US Claims Officer

Government of the Virgin Islands; Charlotte Amalie (United States Virgin Islands); On-site; USD 55,000 - 75,000; Full time

Job summary

The Government of the Virgin Islands seeks a US Claims Officer to manage the processing of US Claims filed with the Bureau of Internal Revenue (BIR). The role involves preparing refund transmittals, notifying taxpayers, and providing technical guidance on tax forms and programs.

Under the Disclosure Officer's supervision, the officer will also assist taxpayers and coordinate with IRS and BIR personnel, ensuring compliance and efficient case resolution in a government office setting.

Qualifications

• Knowledge of IRS code and BIR policies and procedures.
• Ability to identify and resolve issues related to disclosure and US claims.
• Knowledge of BIR organizational structure, functions and procedures.
• Strong interpersonal skills with emphasis on oral and written communication.

Responsibilities

• Processes US Claims filed at the Bureau of Internal Revenue (BIR).
• Prepares transmittal reports listing refunds due to the Virgin Islands Government.
• Sends notification letters regarding refunds.
• Provides technical assistance during the development or change of tax forms, computer programs.
• Provides taxpayer assistance as required.
• Performs other duties as required or assigned by the Disclosure Officer within scope of enumerated duties.

Skills

IRS knowledge

Analytical thinking

Oral & written communication

Interpersonal skills

Education

Associate degree with accounting credits

High School Diploma + accounting credits

Job description

Under the direct supervision of the Disclosure Officer, the employee works with the collection and deposit section in identifying and preparing US Claims returns for processing. The incumbent reviews tax returns for completeness; corresponds with taxpayer to secure and add missing data and subsequently verifies the amount of the claim. If further investigation is warranted the specific case is then referred to the Disclosure Officer or his/her designee for resolution.

DUTIES (NOT ALL INCLUSIVE)

• Processes US Claims filed at the Bureau of Internal Revenue (BIR).
• Prepares transmittal reports listing refunds due to the Virgin Islands Government.
• Sends notification letters regarding refunds.
• Provides technical assistance during the development or change of tax forms, computer programs.
• Provides taxpayer assistance as required.
• Performs other duties as required or assigned by the Disclosure Officer which are reasonably within the scope of the duties enumerated above.

Associate degree in business administration or related field with six (6) or more credits in accounting and two (2) years experience working in a lower grade related to tax administrative and service.

OR

High School Diploma or its equivalent with six (6) or more credits in business administration or accounting and a minimum of four (4) years experience working in a lower grade related to tax administrative and service.

FACTOR 1 - KNOWLEDGE REQUIRED BY THE POSITION

• Knowledge of Internal Revenue Service (IRS) code and BIR polices and procedures.
• Ability to identify and resolve issues related to disclosure and US claims.
• Knowledge of BIR organizational structure, functions and procedures.
• Possess strong interpersonal skills with emphasis on communication skills both oral and written.

FACTOR 2 - SUPERVISORY CONTROLS

The US Claims Officer receives general supervision from the Disclosure Officer who defines the objectives, priorities and deadlines for this position. The US Claims Officer is expected to work with minimal supervision.

FACTOR 3 - GUIDELINES

The guidelines used by the US Claims Officer include the Internal Revenue Code, Federal Tax regulations, and other local tax regulations. The guidelines consist of pre-determined on-the-job procedures and manuals. Judgment must be used in interpreting and applying guidelines. Guidelines are applicable in every situation.Ingenuity, resourcefulness, good judgment and strong leadership are required to resolve some of the issues that will arise.

FACTOR 4 - COMPLEXITY

The job requires the ability to manage multiple priorities.The US Claims Officer must meet established goals and targets. This position requires the ability to work with IRS Service Center attorneys, the general public and senior level government officials.

FACTOR 5 - SCOPE AND EFFECT

The scope of the work affects the entire BIR.

FACTOR 6 - PERSONAL CONTACTS

The US Claims Officer interacts with personnel of BIR, government agencies and the IRS.

FACTOR 7 - PURPOSE OF CONTACTS

Contacts are made in person, through phone calls to receive and disseminate information for the Disclosure Office.

FACTOR 8 - PHYSICAL DEMANDS

There are no physical demands. The job is primarily sedentary in nature.

FACTOR 9 - WORK ENVIRONMENT

The work environment is within an office setting.There are no risks or discomforts associated with this position.