Tax Examiner 1 - Natural Resources, Federal Royalty Program

State of Montana; Helena (MT); Hybrid; USD 58,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Life insurance

Long-term disability

Free health care for employee and some

Retirement plan

Paid vacation

Sick leave

11 holidays including floating holiday

Flexible hours

PSLF program eligibility

Job summary

The State of Montana, Department of Revenue, seeks a Tax Examiner 1 for the Natural Resources, Federal Royalty Program in Helena. You will perform technical examinations of tax returns, verify data, adjust filings, and communicate with taxpayers.

Responsibilities include developing audit programs, drafting summary reports, and assisting other examiners. Requires a bachelor’s degree in accounting/finance and related experience; telework may be available after training.

Qualifications

• Bachelor’s degree in accounting/finance or related field; college coursework in accounting helpful.
• One year of job-related experience in auditing, tax examination, or accounting practices.
• Knowledge of tax accounting, auditing standards and practices.
• Ability to research and analyze tax data and returns.

Responsibilities

• Conduct technical level examinations on tax returns with research and data verification.
• Adjust returns and communicate findings to taxpayers and representatives.
• Assist in developing audit programs and procedures; draft audit summaries.
• Testify as an expert witness and support other tax examiners as needed.
• Participate in the appeal process and provide range of support services.

Skills

Research and analysis

Accuracy and attention to detail

Mathematics

Conflict resolution & customer service

Written, verbal, and interpersonal

Microsoft programs and other database

Education

Bachelor’s degree in accounting/finance or related field

1 year of job-related experience in auditing or tax examination

Tools

Microsoft Office

Job description

Job Description - Tax Examiner 1 - Natural Resources, Federal Royalty Program (26142747)

Position Title

Tax Examiner 1 - Natural Resources, Federal Royalty Program - ( 26142747 )

Mission Statement

To be the nation's most citizen oriented, efficiently administered, state tax agency.

About the Agency

The Montana Department of Revenue administers almost 40 state taxes, property appraisals, alcoholic beverage laws, cannabis laws and unclaimed property for the state of Montana. The Business and Income Taxes Division (BIT) manages a variety of Montana tax types that include business, individual, and natural resources. BIT is comprised of five bureaus including Analytics and Planning, Corporate and Passthrough Taxes, Individual Income Tax Compliance and Audit, Withholding and Individual Income Taxes, and Natural Resource and Business Taxes and Fees. BIT staff perform audits, verify compliance with Montana laws for all taxes administered by the division, and issue appraisals and assessments of centrally assessed property.

What We Can Offer You

• Health, dental, and vision care; life insurance; and long-term disability. The State currently contributes $12,648/year toward these benefits.
• Free health care for employees and eligible family member at Montana Health Centers.
• Employee Assistance Benefits including counseling, legal assistance, well-being coaching, financial information, which are free resources.
• Retirement plans- The State currently contributes 9.17 %, vested after 5 years of continuous employment.
• Paid vacation- starting at 15 days a year.
• Sick leave- 12 days a year.
• 11 holidays, including a floating holiday, which can be used any time.
• Flexible hours.
• Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program.

Visit the Health Care and Benefits Division for more information at https://benefits.mt.gov/.

DUTIES

Job Overview

This position resides in the Business & Income Taxes Division of Department of Revenue . BIT’s tax examiner I’s perform a variety of duties assigned by management. Duties include conducting technical level examinations on assigned tax returns that involve research, verifying data, adjusting returns, providing communications to taxpayers and their representatives, and participating in the appeal process. Tax examiner I’s assist with development of audit programs and procedures, draft summary reports of audit findings, and testify as an expert witness. They also assist other tax examiners in their responsibilities and provide a range of support services to taxpayers and other department programs and employees. The position does not supervise other staff.

Knowledge of

• Tax accounting
• Auditing standards, principles, and practices
• Financial analysis
• Investigative methods and procedures
• State and federal tax laws, rules, and regulations
• Business practices
• Computer applications related to taxes and finance

Skills in

• Research and analysis
• Accuracy and attention to detail
• Mathematics
• Conflict resolution & customer service
• Microsoft programs and other database applications
• Written, verbal, and interpersonal communication

You would be a great fit for this position if you:

• Self-motivated
• Strong work ethic
• Follow instructions
• Provide timely and accurate customer service
• Work under pressure

Be open minded

Working Conditions

Work hours may exceed 40 hours from time to time, including weekends.

Office environment, with some teleworking opportunities after training period and approved by supervisor.

Lifting is infrequent, less than 15 pounds.

Some travel may be required, must have a valid driver’s license.

Successful applicants are required to successfully pass DOR tax and background check(s).

DOR is an equal opportunity employer. Women, minorities, and people with disabilities are encouraged to apply.

***This is an incomplete list of job duties. For a complete job description please contact Human Resources. ( [e-mail] or 406-444-9858)

(All computer systems and tax guidelines will be trained on the job.)

Special Requirements

Eligibility for employment will be subject to the following:

Criminal Background Check. Circumstances involving convictions will be reviewed

Tax status must be current. Circumstances involving tax status issues will be reviewed

Remote / Telework

This position may be eligible to work from an approved worksite; however, the successful candidate must be a primary resident of Montana as a condition of employment. This position would be required to report to the Department of Revenue office assigned by the supervisor. Employees must meet and sustain Department of Revenue telework eligibility requirements and supervisor's approval to participate in the DOR Telework Program. Full-time teleworking is not available.

Training Assignment

This agency may use a training assignment. Employees in training assignments may be paid below the base pay established by the agency pay rules. Conditions of the training assignment will be stated in writing at the time of hire.

This agency is participating in E-Verify to confirm employment eligibility. After accepting a job offer and completing Form I-9, your information will be submitted to the Department of Homeland Security and Social Security Administration for verification. For more information about E-Verify, please visit the E-Verify website found here, https://www.e-verify.gov/ .

Eligibility to Work

In accordance with the Immigration Reform and Control Act, the person selected must produce within three days of hire documents that show authorization to work in the United States. Examples of such documentation include a birth certificate or Social Security card along with a driver’s license or other picture I.D., or a U.S. passport, or a "green card". The State of Montana does not sponsor.

Special Information

Candidates must be eligible to work in the United States. A valid driver's license is required with less than 12 conviction points in the most recent completed 36 months.

Education / Experience

The above competencies are typically acquired through a combination of education and experience equivalent to:

Bachelor’s degree in accounting or finance, business administration, or public administration supplemented by college coursework in accounting or closely related field.

One year of job-related work experience in auditing, tax examination, or accounting practices.

Other combinations of education and experience are evaluated on an individual basis.

Salary

$58,204.00 - 60,104.00 Yearly Telework Eligibility : Telework Eligible (Full-time telework is not available. Telework schedule must be supervisor approved.) Benefits Package Eligibility : Health Insurance, Paid Leave & Holidays, Retirement Plan

Number of Openings

1

Employee Status

Regular Schedule: Full-Time

Job Type

Standard

Shift

Day Job

Travel

Yes, 5 % of the Time

Primary Location

Helena Agency: Department of Revenue Union: Montana Federation of Public Employees

Posting Date

Closing Date (based on your computer's timezone)

Required Application Materials

Resume

Successfull applicants are required to successfully pass DOR tax and background check(s).

State government does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, pregnancy, childbirth or medical conditions related to pregnancy or childbirth, age, physical or mental disability, genetic information, marital status, creed, political beliefs or affiliation, veteran status, military service, retaliation, or any other factor not related to merit and qualifications of an employee or applicant.