Income Collections Specialist

Job Posting Title

Income Collections Specialist

Agency

695 OKLAHOMA TAX COMMISSION

Supervisory Organization

Account Solutions

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

Income Collections Specialist

Salary-$48,100.00

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 About Us 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 benefits package for all eligible employees:

• Generous state-paid benefit allowance to help cover insurance premiums.
• A wide choice of insurance plans with no pre-existing condition exclusions or limitations. 
• Flexible spending accounts for health care expenses and/or dependent care.
• A Retirement Savings Plan 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.

Job Summary

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.

Duties And Responsibilities

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.

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

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
• Establish and maintain effective working relationships with others
• 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

Minimum Qualifications

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.

Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub.