Tax Examiner 3 Lead - Pass Through Unit

State of Montana•Helena, MT

1d•Hybrid

About The Position

This position resides in the Business & Income Taxes Division of Department of Revenue. BIT’s tax examiner III’s perform a variety of duties assigned by management. Duties include overseeing audit activities to ensure the overall quality, efficiency, consistency, and cost-effectiveness of work procedures and results. A tax examiner III conducts complex analysis of diverse tax situations and entities; gathers and reviews relevant data to develop benchmarks and audit models; assists in defining audit assignments; and investigates potential fraud situations. The position is the department’s chief technical expert in the assigned tax type(s). Tax examiner III’s frequently provide technical support to ongoing division operations; assist staff with audit activities, including explaining audit outcomes; aid with dispute resolution; and participate in appeal hearings. The position does not supervise other staff but is tasked with various leadership responsibilities.

Requirements

Knowledge of tax accounting.
Knowledge of general and Montana Department of Revenue specific auditing standards, principles, and practices.
Knowledge of financial analysis.
Knowledge of investigative methods and procedures.
Knowledge of state and federal tax laws, rules, and regulations.
Knowledge of business practices.
Knowledge of standard and specialized computer applications.
Knowledge of State of Montana policies and procedures.
Skills in research and analysis.
Skills in cost benefit analysis.
Skills in accuracy and attention to detail.
Skills in mathematics.
Skills in conflict resolution & customer service.
Skills in Microsoft programs and other database applications.
Skills in written, verbal, and interpersonal communication.
Self-motivated.
Strong work ethic.
Ability to follow instructions.
Ability to provide timely and accurate customer service.
Ability to work under pressure.
Open-mindedness and creative thinking.
Bachelor’s degree in accounting or finance, business administration, or public administration supplemented by college coursework in accounting or closely related field.
Four years of progressively responsible experience with complicated tax matters.
Successful completion of DOR tax and background check(s).
Current tax status.
Eligibility to work in the United States.
Primary resident of Montana.

Nice To Haves

Auditing experience.
Tax examining experience.
Closely related field experience.

Responsibilities

Overseeing audit activities to ensure the overall quality, efficiency, consistency, and cost-effectiveness of work procedures and results.
Conducting complex analysis of diverse tax situations and entities.
Gathering and reviewing relevant data to develop benchmarks and audit models.
Assisting in defining audit assignments.
Investigating potential fraud situations.
Providing technical support to ongoing division operations.
Assisting staff with audit activities, including explaining audit outcomes.
Aiding with dispute resolution.
Participating in appeal hearings.

Benefits

Health, dental, and vision care.
Life insurance.
Long-term disability.
Free health care for employees and eligible family members at Montana Health Centers.
Employee Assistance Benefits (counseling, legal assistance, well-being coaching, financial information).
Retirement plans (State contributes 9.17%, vested after 5 years).
Paid vacation (starting at 15 days a year).
Sick leave (12 days a year).
11 holidays, including a floating holiday.
Flexible hours.
Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program.