Mixed Scope Auditor - Individual

State of Oklahoma; Oklahoma; Hybrid; USD 60,000 - 74,000; Full time

Benefits offered by this job

State-paid benefit allowance

Wide choice of insurance plans

Flexible spending accounts

Retirement Savings Plan with match

15 days paid vacation

15 days sick leave

11 paid holidays

Paid Maternity leave

Employee discounts

Longevity Bonus

Job summary

State of Oklahoma's Oklahoma Tax Commission is seeking a Mixed Scope Auditor - Individual Income Tax in the Audit Services Division. You will conduct mixed scope audits of individuals and businesses to assess compliance with federal and Oklahoma tax laws, and prepare audit reports with recommendations.

The role emphasizes accuracy, research, and clear written/verbal communications, with duties including review of tax statutes, audit packets, and customer service.

Qualifications

• Associate degree in accounting, finance, business, or public administration; or an equivalent combination.
• Four years of professional auditing experience.
• Bachelor’s degree preferred in some cases; equivalent experience considered.

Responsibilities

• Review Internal Revenue and Oklahoma tax statutes
• Provide written and verbal communication and customer service to taxpayers
• Create, print, review and distribute audit correspondence items
• Attend mandatory training
• Compile and submit audit review packets
• Other duties as assigned

Skills

Written and Verbal Communication

Excellent Customer Service

Interpersonal communication

Prioritization

Problem Solving & Critical Thinking

Technology proficiency

Education

Associate degree in accounting, finance, business, or public administration

Job description

Job Posting Title

Mixed Scope Auditor - Individual

Agency

695 OKLAHOMA TAX COMMISSION

Supervisory Organization

Non-Filer Audit

Job Posting End Date

Refer to the date listed at the top of this posting, if available. Continuous if date is blank.

Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above.

Estimated Appointment End Date (Continuous if Blank)

Full/Part-Time

Full time

Job Type

Regular

Compensation

Job Description

Mixed Scope Auditor - Individual Income Tax

Salary - $67,200

There are perks to working for the OTC. We know that benefits matter, and that is why we offer a competitive benefits package for all eligible employees:

• Generous state-paid benefit allowance to help cover insurance premiums.

• A wide choice of insurance plans with no pre-existing condition exclusions or limitations.

• Flexible spending accounts for health care expenses and/or dependent care.

• A Retirement Savings Plan with a generous match.

• 15 days of paid vacation and 15 days of sick leave for full-time employees the first year.

• 11 paid holidays a year.

• Paid Maternity leave for eligible employees.

• Employee discounts with a variety of companies and venders.

• A Longevity Bonus for years of service.

Job Summary

The Audit Services Division is responsible for the review, analyzation, and conduct of mixed scope audits of businesses and/or individuals, to determine compliance or non-compliance with Oklahoma and Federal tax laws and regulations. The Audit Services Division uses generally accepted auditing/accounting principles to review financial documents, tax forms, business records and other relevant documents. Auditors in the Audit Services Division are expected to conduct research and analysis and can apply tax law using Internal Revenue code and Oklahoma’s rules and statutes for taxation as well as the agency’s procedures. Auditors prepare audit reports to provide documented recommendations concerning changes in policies or operating procedures and strictly adhere to both state and federal laws and regulations regarding the confidentiality of all tax information obtained from records, files, tax returns, and departmental investigations.

The Auditor position supports the Audit Services Division by conducting fair and ethical single issue and limited scope audits of various tax returns. The primary function of the position is to execute audits efficiently ensuring adherence to the Internal Revenue Code and Oklahoma Tax Statutes and Rules while maintaining a high level of accuracy in calculations and procedures.

DUTIES AND RESPONSIBILITIES

The functions performed by employees in this job family will vary by level, but may include the following:

General Duties

• Review Internal Revenue and Oklahoma tax statutes

• Provide written and verbal communication and customer service to taxpayers.

• Create, print, review and distribute audit correspondence items.

