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State of Washington Classified Job Specification

EXCISE TAX ASSISTANT

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EXCISE TAX ASSISTANT
172K
Category: Financial Services

Definition

In the Department of Revenue, performs analysis and updating of statistical excise tax data to ensure appropriate tracking of audit inventory and audit records; performs analysis of taxpayer records and data to assign appropriate tax reporting classification codes; reviews and processes taxpayer applications for corporate withdrawal/dissolution; or performs mathematical computations to verify accuracy of field audits or public work contacts.

Distinguishing Characteristics

Positions follow well defined methods and procedures to gather, maintain, compile, code, classify or analyze field audit or taxpayer account data.  Incumbents typically exercise independent judgment within the scope of an established program or process and work under the guidance of a higher level examiner or supervisor.

Typical Work

Reviews or inspects the records and accounts of businesses or agencies;   

Performs, on a limited basis, some preliminary collection effort by telephone under direct supervision;  

Establishes and corrects tax accounts; analyzes account activity and provides information to field personnel and businesses on status;  

Assists taxpayers in preparing returns for various categories of State taxes; explains reporting procedures and liability;  

Collects delinquent tax accounts and warrants through correspondence, telephone, or personal contact;  

Analyzes, clears, and establishes delinquent records;  

Telephones or corresponds with businesses and agencies to discuss or explain State regulations, rules, and procedures;  

Reviews, totals, or combines statistical data; prepares reports for statistical analyses;  

Verifies location codes with taxpayers and/or local governments; changes location codes on on-line system;  

Determines liability for excise taxes; adjusts excise tax returns with approval levels up to $1,500;  

Works Debit Posted Only returns; does on-line changes to ARMS system;  

Sends out credit notices with approval levels up to $250;  

Sends out debit balances due with approval levels up to $1,000;  

Prepares and adjusts quarterly tax reports and computes interest; 

Maintains certain office records, logs of delinquent notices, balance due notices and investigation;  

Provides up-to-date information to taxpayers about their tax accounts;  

Attends training programs;  

Performs other work as required. 

Knowledge and Abilities

Knowledge of: theory and practice of bookkeeping procedures; modern business methods and procedures; office practices and procedures.   

Ability to: answer general questions relating to basic tax laws; communicate effectively with the public, orally and in writing; maintain responsibility for a variety of activities without regular direction; maintain courteous attitude toward public and fellow employees. 

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 of tax related or fiscally oriented clerical experience.   

College course work, vocational, technical or business school training in business or public administration, accounting, bookkeeping or closely related field will substitute, year for year, for experience. 

Class Specification History

New class adopted September 14, 1990.
Revise class.  Revises minimum qualifications; adopted September 9, 1994.
Revise class.  Revises definition, add distinguishing characteristics; adopted June 11, 1999, effective July 1, 1999.
Revise class.  Revises class code (formerly 15220), general revision; adopted May 10, 2007, effective July 1, 2007.

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