Individual Income Tax Auditor 2

Arizona Department of Administration•Phoenix, AZ

2d•Hybrid

About The Position

The Individual Income Tax Auditor 2 conducts routine to moderately-complex audits that are small to medium in scale, and research, analysis and review of individual income tax refund claims. These responsibilities are completed using acceptable audit methods and procedures to ensure taxpayers are in compliance with Arizona tax law, rulings and case law. This role is also responsible for creating and maintaining monthly production charts on behalf of the unit, conducting research and working on special projects on behalf of senior team members and management, as assigned. This position may offer the ability for a hybrid work schedule in office 2-3 times per week, within Arizona, based upon the department's business needs and continual meeting of expected performance measures.

Requirements

Basic knowledge of individual income tax policy and procedures
Basic knowledge of applicable federal and state tax laws, statutes, and codes
Basic knowledge of generally accepted accounting principles (GAAP)
Basic knowledge of generally accepted auditing standards (GAAS)
Strong verbal, written, and listening communication skills
Strong mathematical computation skills such as addition, subtraction, multiplication, division, percentage, and averages
Strong interpersonal skills and demeanor
Effective organization and time management skills with the ability to make measurable progress on multiple priorities
Proficient in the use of a PC/laptop in a Windows environment; in the use of the Internet; and in the use of Google Suite applications such as Gmail, Sheets, Docs, and Drive; and Microsoft Excel
Proficient in the accounting systems
Ability to clear a comprehensive background and clearance process that includes an Arizona tax compliance verification, and a criminal background check through the FBI via level one fingerprint clearance through the Arizona Department of Public Safety
Ability to work in a confidential manner, ensuring information is shared with internal and external individuals in an appropriate manner
Ability to interpret and apply federal and state tax laws to audit reviews tax refund claims
Ability to convey tax related terminology and information in layman's terms
Ability to work with a high degree of autonomy and also participate collaboratively as part of a team
Ability to understand and solve problems by applying basic analytical skills to include collecting all the relevant information and data needed to address the problem
Willingness and ability to embody ADOR’s core values of Do the Right Thing, Commit to Excellence, and Care About One Another
Exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects
Minimum of six (6) months audit-related experience
Twelve (12) hours of accounting and business coursework may be substituted for experience.

Nice To Haves

Associate’s Degree in Accounting, or closely related field
Experience with Continuous Improvement/or LEAN

Responsibilities

Conducts routine to moderately-complex audit and refund reviews involving the accurate calculation and application of tax laws, rules and regulations, policies, and procedures of the department in a consistent manner for all taxpayers including: The accurate and timely examinations of audits based on information requested through correspondence with taxpayers and/or changes in calculations resulting from information provided regarding the audit
Reviewing returns and making determinations and corrections
Eliciting clarifying information, accepting evidence, evaluating testimony in a written decision, and preparing case files if/as necessary
Fully documenting audits to support the Department's position and maintaining the audit file in an orderly manner
Preparing audit reports and other reports
Making adjustments to taxpayer accounts in the tax system and tax system data cleanup to, including those accounts flagged for potential fraud
Responds to and resolves inquiries received in tickets and email
Attends and represents the Department both at informal and formal court hearings requiring in-state travel
Reviews, researches, and responds to taxpayer inquiries and emails
Reviews, researches, and completes audit and refund reviews
Conducts technical reviews of audit files including research and examination
Conducts research on behalf of senior team members and management to create and maintain monthly production charts
Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as: self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.
Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated
Completes all required training in a timely manner.
Participates in assigned work teams as appropriate.
May complete periodic metrics, projects, huddle boards and reports as requested.
Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement, and engages in continuous improvement efforts as assigned.
Educates taxpayers in tax law, rules and regulations and ensures taxpayer compliance through the audit process.

Benefits

Affordable medical, dental, life, and short-term disability insurance plans
Participation in the Arizona State Retirement System (ASRS) and long-term disability plans
10 paid holidays per year
Vacation time accrued at 4.00 hours bi-weekly for the first 3 years
Sick time accrued at 3.70 hours bi-weekly
Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
Deferred compensation plan
Wellness plans
Tuition Reimbursement
Infant at Work Program
Rideshare and Public Transit Subsidy
Career Advancement & Employee Development Opportunities
Flexible schedules to create a work/life balance
Top ranked Arizona State Retirement System (ASRS) provides 100% employer matched contributions (enrollment eligibility will be effective after 27 weeks of State employment).