, taxation and revenue, credit collections, or investigative work

OR an equivalent combination of education and experience

Preferred Qualifications :

Proficiency in Microsoft Office with business application software

Previous tax or government knowledge

Experience in OneLink, FAST and / or Gentax software

Physical Demands :

Ability to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level.

Special Requirements :

This position may require occasional travel.

The Oklahoma Tax Commission's normal work hours 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 work BOTH 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.

All offers of employment will be contingent upon successful completion of a fingerprint-based background check, reference check and federal and state tax compliance check.

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.

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Collection Specialist • Oklahoma City, OK, US