Role Description The Department of Revenue's (DOR) Compliance Division is looking for an instinctive individual to fill a Revenue Agent 2 (RA2) in-training to a Revenue Agent 2 (RA2) vacancy in Kent, WA. During the first few months, you will receive hands-on training in the office, although telework may also be available. The details will be worked out between you and your supervisor. If hired at the Revenue Agent 2 in-training level, your pay will be within the salary range 45 ($3910.00 - $5241.00). The salary listed for this position does not include the 5% premium pay for positions based in King County. For the next 18 months, you will: - Perfect your communications skills, ability to negotiate, and other investigative methods in resolving revenue collection activities on delinquent accounts. - Provide advice, instruction, and training to a diverse customer base. Other responsibilities include: - Investigating and locating delinquent taxpayers using database searches, the internet, and third party resources. - Taking collection action against non-compliant taxpayers, which can include tax warrants, bank/wage garnishments, and revocation of business registration certificates. - Conducting fieldwork and investigation on delinquent accounts at taxpayer places of business, job sites, and residences. - Continuously recording contact histories and taxpayer information throughout the entire process on appropriate agency systems. - Assisting taxpayers/representatives with business registration, guidance on completing tax returns, and contacting other agencies when appropriate. Qualifications - Communication Skills (Written & Verbal) - Analytical Skills (Research & Investigation) - Knowledge of Laws & Regulations - Interviewing & Negotiation Skills - Attention to Detail - Interpersonal Skills The ideal candidate will possess a combination of knowledge, skills, and abilities below: - Use advanced professional techniques in telephone calls and correspondence to engage with customers and inform them about their outstanding obligations. - Calmly listen, assess, and clarify problems and respond with options to customers who may be confused, upset, or uncooperative. - Analyze data and assess a customer’s ability to resolve outstanding debts. - Research available resources and assets to seize or use as collateral for satisfying outstanding debts. - Apply and interpret RCWs, WACs, WTDs, ETAs, and departmental policies to assist customers and resolve compliance issues. - Educate customers on legal requirements for registration, reporting, and payment to promote compliance. - Use interviewing techniques to gather information from customers. - Negotiate payment plans and evaluate full or partial payment options for satisfying unresolved liabilities. - Review financial records and identify assets that can be seized to satisfy the debt. - Organize and prioritize work, devoting adequate time and attention to individual tasks. - Be approachable, work cooperatively with others, and contribute to group solutions through constructive feedback, ideas, and suggestions. Requirements - Bachelor’s degree involving major study in business administration, accounting, public administration, political science, economics, criminal justice, sociology, psychology, law, or a closely related field. - One year of experience in personal or corporate finance, law enforcement, adjustment of claims, collection of civil debts, or other directly related field. To be considered: - Complete the online application in detail, as it will be used as your initial resume. - Attach a cover letter explaining your knowledge, skills, abilities, and desire for this position. - If you have foreign education credentials, please include the evaluation of U.S. equivalency. - Attach your DD-214, member 4 long form, or your NGB-22 for Veteran's preference. Benefits - Generous benefits package including defined benefit retirement plans. - Health, dental, and vision coverage. - Deferred compensation plans. - Eligibility for student loan forgiveness as a public service employee. Company Description 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 - Veterans This unique culture of respect promotes a professional family of cohesive groups, maximizing potential through opportunity.

• Assist the tax team in gathering, organizing, and reviewing client documents • Input financial data and prepare workpapers for individual and business tax returns • Support the preparation of basic tax returns under supervision • Communicate with clients to request missing information or clarify details • Help implement firm processes such as electronic filing, tax document management, and client onboarding • Participate in training and professional development to prepare for advancement

• Assist with preparation of tax plans for business owners • Review and analyze tax returns (1040, 1065, 1120S, etc.) to identify planning opportunities • Support quarterly planning reviews and implementation steps • Conduct tax research and summarize findings for the advisory team • Prepare client-facing summaries, action items, and follow-up documentation • Coordinate with tax preparation/accounting team to support plan execution • Maintain organized client files and workflow tracking in our systems

Role Description Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients. We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Director is primarily responsible for: - Leading and deepening client relationships - Reviewing and signing income tax returns - Delivering tax projections and analysis for our UHNW clients The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions will include: - Partnering with UHNW clients to identify their tax goals, analyze their tax landscape, and develop recommendations that help them work towards their tax and financial planning objectives. - Communicating complex tax solutions to clients, utilizing interpersonal communication and relationship building skills. - Ensuring client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions. - Reviewing and signing individual, gift, trust, corporate, and partnership tax returns for UHNW clients. - Providing insight on clients’ current entity structures, family businesses, corporate tax issues, and philanthropic strategies. - Researching and analyzing sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences. - Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns. - Working with tax staff to respond to tax notices and review correspondence. - Assisting with the advancement of technical knowledge and mentorship of less experienced tax team members. - All other duties as assigned. Qualifications - Minimum 15+ years of public accounting experience, or equivalent tax experience - Advanced degree or designation required (e.g., CPA or JD, MS/LLM) - Advanced tax code knowledge, application, and accounting skills - Experience with CCH suite, a plus - Highly organized - Ability to communicate concepts to clients and advisors in a concise and understandable fashion - Must be detail-oriented and have excellent time-management skills - Team player, collaborative, and able to work in concert with others - Client-first attitude including a passion for providing an excellent client experience Requirements - Location: Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time), with a preference for West Coast or Mountain. - Work Schedule: Availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. - Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Benefits - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including a full week off at Thanksgiving. - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance