Excise Tax Assistant - Estate Tax
State of Washington, Bay View, MD, United States
Description
This non‑permanent position is expected to last 4 to 6 months from hire.
The Department of Revenue’s Audit Division is excited to announce an opportunity for a
Excise Tax Assistant
in the Estate Tax unit. If you thrive in a fast‑paced environment, adapt easily to fluctuating workloads, and find satisfaction in reaching common objectives, this is the position for you.
About Revenue Revenue is a dynamic learning organization where you will experience a remarkable work‑life balance, supported by amazing leadership and talented co‑workers. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds, including people of color, immigrants, refugees, LGBTQ+, people with disabilities, and veterans. This culture promotes a professional family of cohesive groups maximizing potential through opportunity. A generous benefits package includes defined benefit retirement plans; health, dental, and vision coverage; deferred compensation plans; and student loan forgiveness for public‑service employees.
Duties The role of this Excise Tax Assistant directly supports the agency by providing para‑professional support to the Estate Tax Team.
Primary Duties
Register estate tax accounts.
Perform data entry to ensure estate tax return data is complete and available.
Maintain program data accuracy and upload estate tax documents/images into ATLAS.
Handle general mail for the estate tax team.
Upload electronic images received from customers.
Process, sort, and destroy scanned paper estate tax documents maintained in office.
Determine interest liability for estate tax and adjust returns with appropriate approval levels.
Issue final releases and close accounts not requiring audit.
Make preliminary collection calls, document attempts, and collect delinquent accounts through correspondence, telephone, or personal contact.
Provide up‑to‑date information to taxpayers and aid in resolving issues through telephone and email correspondence.
Telework Some remote work may be allowed, but this position will be expected to work in the office five days per week. Requirements may change in the future.
Qualifications Producing a High Volume of Work While Maintaining Accuracy
Maintain confidentiality.
Complete a large volume of items accurately and quickly.
Proofread written material, correcting grammar, punctuation, and spelling.
Following Directions And Procedures
Locate available procedures for work functions.
Ensure actions follow established procedures.
Written Communication
Compose and tailor professional correspondence efficiently.
Customer Service
Deliver news, field inquiries, and de‑escalate upset customers.
Provide phone service and respond to inquiries.
Information Technology Proficiency
Use spreadsheets with basic formulas, tables, filtering, and sorting.
Compose documents using clear formatting.
Decision Making And Applying Independent Judgment
Make decisions based on training.
Apply judgment for accurate action when multiple options exist.
Organization & Self‑Management
Stay organized to meet deadlines and respond to messages.
Stay motivated to achieve goals.
Work focused on job tasks during shifts.
The Ability To Take Action To Learn And Grow
Curiosity and use of learning to improve processes.
The Ability to Take Action to Meet the Needs of Others
Flexibility, adaptability, customer‑service focus, and empathy.
Uses An Equity & Inclusive Approach
Seek understanding of diverse backgrounds.
Encourage an inclusive culture.
Apply an equity lens to daily work.
Preferred Experience
Knowledge of DOR rules, policies, and procedures.
Knowledge of state tax structure and administration.
Experience with Microsoft Office, internet use, and ATLAS.
Organization and filing skills.
Two or more years in accounting, auditing, bookkeeping, banking, compliance, or tax administration.
College coursework in business or public administration, accounting, bookkeeping, or related field (substitution for experience).
Application Process
Complete/update your application; it will be your resume.
Attach a letter of interest describing qualifications and interest.
Failure to follow instructions or attach required documents may result in disqualification.
Veteran Preference Please attach DD‑214, member 4 long form, or NGB‑22. Blackout SSN and date of birth before attachment.
Contact Patrick (20‑year Army veteran) will assist. Contact the staffing team at Jobs@dor.wa.gov or call (360) 704‑5738.
Supplemental Information Human Resources may use referrals from this recruitment to fill similar vacancies for up to six months. A background check precedes any appointment. The permanent position is governed by a collective bargaining agreement with the Washington Public Employees Association.
Equal Opportunity Statement 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 and members of all protected groups.
Benefits Overview Washington State offers a competitive benefits package including health and retirement plans, paid leave, training, and other compensation. Benefits may vary for full‑time, part‑time, and temporary positions.
Insurance Benefits
Medical (including vision), dental, and basic life insurance for employees and families.
Medical Flexible Spending Accounts available annually.
Basic life and long‑term disability insurance with optional additional coverage.
Dependent care assistance and other insurance coverage options available through payroll deduction.
Workplace wellness programs supported by the Health Care Authority.
Retirement And Deferred Compensation
PERS membership for state employees with optional employer‑contributed retirement programs.
Deferred Compensation Program (DCP) for supplemental retirement savings.
Social Security All state employees are covered by the federal Social Security and Medicare systems.
Public Service Loan Forgiveness Eligible employees may receive student loan forgiveness under the Public Service Loan Forgiveness Program.
Leave Policies
Paid holidays and one paid personal holiday per calendar year.
Paid sick leave accrual based on hours worked.
Vacation accrual rates for full‑time and part‑time employees.
Military leave: 21 days paid per year.
Bereavement leave: up to five days paid.
Additional leave: leave sharing, parental, FMLA, leave without pay.
Additional Resources For detailed leave and benefit information, visit the State HR Website or contact Human Resources at 360‑704‑5731.
Application Survey (internal only)
Family/Friends
State Employee
School Representative/Professor
Career Counselor
Job/Career Fair
Social Media Contact
Other
Yes
No
Yes
No
Required Question
#J-18808-Ljbffr
The Department of Revenue’s Audit Division is excited to announce an opportunity for a
Excise Tax Assistant
in the Estate Tax unit. If you thrive in a fast‑paced environment, adapt easily to fluctuating workloads, and find satisfaction in reaching common objectives, this is the position for you.
About Revenue Revenue is a dynamic learning organization where you will experience a remarkable work‑life balance, supported by amazing leadership and talented co‑workers. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds, including people of color, immigrants, refugees, LGBTQ+, people with disabilities, and veterans. This culture promotes a professional family of cohesive groups maximizing potential through opportunity. A generous benefits package includes defined benefit retirement plans; health, dental, and vision coverage; deferred compensation plans; and student loan forgiveness for public‑service employees.
Duties The role of this Excise Tax Assistant directly supports the agency by providing para‑professional support to the Estate Tax Team.
Primary Duties
Register estate tax accounts.
Perform data entry to ensure estate tax return data is complete and available.
Maintain program data accuracy and upload estate tax documents/images into ATLAS.
Handle general mail for the estate tax team.
Upload electronic images received from customers.
Process, sort, and destroy scanned paper estate tax documents maintained in office.
Determine interest liability for estate tax and adjust returns with appropriate approval levels.
Issue final releases and close accounts not requiring audit.
Make preliminary collection calls, document attempts, and collect delinquent accounts through correspondence, telephone, or personal contact.
Provide up‑to‑date information to taxpayers and aid in resolving issues through telephone and email correspondence.
Telework Some remote work may be allowed, but this position will be expected to work in the office five days per week. Requirements may change in the future.
Qualifications Producing a High Volume of Work While Maintaining Accuracy
Maintain confidentiality.
Complete a large volume of items accurately and quickly.
Proofread written material, correcting grammar, punctuation, and spelling.
Following Directions And Procedures
Locate available procedures for work functions.
Ensure actions follow established procedures.
Written Communication
Compose and tailor professional correspondence efficiently.
Customer Service
Deliver news, field inquiries, and de‑escalate upset customers.
Provide phone service and respond to inquiries.
Information Technology Proficiency
Use spreadsheets with basic formulas, tables, filtering, and sorting.
Compose documents using clear formatting.
Decision Making And Applying Independent Judgment
Make decisions based on training.
Apply judgment for accurate action when multiple options exist.
Organization & Self‑Management
Stay organized to meet deadlines and respond to messages.
Stay motivated to achieve goals.
Work focused on job tasks during shifts.
The Ability To Take Action To Learn And Grow
Curiosity and use of learning to improve processes.
The Ability to Take Action to Meet the Needs of Others
Flexibility, adaptability, customer‑service focus, and empathy.
Uses An Equity & Inclusive Approach
Seek understanding of diverse backgrounds.
Encourage an inclusive culture.
Apply an equity lens to daily work.
Preferred Experience
Knowledge of DOR rules, policies, and procedures.
Knowledge of state tax structure and administration.
Experience with Microsoft Office, internet use, and ATLAS.
Organization and filing skills.
Two or more years in accounting, auditing, bookkeeping, banking, compliance, or tax administration.
College coursework in business or public administration, accounting, bookkeeping, or related field (substitution for experience).
Application Process
Complete/update your application; it will be your resume.
Attach a letter of interest describing qualifications and interest.
Failure to follow instructions or attach required documents may result in disqualification.
Veteran Preference Please attach DD‑214, member 4 long form, or NGB‑22. Blackout SSN and date of birth before attachment.
Contact Patrick (20‑year Army veteran) will assist. Contact the staffing team at Jobs@dor.wa.gov or call (360) 704‑5738.
Supplemental Information Human Resources may use referrals from this recruitment to fill similar vacancies for up to six months. A background check precedes any appointment. The permanent position is governed by a collective bargaining agreement with the Washington Public Employees Association.
Equal Opportunity Statement 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 and members of all protected groups.
Benefits Overview Washington State offers a competitive benefits package including health and retirement plans, paid leave, training, and other compensation. Benefits may vary for full‑time, part‑time, and temporary positions.
Insurance Benefits
Medical (including vision), dental, and basic life insurance for employees and families.
Medical Flexible Spending Accounts available annually.
Basic life and long‑term disability insurance with optional additional coverage.
Dependent care assistance and other insurance coverage options available through payroll deduction.
Workplace wellness programs supported by the Health Care Authority.
Retirement And Deferred Compensation
PERS membership for state employees with optional employer‑contributed retirement programs.
Deferred Compensation Program (DCP) for supplemental retirement savings.
Social Security All state employees are covered by the federal Social Security and Medicare systems.
Public Service Loan Forgiveness Eligible employees may receive student loan forgiveness under the Public Service Loan Forgiveness Program.
Leave Policies
Paid holidays and one paid personal holiday per calendar year.
Paid sick leave accrual based on hours worked.
Vacation accrual rates for full‑time and part‑time employees.
Military leave: 21 days paid per year.
Bereavement leave: up to five days paid.
Additional leave: leave sharing, parental, FMLA, leave without pay.
Additional Resources For detailed leave and benefit information, visit the State HR Website or contact Human Resources at 360‑704‑5731.
Application Survey (internal only)
Family/Friends
State Employee
School Representative/Professor
Career Counselor
Job/Career Fair
Social Media Contact
Other
Yes
No
Yes
No
Required Question
#J-18808-Ljbffr