Forms Processing Associate

State of North Carolina - Revenue; North Carolina; On-site; USD 31,000 - 39,000; Full time

Benefits offered by this job

Health insurance options

Retirement plans

NCFlex program

Paid holidays

Job summary

State of North Carolina - Revenue is seeking an Administrative Associate II to review and prepare tax schedules, process documents through scanners, and support the Submissions Processing Division in Raleigh. The role requires handling of sensitive information and coordination with ITAS, DMS, and PSRM systems.

The position includes preparing training materials for seasonal staff, maintaining reports, and ensuring accurate data presentation to leadership.

Qualifications

• High school diploma or GED and one year of administrative experience; or an equivalent combination of education and experience.

Responsibilities

• Review and prepare tax schedules/documents; process through scanners and post to ITAS/DMS/PSRM.
• Maintain inventory reports and secure handling of Federal Tax Information.
• Print and process electronically submitted forms and present data to leadership.
• Prepare materials for seasonal staff; create folders, timesheets, and work areas for processing tax returns.

Skills

Data collection

Communication

Office technology

Mail handling

Education

High school or GED

1 year administrative experience

Tools

ITAS

DMS

PSRM

Scanners

Job description

AgencyDept of RevenueDivisionSubmissions ProcessingJob Classification TitleAdministrative Associate II (S)Position Number60082769GradeNC02About UsThe North Carolina Department of Revenue is committed to excellence in tax administration, ensuring secure and efficient collection of revenue to fund vital public services. We are an employer of choice offering excellent benefits, competitive pay, professional development, and career advancement. Our dedicated team provides accurate information, achieves high compliance, and delivers innovative services with integrity and fairness. DOR is an equal opportunity employer hiring qualified candidates regardless of race, color, gender, national origin, religion, age, disability, or political affiliation.Description of Work***PLEASE NOTE: THIS WILL CLOSE AT 11:59 P.M. THE DAY PRIOR TO THE END DATE LISTED ON THIS JOB POSTING***The North Carolina Department of Revenue is recruiting for a Forms Processing Associate in our Submissions Processing Division (SPD). This is an onsite position reporting to NCDOR Headquarters, 501 N. Wilmington Street, Raleigh, NC 27604.The major purpose of this position is the review and preparation of all tax schedules/documents, to process through the scanners and post to Department’s Integrated Tax Administration System (ITAS), Document Management System (DMS) Public Sector Revenue Management System (PSRM).Additional duties include maintaining various inventory reports, secure handling, preparing and destruction of Federal Tax Information or FTI, printing and processing electronically submitted forms and presenting data to leadership as needed. Managing records and returns that have been scanned and are awaiting destruction according to retention schedules. Other duties include the processing of various email queues that include researching and pulling documents (for DMS) to be handled appropriately.This staff member will participate in preparing for seasonal staff by preparing/updating training materials, power-points, securing required supplies, creating folders, timesheets, and preparing work areas for seasonal staff to assist in the processing of tax returns and other documents. Physical requirements include sorting documents, lifting batches of documents weighing up to 25 pounds and placing them on shelves and pushing and pulling hampers/carts weighing up to 500 pounds.This position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice based on seasonality, business conditions, or as required by the agency to fulfill its mission.Time off restrictions during peak periods: mid-end of April and mid-end of October may apply. Adjustments to working hours and possible overtime hours of up to 2 hours Monday-Friday and up to 8 hours on Saturdays during these periods may be required.Knowledge Skills and Abilities/Management PreferencesWorking knowledge of data collection and storage to compile, assimilate, and organize printed and electronic informationExperience with ability to convey information and ideas through a variety of media to individuals or groups including explaining and interpreting inventory reports and correspondencesDemonstrated experience with the utilization of office equipment and other technology (software and systems) to meet work needsExperience with sorting, tubbing, and delivering of mailRecruitment Range: $31,200-$39,000Effective July 1, 2025, candidates now meet the minimum qualifications of a position if they have the minimum education and experience listed from the class specification. The knowledge, skills, and abilities listed in the vacancy announcement should be used as management preferences and be used to screen for the most qualified pool of applicants.COMPENSATION & BENEFITS: The state of North Carolina offers excellent comprehensive benefits. Employees can participate in health insurance options, standard and supplemental retirement plans, and the NCFlex program (numerous high-quality, low-cost benefits on a pre-tax basis).Some highlights include:The best funded pension plan/retirement system in the nation according to Moody’s Investor’s ServiceTwelve paid holidays per yearFourteen vacation days per year which increase as length of service increases and accumulates year-to-yearTwelve sick days/year which are cumulative indefinitelyPaid Parental LeavePersonal Observance Leave and Community Service LeaveLongevity pays lump sum payout yearly based on length of service401K, 457, and 403(b) plansEligibility for the Public Service Loan Forgiveness ProgramThe North Carolina Department of Revenue is committed to excellence in tax administration, ensuring secure and efficient collection of revenue to fund vital public services. We are an employer of choice offering excellent benefits, competitive pay, professional development, and career advancement. Our dedicated team provides accurate information, achieves high compliance, and delivers innovative services with integrity and fairness. DOR is an equal opportunity employer hiring qualified candidates regardless of race, color, gender, national origin, religion, age, disability, or political affiliation.This position is subject to federal and state criminal background checks that may include fingerprinting and verification of tax compliance. \"Tax compliance\" is defined as having filed and paid all North Carolina State taxes owed each year leading up to the current calendar year or currently in a non-delinquent payment status with the State of North Carolina on taxes that are currently owed to the state.To be considered within the most qualified pool of applicants and receive credit for your work history and credentials, you must document all related education and experience on the State of North Carolina application in the appropriate sections of the application form. Any information omitted from the application cannot be considered for qualifying credit.Applicants eligible for veteran's preference should attach a copy of form DD-214.If you have general questions about the application process, you may contact Human Resources at 919-814-1200 or [e-mail] . Individuals with disabilities requiring disability-related accommodations in the interview process, please call the agency ADA Administrator at 984-275-5832.Minimum Education and ExperienceSome state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details.High school or General Educational Development (GED) diploma and one year of administrative experience; or an equivalent combination of education and experience.EEO StatementT he State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices.Recruiter:Cassandra Greenlee CaldwellRecruiter Email:[e-mail]