Parental Choice Tax Credit Representative- Taxpayer Resource Center

Job Posting Title

Parental Choice Tax Credit Representative- Taxpayer Resource Center

Agency

695 OKLAHOMA TAX COMMISSION

Supervisory Organization

Division Directors

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

Parental Choice Tax Credit Representative- Taxpayer Resource Center

Salary Range- $52,000.00- $55,000.00

Why you’ll love it here!

TRANSPARENCY. FAIRNESS. COMPLIANCE. The Oklahoma Tax Commission is committed to leading Oklahoma with unparalleled customer service.

Our mission is to promote tax compliance through serving taxpayers with transparency and fairness in administration of the tax code and unparalleled customer service.

Check out our page to learn why we are passionate about tax compliance and believe it is the career for you!

There are perks to working for the OTC. We know that benefits matter, and that is why we offer a competitive for all eligible employees :

• Generous state-paid to help cover insurance premiums.
• A wide choice of with no pre-existing condition exclusions or limitations.
• Flexible spending accounts for health care expenses and / or dependent care.
• A with a generous match.
• 15 days of paid vacation and 15 days of sick leave for full-time employees the first year.
• 11 paid holidays a year.
• Paid Maternity leave for eligible employees.
• Employee discounts with a variety of companies and venders.
• A Longevity Bonus for years of service.

GENERAL FUNCTION

The Parental Choice Tax Credit (PCTC) Representative is the first point of contact for taxpayers seeking information regarding their agency accounts.

Representatives serve as a subject-matter experts regarding Oklahoma tax laws. Daily contact involves communication with taxpayers and other agency staff via phone calls as well as electronic communications.

The PCTC Representative will be assigned responsibilities related to providing friendly and professional assistance to taxpayers as well as answering questions or concerns around state tax policies and procedures.

They will analyze information presented to determine the nature of a request, provide helpful assistance in interpreting and applying tax laws, policies, and procedures, advise customers on matters related to the agency’s business operations, and provide other assistance as needed.

TYPICAL FUNCTIONS

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

• Assist taxpayers through incoming phone calls, emails, and web chats
• Provide technical assistance to taxpayersResolves refund inquiries and responds to taxpayer inquiries on a full range of tax-related bills and noticesDetermine reporting requirements based on business type, activity, and related laws;

explains the provisions of various tax laws

• Determine cause of taxpayer’s delinquent status, using tax laws and statutes as source materials, and recommends steps needed by the taxpayer to bring them into complianceDetermines taxpayer responsibility to file delinquent returns and takes necessary action to close delinquent inquiriesComputes appropriate fees and communicates document deficiencies as needed
• Review and analyze requests for information and clarification of statutes, laws, Oklahoma tax codes, as well as policies, and proceduresCompletes research of laws and rules as needed to respond to specific inquiries;

Provides taxpayers with options when available

• Coordinate with other divisions, sections, or agencies as needed to clarify policies and procedures, determine status of individual accounts, issue clearances to resolve taxpayer requestsRoute requests for materials, publications, or information to appropriate units for processing
• Assist taxpayers with technical / navigational issues related to the agency’s self-service online portal
• Mentor and collaborate with peers in the Tax Resource Center to enhance our positive, continuous, learning environment
• Ability to create and maintain valuable relationship with internal divisions of the Oklahoma Tax Commission
• Assist in process reviews and projects as assigned

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of or ability to learn :

• Basic accounting methods and principles and business arithmetic
• Office practices and procedures
• Various tax laws and policies
• Forms and methods used to report taxes
• General and local business practices related to tax liabilities
• Tax analysis

Skills in

• Attention to detail
• Interpersonal skills
• Verbal & written communication
• Active listening
• Training
• Service-based leadership

Ability to

• Read, interpret, and apply various laws, rules and regulations concerning taxes
• Use computers applicable systems in reviewing, analyzing, and calculating tax liabilities
• Understand various types of business records and documents
• Exercise independent judgment and provide prompt service
• Maintain a positive attitude with a passion for providing a successful experience for every taxpayer
• Communicate effectively, both orally and in writing, even with difficult or upset customers
• Establish and maintain effective working relationships with others
• Maintain self-discipline and motivation to meet or exceed all role expectations with minimal oversight

MINIMUM QUALIFICATIONS

Representative

Education and Experience requirements at this level consist of

• A bachelor’s degree in accounting, business management, public administration or a closely related field
• 5 years of experience in bookkeeping, tax revenue, customer service accounts maintenance, call center or closely related work
• OR an equivalent combination of education and experience

PREFERENCE STATEMENT

Preference may be given to applicants who are proficient with Microsoft Office Suite, including Excel, Outlook, Word, PowerPoint and Teams.

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 .