Tax Compliance Auditor

Liberty Tax Service; Hurst (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

Liberty Tax Service is seeking a Tax Compliance Auditor to work with the Director of Compliance and Compliance Process Manager to review individual tax returns, schedules, and credits. You will help identify unusual tax practices, test compliance with Liberty Tax policies, and interact with franchisees and staff to communicate findings and improvements.

The role requires strong analytical abilities, knowledge of IRS Earned Income Credit rules, and experience in tax preparation, with remote or

Qualifications

• Knowledge of IRS regulations pertaining to the Earned Income Tax Credit and preparer Due Diligence
• Strong analytical, critical thinking, research and problem-solving skills
• Excellent communication skills (verbal and written)
• Proficient with technology; solid knowledge of computer operations and software
• Advanced knowledge of Microsoft Office Products: Outlook, Excel, and Word
• Three or more years of individual income tax preparation experience

Responsibilities

• Assist in the process to monitor franchise and managed operation stores tax compliance with the IRS, Liberty Tax policies and procedures and federal and state tax statutes.
• Perform review of individual tax returns to monitor compliance with IRS regulations pertaining to filing of personal income tax returns.
• Communicate findings to franchisees and stores personnel and report results to appropriate departments and upper management.
• Cultivate and maintain a positive, productive, and professional relationship with staff, colleagues, and franchisees.
• Other duties as assigned

Skills

Analytical skills

Critical thinking

Research skills

Problem solving

Communication skills

Tech proficiency

Education

CPA or EA certification

Tools

Microsoft Office Suite

Job description

Tax Compliance Auditor

The Tax Compliance Auditor will work directly with the Director of Compliance and Compliance Process Manager to review individual tax returns with certain schedules and tax credits. This position is integral to help identify unusual tax practices in our tax offices, test compliance with Liberty Tax policies and procedures, the Internal Revenue Service and state statutes, rules and regulations. The position will perform analytical and investigative services working directly with compliance staff.

Responsibilities / Duties

• Assist in the process to monitor franchise and managed operation stores tax compliance with the IRS, Liberty Tax policies and procedures and federal and state tax statutes.
• Perform review of individual tax returns, to monitor compliance with IRS regulations pertaining to the filing of personal income tax returns; including, but not limited to, returns reporting:
  • W-2 income
  • Schedule C business income and expense
  • Schedule A deductions
  • Refundable Education, Fuel Tax, Earned Income Tax and Additional Child tax credits
  • Re-signature of tax returns
  • Communicate findings to franchisees and managed operation's store personnel
  • Report results to appropriate departments and upper management
• Cultivate and maintain a positive, productive, and professional relationship with staff, colleagues, and franchisees.
• Other duties as assigned

Qualifications

• Knowledge of IRS regulations pertaining to the Earned Income Tax Credit and preparer Due Diligence
• Strong analytical, critical thinking, research and problem-solving skills
• Excellent communication skills (verbal and written)
• Proficient with technology; solid knowledge of computer operations and software
• Advanced knowledge of Microsoft Office Products: Outlook, Excel, and Word
• Education and Experience
• CPA or EA certification preferred
• Three or more years of individual income tax preparation experience preferred

Physical Requirements

Position requires working at a desk at an office for periods of time up to eight hours.

Work Environment

This position will require the employee to work at one of our Corporate offices in Hurst, TX or Virginia Beach, VA or remote. As an employer, we are looking for employees that convey our R.E.A.L mission and values. We encourage team bonding & interacting with colleagues. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.

Liberty Tax is an equal opportunity employer.