Compliance Discovery Examiner

Jobtailor; Town of Lincoln (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Tax Reviewer to conduct on-site and in-office reviews to ensure compliance with state tax laws. You will prepare workpapers and document findings in reports and databases.

You will contact taxpayers, respond to information requests, and discuss results with Revenue professionals to resolve issues. Strong bookkeeping or accounting training and Excel skills are essential. Limited travel may be required.

Qualifications

• Post high school education or training in bookkeeping, accounting, or mathematics and at least two years of related experience; OR associate’s degree in finance or accounting.
• At least six hours in accounting (preferred).
• Work experience in federal or state taxation (preferred).
• Valid driver’s license or the ability to provide independent authorized transportation.
• Knowledge of financial and accounting records and principles.
• Intermediate working knowledge of Word and Excel.
• Math skills.
• Communication skills.
• Analytical abilities.
• Research abilities.
• Ability for limited travel including extended hours.

Responsibilities

• Conduct on-site and/or in-office reviews to ensure compliance
• Prepare workpapers or spreadsheets to document work
• Contact taxpayers to request records or explain processes and requirements
• Respond to taxpayer requests for information and explanations
• Document relevant facts, information, results, and recommendations through reports and databases
• Discuss findings with Revenue professionals to resolve issues or make recommendations
• Conduct tax administration and education activities
• Assist taxpayers in voluntarily reporting existing liabilities to the State

Skills

Communication skills

Analytical abilities

Research abilities

Math skills

Education

Post-secondary education in bookkeeping/accounting/math OR associate degree in finance/accounting

Accounting coursework (six hours preferred)

Tools

Word

Excel

Job description

• Conduct on-site and/or in-office reviews to ensure compliance
• Prepare workpapers or spreadsheets to document work
• Contact taxpayers to request records or explain processes and requirements
• Respond to taxpayer requests for information and explanations
• Document relevant facts, information, results, and recommendations through reports and databases
• Discuss findings with Revenue professionals to resolve issues or make recommendations
• Conduct tax administration and education activities
• Assist taxpayers in voluntarily reporting existing liabilities to the State

Requirements

• Post high school education or training in bookkeeping, accounting, or mathematics and at least two years of related experience; OR associate’s degree in finance or accounting
• At least six hours in accounting (preferred)
• Work experience in federal or state taxation (preferred)
• Valid driver’s license or the ability to provide independent authorized transportation
• Knowledge of financial and accounting records and principles
• Intermediate working knowledge of Word and Excel
• Math skills
• Communication skills
• Analytical abilities
• Research abilities
• Ability for limited travel including extended hours

Core Competencies

Demonstrates expertise in tax administration and compliance, with strong analytical, research, and communication skills. Proficient in preparing documentation and reports while ensuring adherence to financial and accounting principles.

Highest-signal resume keywords

• Tax Administration
• Accounting Knowledge
• Analytical Abilities
• Communication Skills
• Intermediate Excel

ATS Optimization Keywords

Hard Skills

• Bookkeeping
• Accounting
• Mathematics
• Taxation Experience
• Document Preparation

Soft Skills

• Communication Skills
• Analytical Abilities
• Research Abilities

Industry Keywords

• Compliance
• Financial Records
• State Taxation
• Federal Taxation

Tools & Technologies

• Word
• Excel