Unclaimed Property Specialist 2

ARIZONA DEPARTMENT OF REVENUE

Funding Arizona’s future through excellence in innovation, exceptional customer service and public servant-led continuous improvement.

All Arizona State employees operate within the Arizona Management System (AMS), an intentional, results-driven approach for doing the work of state government. Our goal is for every ADOR team member to reflect on individual and team performance, reduce waste, and commit to continuous improvement with sustainable progress. Through AMS, every ADOR team member seeks to understand customer needs, identify problems, improve processes, and measure results.

Unclaimed Property Specialist 2

Job Location:

Address: 1600 W. Monroe Street, Phoenix, AZ 85007

This position may be available to work a hybrid work schedule, which would consist of one to two (1-2) days of in-office presence and three to four (3-4) days of remote based work within Arizona. This schedule is based upon the department's business needs and continual meeting of expected performance measures.

Posting Details:

Salary: $19.7116/hour (annualized at $41,000) 

Grade: 17

Closing Date: Open Until Filled

Job Summary:

The Unclaimed Property Specialist 2 is responsible for reviewing, investigating, and processing unclaimed property claims. This role researches and analyzes applicable State laws, statutes, rules, regulations, policies, and procedures, in addition to utilizing investigative tools of miscellaneous records, to advise the Unclaimed Property Specialist 3’s and management on the determination and outcome of claims.

Job Duties:

Claims Review and Investigations

• Completes unclaimed property claims reviews and investigations and to advise Unclaimed Property Specialist 3’s and management on claims determinations and outcomes

• Researches and analyzes applicable State laws, statutes, rules, regulations, policies, and procedures regarding unclaimed property, probate, and domestic relations matters

• Utilizes investigative tools to review public, court, real property, vital statistic, corporate, and other miscellaneous records

Service Delivery

• Communicates information to claimants and property holders of the determined ownership of unclaimed property in and accurate and professional manner

• Writes correspondences, including requests for evidence, formal decision notices, and explanations of policies, procedures, and practices to claimants

• Conducts initial and follow-up claimant interviews and investigations, primarily through phone but sometimes in-person,  to elicit information to assist with claim determinations 

• Resolves routine issues and complaints from claimants

Agency/Department Compliance & Continuous Improvement

• Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as: self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.

• Actively contributes to team and individual effectiveness through the following: -

  • Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated

  • Completes all required training in a timely manner.

  • Participates in assigned work teams as appropriate.

  • May complete periodic metrics, projects, huddle boards and reports as requested. 

  • Prepares for and actively participates in 1:1 coaching with supervisor

• Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement, and engages in continuous improvement efforts as assigned.

Job Requirements:

Education & Experience

• Any combination that meets the knowledge, skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a relevant degree from an accredited college or university such as Associate’s Degree (e.g., A.A.), training, coursework, and work experience relevant to the assignment.

• Minimum of one year experience with unclaimed property and/or claims/audit related work

Licenses & Certifications

None

Knowledge/Understanding

• Basic knowledge of Federal and State laws, statutes, rules, regulations, policies, and procedures regarding unclaimed property, probate, and domestic relations matters

• Basic knowledge of Federal and State laws, statutes, rules, regulations, policies, and procedures regulating confidentiality requirements

• Basic knowledge of investigative and research techniques

• Basic knowledge of all required supporting documentation necessary to make unclaimed property claims determinations

Skills

• Effective verbal, written, and active listening skills

• Strong customer service skills to service taxpayers in a courteous and professional manner

• Effective interpersonal skills and demeanor

• Effective organization and time management skills with the ability to make measurable progress on several tasks simultaneously and work in high-pressure situations

• Strong mathematical skills such as addition, subtraction, multiplication, division, percentage, and averages

• Proficient in the use of a PC in a Windows environment; in the use of the Internet; in the use of MS Office Applications such as Outlook, Word and Excel; and in the use of Google Suite applications such as Gmail, Sheets, Docs, and Drive

Abilities

• Ability to clear a comprehensive background and clearance process that includes an Arizona tax compliance verification, and a criminal background check through the FBI via level one fingerprint clearance through the Arizona Department of Public Safety

• Ability to work with a high degree of autonomy and also participate collaboratively as part of a team

• Ability to work in a confidential manner, ensuring information is shared with internal and external individuals in an appropriate manner 

• Ability to convey unclaimed property related terminology and information in layman's terms

• Ability to understand and solve problems by applying intermediate analytical skills to include collecting all the relevant information and data needed to address the problem; organizing, classifying and synthesizing the data into fundamental issues; from the information, identifying the most probable causes of the problem; reducing the information down into manageable components; identifying the logical outcomes from the analyses of the data collected; and, identifying the options and solutions for addressing the problems analyzed

• Ability to learn and apply LEAN concepts, principles, and tools

• Willingness and ability to embody ADOR’s core values of Do the Right Thing, Commit to Excellence, and Care About One Another

Additional Job Demands

• In the course of performing the essential duties one must be able to exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.

• No substantial exposure to adverse environmental conditions (such as in typical office or administrative work.)

Selective Preference(s):

Associate's Degree in Business, Public Administration, or a related field

Pre-Employment Requirements:

The final candidate will be required to abide by the the following pre-employment checks:
-Employment Verification and Reference Checks
-State and Federal Criminal Background Check, including fingerprinting
-Arizona Tax Filing Records Check
-If applicable, ASEDRA Authorized Driver Identification Check

All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).

Benefits:

The State of Arizona provides a world class comprehensive benefits package including:
-Paid time off for holidays, sick days, annual leave, military leave, bereavement leave, and civic duty leave
-Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
-A robust and affordable insurance plan that includes medical, dental, vision, life insurance, short-term, and long-term disability options.
-Higher education discounts for State employees and tuition reimbursement up to $5,250 per fiscal year, available to seek further career advancement or certification in Continuing Professional Education.
-Work-life balance and additional options for life betterment such as the Infant at Work Program, State Wellness Program, Public Transit Discounts, Alternate Work Schedules, and Telework opportunities.

Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page

Retirement:

Top ranked Arizona State Retirement System (ASRS) provides 100% employer matched contributions (enrollment eligibility will be effective after 27 weeks of State employment). ASRS provides a lifelong benefit based on years of service earned, or worked, and your ending salary. Learn more about ASRS at: https://www.azasrs.gov/content/new-and-prospective-members.

Contact Us:

The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer. If you have any questions, need assistance, or would like to request a reasonable accommodation, please contact the ADOR Talent Team at talentgroup@azdor.gov.

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