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State of Washington Classified Job Specification

TAX SPECIALIST 1 - ES

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TAX SPECIALIST 1 - ES
Class Code: 173J
Category: Financial Services


Definition

Performs entry level professional unemployment insurance (UI) tax work by participating in providing program administration and/or direct services.

Typical Work

Secures employer tax/wage reports and/or payments using professional techniques;

Reviews routine tax/wage reports to determine completeness and accuracy;

Calculates and prepares tax/wage reports which may include estimated and arbitrary reports;

Verifies, analyzes and balances the total wages on wage system to the total wages on the tax report by auditing and analyzing the out-of-balance report;

Assists in determining employer liability and verifying business activity descriptions for tax rate purpose;

Registers new businesses, utilizing Unified Business Identifier mainframe computer system and Employment Security TAXIS system;

Responds to employers' routine inquiries and interviews taxpayers or their representatives regarding all aspects of the UI tax programs;

Assists in researching claimants' eligibility, benefit claim history and evaluating routine requests for relief of benefit charges;

Reviews tax and wage screens to provide accurate and detailed information for the Internal Revenue Service and other state agencies when requested;

Analyzes and resolves blocked unemployment insurance claims;

Assists in issuing and serving various legal documents which may include Subpoenas, Notice of Assessments, Liens and Warrants;

Prepares routine accounting adjustments on tax/wage reports when discrepancies are found;

Basic review and online update of the employer status file;
Reviews routine tax/wage reports to determine completeness and accuracy;

Reviews, processes and balances batches of tax reports and prepares for entry into the TAXIS system;

Performs routine reports and drafts correspondence;

Examines, verifies and reconciles output payment reports from U.S. Bank (Lock Box) to quarterly reports submitted;

Reviews all payments received in branch mail room and drafts correspondence to employers to return improperly executed payments;

Performs other duties as required.

Knowledge and Abilities

Knowledge of: theory and practices of accounting and auditing; office policies and procedures.

Ability to: analyze accounts and accounting records; prepare accounting/legal documents; perform routine accounting procedures.

Legal Requirement(s)

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.

Desirable Qualifications

A Bachelor's degree involving major study in business administration or closely related field which includes a minimum of 6 semester hours or 9 quarter hours of college-level accounting.

OR

Two years of bookkeeping or auditing experience and 6 semester hours or 9 quarter hours of college-level accounting.

OR

Two years of experience performing tax-related duties in a class at the level of Data Entry Operator 2 or above or one year of experience as a Fiscal Technician - Accounting, Payroll and 6 semester hours or 9 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

New class: 3-13-87.
Revised definition and minimum qualifications: 10-15-93.
New class code: (formerly 16120) effective July 1, 2007.
Abolished job class adopted June 22, 2023, effective July 1, 2023. See ES Benefits Specialist series.