GP Reporting Specialist

State of Oklahoma; Oklahoma; Hybrid; USD 51,000 - 63,000; Full time

Job summary

The Oklahoma Tax Commission is seeking a Specialist in the Business Tax Services Division to perform routine audits, reviews, or investigations and contribute to complex audits or investigations.

The role involves planning, evaluating financial controls, preparing audit reports, and advising on compliance with laws and standards. Remote work options may apply; travel is not required.

Qualifications

• Bachelor’s degree in accounting or related field required.
• Experience substituted for education per policy may apply.
• CPA or business tax background preferred.

Responsibilities

• Assist taxpayers with proper formatting and submission of monthly production return.
• Review monthly production reports to validate exemptions and price changes.
• Redirect remittance and credits to correct production periods.
• Explain penalties and interest to taxpayers.
• Prepare memos and taxpayer correspondence explaining procedures and laws.
• Communicate with taxpayers and staff by email, phone, and in person.
• Complete items to meet production and accuracy standards.
• Review records, identify deficiencies, and advise on compliance.

Skills

Attention to detail

Interpersonal skills

Written and verbal communication

Active listening

Exceptional attention to detail

Education

Bachelor’s degree in accounting, finance, business or public administration

Tools

Accounting software

Job description

695 OKLAHOMA TAX COMMISSION

Gross Production

Compensation

Salary - $ 57,060

Contract

Full time

Regular

Job Summary

The Specialist supports the Business Tax Services Division by performing various routine audits, reviews, or investigations. This may include independent responsibility for conducting audits of various functions or activities or serving as a member of an audit team in completing more complex audits or special investigations.

The Specialist is involved in conducting professional operational reviews, audits, or special investigations to determine compliance with laws and regulations, generally accepted accounting procedures, financial accountability standards or other requirements. This includes scheduling, planning, and conducting required audits, reviewing required accounting records or other business documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing audit reports and supporting documents.

Duties and Responsibilities

• Assist taxpayers with proper formatting and submission of their monthly production return.
• Review monthly production reports to validate variable exemptions, price changes, and prior period adjustments made by the taxpayer.
• Redirect monthly remittance and credits to the appropriate gross production periods to ensure the taxpayer’s account reflects the correct balance.
• Assist taxpayers with understanding penalties and interest associated with their filings.
• Prepares memos and taxpayer correspondence in a manner sufficient to convey procedures, laws, and regulations.
• Assists taxpayers, legal representatives, internal and external personnel in a professional manner by email, telephone, and in person
• Completes assigned work items in order to meet section production and accuracy standards.
• Resolves complex and non-complex business tax issues.
• Uses proper resources to find solutions and responds in a timely manner.
• Reviews financial records and other business records; identifies deficiencies; provides advice on requirements for compliance with existing laws, policies, and standards.
• Prepares audit reports; makes recommendations concerning changes in policies or operating procedures.
• Performs special investigations as assigned.
• Additional duties as assigned

Complexity of Knowledge, Skills, And Abilities

Knowledge of

• Generally accepted accounting principles and practices
• Auditing theories and techniques
• Financial statements, ledgers, journals, and reports
• Analytical principles
• Modern office methods and procedures, including computer technology related to accounting systems.

Skills in

• Attention to detail
• Interpersonal skills
• Written and verbal communication
• Active listening
• Exceptional attention to detail

Ability to

• Review and analyze accounting records and business practices
• Prepare audit reports and recommendations
• Establish and maintain effective working relationships with others
• Communicate effectively

Minimum Qualifications

• A bachelor’s degree in accounting, finance, business or public administration, or closely related field
• Each year of relevant experience may be substituted for each year of required education.

Preferred Qualifications

Preference may be given to candidates who have completed a CPA certification or have a background in business taxes.

Physical Demands

Ability to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator, and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level.

Special Requirements

Travel is not required. Oklahoma Tax Commission’s normal work hours are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility based on the needs of the agency. Telework may be required based on the needs of the agency, division, and section. If applicable, applicant must be willing and able to work BOTH on-site and telework at an off-site location, generally in the applicant’s home. Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours. This position has access to Federal Tax Information (FTI) and is required to uphold the strictest standards of confidentiality as an essential part of its job responsibilities. This includes safeguarding all tax information obtained from records, files, tax returns, and departmental investigations, whether in paper, electronic, or verbal form. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. All offers of employment will be contingent upon successful completion of a fingerprint-based background check, reference check and federal and state tax compliance check.

Equal Opportunity Employment

The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.