Case Management Specialist - State of Oklahoma : Job Details

Job Posting Title: Case Management Specialist

Agency: Oklahoma Tax Commission

Supervisory Organization: Individual Income Tax

Job Posting End Date: Applications will be accepted until 11:59 PM on the day prior to the posting end date above.

Job Type: Full-time

Compensation: Salary- $48,100.00

The Case Management Specialist plays a critical role in assisting and shaping the direction of the Income Tax Accounts Division of the Oklahoma Tax Commission. The Specialist's primary goals are to enforce state statutes, rules, and to collect outstanding income taxes.

The Specialists are involved in conducting professional operational reviews and research to determine compliance with laws and regulations, generally accepted accounting procedures, financial accountability standards or other requirements. This includes scheduling, planning and conducting required interviews, reviewing required accounting records or other tax documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing supporting documents. This also includes having high level conversations and discussions with tax professionals.

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

• Assist taxpayers via phone call and/or email with clear and concise information regarding tax law and regulations and generally accepted accounting procedures, financial accountability standards and other requirements.
• Respond timely and accurately to internal customers.
• Schedules, plans and conducts required interviews, reviewing required accounting records or other tax documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing supporting documents. This also includes having high level conversations and discussions with tax professionals.
• Accurately complete tasks assigned daily.
• Reviews returns previously processed to ensure proper accounting of return that is in compliance with tax law and regulations and accurately processes waiver requests up to $5,000 threshold.
• Accurately prepares taxpayer correspondence, updates them on waiver recommendations, attaches files and notates accounts.
• Accurately adjust account as needed based on the waiver recommendations.
• Accurately submit work item requests.
• Accurately complete special projects assigned by Supervisor.
• Perform SQR testing on system developments as assigned by Supervisor.
• Assist SR Specialist with researching protest and innocent spouse cases based on tax law and regulations and generally accepted accounting procedures, financial accountability standards and other requirements.
• Execute against the ITA mission statement daily in which include teamwork, process and automation enhancement and enhancing the taxpayer experience.
• Exhibit behavior of establishing a great place to work culture.
• Other similar duties as assigned.

Knowledge of:

• Accounting and auditing methods and systems
• Generally accepted auditing standards and procedures
• OK state statute and regulations
• Federal law and regulations
• Computer technology principles, terminology, and automated systems
• Financial statements, ledgers, journals and reports
• Analytical principles

Skills in:

• Interpersonal skills
• Time management
• Using a computer and applicable software
• Proficient in Microsoft Office programs
• Proficient analytical, critical thinking and problem-solving abilities
• Verbal communication
• Active listening
• Exceptional attention to detail

Education and Experience requirements at this level consist of:

• A bachelor's degree in accounting, finance, business or public administration; or related field
• OR an equivalent combination of education and experience, substituting one year of paraprofessional experience in auditing, accounting, or similar field for each year of the required education

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.

No travel required. 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.

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.