Tax Examiner 1 - Field Audit Unit
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 I's perform a variety of duties assigned by management. Duties include conducting technical level examinations on assigned tax returns that involve research, verifying data, adjusting returns, providing communications to taxpayers and their representatives, and participating in the appeal process. Tax Examiner I's assist with development of audit programs and procedures, draft summary reports of audit findings, and testify as an expert witness. They also assist other tax examiners in their responsibilities and provide a range of support services to taxpayers and other department programs and employees. The position does not supervise other staff. All computer systems and tax guidelines will be trained on the job.
Requirements
- Knowledge of tax accounting
- Knowledge of 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 computer applications related to taxes and finance
- 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 data base 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
- Ability to be open minded
- Bachelor’s degree in accounting or finance, business administration, or public administration supplemented by college coursework in accounting or closely related field.
- One year of job-related work experience in auditing, tax examination, or accounting practices.
- Successful applicants are required to successfully pass DOR tax and background check(s).
Responsibilities
- Conducting technical level examinations on assigned tax returns
- Researching tax data
- Verifying tax data
- Adjusting tax returns
- Providing communications to taxpayers and their representatives
- Participating in the appeal process
- Assisting with the development of audit programs and procedures
- Drafting summary reports of audit findings
- Testifying as an expert witness
- Assisting other tax examiners in their responsibilities
- Providing a range of support services to taxpayers and other department programs and employees
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 including 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
