What are the responsibilities and job description for the Excise Tax Examiner 2, In-training - UCP Desk Examiner position at State of Washington Dept. of Revenue?
Description
The Department of Revenue’s Unclaimed Property Holder Services team has an exciting opportunity for an Excise Tax Examiner 2, In-training position within the Taxpayer Account Administration (TAA) division in Tumwater, WA. Make a difference, join our team!
Revenue is a dynamic learning organization where you will experience a remarkable work-life balance, with amazing leadership and talented co-workers ready and focused to achieve the agency's goals. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds including people of color, immigrants, refugees, LGBTQ , people with disabilities, and veterans. This unique culture of respect promotes a professional family of cohesive groups maximizing potential through opportunity. We offer a generous benefits package that includes defined benefit retirement plans; health, dental and vision coverage, deferred compensation plans, and as a public service employee, you may also be eligible for student loan forgiveness.
Visit these links to watch our recruitment video to find out more about our agency and see what our employees say about why Revenue is a great place to work.
The hiring manager may start screening applicants as early as May 6, 2026, and make a hiring decision at any time after. It will be to your advantage to submit materials as soon as possible.
Taxpayer Account Administration (TAA) is a division of Revenue that administers many programs including forest excise tax, fish tax, cigarette and other tobacco products taxes, local sales tax, tax incentives, and reseller permits. Additionally, the division is responsible for the distribution of state and local taxes, ensuring compliance with the Revised Uniform Unclaimed Property Act, and returning unclaimed property (UCP) to the rightful owners. This is an opportunity to work with supportive teams: we value the open exchange of ideas and information, work together to solve problems, and continuously seek ways to enhance usability and improve customer service. We believe the success of one is key to the success of all and strive to ensure a cooperative and supportive environment. You can expect:
- Getting work done accurately.
- Working efficiently.
- Sharing new ideas.
- Being kind.
We invite you to review the opportunity details below and forward this message to others you feel may be qualified.
Duties
The Unclaimed Property program currently holds over $2.1 billion in unclaimed property. The team is dedicated to reuniting property and assets with its rightful owners or their heirs. Unclaimed property means monetary assets or tangible property held by an organization that has lost contact with the owner for an extended period. At that point, the property is considered lost, forgotten, or abandoned, and turned over to the Unclaimed Property program.
As a part of this team, you will conduct first level examinations and accounting functions including proper identification, reporting, collection, and distribution of unclaimed property. The reconciliation of unclaimed property reports, processing penalty waivers, reviewing refund and extension requests, applying payments, and setting up accounts are also duties associated with this position. Here are some other functions you can expect:
- Balancing electronic reports/files using the unclaimed property computer systems.
- Providing direct customer service for the Unclaimed Property Section; primarily responsible for answering calls in the Holder Queue.
- Process holder requests including penalty waiver and refund requests.
- Opening and setting up new holder accounts while maintaining existing accounts.
- Assisting with the Safe Deposit Box inventory process.
If hired at the Excise Tax Examiner 2, in-training level, your pay will be within the salary range 40 ($3,477.00 - $4,632.00).
If hired at the Excise Tax Examiner 2 level, your pay will be within the salary range 49 ($4,299.00 - $5,783.00).
If you are not familiar with how our in-training works, here is a simple breakdown. After being selected, a detailed in-training plan will help you navigate through the program successfully. For the next 6 months, you will perfect your skills in communication and examining, reconciling, and processing financial data. You will also provide advice, instruction, and training to a diverse customer base.
Excise Tax Examiner 2s - In-training are paid at the range of the Excise Tax Examiner 1 during training. Once they finish their training, they must meet training requirements of quality and quantity. Once they complete their training plan, they promote to an Excise Tax Examiner 2 (ETE2). Once an ETE2, the employee will serve a six-month trial service.
Qualifications
An individual applying for this position may demonstrate some or all of the following competencies, and we encourage applicants with varied backgrounds apply:
Proven ability to apply state and federal laws, rules, and policies relevant to Unclaimed Property
Including demonstrated experience accurately applying RCW 63.30, estate law concepts, legal definitions (e.g., POA, UGMA, ITF, POD), and business entity structures (corporations, LLCs, partnerships) to resolve claims, reconcile accounts, or determine compliance.
Demonstrated skill in examining, reconciling, and processing financial data
Including experience performing mathematical calculations for distributions, reviewing stock and dividend activity, validating assessments, reconciling holder reports, handling multiple account types, and researching discrepancies using electronic systems.
Progressive experience using specialized systems and databases to conduct research and process work
Demonstrated ability to navigate and accurately use KAPS, ATLAS, OnBase, online court records, brokerage platforms, or other financial/claims processing systems to evaluate claims or reports.
