Tax Examiner 1 – Pass Through Unit
State of Montana
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Benefits offered by this job
Job summary
The Montana Department of Revenue is seeking a Tax Examiner I to join the Business & Income Taxes Division. You will perform technical examinations, verify data, adjust returns, and communicate with taxpayers and representatives, contributing to audit programs and summaries.
You may testify as an expert witness and assist other examiners while supporting department programs. Eligible candidates have a Bachelor's degree in accounting, finance, or related fields and at least one year of tax/audit
Qualifications
- Bachelor’s degree in accounting, finance, business administration, or public administration.
- 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.
Responsibilities
- Conduct technical level examinations on assigned tax returns with research, data verification, and adjustments.
- Provide communications to taxpayers and their representatives; participate in the appeal process.
- Assist in developing audit programs and procedures; draft summary audit reports and testify as an expert witness.
- Support other tax examiners and provide services to taxpayers and department programs.
Skills
Education
Tools
Job description
Our services impact EVERY Montanan!
To be the nation’s most citizen oriented, efficiently administered, state tax 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.
The State of Montana’s comprehensive benefits package includes:
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/. In addition to employee benefits, there are a wide range of advancement opportunities throughout the Department of Revenue.
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.
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
Research and analysis
Cost benefit analysis
Accuracy and attention to detail
Mathematics
Conflict resolution & customer service
Microsoft programs and other database applications
Written, verbal, and interpersonal communication
Self-motivated
Strong work ethic
Follow instructions
Provide timely and accurate customer service
Work under pressure
Be open minded
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.
DOR is an equal opportunity employer. Women, minorities, and people with disabilities are encouraged to apply.
(All computer systems and tax guidelines will be trained on the job.)
If another department vacancy occurs in this job title within six months, the same applicant pool may be used for the selection.
Criminal Background Check . Circumstances involving convictions will be reviewed
Tax status must be current. Circumstances involving tax status issues will be reviewed
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.
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/ .
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.
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.
Successful applicants are required to successfully pass DOR tax and background check(s).
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.
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