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State of Washington Classified Job Specification

EXCISE TAX EXAMINER 1

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EXCISE TAX EXAMINER 1
172L
Category: Financial Services

Definition

In the Department of Revenue, serves as a first level examiner performing within a limited scope less to moderately complex examination and accounting functions in support of the proper identification, assessment, collection and distribution of excise taxes consistent with statutory and administrative requirements.  Provides information and education to others in support of work assignments.

Distinguishing Characteristics

Examinations are typically assignments with limited legal or administrative scope such as:  tax assessments for a specific liability (litter tax, small timber harvester); single period amended returns needing limited account correction; review audits for completeness within established thresholds for accuracy and consistency, making appropriate corrections to balance accounts; account review to issue tax status letters; recoding and releasing local tax to be included in monthly distributions; establishing and issuing refunds in the Credit Receivables Management System (CRMS) within levels of authorization; or account examinations which are initiated y systems maintenance reports. 

Typical Work

Examines a variety of tax accounts to determine debits or credits, proper reporting of tax liability, and that account is in balance;

Responsible for conducting mathematical review of field audit reports;

Determines misplaced tax from audit schedules for statistical reports;   

Examines field audit assessments and/or reports for accuracy and completeness; makes adjustments to reconcile accounts;  

Contacts taxpayers or their representatives to reconcile accounts or advise of proper tax reporting;  

Issues notices of debits and credits and tax assessments, making adjustments to accounts;  

Computes penalties and interest in accordance with laws and regulations;

Reviews, verifies and processes requests for refund of unclaimed property trust fund monies: 

Performs other duties as required.

Knowledge and Abilities

Knowledge of: theory and practice of auditing and accounting; modern business methods and procedures; or general investigative techniques; various legal document and methods to approve authenticity of such documents; Washington state inheritance tax laws and other various Federal, State and local laws regarding estates; office practices and procedures. 

Ability to: analyze a variety of accounts and accounting records and schedules; understand and apply tax laws and regulations. 

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

Two years as an Excise Tax Assistant, Tax Service Assistant, Tax Service Representative, Fiscal Technician, Tax Information Specialist or equivalent within the Department of Revenue, 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.   

NOTE:  Accounting, or auditing, Excise Tax Assistant or equivalent experience will substitute, 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 definition; adopted September 14, 1984.
Revise class. Revises minimum qualifications; adopted September 14, 1990.
Revise class. Revises definition, distinguishing characteristics, minimum qualifications; adopted June 11, 1999, effective July 1, 1999.
Revise class. Revises class code (formerly 15230), general revision; adopted May 10, 2007, effective July 1, 2007.
Base range salary adjustment adopted 6/30/2017, effective 7/1/2017; 37 to 40.

 

 

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