Tax Auditor (Utility User Tax) (Remote or On-Site)

Neumo; California; On-site; USD 65,000 - 90,000; Full time

Job summary

Neumo, based in California, seeks a Tax Auditor to conduct tax and regulatory reviews for clients. Responsibilities include examining records, researching tax laws, preparing documentation, and discussing adjustments with taxpayers to ensure accurate liabilities.

Ideal candidates hold a Bachelor’s Degree in Accounting with 2–3 years of related experience; CPA or CIA is preferred but not required. Strong analytical, communication, and organizational skills are essential for success.

Qualifications

• Bachelor’s degree in accounting or related field required.
• 2–3 years of related professional experience preferred.
• CPA or CIA certification preferred but not required.

Responsibilities

• Examine taxpayer records for compliance under supervision.
• Research tax laws and prepare exam leads and schedules.
• Meet with taxpayers to discuss procedures and obtain information.
• Prepare papers supporting adjustments and compute assessments.
• Explain findings and applicable tax provisions to taxpayers or representatives.
• Conduct closing conferences and secure agreement to findings.

Skills

Accounting knowledge

Analytical skills

Communication

Self-starter

Detail-oriented

Microsoft Office

Audit experience

Education

Bachelor’s Degree in Accounting

Tools

Microsoft Office

Accounting Software

Job description

Job Summary

Conduct tax and regulatory reviews on behalf of clients. Perform review functions to detect, correct, and document client tax/fee revenue deficiencies. The primary focus area is utility users tax, but could also include sales & use tax, franchise fees, business licenses, hotel/motel taxes, and various other state and local taxes or assessments.

Duties and Responsibilities

• Performs examination of taxpayer records for compliance under direction of supervisor and management
• Continually increase understanding of tax laws
• Research for exam leads and scheduling appointments
• Prepares for exams by reviewing tax returns, prior audit reports and other available data preliminary to the audit
• Meet with taxpayers to discuss exam procedures, answers questions, and obtain necessary information and records
• Examines and verifies business and financial records
• Prepares papers supporting all adjustments, computes assessments
• Reviews and discusses findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations and support exam results
• Answers taxpayer inquiries; may participate in hearings of disputed cases; performs related duties as required
• Conduct closing conferences with taxpayers and/or taxpayers’ representatives; explaining applicable law and facts supporting changes in tax liabilities and attempts to secure agreement to findings in reports
• Perform other duties as assigned
• Work as required to complete the tasks
• Travel as required

Education and Experience

• Bachelor’s Degree in Accounting
• A minimum of 2-3 years related professional experience
• State and local tax knowledge or experience is preferred
• A CPA or CIA certification is preferred but not required

Knowledge, Skills and Abilities

• Professional background including experience with corporate accounting and finance preferred.
• Experience with state or local revenue department, compliance audits, audit defense preferred.
• Knowledge of accounting principles and strong analytical skills.
• Self-starter, with the ability to organize, plan and direct.
• Professional, customer service oriented, tactful, dependable, and flexible.
• Excellent verbal and written communication skills and the ability to work effectively with personnel at all levels of the Company.
• Strong working knowledge of Accounting Systems and Microsoft office.
• Strong communication and interpersonal skills, including diplomacy, flexibility, and dependability.
• Ability to use skill set, experience, and training to come to a decision under uncertainty.
• Exhibit awareness when performing work to evaluate and identify areas where issues might arise.
• Ability to understand limitations taxpayers and clients are facing related to ability to effectively provide information/records and aptitude to diplomatically overcome these limitations.

Work Environment

The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual workstation.

Physical Demands

• Must be able to remain in a stationary position for most of the day
• Constantly operates a computer and other office productivity machinery, such as a printer/copy machine
• This position needs to occasionally move about inside the office
• The person in this position frequently communicates via telephone

Neumo Summary

With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States.
Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more.
Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment.

Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.