Tax Examiner 3 Lead - Pass Through Unit

State of Montana•Helena, MT

18h•Hybrid

About The Position

This position resides in the Business & Income Taxes Division of the Department of Revenue. The Business and Income Taxes Division (BIT) manages a variety of Montana tax types that include business, individual, and natural resources. BIT is comprised of five bureaus including Analytics and Planning, Corporate and Passthrough Taxes, Individual Income Tax Compliance and Audit, Withholding and Individual Income Taxes, and Natural Resource and Business Taxes and Fees. BIT staff perform audits, verify compliance with Montana laws for all taxes administered by the division, and issue appraisals and assessments of centrally assessed property. The 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.
Follow instructions.
Provide timely and accurate customer service.
Work under pressure.
Be open-minded and think creatively.
Resume.
Complete state application.
Criminal Background Check.
Tax status must be current.
Primary resident of Montana.
Eligibility to work in the United States.
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.

Nice To Haves

Preferred work experience should include auditing, tax examining or closely related field.

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 include counseling, legal assistance, well-being coaching, financial information
Retirement plans
Paid vacation
Sick leave
11 holidays, including a floating holiday
Flexible hours
Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program