Unclaimed Property Claim Specialist Excise Tax Examiner 2

Tumwater, WA - USA

Monthly Salary: $ 4299 - 5783

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Description

The Department of Revenue has an exciting opportunity for anUnclaimed Property Desk Examiner (ETE2)position within the Unclaimed Property unit which is part of the Taxpayer Account Administration (TAA) division in Tumwater WA. Make a difference join our team!

Revenueis a dynamic learning organization where you will experience a remarkable work-life balance with amazing leadership and talented co-workers ready and focused to achieve the agencys goals. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds including people of color immigrants refugees women LGBTQ people with disabilities and veterans. This unique culture of respect promotes a professional family of cohesive groups maximizing potential through opportunity. We offer a generous benefits package that includes defined benefit retirement plans; health dental and vision coverage deferred compensation plans and as a public service employee you may also be eligible forstudent loan forgiveness.

Visit these links to watch ourrecruitment videotofind out more about our agency and seewhat our employees sayaboutwhy Revenue is a great place to work.

Taxpayer Account Administration (TAA) is a division of Revenue that administers the states Unclaimed Property Program ensuring compliance with the Revised Uniform Unclaimed Property Act and returning unclaimed property (UCP) to the rightful owners. Additionally the division is responsible for administering other tax programs including forest excise tax fish tax cigarette and other tobacco products taxes local sales tax tax incentives reseller permits and the distribution of state and local taxes to local jurisdictions and tribal governments. This is an opportunity to work with supportive teams: we value the open exchange of ideas and information work together to solve problems and continuously seek ways to enhance usability and improve customer service. We believe the success of one is key to the success of all and strive to ensure a cooperative and supportive environment. You can expect:

Getting work done accurately.
Working efficiently.
Sharing new ideas.
Being kind.

Telework: This position has the flexibility to work remotely. The duty station is in Tumwater Washington and the successful candidate will need to occasionally travel to the office for critical job duties. Details of teleworking considerations will be addressed during the interview process.

Candidate screening will begin as early as November 26 2025 and the hiring authority may exercise the option to make a hiring decision at any time after. It will be to the applicants advantage to submit materials as soon as possible.

Duties

The Unclaimed Property program currently holds over $1.8 billion in unclaimed property. The team is dedicated to reuniting property and assets with their rightful owners or their heirs. Unclaimed property means monetary assets or tangible property held by an organization that has lost contact with the owner for an extended period. At that point the property is considered lost forgotten or abandoned and turned over to the Unclaimed Property program.

As anUnclaimed Property Desk Examiner (ETE2)your primary responsibility is to perform comprehensive examinations of complex refund requests (claims) submitted by individuals businesses estates trusts and partnerships to determine proper ownership of funds and/or securities and facilitate payment of the claim.

In addition you will be required to:

Independently providing customer service by giving authoritative information relative to proper procedures for unclaimed property claims.
Review and approve for payment specialty claims relating to estates and trusts.
Review legal documents such as community property agreements wills and trusts to approve claims involving estates and trusts.
Analyze review and approve complex and standard claims.
Analyze review and process writs of garnishment from third-party claimants.
Review and approve for payment specialty claims relating to securities.

Qualifications

We are looking for a motivated professional with strong customer service skills along with the ability to learn and grow as the agency does. The ideal candidate will possess the following knowledge skills and abilities:

Knowledge and Application of Excise Tax Examiner 1 functions including processing:

Owner Claims.

Business Claims.

Legal Representative Claims.

Withhold and Deliver Claims.

Basic Estate knowledge.

Demonstrated knowledge and familiarity with the Department of Revenues operating systems.

Understands and can accurately navigate KAPS.

Understands and can accurately navigate ATLAS.

DemonstratedApplication oftheRevised Unclaimed Property ActRCW 63.30.

Producing a high volume of work while maintaining accuracy:

Completing a large volume of items in a short period of time with a high degree of accuracy.

Ability tobalancedifferent types of work ata highvolume.

