Senior Public Benefits Advisor

1 week ago

Olympia, Washington, United States Washington State Department of Revenue Full time

Position Overview

The Washington State Department of Revenue is seeking a Public Benefits Specialist 3. This role acts as a primary liaison for the Working Families Tax Credit within the Tax Credit Administration Unit. The primary responsibility of the Tax Credit Administration Unit is to evaluate and process applications for the Working Families Tax Credit, ensuring that applicants receive the appropriate refund amounts. Additionally, this position is committed to educating and guiding applicants on the eligibility criteria for the benefit.

The organization fosters a dynamic learning environment that promotes a healthy work-life balance, supported by exceptional leadership and a team of skilled colleagues dedicated to achieving the agency's objectives. We value diverse perspectives and experiences, employing individuals from various backgrounds, including people of color, immigrants, refugees, LGBTQ+, individuals with disabilities, and veterans. This inclusive culture of respect encourages a professional community of collaborative groups that maximize potential through opportunity. We provide a comprehensive benefits package that includes defined benefit retirement plans, health, dental, and vision coverage, and deferred compensation plans.

Key Responsibilities

In this role, you will:

  • Deliver direct customer service via phone and in-person interactions for all clients.
  • Assess eligibility for the Working Families Tax Credit by reviewing applications, verifying supporting documentation, and gathering necessary information from applicants and/or third parties.
  • Make final eligibility determinations based on the information collected.
  • Process applications submitted in person, online, and via mail.
  • Identify applications that may contain inaccuracies and require further validation through a desk review.

You may also have opportunities to engage in ongoing education and special projects.

Required Qualifications

Candidates must have:
9 months of experience as a Public Benefits Specialist 2

OR

A Bachelor's degree in social services, business administration, or a related field AND one year of experience in examining or processing loan applications, medical insurance claims, unemployment insurance claims, or roles providing support in financial eligibility determinations, or in positions analyzing, verifying, and evaluating financial or tax data.

OR

An Associate degree AND three years of experience in similar roles as mentioned above.

Equivalent education/experience will be considered on a year-for-year basis for educational requirements.

This position offers flexible remote work options; however, the official duty station is designated, and the successful candidate must be willing to travel as operational needs arise. Details regarding teleworking arrangements can be discussed during the interview process.

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