Taxpayer Information Specialist 2, SRO

DEPARTMENT OF REVENUE
Funding Arizona’s future through excellence in innovation, exceptional customer service and public servant-led continuous improvement.

TAXPAYER INFORMATION SPECIALIST 2
Job Location:

Division of Taxpayer Services
400 W Congress Street, Tucson, AZ 85701
Posting Details:

Salary: 16.35 Hourly
Grade: 15
Closing Date: 5/10/26
Job Summary:

The Taxpayer Information Specialist 2 will represent the Taxpayer Information & Assistance SRO Team by serving as the first-tier customer service representative for both in-person and online taxpayers. This role will be responsible for providing basic and accurate information to taxpayer inquiries and/or triaging taxpayers to senior team members for assistance. This role will also provide administrative support to the senior team members by receiving, sorting, distributing and/or scanning documents to the team.

This position will be full-time in office.

Job Duties
Service Delivery

Provides basic, first-tier information to in-person taxpayers and emails

Documents taxpayer interactions and/or transactions, and records details of inquiries, complaints or comments, and any actions taken

Refers unresolved customer grievances or inquiries and escalates second/third-tier taxpayer inquiries and grievances to senior team members

Educating taxpayers in registration and use of department’s business website

Administrative/Office Support

Receives, sorts, and distributes/scans daily deliveries to senior team members

Coordinates lobby traffic by checking in new employees for taxpayer information and assistance teams.

Taxpayer Information and Assistance Processing

Assist senior team members and leadership with facilitating the processing of taxpayer correspondence and forms to include:

Process forms requests received through Forms Request emails and Web tickets

Process taxpayer letter requests received from senior team members (type, print, mail)

Retrieve, count and scan/assign taxpayer correspondence cases to senior team members

Agency/Department Compliance & Continuous Improvement

Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as: self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.

Actively contributes to team and individual effectiveness through the following

Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated

Completes all required training in a timely manner.

Participates in assigned work teams as appropriate.

May complete periodic metrics, projects, huddle boards and reports as requested.

Prepares for and actively participates in 1:1 coaching with supervisor

Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement, and engages in continuous improvement efforts as assigned.

Knowledge, Skills & Abilities (KSAs)
Knowledge/Understanding

Knowledge of principles and processes for providing customer and personal services

Basic knowledge of state tax statutes, laws, regulations, rules, and policies

Skills

Strong verbal, written, and active listening skills

Strong customer service skills to include conflict de-escalation and resolution techniques

Strong mathematical skills such as addition, subtraction, multiplication, division, percentage, and averages

Keyboarding/typing at least 40 wpm and 10-key skills

Effective interpersonal skills and demeanor

Effective organization and time management skills with the ability to make measurable progress on several tasks simultaneously and work in high-pressure situations

Proficient in the use of a PC in a Windows environment; in the use of the Internet; in the use of MS Office Applications such as Outlook, Word and Excel; and in the use of Google Suite applications such as Gmail, Sheets, Docs, and Drive

Abilities

Ability to clear a comprehensive background and clearance process that includes an Arizona tax compliance verification, and a criminal background check through the FBI via level one fingerprint clearance through the Arizona Department of Public Safety

Ability to work primarily in-office with occasionally remote work opportunities

Ability to work with a high degree of autonomy and also participate collaboratively as part of a team

Ability to work in a confidential manner, ensuring information is shared with internal and external individuals in an appropriate manner

Ability to understand and solve problems by applying basic analytical skills to include collecting all the relevant information and data needed to address the problem; organizing, classifying and synthesizing the data into fundamental issues; from the information, identifying the most probable causes of the problem; reducing the information down into manageable components; identifying the logical outcomes from the analyses of the data collected; and, identifying the options and solutions for addressing the problems analyzed

Ability to learn and apply LEAN concepts, principles, and tools

Willingness and ability to embody ADOR’s core values of Do the Right Thing, Commit to Excellence, and Care About One Another

Selective Preference(s)
The ideal candidate will possess:

Any combination that meets the knowledge, skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a High School Diploma (HSD) or General Education Degree (GED), coursework, training, and work experience relevant to the assignment.

Minimum of six months related experience

Experience working in a high production environment

Previous experience with Continuous Improvement, Six Sigma and/or Lean

Previous experience in customer service emphasizing on professionally and courteously serving customers in a fast paced environment

Bilingual in English and Spanish

Pre-Employment Requirements
The final candidate will be required to abide by the following pre-employment checks:

Employment Verification and Reference Checks

State and Federal Criminal Background Check, including fingerprinting

Arizona Tax Filing Records Check

If applicable, ASEDRA Authorized Driver Identification Check

All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).

Benefits

Affordable medical, dental, life, and short-term disability insurance plans

Participation in the Arizona State Retirement System (ASRS) and long-term disability plans

10 paid holidays per year

Vacation time accrued at 4.00 hours bi-weekly for the first 3 years

Sick time accrued at 3.70 hours bi-weekly

Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).

Deferred compensation plan

Wellness plans

Tuition Reimbursement

Stipend Opportunities

Infant at Work Program

Rideshare and Public Transit Subsidy

Career Advancement & Employee Development Opportunities

Flexible schedules to create a work/life balance

Wellness plans

Learn more about the Paid Parental Leave program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page

By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.

Retirement
State employees are required to participate in the Arizona State Retirement System (ASRS). Top ranked Arizona State Retirement System (ASRS) provides 100% employer matched contributions (enrollment eligibility will be effective after 27 weeks of State employment). ASRS provides a lifelong benefit based on years of service earned, or worked, and your ending salary. Learn more about ASRS at: https://www.azasrs.gov/content
ew-and-prospective-members.

Contact Us
If you have any questions, need assistance, or would like to request a reasonable accommodation, please contact the ADOR Talent Team at talentgroup@azdor.gov.

*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.

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