Excise Tax Examiner 3 (in-training options) - Real Estate Excise Tax (REET)

Full Job Description

Requirements

These senior level positions are responsible for providing all levels of customer service related to the Real Estate Excise Tax while auditing transactions for valid exemptions, selling price, and reporting of tax. You will answer questions from the public, businesses, and county officials on REET related topics. You may also be assigned duties from other section programs. Reporting to the Real Estate Excise Tax Administration Manager, here are some other duties you can expect:

• Conduct audits on real property and Controlling Interest transfers.
• Issue audit assessments to recover underpaid REET.
• Research and apply appropriate rules and laws related to the REET program.
• Request additional supporting documentation when required including, but not limited to, divorce decrees, bank statements, real estate appraisals, closing agreements, sales agreements, contracts, operating agreements, documents related to inheritance, and tax returns.
• Provide education to individuals and businesses on the REET program via the telephone, email, letters, and the Department’s MyDOR messaging technology.
• Update account information as required in computer-based tax systems including the registration number, the taxable amount, and the tax amount owed.
• Participate in supervisor conferences with individuals, taxpayer representatives, preparers, and/or attorneys to resolve complex reporting issues including establishing the fact pattern, what laws apply, and the taxable amount of the transaction.
• Draft administrative review summaries for protested assessments and draft ruling requests.

Qualifications

Information Technology Proficiency:

• Spreadsheet skills to use intermediate formulas, 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 electronic files organized.
• Managing and responding to emails in a timely manner.

Research, Analysis and Problem Solving:

• Ability to understand and solve problems by applying strong analytical skills to include collecting all the relevant information and data needed to reach a conclusion.
• Ability to compile data into fundamental issues and manageable components, identifying the logical outcomes from the analyses of the data collected.
• Ability to research, interpret and apply state tax laws to determine correct reporting.
• Ability to make effective and timely decisions even when data is limited or when decisions produce unpleasant consequences.
• Ability to demonstrate attention to detail, when reviewing complicated documents to include, purchase agreements, operating agreements, corporate structures, trust agreements, wills, divorce decrees and federal tax returns.

Planning and Organization:

• Experience managing multiple assignments or projects simultaneously, ensuring timely completion.
• Ability to regularly evaluate progress on assignments and adjust organization, priority, time, method, etc. to meet deadlines.

Communication (written and verbal):

• Ability to convey complex information in layman’s terms to generate understanding.
• Ability to navigate challenging conversations and deliver unfavorable outcomes about tax implications to individuals, businesses and representatives in a professional manner.
• Experience using standardized rules of language regarding spelling, punctuation, grammar, sentence structure and composition.
• Experience composing written communication with facts and theory that build upon one another logically to convey information to the intended reader.

Interpersonal Skills:

• Ability to work well individually and also contribute to group discussions and the encouragement of ideas.
• Maintain confidentiality and adhere to high standards of integrity.
• Tactfully broach and discuss subjects of a sensitive nature.
• Ability to use negotiation and persuasion to de-escalate situations.
• Open to sharing new information, skills and tools.

Decision making and applying independent judgment:

• Ability to make independent decisions based on training received.
• Research skills and judgement to determine the most accurate action when multiple actions could be taken.
• Comfortable in a work environment in which decisions are treated on a case-by-case basis.
• Ability to recognize when initial information provided requires clarification or additional information.

Adaptability:

• Possess an openness toward changing ideas, processes, responsibilities and interpretation.
• Experience working with a high degree of autonomy and also participating collaboratively as part of a team.

The ability to take action to learn and grow:

• This equity competency identifies people who are curious about themselves and others, who take responsibility for knowing their own strengths and weaknesses, and who use their learning to make government programs and processes more efficient and effective to serve all in Washington.

The ability to take action to meet the needs of others:

• This equity competency identifies people who are flexible, adaptable, customer-service focused, and willing and able to empathetically respond to the unique needs of the people they work with and serve.

Uses an equity & inclusive approach:

• Actively seeks to understand and appreciate the diverse backgrounds, perspectives, and experiences of colleagues, customers, and communities.
• Encourages an inclusive culture where everyone feels valued and respected.
• Uses an equity lens that applies an objective perspective to daily work by considering impacts on the people we serve, particularly marginalized groups by actively identifying and removing inequitable barriers.
  

Preference may be granted to candidates with any combination of professional experience or education, such as:

• One year as an Excise Tax Examiner 2 OR,
• Two years Department of Revenue experience at the journey level in auditing, compliance or tax administration OR,
• Four years experience in auditing, tax compliance or tax administration, real estate, appraisal, title and escrow, mortgage lending or related field OR,
• Bachelor’s degree involving major study in business or public administration or closely allied field.

Compensation:


To be considered

• Please complete/update your application as it will be used as your resume.
• Please attach a letter of interest, describing your specific qualifications and interest for this position.

* Note - Failure to follow the application instructions or attaching the required documents may result in your disqualification.

Throughout our selection process, we will also be evaluating candidates for knowledge, skills, abilities, behaviors, and capacity for effective leadership that aligns with the culture of DOR.

To take advantage of Veteran's preference, please attach your DD-214, member 4 long form, or your NGB-22. Please blackout 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 at Jobs@dor.wa.gov or give me a call (360) 704-5738.

Additional Information

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

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 applicant's suitability and competence to perform in the position.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 360-704-5731.

Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7-1-1 or 1-800-833-6388.