[Hiring] Unclaimed Property Examiners @State of Washington

Role Description

The Department of Revenue has an exciting opportunity for an Unclaimed Property Examiners (Excise Tax Examiner 2's, In-training) within the Unclaimed Property unit which is part of the Taxpayer Account Administration (TAA) division in Tumwater, WA. Make a difference, join our team!

As an Unclaimed Property Desk Examiner, 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.

• 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.

As an Unclaimed Property Holder Reporting Examiner, you will conduct first level examinations and accounting functions including proper identification, reporting, collection, and distribution of unclaimed property.

• Balancing electronic reports/files using Department of Revenue's Unclaimed Property System (KAPS).
• Providing direct customer service for the Unclaimed Property Section; primarily responsible for answering calls in the Holder Queue.
• Process holder requests including penalty waiver and refund requests.
• Opening and setting up new holder accounts while maintaining existing accounts.
• Assisting with the Safe Deposit Box inventory process.

Both positions will be required to come into the Tumwater office once per week for at least the first 6 months for training.

If hired at the Excise Tax Examiner 2, in-training level, your pay will be within the salary range 40 ($3,653.00 - $4,866.00).

If hired at the Excise Tax Examiner 2 level, your pay will be within the salary range 49 ($4,517 - $6,075.00).

If you are not familiar with how our in-training works, here is a simple breakdown. After being selected, a detailed in-training plan will help you navigate through the program successfully. For the next 6-12 months, you will perfect your skills in communication and examining, reconciling, and processing financial data. You will also provide advice, instruction, and training to a diverse customer base.

Excise Tax Examiner 2s - In-training are paid at the range of the Excise Tax Examiner 1 during training. Once they finish their training, they must meet training requirements of quality and quantity. Once they complete their training plan, they promote to an Excise Tax Examiner 2 (ETE2). Once an ETE2, the employee will serve a six-month trial service.

Qualifications

• Demonstrated ability to analyze and interpret complex legal, financial, and ownership documents.
• Proven ability to apply state and federal laws, rules, and policies relevant to Unclaimed Property.
• Demonstrated skill in examining, reconciling, and processing financial data.
• Progressive experience using specialized systems and databases to conduct research and process work.
• Demonstrated ability to detect discrepancies, fraud indicators, and data inconsistencies.
• Proven customer service experience involving sensitive or complex financial or legal issues.
• Demonstrated ability to produce accurate, high-volume work in a fast-paced environment.
• Proven written and verbal communication skills for technical, legal, or financial subject matter.
• Demonstrated ability to follow established procedures while exercising independent judgment.
• Proven skill in maintaining confidentiality and handling sensitive information.
• Demonstrated ability to work collaboratively and professionally under general supervision.

• The ability to take action to learn and grow.
• The ability to take action to meet the needs of others.
• Uses an equitable and inclusive approach.

Requirements

• Relevant education and/or professional experience in accounting, finance, compliance, or tax administration.
• One year of experience as an Excise Tax Examiner 1 or equivalent experience performing similar duties.
• A Bachelor’s degree with major study in business administration, public administration, accounting, finance, or a closely related field, and one year of professional experience in accounting, auditing, bookkeeping, banking, compliance, or tax administration.
• Four years of progressive professional experience in accounting, auditing, bookkeeping, banking, compliance, or tax administration.
• Completion of at least 6 semester (9 quarter) hours of coursework in accounting, business law, money and banking, finance, or closely related subjects.
• Demonstrated basic leadership skills in a professional work environment.
• Knowledge of financial planning, securities, and estate-related concepts.

Benefits

• Generous benefits package that includes defined benefit retirement plans.
• Health, dental, and vision coverage.
• Deferred compensation plans.
• Eligibility for student loan forgiveness.

Company Description

Taxpayer Account Administration (TAA) is a division of Revenue that administers the state’s Unclaimed Property Program, ensuring compliance with the Revised Uniform Unclaimed Property Act and returning unclaimed property (UCP) to the rightful owners.

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.