Remote Tax Technician I - Desk Audit Specialist

New York State Department of Taxation and Finance; City of Albany (NY); A distancia; USD 48.000 - 56.000; Jornada completa

Descripción de la vacante

New York State Department of Taxation and Finance is seeking a Tax Technician trainee to perform desk audits, examine tax returns, and prepare reports under supervision. The role requires knowledge of accounting, auditing, and tax examination principles and will develop skills in tax law and department procedures.

Starting salaries vary by level, with a path from trainee to journey level. Telecommuting and interview hours will be discussed during the interview process.

Formación

• Two years of full-time accounting, auditing, or tax examination experience* (described below).
• Substitution: Sixty semester credit hours, including six credit hours in accounting, auditing, and/or taxation.
• Three years of full-time accounting, auditing, or tax examination experience* (described below).
• Substitution: Sixty semester credit hours, including six credit hours in accounting, auditing, and/or taxation and one year of accounting, auditing, or tax examination experience* (described below).
• Four years of full-time accounting, auditing, or tax examination experience* (described below).
• Substitution: Sixty semester credit hours, including six credit hours in accounting, auditing, and/or taxation and two years of accounting, auditing, or tax examination experience* (described below).
• * Note: Tax Examination Experience includes performing or assisting in audits, financial examinations, or tax consultation and planning; bookkeeping, preparing tax returns, reconciling accounts and data, reviewing accounting and auditing reports, and verifying accuracy of calculations, balances, and supporting documentation; or working in a federal, State, or municipal agency performing audits to determine compliance with the taxing jurisdiction’s laws, rules, and regulations; the collection of the jurisdiction’s taxes, interest, penalties, delinquent tax returns, and other financial obligations; the use of processing systems in providing taxpayer information, assistance, and technical support; or being a member of a taxpayer contact center and involved in the resolution of taxpayer inquiries requiring in-depth knowledge of the tax law.

Responsabilidades

• Examine tax returns and associated forms and schedules during the course of a desk audit for accuracy of taxpayer data; compute any additional tax liability, interest or penalties due and any refunds due if applicable.
• Maintain proper case management to accurately complete a sufficient number of cases based on the complexity of the cases assigned. Prepare associated work papers, fact sheets and reports of findings.
• Develop and maintain a good working knowledge and practical application of tax law, regulations, audit guidelines, and Department procedures and policies, including Code of Conduct, Ethics practices, Internal Controls, Security and Confidentiality rules.
• Demonstrate effective communication skills, both orally and in writing, with taxpayers and their representatives; prepare professional correspondence, assessments and refund documents. Telephone contacts should be performed in a clear, tactful and professional manner.
• Communicate with supervisor and follow through on instructions received; inform supervisor of problems and collaborate with supervisor to resolve problems.
• Research court decisions, rulings, publications, and other reference materials to support decisions made in auditing taxpayer returns.
• Learn, maintain and update skills in computer technology; manipulate an alphanumeric keyboard to enter and retrieve data; use and navigate various software and mainframe applications.
• Develop and prepare reports, tax charts and reference materials as required.
• May be required to advocate in cases at BCMS conferences and Small Claims Hearings. May participate at hearings as a witness for the Department and assist Office of Counsel in resolving disagreed cases.
• Adhere to all Department time and attendance rules and regulations.

Conocimientos

Accounting

Auditing

Tax examination

Educación

60-semester credit hours incl. 6 in accounting/auditing/taxation

Descripción del empleo

New York State Department of Taxation and Finance is seeking a Tax Technician trainee to perform desk audits, examine tax returns, and prepare reports under supervision. The role requires knowledge of accounting, auditing, and tax examination principles and will develop skills in tax law and department procedures.

Starting salaries vary by level, with a path from trainee to journey level. Telecommuting and interview hours will be discussed during the interview process.