Fiscal Compliance Analyst

State of Nebraska•Lincoln, NE

2d•Onsite

About The Position

Under immediate to general supervision, searches, compiles, summarizes, reviews, cross-checks, and analyzes records and data related to tax filings, financial transactions, reimbursement claims, and/or related operations of an organization or business entity for compliance with established mandates. Provides technical assistance to clients, such as vendors, claimants, contractors, taxpayers, or the general public, about the regulations, processes, forms, and procedures of documenting transactions or cost/claim reimbursements and processing tax returns or filing summaries and reports with the appropriate agency; performs related work as assigned.

Requirements

Post high school education or training in bookkeeping, accounting, or mathematics and at least two years of related experience; OR Bachelor’s degree with emphasis in accounting.
Knowledge of: Financial reporting procedures and accounting principles and methods; a variety of advisory, data, and information resources such as financial or accounting records and reporting requirements and guidelines; computer software operating programs.
Governmental/administrative rules, regulations, statutes, and guidelines; Federal and state tax information.
Non-routine correspondence.
Ability to: Calculate addition, subtraction, multiplication, division, percentage, and decimal computations; perform mathematical operations using fractions, discounts, interest rates, ratios, and proportions; communicate verbally and in writing with other agency staff and client representatives; apply principles of and perform basic level data analysis, and interpret instructions; exercise limited independent judgment and decisiveness in a variety of settings; use a variety of office equipment; handle occasional confrontational individuals within business situations; perform basic data analysis including reviewing, categorizing, prioritizing, and/or referencing data, statutes, and guidelines; provide assistance, interpretation, and limited guidance to the public, co-workers and others regarding application of rules, policies, procedures, and standards to specific situations.

Responsibilities

Conduct on-site and/or in-office reviews of transactions, records, tax returns, or refund claims to ensure compliance with tax regulations, agreements, or other criteria governing documentation, record keeping and reporting or eligibility requirements for assigned tax program.
Processes returns or prepares work papers, spreadsheets, or review summaries to document work and support decisions or recommendations.
Contacts taxpayers to request records of information or to explain process and requirements.
Respond to taxpayer requests for information and explanations regarding assigned tax programs.
Document relevant facts, information, results, and recommendations through reports and data bases.
Compute Nebraska adjustments for individual income tax.
Discuss findings with Revenue professionals regarding information gathered or examined to resolve issues or make recommendations.