Tax Examiner (On-Site)

Avenu Holdings LLC•Houston, TX

1d•Onsite

About The Position

Conduct tax and regulatory reviews on behalf of clients. Perform review functions to detect, correct, and document client tax/fee revenue deficiencies. Focus areas included but are not limited to; sales & use tax, franchise fees, business licenses, hotel/motel taxes, utility user taxes, and various other state and local taxes or assessments.

Requirements

Bachelor’s Degree in Accounting is preferred (Required for Alabama tax assignments)
State and local tax knowledge or experience is preferred
If assigned to Alabama (AL) tax: If not already Certified Revenue Examiner (CRE) certified, auditors are required to complete the necessary training to obtain the CRE designation within 2 years after employment and are required to maintain this certification through annual continuing education.
If assigned to Louisiana (LA) tax: Minimum of 18 credit hours in accounting is required
Knowledge of accounting principles and strong analytical skills.
Self-starter, with the ability to organize, plan and direct.
Professional, customer service oriented, tactful, dependable, and flexible.
Excellent verbal and written communication skills and the ability to work effectively with personnel at all levels of the Company.
Strong working knowledge of Accounting Systems and Microsoft office.
Strong communication and interpersonal skills, including diplomacy, flexibility, and dependability.
Ability to use skill set, experience, and training to come to a decision under uncertainty.
Exhibit awareness when performing work to evaluate and identify areas where issues might arise.
Ability to understand limitations taxpayers and clients are facing related to ability to effectively provide information/records and aptitude to diplomatically overcome these limitations.

Nice To Haves

Certified Tax Examiner (CTE) certification is preferred within 2 years of employment
CPA certification is preferred
Note: If CPA is held, CRE and CTE certifications are not required
Professional background including experience with corporate accounting and finance preferred.
Experience with state or local revenue department, compliance audits, audit defense preferred.

Responsibilities

Performs examination of taxpayer records for compliance under direction of supervisor and management
Continually increase understanding of tax laws
Research for exam leads and scheduling appointments
Prepares for exams by reviewing tax returns, prior audit reports and other available data preliminary to the audit
Meet with taxpayers to discuss exam procedures, answers questions, and obtain necessary information and records
Examines and verifies business and financial records
Prepares papers supporting all adjustments, computes assessments
Reviews and discusses findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations and support exam results
Answers taxpayer inquiries; may participate in hearings of disputed cases; performs related duties as required
Conduct closing conferences with taxpayers and/or taxpayers’ representatives; explaining applicable law and facts supporting changes in tax liabilities and attempts to secure agreement to findings in reports
Perform other duties as assigned
Work as required to complete the tasks
Travel as required