Forms Processing Associate

Revenue; Raleigh (NC); On-site; USD 31,000 - 39,000; Full time

Benefits offered by this job

Health insurance options

Retirement plans

Twelve paid holidays per year

Fourteen vacation days per year

Twelve sick days per year

Paid Parental Leave

Personal Observance Leave

Public Service Loan Forgiveness

Job summary

The North Carolina Department of Revenue is seeking an Administrative Associate II (S) for the Submissions Processing Division in Raleigh. The role focuses on reviewing and preparing tax schedules/documents for scanning, posting to ITAS and related systems, and maintaining secure handling of information.

On-site position with seasonal adjustments and training material preparation; requires ability to lift and move documents and work with various records management processes.

Qualifications

• Experience with data collection and storage to compile, assimilate, and organize printed and electronic information.
• Ability to convey information and ideas through a variety of media to individuals or groups, including inventory reports.
• Experience with office equipment and technology to meet work needs.
• Experience with sorting, tubbing, and delivering mail.

Responsibilities

• Review and preparation of tax schedules and documents for scanning and posting.
• Process forms through scanners and post to ITAS, DMS, PSRM systems.
• Maintain inventory reports and securely handle Federal Tax Information (FTI).
• Prepare for seasonal staff by updating training materials and organizing work areas.

Skills

Data organization

Written and verbal communication

Inventory management

Mail handling

Explain and interpret reports

Education

High school diploma or GED

Tools

ITAS

DMS

PSRM

Job description

Agency Dept of Revenue Division Submissions Processing Job Classification Title Administrative Associate II (S)

Position Number 60082769 Grade NC02

About Us

The 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 Preferences

Working knowledge of data collection and storage to compile, assimilate, and organize printed and electronic information. Experience with ability to convey information and ideas through a variety of media to individuals or groups including explaining and interpreting inventory reports and correspondences. Demonstrated experience with the utilization of office equipment and other technology (software and systems) to meet work needs. Experience with sorting, tubbing, and delivering of mail.

Recruitment Range

$31,200-$39,000 Effective 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).
• The best funded pension plan/retirement system in the nation according to Moody’s Investor’s Service
• Twelve paid holidays per year
• Fourteen vacation days per year which increase as length of service increases and accumulates year-to-year
• Twelve sick days/year which are cumulative indefinitely
• Paid Parental Leave
• Personal Observance Leave and Community Service Leave
• Longevity pays lump sum payout yearly based on length of service
• 401K, 457, and 403(b) plans
• Eligibility for the Public Service Loan Forgiveness Program

Employment Conditions

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.

Minimum Education and Experience

• High school or General Educational Development (GED) diploma and one year of administrative experience; or an equivalent combination of education and experience.

EEO Statement

The 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.

Why Join Us

North Carolina State Government is one of the state’s largest employers, with over 76,000 employees all working toward a common goal: a safer and stronger North Carolina. We are a large organization comprised of various agencies, offices, and universities, each providing important public services. Eligible state employees are entitled to comprehensive benefits, including a variety of leave options, professional development opportunities, insurance, and more. Permanent, temporary, and time-limited state government jobs can be found from the mountains to the coast.

Closing Information

All job postings close at 11:59pm the night before the End Date on the posting.