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CPA - Senior Claims Examiner (Accounts Examiner IV)

Texas State Government Austin, TX
  • Posted: August 09, 2019
  • Full-Time
The Unclaimed Property Division of the Texas Comptroller of Public Accounts is currently hiring Senior Claims Examiners.  These examiners will be tasked with processing unclaimed property claims, many which  have been filed by heirs, trustees and estate executors, and will often require review and analysis of complex legal documents.   Do you have the knowledge and experience to review and analyze complex legal documents and have excellent customer service skills?  If so, this may be the job for you.  


Work In Texas (WIT) applicants must complete the supplemental questions to be considered for the posting. In order to complete the supplemental questions please go to CAPPS Recruit to register or login and access your profile. Go to CAPPS Recruit to Sign In (Link: ) 

All applications must contain complete job histories, which includes job title, dates of employment, name of employer, supervisor's name and phone number and a description of duties performed.   If this information is not submitted, your application may be rejected because it is incomplete. Resumes do not take the place of this required information.

DIVISION: Unclaimed Property Division (

Monday - Friday, 8-5, 40 hours a week with occasional evening and weekend hours as needed for ongoing operations.  Hours may change based on business need.


  • Reviews legal and other documentation submitted with claims. Researches, analyzes, edits, and processes unclaimed property claims. Communicates with claimants verbally and/or in writing. Assists walk-in claimants as needed. 
  • Responds to email, letter and telephone inquiries from claimants; researches and generates claims based on written correspondence and telephone inquiries.  Researches money orders, official checks, traveler's checks and bonds. 
  • Represents the section/division in meetings and in planning sessions. Provides requested written information in a clear and concise manner. Assists in the development of procedures. Keeps supervisor informed of significant problems or errors and their causes; recommends appropriate solutions. Plans, develops and implements on-the-job training.  
  • Performs related duties as assigned.

Graduation from an accredited four-year college or university with a bachelor's degree.

Preferred Education:  
Graduation from an accredited four-year college or university with a bachelor's degree in accounting, business or related field.

Three years of customer service experience.
One year of experience responding to customer telephone and email inquiries.
Two years of experience working as a full-time legal assistant or paralegal for a probate   attorney, with Texas sales or franchise tax systems, or processing Texas business or general unclaimed property claims.  

Preferred Experience:
Experience processing unclaimed property claims.
Experience as a paralegal for a probate attorney.
Experience working in an environment with a high volume of incoming customer inquiries.
Experience at a banking institution or brokerage firm.
Experience using the Lexis or Westlaw legal research databases.
Experience cite-checking state statutes, administrative rules and/or other legal authorities.
Experience working with the Texas Estates Code.
Communicating effectively in writing and verbally in Spanish.

One additional year of full-time experience providing customer service and responding to customer telephone and email inquiries may substitute for each year (30 semester hours) of the required education with a maximum of 120 semester hours (four years).

Certification showing completion of an accredited legal assistant or paralegal program is preferred.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

This position requires the incumbent to primarily perform sedentary office work; however, mobility is routinely required to carry out some duties.  It requires extensive computer, telephone and client/customer contact. It requires the ability to bend, stoop, kneel, and reach as needed for filing and similar routine office duties.  The job also requires normal cognitive abilities requiring the ability to learn, recall, and apply certain practices and policies.  It requires the stamina to maintain attention to detail despite interruptions. Marginal or corrected visual and auditory requirements are required for reading printed materials and computer screens and communicating with internal and external customers.  This position may involve moving up to 25 pounds of office equipment/material on a limited basis.


Knowledge of:
unclaimed property statutes and reporting requirements; 
legal practices and terminology
Texas Estates Code
general office practices and procedures; 
unclaimed property system and subsystems 
related rules and regulations; 

Skill in:
interpreting unclaimed property statutes, rules, and regulations
researching and analyzing account information and legal documents
performing mathematical calculations
using a personal computer in a Windows environment, Microsoft Word, Excel software, mainframe functions
effectively conveying information and encouraging an exchange of ideas (Communication)
identifying, defining and solving problems (Problem Solving)

Ability to:
perform work with a high degree of accuracy and timeliness
learn new concepts and apply knowledge appropriately 
analyze, interpret and explain agency and division policies and procedures upon request
work with others to achieve a common goal (Teamwork)
adjust to changing workplace demands (Adaptability)
meet the needs and expectations of internal and external customers (Customer Service) 
effectively demonstrate skill and ability to perform the specific job duties and tasks as defined by a job description (Technical Competence)

Texas State Government

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