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

Reasonable Accommodation Statement

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.

Sponsorship for Employment

The State of Illinois does not provide sponsorship for employment visa status (e.g. H-1B visa status). 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.

Disclosure of Salary Information

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.

Date:  Apr 14, 2025
Location: 

Rockford, IL, US, 61101

Job Requisition ID:  45932

Job Requisition ID: 45932 
Closing Date/Time: 04/28/2025; 11:59PM
Agency: 
Department of Revenue
Class Title: REVENUE TAX SPECIALIST TRAINEE - 38575 
Skill Option: UMP Certificate 
Bilingual Option: None 
Salary: $4,096-$5,464/monthly (Anticipated Salary for Non-State $4,096)
Job Type: Salaried
Category: Full Time 
County: Winnebago
Number of Vacancies: 1
Plan/BU: RC062

 

This position is a union position; therefore, provisions of the relevant collective bargaining agreement/labor contract apply to the filling of this position.

 

All applicants who want to be considered for this position MUST apply electronically through the illinois.jobs2web.com website. State of Illinois employees should click the link near the top left to apply through the SuccessFactors employee career portal.

Applications submitted via email or any paper manner (mail, fax, hand delivery) will not be considered.

 

Posting Identification Number 45932

 

 

Why Work for Illinois?

 

Working with the State of Illinois is a testament to the values of compassion, equity, and dedication that define our state. Whether you’re helping to improve schools, protect our natural resources, or support families in need, you’re part of something bigger—something that touches the lives of every person who calls Illinois home.

 

No matter what state career you’re looking for, we offer jobs that fit your life and your schedule—flexible jobs that provide the gold standard of benefits. Our employees can take advantage of various avenues to advance their careers and realize their dreams. Our top-tier benefits and great retirement packages can help you build a rewarding career and lasting future with the State of Illinois.

 

 

Position Overview

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 a Customer Service Specialist Trainee (Revenue Tax Specialist Trainee) for our district office in Rockford, IL. In this position, you will be trained on how to assist taxpayers and their representatives on the various tax types and tax laws affecting:  Individual Income Tax; Withholding Income Tax; Sales and Use Tax; Business Income Tax and training on GenTax and MyTax Illinois software. While working with the department staff, taxpayers, businesses and local governments on the telephone, in person, and through email, you will also learn interpersonal skills and acquire excellent customer service skills. The training period will be 12 months which culminates into a promotion to the professional title of Revenue Tax Specialist I. A semi-automatic promotion beyond this title is also on the horizon! If you have completed 4 years of college or have equivalent experience, and have a desire to learn and help others, 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 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. Requires appropriate, valid driver’s license.
  • Requires the ability to walk, stand, bend, and reach above shoulder level.
  • 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, tablet, 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) administers Illinois tax laws and collects taxes in a fair, consistent, and efficient manner to provide accurate, timely, and reliable funding and information to state and local constituents. By using best practices, IDOR strives to continuously innovate and increase accuracy, efficiency, and productivity in all areas of operations and tax administration, thereby earning respect, delivering value, and being a trusted source of information.

 

IDOR is a professional-minded governmental entity that values its employees and invests in their success through training and engagement. IDOR values diversity, both culturally and professionally, and believes it can foster a more productive work environment best suited for serving the citizens and taxpayers of Illinois.

Work Hours: 8:30AM-5:00PM; Monday-Friday 
Work Location: IL Dept of Revenue

Taxpayer Services Administration- Customer Service/Taxpayer Assistance/Northern Field Services/Rockford

Rockford - 200 S Wyman St 
 

Agency Contact:REV.PostingQuestions@Illinois.gov

Illinois Department of Revenue - Human Resources

Willard Ice Building, 101 W Jefferson St, WIB Mail Code 5-110, Springfield, IL 62702

PHONE- 217-524-3954

Posting Group: Legal, Audit & Compliance

 

This title is within the Upward Mobility Program.  General Program information can be found by clicking on the Upward Mobility Program link or for specific title information at UMP Title Descriptions. There are three categories of UMP titles: 1) certificate titles which require passing a written proficiency exam; 2) credential titles which require the possession of a specified college degree and/or licensure; and 3) dual titles for which a certificate may be earned by following either the certificate or credential pathway.

 

This position DOES NOT contain “Specialized Skills” (as that term is used in CBAs).

 

 

APPLICATION INSTRUCTIONS

 

Use the “Apply” button at the top right or bottom right of this posting to begin the application process.

If you are not already signed in, you will be prompted to do so. 

State employees should sign in to the career portal for State of Illinois employees – a link is available at the top left of the Illinois.jobs2web.com homepage in the blue ribbon. 

Non-State employees should log in on the using the “View Profile” link in the top right of the Illinois.jobs2web.com homepage in the blue ribbon.  If you have never before signed in, you will be prompted to create an account.

If you have questions about how to apply, please see the following resources:

State employees: Log in to the career portal for State employees and review the Internal Candidate Application Job Aid

Non-State employees: on Illinois.jobs2web.com – click “Application Procedures” in the footer of every page of the website.

 

We recommend a copy of your resume be included with the application.

 

The main form of communication will be through email. Please check your “junk mail”, “spam”, or “other” folder for communication(s) regarding any submitted application(s). You may receive emails from the following addresses:

  • donotreply@SIL-P1.ns2cloud.com
  • systems@SIL-P1.ns2cloud.com

 

Tracking #36952


Nearest Major Market: Rockford