Tax specialist trainee account processing agent trainee

Full job description

The Illinois Department of Revenue (IDOR) is seeking to hire interested and qualified candidates to the Revenue Tax Specialist (RTS) Trainee position, a position with semi-automatic advancements to higher titles within the series as well as additional advancement opportunities beyond that. A majority of the workforce within IDOR is comprised of those in the RTS title, a specialized class of employees trained by the Department to ensure the proper collection and processing of billions of taxpayer dollars that help keep the state running. The journey of an RTS starts in the Trainee position. As a Trainee, you will receive on-the-job training and mentoring on tax laws, rules, regulations, policies/procedures, and research methods related to various tax types administered by the Department. Following successful completion of a 12-month Trainee Period, you will be promoted to the RTS I position. The job duties for RTS I positions throughout the Department are varied and may involve the processing and technical analysis of original, amended, and audit returns; refund claims; claims for credit; protest requests; and license/certificate renewals with a high degree of accuracy. IDOR is looking for individuals who are eager to learn about a variety of Illinois taxes, can easily transition from one task to another, have the ability to accurately follow procedures, and possess excellent communication and computer skills. No prior knowledge of or experience with taxes required; we will train you!

The benefits of working at Department of Revenue include a 37 ½ hour work week, a generous salary and benefits package (paid time off for vacation, sick, or personal leave, thirteen holidays) pension and other retirement benefits, tuition reimbursement, and insurance eligibility on day one (medical, dental, vision, and life).

The Illinois Department of Revenue (IDOR) administers Illinois tax laws and collects taxes in a fair, consistent, and efficient manner to provide accurate, timely, and reliable funding and information to state and local constituents. By using best practices, IDOR strives to continuously innovate and increase accuracy, efficiency, and productivity in all areas of operations and tax administration, thereby earning respect, delivering value, and being a trusted source of information.

IDOR is a professional-minded governmental entity that values its employees and invests in their success through training and engagement. IDOR values diversity, both culturally and professionally, and believes it can foster a more productive work environment best suited for serving the citizens and taxpayers of Illinois.

Please Note: The anticipated start date for this position is September 2 or October 16.

Agency : Department of Revenue

Closing Date/Time: 06/20/2024 11:59pm

Salary: $4,096-$5,464/monthly - Effective 7/1/24 (Anticipated Salary for Non-State $4,096)

Job Type: Salaried/Full Time

County: Sangamon

Number of Vacancies: 50

Plan/BU: RC062

This position is a union position; therefore, provisions of the relevant collective bargaining agreement/labor contract apply to the filling of this position.

All applicants who want to be considered for this position MUST apply electronically through the illinois.jobs2web.com website. State of Illinois employees should click the link near the top left to apply through the SuccessFactors employee career portal.

Applications submitted via email or any paper manner (mail, fax, hand delivery) will not be considered.

Posting Identification Number 38347

Essential Functions

• Under immediate supervision, for a period of six (6) to twelve (12) months, in a controlled environment, receives a combination of classroom and on-the-job training relative to tax laws, rules, regulations, policies and procedures, research methods, communication skills and computer usage/concepts.
• Receives and completes assignments of a routine and progressively more involved nature in specific phases of the tax examining processing in accordance with established rules, policies and procedures, including but not limited to the review and examination of all types of taxes to verify that all necessary data has been entered on returns and the validity of deductions taken.
• Receives classroom and extensive on-the-job training regarding telephone usage, skills and etiquette to promote effective and efficient communication with taxpayers and/or their representatives.
• Receives on-the-job training on computer usage and system applications in order for trainees to input corrective adjustment commands, initiate correspondence to taxpayers and perform various research functions to resolve taxpayer accounts and/or to answer taxpayer inquiries.
• Receives basic technical training in specialized operations to enable the Trainee to assist group leaders and/or supervisors in priority situations.
• Contacts, and/or initiates correspondence to taxpayers and/or service agencies advising of errors and necessary corrective action, requesting clarification of tax reporting information, and providing information and assistance to Illinois and out-of-state taxpayers, their representatives and other IDOR personnel by telephone, personal contact and correspondence on all matters relating to the tax processes.
• Performs other duties as required or assigned which are reasonably within the scope of duties enumerated above.

Minimum Qualifications

• Requires knowledge, skill and mental development equivalent to the completion of four years of college. -OR- Four years of work experience providing tax related support functions within a program area with at the Illinois Department of Revenue.

Qualifying state employees in the employee Upward Mobility Program, may complete combinations of specific proficiency tests and training programs leading to a certificate of proficiency in lieu of the stated requirements for this class.

Conditions of Employment

• Requires the ability to successfully complete a fingerprint-based background check and tax clearance.
• This position is considered medium work as defined by the U.S. Department of Labor (20 CFR 404.1567(c)). Medium work involves lifting no more than 50 pounds at a time with frequent lifting or carrying of objects weighing up to 25 pounds.
• Requires the ability to use and secure a state issued mobile device, e.g., cellular phone, laptop computer, tablet, etc.
• The conditions of employment listed here are incorporated and related to any of the job duties as listed in the job description.

Please Note: The anticipated start date for this position is September 2 or October 16.

Work Hours: 8:00am-4:30pm OR 7:45am-4:15pm (hours vary depending on division), Monday-Friday

Work Location: IL Department of Revenue

Account Processing Administration

101 W Jefferson St, Springfield, Illinois, 62702

Agency Contact:

Illinois Department of Revenue - Human Resources

Willard Ice Building, 101 W Jefferson St, WIB Mail Code 5-110, Springfield, IL 62702

PHONE-

Posting Group: Legal, Audit & Compliance

This title is within the Upward Mobility Program. General Program information can be found by clicking on the Upward Mobility Program link or for specific title information at UMP Title Descriptions. There are three categories of UMP titles: 1) certificate titles which require passing a written proficiency exam; 2) credential titles which require the possession of a specified college degree and/or licensure; and 3) dual titles for which a certificate may be earned by following either the certificate or credential pathway.

This position DOES NOT contain “Specialized Skills” (as that term is used in CBAs).

APPLICATION INSTRUCTIONS

Use the “Apply” button at the top right or bottom right of this posting to begin the application process.

If you are not already signed in, you will be prompted to do so.

State employees should sign in to the career portal for State of Illinois employees – a link is available at the top left of the Illinois.jobs2web.com homepage in the blue ribbon.

Non-State employees should log in on the using the “View Profile” link in the top right of the Illinois.jobs2web.com homepage in the blue ribbon. If you have never before signed in, you will be prompted to create an account.

If you have questions about how to apply, please see the following resources:

State employees: Log in to the career portal for State employees and review the Internal Candidate Application Job Aid

Non-State employees: on Illinois.jobs2web.com – click “Application Procedures” in the footer of every page of the website.

We recommend a copy of your resume be included with the application.

The main form of communication will be through email. Please check your “junk mail”, “spam”, or “other” folder for communication(s) regarding any submitted application(s). You may receive emails from the following addresses:

Tracking #s 36293-36339