Unclaimed Property Locator - Excise Tax Examiner 3

Full Job Description

Attention Revenue!

The Unclaimed Property unit is excited to announce an opportunity for an Unclaimed Property (UCP) Locator (ETE 3) position within the Taxpayer Account Administration (TAA) division in Tumwater, WA.

Make a difference, join our team!

Taxpayer Account Administration (TAA) is a division of Revenue that administers many programs including forest excise tax, fish tax, cigarette and other tobacco products taxes, local sales tax, tax incentives, and reseller permits.

Additionally, the division is responsible for the distribution of state and local taxes, ensuring compliance with the 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.

At our core, TAA values above all:

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

Requirements

In support of the section's primary function to ensure the timely return of unclaimed property back to its rightful owner, this position reunites citizens and businesses globally with lost property, locating and returning millions of dollars to legal owners using advanced and innovative investigative techniques.

Here are some of the other duties associated:

• Locate and return unclaimed funds to legal owners using sophisticated and innovative investigative techniques.
• Generate system reports and perform unclaimed property database queries to flag large dollar accounts to initiate locating efforts.
• Facilitate and lead outreach programs to inform citizens of Washington State about the UCP Program.
• Develop innovative methods and practices for locating owners of property.
• Conduct outreach and education to promote unclaimed property as a public service and consumer protection program.
• Attend statewide events and public forums promoting unclaimed property.
• Collaborate with the Customer Experience and Communication (CEC) division to research marketing and publicity tools to promote the program.

Telework - This position has the flexibility to work remotely the majority of the time, however the duty station is in Tumwater, Washington and the successful candidate must agree to travel to the office for key scheduled meetings or as operational needs dictate. Details of teleworking considerations will be addressed during the interview process.

Please note that this role also requires flexibility regarding traditional business hours:

• Public Outreach: You may be required to work occasional weekends and evenings to support events and presentations.
• Schedule Fluctuations: To accommodate these events, your standard work schedule may be adjusted to ensure appropriate staffing levels without exceeding total hours.
• Travel: Attending outreach events may require weekend/after-hours travel and overnight stays to attend.

Qualifications

The required qualifications are key competencies that have been successfully demonstrated through experience or education.

These competencies ensure effective performance in assisting with unclaimed property programs. To join our team, you must possess the following knowledge, skills, abilities, and competencies:

Written Communication:

• Efficiently compose and tailor professional correspondence to customers.
• Answering inquiries from customers in writing.
• Understands Department correspondence guidelines for Plain Talk style of writing.

Verbal Communication

• Effectively and tactfully communicating with claimants, the public, and other employees.
• Creating and providing presentations or training to others.
• Ability to engage with diverse public audiences.
• Public speaking and verbal presentation skills.

Interpersonal Skills

• Works cooperatively and contributes to group solutions through constructive feedback, encourages ideas, and provides appropriate suggestions.
• Getting along well with others.
• Actively listen. Seek to understand the full message.

Customer Service:

• Providing customer service on the phone through calling customers and returning customer inquiries.
• Answering incoming phone calls from customers you have not worked with before.

Research, Analysis, and Problem Solving:

• Knowledge of skip-tracing tools, databases and methodologies.
• Develops and apply innovative solutions beyond those traditionally considered.
• Recognizes, defines and solves problems by analyzing relevant information and encouraging alternative solutions.
• Thinks through all components of an issue when seeking out answers.
• Ability to run queries, interpret system data and identify anomalies.

Knowledge of Unclaimed Property Laws & Regulations:

• Knowledge of Washington’s Unclaimed Property Act.
• Ability to interpret legal documents (probate, trusts, corporate filings, etc.)
  

Outreach, Marketing, and Public Engagement:

• Event coordination skills.
• Marketing or public outreach strategy.
• Ability to represent the agency in public forums.
• Media communication awareness.

Adaptability and Flexibility:

• Adjusting your work focus based on work inventory.
• Willing to take on project assignments as they are discovered.
• Identifies projects and improvements.
• Adapt to regular interruptions throughout your workday with a positive and welcoming attitude.

Planning and Organization:

• Organizes and prioritizes work.
• Devotes adequate time and attention to individual tasks.
• Remains acutely aware of timeframes and successfully meets deadlines.

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.
• Fitting in projects in addition to your regular work.

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.
• Actively works to continuously improve job effectiveness and efficiency; accepts personal responsibility to develop talents and knowledge.

The ability to take action to learn and grow:

• Curious about themselves and others, take responsibility for knowing their own strengths and weaknesses, and 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:

• 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 who possess the following:

• 12 semester (18 quarter) hours of accounting coursework have been completed.
• Two years of experience in accounting, auditing, banking, brokerage management, financial planning, or unclaimed property.
• A bachelor’s degree involving major study in business, accounting, public administration or closely allied field.
• Advanced working knowledge of KAPS
• Understanding of Washington Unclaimed Property Laws.
• Intermediate knowledge of laws, rules, policies and procedures related to the Department of Revenue.
• Experience in state unclaimed property programs or escheatment.
  
  
  

To be considered:

• Complete the online application in detail, as it will be used as your initial resume.
• Attach a letter of interest describing how you meet the qualifications.
• Include three or more professional references with current contact information.

* Note - Applications received without these materials may not be considered.

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.

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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

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.