• Attend mandatory training.

• Compile and submit audit review packets.

• Other duties as assigned.

Individual Income

• Ensure taxpayer compliance with Individual Income tax statutes and rules by reviewing and auditing individual income and business tax returns submitted to the Oklahoma Tax Commission.

• Review returns to look for potential issues in the following areas: federal tax adjustments or underreporting, credit distribution, federal and Oklahoma non-filing, out of state income, business income, retirement income, gambling income and any other identified areas.

• Analyze and audit individual financial records, including the individual income return, federal income tax returns and adjustments, business tax returns and adjustments, internal and external income reports, and OESC (Oklahoma Employment Security Commission) data.

Mixed Beverage

• Ensure taxpayer compliance with Mixed Beverage (alcohol) tax statutes and rules by reviewing and auditing business tax returns submitted to the Oklahoma Tax Commission.

• Ensure compliance on all on-premises alcohol and beer sales by reviewing sales tax returns, mixed beverage returns and mixed beverage bonds to identify areas of non-compliance and filing irregularities.

• Analyze and audit of business financial records, including the sales tax and mix beverage returns, business tax returns and adjustments, mixed beverage permits and bonds, and ABLE (Alcohol Beverage Laws Enforcement) Commission data.

Estimated Assessments

• Review and audit closed businesses that have non-reported or underreported income prior to closure.

• Review returns to identify areas of non-compliance and filing irregularities referred by the Notice to Show Cause section of the Collections Division which can encompass multiple tax types including sales tax, medical marijuana tax, withholding tax and other business tax types.

• Analyze and audit business financial records, including the sales tax returns, medical marijuana returns, and withholding returns.

• Review exemption data files, internal and external withholding reports, medical marijuana reports, and OESC (Oklahoma Employment Security Commission) data.

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of

• Auditing methodology, techniques, and theories
• Generally accepted auditing rules and procedures
• Bookkeeping practices and standards
• Financial statements, ledgers, journals and reports
• Federal and state income tax forms
• Modern computer technology related to accounting systems

Skills in

• Written and Verbal Communication
• Excellent Customer Service
• Interpersonal communication and relationship management
• Prioritization
• Problem Solving and Critical Thinking
• Using different technology programs and applications

Ability to

• Review and analyze accounting records and business practices
• Prepare audit reviews, reports and recommendations
• Establish and maintain effective working relationships with others
• Communicate effectively written or verbally
• Work independently with expected instruction/supervision
• Completing or participating in various types of single scope audits and completing required reports and to comprehend and carry out auditing procedures
• Perform a limited range of audit functions

MINIMUM QUALIFICATIONS

Education and Experience Requirements consist of:

• Associate degree in accounting, finance, business, or public administration; or a related field
• AND four (4) years of professional experience in auditing, accounting, finance, or similar field
• OR an equivalent combination of education and experience that equal an associate degree or the required amount of professional experience

PREFERRED QUALIFICATIONS

Preference may be given to candidates with the following qualifications:

• Proficient with Microsoft Suite applications
• Five (5) or more years of professional experience in auditing, accounting, finance, or a similar field
• Bachelor’s degree in accounting, finance, business, or public administration; or a related field

PHYSICAL DEMANDS

Ability to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level.

SPECIAL REQUIREMENTS

The Oklahoma Tax Commission’s normal work hours are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility based on the needs of the agency.

Telework may be required based on the needs of the agency, division, and section. If applicable, applicant must be willing and able to work BOTH on-site and telework at an off-site location, generally in the applicant’s home. Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours.

This position has access to Federal Tax Information (FTI) and is required to uphold the strictest standards of confidentiality as an essential part of its job responsibilities. This includes safeguarding all tax information obtained from records, files, tax returns, and departmental investigations, whether in paper, electronic, or verbal form.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

All offers of employment will be contingent upon successful completion of a fingerprint-based background check, reference check and federal and state tax compliance check.

Equal Opportunity Employment

The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.