Tax Examiner 1 – Withholding Unit

State of Montana; Montana; Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health benefits including dental and V

Life insurance

Public Service Loan Forgiveness (PSLF)

Job summary

The State of Montana’s Department of Revenue is seeking a Tax Examiner I in the Business & Income Taxes Division to perform technical examinations on assigned tax returns, verify data, adjust returns, and participate in the appeal process. The role supports audit program development and draft reporting of findings, while assisting other examiners and department programs.

Qualifications include a bachelor’s degree in accounting/finance or related field, plus at least one year of related

Qualifications

• Bachelor’s degree in accounting or finance, business administration, or public administration with coursework in accounting
• One year of job-related 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, researching and verifying data
• Adjust returns, communicate with taxpayers and representatives, and participate in appeals
• Assist with development of audit programs and draft summary reports of audit findings
• Support other tax examiners and provide auxiliary services to department programs and employees

Skills

Research and analysis

Cost benefit analysis

Accuracy and attention to detail

Mathematics

Conflict resolution & customer service

Microsoft Office

Written, verbal, and interpersonal沟通

Education

Bachelor’s degree in accounting or finance, business administration, or public administration supplemented by coursework in accounting

One year of experience in auditing, tax examination, or accounting practices

Tools

Microsoft Office

Database applications

Tax software

Job description

Our services impact EVERY Montanan!

MISSION STATEMENT

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.

What We Can Offer You

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.

DUTIES

Job Overview

This position resides in the Business & Income Taxes Division of Department of Revenue. BIT’s tax examiner I’s performs 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. A Tax examiner I assists 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

• Cost benefit 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.

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

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

Applicant Pool Statement

If another department vacancy occurs in this job title within six months, the same applicant pool may be used for the selection.

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.