Customer Service Assistant 2

Job Description - Customer Service Assistant 2 (26141261)

Position Title:

Customer Service Assistant 2 - (26141261)

Our services impact EVERY Montanan!

MISSION STATEMENT

To be the nation''s most citizen oriented, efficiently administered, state tax agency.

The Montana Department of Revenue administers almost 40 state taxes, property appraisals, liquor laws, and unclaimed property for the state of Montana. The Director''s Office Division provides support for the Director and department employees relating to tax policy, legal, human resources, training, communications, taxpayer assistance, dispute resolution, call center, accounting, budgeting, asset management, facilities and purchasing.

What We Can Offer You

The State of Montana''s comprehensive benefits package includes:

• Health, dental, and vision care; life insurance; and long-term disability. The State currently contributes $12,648/year toward these benefits.

• Free health care for employees and eligible family member at Montana Health Centers.

• Employee Assistance Benefits including counseling, legal assistance, well-being coaching, financial information, which are free resources.

• Retirement plans- The State currently contributes 9.17%, vested after 5 years of continuous employment.

• Paid vacation- starting at 15 days a year.

• Sick leave- 12 days a year.

• 11 holidays, including a floating holiday, which can be used any time.

• Flexible hours.

• Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program.

Visit the Health Care and Benefits Division for more information at https://benefits.mt.gov/. In addition to employee benefits, there are a wide range of advancement opportunities throughout the Department of Revenue.

DUTIES

Job Overview:

This position resides in the Director''s Office Division of Department of Revenue. Duties include being the primary contact for internal and external customers and is the primary contact for providing information to customers about unclaimed property that has been escheated to the State of Montana. The incumbent provides information and technical assistance and resolves problems regarding taxes, fees and licenses, unclaimed property, business personal property reporting, livestock reporting, and Department web-based filing and payment processes. The position does not supervise other staff.

We are looking for people who:

• can deliver outstanding customer service
• enjoy problem solving
• adapt quickly to changes in the environment and assignments.
• have strong communication and listening skills.
• can multitask, prioritize, and manage time effectively
• thrive in a dynamic and collaborative environment

Knowledge and Skills:

• Principles and practices of licensing, registration, application, valuation, and processing for various tax types
• Federal and state statutes, administrative rules, policies, and procedures
• Department business practices
• Office operations and business communications
• Records management
• Rules, procedures, and operations related to identifying and locating taxpayers and determining the extent of their tax liabilities (regulations regarding corporations, out-of-state taxpayers, bankruptcy, amended forms, bad debts, etc.)
• Research techniques to identify and locate individuals and validate identities
• Customer service standards
• Research and analysis
• Accuracy and attention to detail
• Conflict resolution & customer service
• Microsoft programs and other data base applications
• Written, verbal, and interpersonal communication

What can you expect from us in return for your work with our agency?

• computer systems and tax guidelines training
• health, dental, and vision benefits
• work/Life balance
• retirement plans
• paid time off
• flexible scheduling
• teleworking opportunities available upon completion of training

You would be a great fit for this position if you:

• Multitask, prioritize, and manage time effectively

• Demonstrate self-motivation

• Follow instructions

• Adapt quickly to changes in the environment and assignments

• Handling multiple priorities under deadlines

• Thrive in a dynamic and collaborative environment

Working Conditions

• Work hours may exceed 40 hours from time to time, including weekends.

• Office environment.

• Lifting is infrequent, less than 15 pounds.

• Some travel may be required, must have a valid driver's license.

To be considered for any DOR position, applicants must complete and submit their application online and upload any required documents. Successful applicants are required to successfully pass DOR tax and background check(s). DOR is an equal opportunity employer. Women, minorities, and people with disabilities are encouraged to apply.

• This is an incomplete list of job duties. For a complete job description please contact Human Resources. (dorhr@mt.gov or 406-444-9858)

(All computer systems and tax guidelines will be trained on the job.)

REQUIRED APPLICATION MATERIALS

Please submit the following application material:

• Resume

• Complete state application

Submissions incomplete or missing relevant materials will not be reviewed or considered.

Applicant Pool Statement: If another department vacancy occurs in this job title within six months, the same applicant pool may be used for the selection.

Special Requirements

Eligibility for employment will be subject to the following:

• Criminal Background Check. Circumstances involving convictions will be reviewed
• Tax status must be current. Circumstances involving tax status issues will be reviewed

REMOTE/TELEWORK: This position may be eligible to work from an approved worksite, however the successful candidate must be a primary resident of Montana as a condition of employment. This position would be required to report to a Department of Revenue office assigned by the supervisor. Employees must meet and sustain Department of Revenue telework eligibility requirements and supervisor''s approval to participate in the DOR Telework Program. Fulltime telework is not available.

Training Assignment: This agency may use a training assignment. Employees in training assignments may be paid below the base pay established by the agency pay rules. Conditions of the training assignment will be stated in writing at the time of hire.

Successful applicants are required to successfully pass DOR tax and background check(s).

EDUCATION / EXPERIENCE

The minimum level needed on the first day of work is

• High School Diploma
• Two years of directly related work experience with customer service.
• Other combinations of education and experience will be evaluated on an individual basis.

Applicant Pool Statement: If another department vacancy occurs in this job title within six months, the same applicant pool may be used for the selection. Training Assignment: This agency may use a training assignment. Employees in training assignments may be paid below the base pay established by the agency pay rules. Conditions of the training assignment will be stated in writing at the time of hire.

Salary: $

47,630.00 - 49,177.00 Yearly

Telework Eligibility: Telework Eligible (Full-time telework is not available. Telework schedule must be supervisor approved.) Benefits Package Eligibility: Health Insurance, Paid Leave & Holidays, Retirement Plan

Number of Openings

: 1 Employee Status: Regular Schedule: Full-Time

Job Type

: Standard

Shift

: Day Job

Travel

: Yes, 5 % of the Time

Primary Location

: Helena

Agency: Department of Revenue Union: Montana Federation of Public Employees

Posting Date

: May 11, 2026, 7:03:47 PM

Closing Date (based on your computer''s timezone)

: May 26, 2026, 11:29:00 AM

Required Application Materials: Resume

Contact Name: Human Resources | Contact Email: dorhr@mt.gov | Contact Phone: 406-444-9858 The State of Montana has a decentralized human resources (HR) system. Each agency is responsible for its own recruitment and selection. Anyone who needs a reasonable accommodation in the application or hiring process should contact the agency''s HR staff identified on the job listing or by dialing the Montana Relay at 711. Montana Job Service Offices also offer services including assistance with submitting an online application.

State government does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, pregnancy, childbirth or medical conditions related to pregnancy or childbirth, age, physical or mental disability, genetic information, marital status, creed, political beliefs or affiliation, veteran status, military service, retaliation, or any other factor not related to merit and qualifications of an employee or applicant.