Posted 5d ago

Taxpayer Information Specialist 2

@ State of Arizona
Tucson, Arizona, United States
$16/hrOnsiteFull Time
Responsibilities:Provide information, Document interactions, Escalate inquiries
Requirements Summary:Provide first-tier taxpayer information, handle inquiries, and perform administrative support in a full-time office role; requires customer service experience and ability to work in a fast-paced environment; bilingual English and Spanish preferred.
Technical Tools Mentioned:MS Office, Google Suite, Windows, Outlook, Excel, Gmail, Docs, Sheets
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Job Description

DEPARTMENT OF REVENUE


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







TAXPAYER INFORMATION SPECIALIST 2






Job Location:





Division of Taxpayer Services


400 W Congress Street, Tucson, AZ 85701







Posting Details:





Salary: 16.35 Hourly 


Grade: 15


Closing Date: 5/10/26







Job Summary:





The Taxpayer Information Specialist 2 will represent the Taxpayer Information & Assistance SRO Team by serving as the first-tier customer service representative for both in-person and online taxpayers. This role will be responsible for providing basic and accurate information to taxpayer inquiries and/or triaging taxpayers to senior team members for assistance. This role will also provide administrative support to the senior team members by receiving, sorting, distributing and/or scanning documents to the team.


This position will be full-time in office.







Job Duties:





Service Delivery



  • Provides basic, first-tier information to in-person taxpayers and emails

  • Documents taxpayer interactions and/or transactions, and records details of inquiries, complaints or comments, and any actions taken

  • Refers unresolved customer grievances or inquiries and escalates second/third-tier taxpayer inquiries and grievances to senior team members

  • Educating taxpayers in registration and use of department’s business website


Administrative/Office Support



  • Receives, sorts, and distributes/scans daily deliveries to senior team members

  • Coordinates lobby traffic by checking in new employees for taxpayer information and assistance teams.


Taxpayer Information and Assistance Processing



  • Assist senior team members and leadership with facilitating the processing of taxpayer correspondence and forms to include:

  • Process forms requests received through Forms Request emails and Web tickets

  • Process taxpayer letter requests received from senior team members (type, print, mail)

  • Retrieve, count and scan/assign taxpayer correspondence cases to senior team members


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.







Knowledge, Skills & Abilities (KSAs):





Knowledge/Understanding



  • Knowledge of principles and processes for providing customer and personal services

  • Basic knowledge of state tax statutes, laws, regulations, rules, and policies


Skills



  • Strong verbal, written, and active listening skills

  • Strong customer service skills to include conflict de-escalation and resolution techniques

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

  • Keyboarding/typing at least 40 wpm and 10-key skills

  • 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

  • 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 primarily in-office with occasionally remote work opportunities

  • 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 understand and solve problems by applying basic 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







Selective Preference(s):





The ideal candidate will possess:



  • Any combination that meets the knowledge, skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a High School Diploma (HSD) or General Education Degree (GED), coursework, training, and work experience relevant to the assignment.

  • Minimum of six months related experience

  • Experience working in a high production environment

  • Previous experience with Continuous Improvement, Six Sigma and/or Lean

  • Previous experience in customer service emphasizing on professionally and courteously serving customers in a fast paced environment

  • Bilingual in English and Spanish







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


If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver’s License Requirements.


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:



  • Affordable medical, dental, life, and short-term disability insurance plans

  • Participation in the Arizona State Retirement System (ASRS) and long-term disability plans

  • 10 paid holidays per year

  • Vacation time accrued at 4.00 hours bi-weekly for the first 3 years

  • Sick time accrued at 3.70 hours bi-weekly

  • Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).

  • Deferred compensation plan

  • Wellness plans

  • Tuition Reimbursement

  • Stipend Opportunities

  • Infant at Work Program

  • Rideshare and Public Transit Subsidy

  • Career Advancement & Employee Development Opportunities

  • Flexible schedules to create a work/life balance

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


By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.


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







Retirement:





State employees are required to participate in the Arizona State Retirement System (ASRS).
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:





If you have any questions, need assistance, or would like to request a reasonable accommodation, please contact the ADOR Talent Team at [email protected].

*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.