City Tax Auditor

City of New York•New York City, NY

6d•Hybrid

About The Position

The NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently. The Treasury and Payment Services Division oversees various payment systems, tax processing, and collections. Within this division, Payments, Billing, and Refunds handles property taxes, business taxes, and parking violations, including processing payments, maintaining records, and providing customer service. The Business Tax Adjustments Unit is seeking a detailed-oriented, self-motivated, and proactive individual to serve as a City Tax Auditor. This role involves handling billing discrepancies, examining taxpayer responses, reviewing tax returns and payments, making account adjustments, and corresponding with taxpayers. The auditor will research, interpret, and apply accounting principles, auditing standards, and tax laws to determine correct tax liability. Responsibilities also include processing suspended returns and payments, responding to e-service inquiries, and performing special tasks as directed by supervisors. Adherence to departmental policies, procedures, customer service standards, and compliance guidelines is expected.

Requirements

Permanent City Tax Auditor Civil Service Title OR reachable on exam no. 4029 or 5046.
A baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, with at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting.
OR An associate degree or 60 semester credits from an accredited college or university, including or supplemented by 24 semester credits in accounting, with at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting, and two years of full-time satisfactory tax-related auditing or tax accounting experience.
OR A four-year high school diploma or its educational equivalent approved by a State’s department of education or a recognized accrediting organization and 24 semester credits in accounting from an accredited college, including at least one course each in auditing, U.S. taxation, advanced accounting, and cost accounting, and four years of full-time satisfactory tax related auditing or tax accounting experience.
OR A satisfactory combination of education and/or experience which is equivalent to the above. Experience may be substituted for college education on the basis of one year of experience for each 30 semester credits. However, all candidates must have at least a four-year high school diploma or its educational equivalent and 24 semester credits in accounting, including at least one course each in auditing, U.S. taxation, advanced accounting and cost accounting.
To be eligible for placement in Assignment Level II, individuals must have, in addition to meeting the minimum requirements, either one year of full-time satisfactory experience in Assignment Level I, or two years of full-time satisfactory tax-related auditing or tax accounting experience.
To be eligible for placement in Assignment Level III, individuals must have, in addition to meeting the minimum requirements, either two years of full-time satisfactory experience in Assignment Level II, or three years of full-time satisfactory tax-related auditing or tax accounting experience.
To be eligible for placement in Assignment Level IV, individuals must have, in addition to meeting the minimum requirements, either one year of full-time satisfactory experience in Assignment Level III, or four years of full-time satisfactory tax-related auditing or tax accounting experience.

Nice To Haves

Detailed-oriented
Self-motivated
Proactive individual

Responsibilities

Handle billing discrepancy and correspondence cases, examine taxpayer responses to generated discrepancy notices, and determine the final disposition of cases, informing taxpayers of actions taken.
Review tax returns, payments and prepare account adjustments to correct errors and generate correspondence when necessary.
Research, correct, and process Business and Excise Tax suspended returns and payments in the Business Tax & Collections System (BTCS), covering 12 tax types.
Research, interpret and apply accounting principles, auditing standards and tax laws to determine correct tax liability.
Review communications from other units and correspondence from taxpayers regarding billing discrepancies and make necessary adjustments to taxpayers' accounts.
Assist taxpayers or their representatives by responding to inquiries on payment discrepancies, including issues related to reduced credits, refunds, penalties, and interest.
Review adjustments completed by other Tax Auditors on suspended transactions and coordinate with other units on cases managed by the Business Tax Adjustments Unit.
Respond to e-service inquiries and provide technical assistance.
Review notices and warrant cases submitted by the Collections Unit for re-evaluation when assigned.
Perform special tasks directed by supervisors, the Director, and the Assistant Commissioner of Payments, Billing & Refunds.
Adhere to departmental policies, procedures, customer service quality standards, and compliance guidelines.