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State of Washington Classified Job Specification

EXCISE TAX EXAMINER 2

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EXCISE TAX EXAMINER 2
172M
Category: Financial Services

Definition

In Department of Revenue at the journey-level independently performs and resolves the full scope of financial examinations of business accounts, returns, audit reports, and assessments to adjust taxpayer records in conformance with statutory requirements.  Some positions examine specialty tax filings and/or unclaimed property accounts. Issues instructions to taxpayers to effect prompt resolution of account discrepancies.  Responsible for recovery of taxes owed; OR distribution of unclaimed property. 

In writing or orally, educates, assists, and advises taxpayers, taxpayer's representatives, and government entities regarding reporting responsibilities to the Department of Revenue. 

Provides support, education, instruction, and information to agency staff on procedures, and capabilities of mission critical systems and/or operational standards.  

Typical Work

Examines tax accounts, or unclaimed property accounts, makes accounting adjustments as necessary, and prepares documents for issuance of debit or credit notices, refunds or tax assessments;  

Initiates field audit or collection activity;  

Makes audit assignments and prepares excise tax return transcripts for field offices as necessary; 

Maintains effective accounting controls of payments and warrants issued;  

Corresponds with and advises taxpayers or their representatives about proper reporting and interpretation of laws and complex problems, using a thorough knowledge of tax laws and Department policies;  

Verifies correct reporting categories and distribution of monies to municipalities; 

Prepares audit adjustments for issuance of amended assessments; supplemental and/or partial audits;  

Responsible for the administration of the safe deposit box program, including report, receiving, taking into custody, inventorying, reviewing, organizing, cataloging, and selling unclaimed property;

Prepares, plans and coordinates public auctions of tangible personal property; 

Processes payments without supporting documentation;  

Performs other work as required.

Knowledge and Abilities

Knowledge of: theory and practice of accounting and auditing; Washington Revenue Act of 1935, as amended; rules, policies and procedures of the Department of Revenue; or general investigative techniques; unclaimed property laws, probate laws governing escheats, descent and distribution, wills, duties of personal representative, and legislative process. 

Ability to: analyze and interpret accounts relative to varying types of business; obtain required information in a tactful manner; assign and review the work of subordinates.

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

One year as an Excise Tax Examiner 1.  

OR

Two years of professional Department of Revenue experience in accounting, auditing, compliance or tax administration, provided required accounting course work has been completed.  

OR

A Bachelor's degree involving major study in business or public administration or closely allied field with a minimum of 12 semester (or 18 quarter) hours of accounting

AND

one year of accounting or auditing experience.   

NOTE:  Accounting or auditing experience may be substituted, year for year, for education providing required accounting course work has been completed.   

Only accounting courses transferable to a Washington State degree granting institution will be accepted as equivalent college-level accounting. 

Class Specification History

New class adopted July 13, 1979.
Revise class. Revises distinguishing characteristics; adopted September 14, 1979.
Revise class. Revises definition, deletes distinguishing characteristics; adopted September 14, 1990.
Revise class. Revises definition, minimum qualifications: adopted June 11, 1999, effective July 1, 1999.
Revise class. Revises class code (formerly 15240), general revision, revises definition; adopted May 10, 2007, effective July 1, 2007.
Base range salary adjustment adopted 6/30/2017, effective 7/1/2017; 46 to 49.

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