INDIVIDUAL INCOME TAX AUDITOR 3

• Tax Refund and Audit Reviews

• As applicable to the assigned income tax audit unit, conducts complex audits involving the accurate calculation and application of tax laws, rules and regulations, policies and procedures of the department in a consistent manner to all taxpayers.

• May include accurate and timely examination of audits and determining and recomputing tax liabilities, and/or detailed review and determination of penalty abatement requests.

• May elicit clarifying information, accept evidence, evaluate both testimony in a written decision and prepare case files.

• Fully documents audits to support the department's position and maintain the audit file in an orderly manner. Prepare work papers, audit reports and weekly reports.

• May performs and supports other audit functions, including research, examination, ticket/email resolution and tax system maintenance for accounts flagged for potential fraud

• Makes adjustments to taxpayer accounts in the tax system and tax system data cleanup to, including those accounts flagged for potential fraud

Research & Analysis

• Researches highly-complex issues and resolve taxpayer appeals timely, fairly, accurately and consistently

• Explains audit adjustments and conclusions to taxpayers and their representatives

• Discusses audit adjustments and positions with taxpayers and/or representatives

• Reviews work of other auditors

• Educates taxpayers in tax law, rules and regulations and ensures taxpayer compliance through the audit process.

Agency/Department Compliance & Continuous Improvement

• 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.

• 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.

• May attend and represent the department both at informal and formal hearings and conduct audit work in the field, in- or out-of-state

Knowledge, Skills & Abilities (KSAs):

Knowledge/Understanding

• Knowledge of individual income, corporate income, fiduciary and withholding tax policy and procedures

• Knowledge of applicable federal and state tax laws, statutes, and codes

• Knowledge of generally accepted accounting principles (GAAP)

• Knowledge of generally accepted auditing standards (GAAS)

Skills

• Utilizes approved Artificial Intelligence (AI) tools to automate routine tasks, improve productivity, and enhance workflows, while strictly adhering to agency data governance, security policies, and ethical standards regarding FTI and PII.Strong communications skills, to include verbal, written, and active listening

• Strong mathematical computation skills such as addition, subtraction, multiplication, division, percentage, and averages

• Strong organization and time management skills with the ability to make measurable progress on multiple priorities

• Strong interpersonal skills and demeanor

• 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

• Strong proficiency and skill in the use of Microsoft Excel and tax reporting/accounting systems

Abilities

• 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

• 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 travel up to 10% of the time to conduct field audit work and/or participate in hearings

• Willingness and ability to embody ADOR’s core values of Do the Right Thing, Commit to Excellence, and Care About One Another

Selective Preference(s):

Education & Experience

Any combination that meets the knowledge, skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a relevant degree from an accredited college or university such as Bachelor’s Degree (e.g., B.A.), training, coursework, and work experience relevant to the assignment.

Minimum two (2) years’ related experience as an Auditor, or equivalent experience

Bachelor's Degree in Accounting or closely related field

Experience with Continuous Improvement/LEAN

Pre-Employment Requirements:

Internal Applicant Eligibility

An Internal Applicant who is: An active, regular, full-time, or part-time ADOR Team Member who has been in their current position for at least 6 months and has maintained Satisfactory Performance.

Satisfactory Performance: A Team Member who:

• Has a 3.0 (meets or higher) for their most recent AZPerforms rating,

• Is not on a Performance Improvement Plan,

• Has not been involuntarily demoted in the previous 12 months, and

• Is not subject to any active formal discipline, meaning the Team Member has not received either

• A Letter of Reprimand issued in the previous 6 months or

• A Letter of Suspension in the previous 12 months.

• The final candidate will be required to abide by the the following pre-employment checks:

• Successfully pass background and reference checks; employment is contingent upon completion of the above-mentioned process and the agency’s ability to reasonably accommodate any restrictions.

• Arizona Tax Filing Records Check

• If applicable, ASEDRA Authorized Driver Identification Check

• All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).

If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business. Final candidates must possess and retain a current, valid class-appropriate driver’s license, complete all required training, and successfully pass all necessary driver’s license record checks. The license must be current, unexpired, and neither revoked nor suspended. Employees who drive on state business are subject to driver’s license record checks, must maintain acceptable driving records, and must complete all required driver training. An employee who operates a personally owned vehicle on state business shall maintain the statutorily required liability insurance (see Arizona Administrative Code (A.A.C.) R2-10-207.11).

Benefits:

The Arizona Department of Revenue offers a comprehensive benefits package to include:

• 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

By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.(OPTIONAL AND BASED UPON POSITION)

Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page.

Retirement:

Top ranked Arizona State Retirement System (ASRS) provides 100% employer matched contributions (enrollment eligibility will be effective after 27 weeks of State employment). ASRS provides a lifelong benefit based on years of service earned, or worked, and your ending salary. Learn more about ASRS at:

Contact Us:

If you have any questions, need assistance, or would like to request a reasonable accommodation, please contact the ADOR Talent Team at

*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.

Salary: $50,000.00 | Pay Scale: 21

Originally posted on Himalayas

• Tax Auditor
• State Tax Auditor
• Audit Specialist

Source: Himalayas