Proven customer service experience involving sensitive or complex financial or legal issues
Demonstrated skill communicating technical information, educating claimants or holders, de-escalating situations, and providing clear written and verbal guidance to resolve issues.
Demonstrated ability to produce accurate, high-volume work in a fast-paced environment
Including experience managing large workloads, adhering to deadlines, organizing tasks independently, handling interruptions, and meeting performance expectations with consistent accuracy.
Proven written and verbal communication skills for technical, legal, or financial subject matter
Demonstrated ability to write clear instructions, document case decisions, respond to inquiries, prepare correspondence, and interview customers or stakeholders to gather required information.
Demonstrated ability to follow established procedures while exercising independent judgment
Including experience interpreting policy, determining appropriate actions when guidance is incomplete, and making case-by-case decisions within established rules and legal frameworks.
Demonstrated ability to work collaboratively and professionally under general supervision
Including experience participating in routine operational workflows, interacting with the public, holders, auditors, internal staff, and other agencies to accomplish work outcomes.
Proven ability to manage tasks requiring careful handling, inventory, or chain of custody procedures
Including experience working with valuables, tangible property, safe deposit box contents, or dual-control environments that require accuracy, documentation, and adherence to security protocols.
The ability to take action to learn and grow:
Curious about themselves and others, take responsibility for knowing their own strengths and weaknesses, and use their learning to make government programs and processes more efficient and effective to serve all in Washington.
The ability to take action to meet the needs of others:
Flexible, adaptable, customer-service focused, and willing and able to empathetically respond to the unique needs of the people they work with and serve.
Uses an equity & inclusive approach:
Actively seeks to understand and appreciate the diverse backgrounds, perspectives, and experiences of colleagues, customers, and communities. Encourages an inclusive culture where everyone feels valued and respected. Uses an equity lens that applies an objective perspective to daily work by considering impacts on the people we serve, particularly marginalized groups by actively identifying and removing inequitable barriers.
Preference may be granted to candidates who possess relevant education and/or professional experience in accounting, finance, compliance, or tax administration Including one or more of the following:
- One year of experience as an Excise Tax Examiner 1 or equivalent experience performing similar duties
- A Bachelor’s degree with major study in business administration, public administration, accounting, finance, or a closely related field, and one year of professional experience in accounting, auditing, bookkeeping, banking, compliance, or tax administration
- Four years of progressive professional experience in accounting, auditing, bookkeeping, banking, compliance, or tax administration
- Completion of at least 6 semester (9 quarter) hours of coursework in accounting, business law, money and banking, finance, or closely related subjects
This position functions within a fast-paced, complex environment within which accuracy, timeliness, and communication are essential. Throughout our selection process, we will also be evaluating candidates who clearly demonstrate the behavioral attributes and skills to be successful in this environment.
To be considered:
- Please complete your online profile in detail.
- Attach a resume detailing your work experience.
- Please attach a letter of interest, describing your specific qualifications for this position.
*Note - Incomplete applications and applications received without requested attachments may be disqualified.*
To take advantage of Veteran's preference, please attach your DD-214, member 4 long form, or your NGB-22. Please blackout your social security number and date of birth before attaching.
Questions?
Hello, my name is Lance, and I will be assisting with this announcement. As a 20-year Department of Revenue employee, I understand the importance of finding a rewarding career with a work-life balance. At Revenue, we pride ourselves in connecting talented individuals with opportunity and would like to answer any questions you have.
Please contact any part of the Staffing team at Jobs@dor.wa.gov or give me a call (360) 704-5725.
Supplemental Information
The Human Resource Division may use referrals from this recruitment to help fill future similar vacancies for up to six months.
This position is covered by a collective bargaining agreement between the Department of Revenue and the Washington Public Employees Association (WPEA).
Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position.
The Department of Revenue is proud to be an equal opportunity employer. We embrace diversity and offer a respectful, inclusive culture for people with disabilities, as well as members of all protected groups and statuses. We encourage you to apply.
If you need help during the application process, please call the Human Resources Office at 360-704-5731. Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7-1-1 or 1-800-833-6388.
This position is covered by a collective bargaining agreement between the Department of Revenue and the Washington Public Employees Association (WPEA).
Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position.
The Department of Revenue is proud to be an equal opportunity employer. We embrace diversity and offer a respectful, inclusive culture for people with disabilities, as well as members of all protected groups and statuses. We encourage you to apply.
If you need help during the application process, please call the Human Resources Office at 360-704-5731. Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7-1-1 or 1-800-833-6388.
Salary : $3,477 - $4,632