Auditing Technician 2 - Unclaimed Property and Contractor's Gross Receipts

State of Montana; Helena (MT); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision care

Life insurance and long-term-disabilty

Retirement plans

Paid vacation

Sick leave

Holidays

Flexible hours

PSLF program eligibility

Job summary

The Montana Department of Revenue, within the Business & Income Taxes Division, seeks auditing technicians to perform examinations, adjust returns, conduct research, and communicate findings. You will participate in the appeal process and provide unit support as needed. Travel may be required and supervision is limited.

This role requires passing background checks and tax status verification. The department offers a comprehensive benefits package and telework opportunities in Montana.

Qualifications

• Knowledge of basic accounting and financial reporting principles.
• Skills in research and analysis, accuracy and attention to detail, and good interpersonal communication.
• Ability to follow instructions, provide timely customer service, and work under pressure.

Responsibilities

• Conduct simple examinations of various types of tax returns and adjust returns as needed.
• Perform research and communicate findings internally and externally.
• Participate in the appeal process and support for other unit operations and complex examination activities.

Skills

Research and analysis

Accuracy and attention to detail

Basic mathematics

Conflict resolution & customer service

Written, verbal, and interpersonal沟通

Written, verbal, and interpersonal

Tools

Microsoft Office

Database applications

Job description

Our services impact EVERY Montanan!

MISSION STATEMENT

To be the nation's most citizen oriented, efficiently administered, state tax agency.

The Montana Department of Revenue administers almost 40 state taxes, property appraisals, alcoholic beverage laws, cannabis laws and unclaimed property for the state of Montana. 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.

What We Can Offer You

The State of Montana's comprehensive benefits package includes:

• Health, dental, and vision care; life insurance; and long-term disability. The State currently contributes $12,648/year toward these benefits.
• Free health care for employees and eligible family member at Montana Health Centers.
• Employee Assistance Benefits including counseling, legal assistance, well-being coaching, financial information, which are free resources.
• Retirement plans- The State currently contributes 9.17 %, vested after 5 years of continuous employment.
• Paid vacation- starting at 15 days a year.
• Sick leave- 12 days a year.
• 11 holidays, including a floating holiday, which can be used any time.
• Flexible hours.
• Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program.

Visit the Health Care and Benefits Division for more information at https://benefits.mt.gov/. In addition to employee benefits, there are a wide range of advancement opportunities throughout the Department of Revenue.

DUTIES

Job Overview:

This position resides in the Business & Income Taxes Division of Department of Revenue. BIT's auditing technicians perform a variety of duties assigned by management. Duties include conducting simple examinations of various types of tax returns, adjusting tax returns, conducting research, communicating internally and externally, and participating in the appeal process. Auditing technicians also provide support for other unit operations and complex examination activities. The position does not supervise other staff.

Knowledge of:

• Basic accounting and financial reporting principles
• Basic State and Federal tax regulations

Skills in:

• Research and analysis
• Accuracy and attention to detail
• Basic mathematics
• Conflict resolution & customer service
• Microsoft programs and other database applications
• Written, verbal, and interpersonal communication

You would be a great fit for this position if you:

• Self-motivated
• Strong work ethic
• Ability to:
  • Follow instructions
  • Provide timely and accurate customer service
  • Work under pressure
  • Be open-minded and think creatively

Successful applicants are required to successfully pass DOR tax and background check(s).

DOR is an equal opportunity employer. Women, minorities, and people with disabilities are encouraged to apply.

This is an incomplete list of job duties.

(All computer systems and tax guidelines will be trained on the job.)

Required Application Materials

• Resume
• Complete state application

Applicant Pool Statement: If another department vacancy occurs in this job title within six months, the same applicant pool may be used for the selection.

Special Requirements

Eligibility for employment will be subject to the following:

• Criminal Background Check . Circumstances involving convictions will be reviewed
• Tax status must be current. Circumstances involving tax status issues will be reviewed

Working Conditions

• Work hours may exceed 40 hours from time to time, including weekends.
• Office environment, with some teleworking opportunities.
• Lifting is infrequent, less than 15 pounds.
• Some travel may be required, must have a valid driver's license.

REMOTE/TELEWORK

This position may be eligible to work from an approved worksite; however, the successful candidate must be a primary resident of Montana as a condition of employment. This position would be required to report to the Department of Revenue office assigned by the supervisor. Employees must meet and sustain Department of Revenue telework eligibility requirements and supervisor's app