Job Duties:

85%      Accompanies higher-level tax auditor agent in order to learn how to properly plan and conduct field audits and refund investigations of taxpayers' business operations or of non-resident, individual taxpayers and completes designated segments of given field audit or refund investigation subject to review of higher-level tax auditor agent (e.g., gathers and compiles information to be included in audits as instructed; performs research and prepares review summaries of supporting schedules and work papers as instructed; reviews taxpayer records as instructed; carries out assigned tasks using audit tools such as statistical sampling, block sampling, managed audits, participatory audits, data screening and audit plans; gathers and compiles information to be included in pre-audit analysis as instructed, performs post-audit research and prepares for review summaries of all supporting schedules and work papers that detail and support audit and refund recommendations as instructed, drafts narratives or other correspondence to explain and support audit and refund recommendations and correspondence to request information falling within Tax Auditor Agent’s work experience, operates personal computer using office system software such as word processing, spreadsheet and database software to capture and present audit and/or refund recommendations, corresponds with controller or other taxpayer representatives to discuss audit issues pertaining to assigned audit segments and regarding records related thereto, confers with administrative review and/or Office of Chief Counsel and/or Attorney General’s office, testifies before Board of Tax Appeals and/or courts, operates motor vehicle to transport confidential audit files and documentation, containers of taxpayer records, or computer and peripherals necessary to conduct audit/refund investigation).

15%      Attends and participates in meetings, workshops, conferences, seminars and department lead or sponsored educational sessions.

2)   Within last 4 years have 2 years exp. in accounting &/or auditing &/or taxation exp.; 9 semester credit hours or 13 quarter credit hours of accounting courses; valid driver's license;

Or

3)   Current CPA, CMA, or CIA Certificate, or JD, LLB, MBA, or Master's Degree in Taxation or Master’s Degree in Accounting, or Professional Tax Designation issued by Institute for Professionals in Taxation or International Association of Assessing Officers or designation as an Enrolled Agent of the Internal Revenue Service; 9 semester credit hours or 13 quarter credit hours of accounting courses; valid driver's license.

MUST DOCUMENT IN WRITING ON/WITH APPLICATION: #1 or #2 or #3. 

Successful completion of training in (1) conducting audit interviews, (2) core agent training courses including one basic course in each tax administered in areas of responsibility within Division (e.g., Excise Division TAA 1s would complete core courses in Motor Fuel Tax, IFTA & others as directed; Audit Division TAA 1s would complete core courses in Sales, Corporate Franchise, Personal Property, Employer Withholding, Pass-Thru-Entity & others as assigned), (3) basic tax type auditing principles courses in at least 3 taxes administered in areas of responsibility within Division, (4) computer training (e.g., Microsoft office), (5) technical tax writing. Employee must complete mandated training within two years from date of appointment or be subject to discipline.

Employees who satisfy the first option of the minimum class qualifications for employment listed for Tax Auditor Agent, 2, 66852 will automatically be reassigned to Tax Auditor Agent 2, 66852, provided employee has had satisfactory performance evaluations for applicable rating periods up to & including the last two years, has no active disciplinary action & has successfully completed all required training listed under Training & Development to Remain in the Classification After Employment for Tax Auditor Agent 1, 66851. For purposes of this paragraph on reassignment, active disciplinary action shall not include oral or written reprimands.

Note: Employees must successfully complete designated prerequisites. 

Unusual Working Conditions: Some field assignments may require extensive travel & overnight stays as necessitated by particular task, geographical location & expertise required. Overnight stays, as required by assignment, are not expected to exceed 40 overnights per year.

Note: Positions involving travel must provide own transportation.

This position is designated as data security sensitive. The final applicant will be required to successfully complete a background check.