Customer Service Specialist Trainee (revenue TAX Specialist Trainee) UMP

Customer Service Specialist Trainee (Revenue Tax Specialist Trainee) UMP

We continually strive for a workforce that reflects the growing diversity within the State of Illinois. A variety of employee backgrounds, perspectives, ideas and experiences are crucial to our ability to most effectively serve the public. Bilingual skills welcome.

The State of Illinois is committed to working with and providing reasonable accommodations to people with disabilities. Further, federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job, interview for a job, or for any other activity related to the hiring process. Examples of reasonable accommodation include, but are not limited to, making a change to the application process (if possible), providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

To be provided a Reasonable Accommodation during the hiring process, you will need to provide a certification of disability from a physician, psychiatrist, school official or an Illinois Department of Human Services (DHS) Division of Rehabilitation Services (DRS) Vocational Rehabilitation (VR) Counselor. Supporting documentation should be uploaded under My Documents → Additional Documents section for each application.

Any questions on Reasonable Accommodations can be directed to Central Management Services Disability Resource Center at CMS.DisabilityResCen@illinois.gov or call (217) 524-7514 for further information and to request or discuss an accommodation.

The State of Illinois does not provide sponsorship for employment visa status (e.g. H-1B visa status), nor is the State able to provide extensions of optional practical training (OPT) under the STEM-designated degree program for F-1 students. To be considered for permanent employment with the State of Illinois, applicants must be currently authorized to work in the United States on a full-time basis.

In compliance with the Illinois Equal Pay Act, 820 ILCS 112/1 et seq., the State does not seek, request, or require a job applicant's wage or salary history. Employment decisions are not made based on an applicant's wage or salary history. To that end, please do not include wage or salary information in your resume or other profile or application materials.

Would you like to work for a professional organization which provides steady hours and an exceptional benefits package? How about a workplace with career and personal growth opportunities? Then consider working for the Illinois Department of Revenue. We are hiring one (1) Customer Service Specialist Trainee (Revenue Tax Specialist Trainee) for our Taxpayer Assistance Division in Fairview Heights, IL. The successful candidate will be trained in a variety of Illinois tax laws, along with tax operating software, to assist Illinois individual or business taxpayers in-person. As a Trainee, you will learn interpersonal skills along with acquiring excellent customer service skills by working with the department staff, taxpayers, businesses and local governments. After successful completion of the training period, you will be promoted to the professional title of Revenue Tax Specialist I. If you have desire to learn to assist the taxpayers of Illinois and receive gratitude for your service to them, then we want you! Don't let this opportunity pass you by. Apply now before time runs out!

The benefits of working at Department of Revenue include a 37 ½ hour work week, a generous salary and benefits package (paid time off for vacation, sick, or personal leave, thirteen holidays) pension and other retirement benefits, tuition reimbursement, and insurance eligibility on day one (medical, dental, vision, and life).

Essential Functions

• Under immediate supervision, for a period of six (6) to twelve (12) months, receives structured classroom and on-the-job training involving various facets of the Customer Services Bureau's programs and operations relative to the processing of all types of taxes.
• Receives and completes assignments of a routine and progressively more involved nature in specific phases of the tax examining process in accordance with established rules, policies, and procedures, including but not limited to the review and examination of all types of taxes to verify that all necessary data has been entered on returns and the validity of deductions taken.
• Confers with taxpayers through written and verbal communications.
• Receives a combination of classroom and on-the-job training relative to tax laws administered by IDOR, rules and regulations, tax forms, research methods and procedures, communication skills, system applications and computer usage/concepts.
• Receives basic technical training in specialized operations to enable the trainee to assist in priority situations.
• Performs other duties as required or assigned which are reasonably within the scope of duties enumerated above.

Minimum Qualifications

• Requires knowledge, skill and mental development equivalent to the completion of four years of college; OR four years of work experience providing tax related support functions within a program area with at the Illinois Department of Revenue.

Qualifying state employees in the employee Upward Mobility Program, may complete combinations of specific proficiency tests and training programs leading to a certificate of proficiency in lieu of the stated requirements for this class.

Conditions of Employment

• Requires the ability to successfully complete a tax compliance and fingerprint-based background check.
• Requires ability to travel in the performance of duties, with overnight stays as appropriate.
• This position is considered medium work as defined by the U.S. Department of Labor (20 CFR 404.1567(c)). Medium work involves lifting no more than 50 pounds at a time with frequent lifting or carrying of objects weighing up to 25 pounds.
• Requires the ability to use and secure a state issued mobile device, e.g., cellular phone, laptop computer, table, etc.
• The conditions of employment listed here are incorporated and related to any of the job duties as listed in the job description.

Agency Statement

The Illinois Department of Revenue (IDOR) is responsible for administering the state's tax laws and collecting taxes in a fair, consistent, and efficient manner. Their goal is to provide accurate, timely, and reliable funding and information to both state and local communities. By implementing best practices, IDOR works to continuously improve and enhance accuracy, efficiency, and productivity across all areas of operations and tax administration. In doing so, they aim to earn respect, deliver value, and serve as a trusted source of information for the public.

IDOR is a professional governmental entity that prioritizes its employees and actively invests in their success through comprehensive training and engagement. As the proud recipient of the 2025 Bell Seal for workplace mental health, IDOR cultivates an environment that encourages open dialogue and collaboration on mental health issues. With a strong commitment to diversity—both culturally and professionally—IDOR believes that this inclusive approach leads to a more productive workplace, ultimately benefiting the citizens and taxpayers of Illinois.