State of Washington Classified Job Specification
TAX SPECIALIST 2 - ES
Plans and conducts complete verification and requests audits of employers' accounting records; reviews and analyzes for conformity with Employment Security Rules and Regulations; may involve use of automated audit program;
Audits, calculates and prepares employer quarterly tax/wage reports which may include estimated and arbitrary reports;
Investigates appeal issues and prepares appeal memoranda; acts as agency representative and testifies at appeal hearings;
Researches and prepares documents to certify an account uncollectible;
Reviews employment contracts and performs fact-finding interviews to determine employee vs. independent contractor status and correctly administers and applies agency laws;
Researches, reviews and coordinates with other state agencies concerning missing employer payments;
Researches, reviews and corrects problems with tax and wage reports prior to posting from suspense file; prepares assignments to District Tax Office staff and/or Central Office staff when resolution of errors cannot be resolved;
Interprets and explains RCW's, WAC's, policies and procedures, and any appeal processes related to UI tax programs by telephone and/or written correspondence to employers, employer agents, and other state and federal agencies;
Audits and verifies excess wages for compliance with annual wage base reporting; prepares and makes adjustments to the tax accounting system;
Coordinates with and monitors Lock Box at U.S. Bank to ensure timely deposit of payments;
Verifies corporate officer/owner adjustments and researches data base for benefit claims; makes adjustments when valid;
Contacts employers or their representatives using professional collection techniques to secure delinquent tax reports and/or contributions due;
Prepares routine reports and drafts correspondence;
Analyzes and resolves Alternate Base Year and disputed unemployment insurance claims;
Assigns, recalculates, updates and/or adjusts employers' experience tax rate;
Accesses Department of Revenue and Department of Licensing Data Bases and provides interpretation of data viewed to employers;
Audits benefit claims for separation issues to be used as the basis for determining relief of benefit charges;
Audits, analyzes and resolves tax and wage adjustments;
Audits and reconciles magnetic media wage tapes;
Responds to U.S. Department of Labor requests for information on benefit charges for state agency accounts;
Audits, reviews and processes all dishonored checks;
Audits and processes lien and warrant fee charges;
Provides state agencies with accurate and up-to-date calculation of benefit and interest charges for budget purposes;
Prepares refund batches for issuance of refund checks and coordinates with and provides refund batches to the treasurer's office;
Negotiates and establishes Deferred Payment Contracts; verifies corporate officer/owner adjustments and researches files and data base for benefit claims; makes adjustments when valid;
Prepares, serves, and files legal documents to include Subpoenas, Notices of Assessments, Liens and Warrants;
Performs other work as required.
Knowledge and Abilities
Ability to: provide assistance to employers in establishing appropriate account and payroll records; establish and maintain effective working relationships; determine classification or status by analyzing employer's business operations; analyze employer financial condition and determine taxpayer's ability to pay, affect collection when necessary.
A Bachelor's degree which includes a minimum of 12 semester or 18 quarter hours of college-level accounting and one year of professional accounting or auditing experience.
One year as a Tax Specialist 1 - ES.
Two years as a Tax Service Representative 1
a minimum of 12 semester or 18 quarter hours of college-level accounting.
Additional professional-level accounting or auditing experience will be substituted, year for year, for education except for the 12 semester or 18 quarter hours of college-level accounting.
Note: Only accounting courses transferable to a Washington State degree granting institution will be accepted as equivalent college-level accounting.
Class Specification History
Revised definition and minimum qualifications: 11-13-87
Revised definition and minimum qualifications: 10-15-93
New class code: (formerly 16130) effective July 1, 2007