Attention to Detail:

Monitoring steps within a process for accuracy.

FollowingDirections and Procedures:

Locating procedures that are available for a work function to be completed.

Ensuring actions follow established procedures.

Seeking the correct answer for a situation not in a procedure.

Written Communication:

Efficiently compose and tailor professional correspondence to customers.

Answering inquiries from customers in writing.

Draft custom messages to claimants that exactly fit their inquiry.

Customer Service:

Delivering less desirable news fielding inquiries and de-escalating upset customers.

Providing customer service on the phone by calling customers and returning customer inquiries.

Answering incoming phone calls from customers you have not worked with before.

Adaptability and Flexibility:

Adjusting your workfocusbasedon work inventory.

Willing to take on project assignments as they are discovered.

Being flexible to changing demands and focuses.

Information Technology Proficiency:

Spreadsheet skills to use basic formulas tables filtering and sorting.

Document skills to compose messages. Using bolding white space bullets and other formatting to ensure the message is clear.

Ability to locate files and keep your electronic files organized.

Managing and responding to emails in a timely manner.

Decision making and applying independent judgment:

Making independent decisions based on training received.

Applying judgement to determine the most accurate action when multiple potential actions could be taken.

Showcasing comfortability in work environments when decisions are treated on acase by casebasis.

Time Management:

Independently managing your time to ensure goals are met.

Balancing a large variety of work tasks and following up timely on assigned work.

Incorporating interruptions into your day and still completing goals.

Organization:

Keeping organized to ensure deadlines are not missed messages are responded to and projects are completed.

Self-Management:

Motivating yourself to complete your goals.

Working your entire work shift on work related items in a virtual or in person environment.

Take ownership of your learning and continued knowledge.

Preference may be granted to applicants who possess additional experience and/or education:

One year as an Excise Tax Examiner 1.

A bachelors degree involving major study in business or public administration or a closely allied fieldandone year of accounting auditing bookkeeping banking compliance or tax administration experience.

Four years of professional experience in accounting auditing bookkeeping banking compliance or tax administration.

6 semester (9 quarter) hours of accounting business law money and banking or finance coursework.

Demonstrate the following competencies at an basic level:

Leadershipwhich includes promoting cooperation and communication within groups and shared ownership of goals. Also includes helping others grow and develop.

Other Knowledge Desired:

Experience in financial planning stocks or estate planning.

To be considered:

Please complete your online profile in detail.
Attach a resumedetailing your work experience.
Please attach a letter of interest describing your specific knowledge skills and abilities for this position.
Include three or more professional references with current contact information.

*Note - Incomplete applications and applications received without requested attachments may be disqualified.*

To take advantage of Veterans preferenceplease attach your DD-214 member 4 long form or yourNGB-22. Pleaseblackout your social security number and date of birth before attaching.

Questions

Hello my name is Patrick and I will be assisting with this announcement. As a 20-year Army veteran I understand the difficulty finding an enjoyable career with a work-life balance. At Revenue we pride ourselves in connecting talented individuals with opportunity and would like to answer any questions you have. Please contact any part of the Staffing team ator give me a call .

Supplemental Information

The Human Resource Division may use referrals from this recruitment to help fill future similar vacancies for up to six months.

Prior to a new hire a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicants suitability and competence to perform in the position.

This position may be covered by a collective bargaining agreement between the Department of Revenue and the Washington Public Employees Association (WPEA).

The Department of Revenue is proud to be an equal opportunity employer. We embrace diversity and offer a respectful inclusive culture for people with disabilities as well as members of all protected groups and statuses. We encourage you to apply.

If you need help during the application process please call the Human Resources Office at . Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7-1-1 or 1-.

Required Experience:

DescriptionThe Department of Revenue has an exciting opportunity for anUnclaimed Property Desk Examiner (ETE2)position within the Unclaimed Property unit which is part of the Taxpayer Account Administration (TAA) division in Tumwater WA. Make a difference join our team!Revenueis a dynamic learning o...