Tax Examiner (On-Site)

Neumo; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Neumo is seeking an experienced tax examiner to conduct tax and regulatory reviews for clients, focusing on sales and use tax, franchise fees, business licenses, and related tax assessments. The role requires examining taxpayer records and researching tax laws to support exam results.

You will prepare for exams by reviewing returns, discussing procedures with taxpayers, and validating financial records. Some travel is required as part of exams and issues resolution.

Qualifications

• Bachelor's degree in accounting is preferred and required for Alabama tax assignments.
• State and local tax knowledge or experience is preferred.
• Minimum of 18 credit hours in accounting is required.
• CPA certification is preferred; if CPA is held, CRE/CTE certifications are not required.

Responsibilities

• Examine taxpayer records for compliance under direction of supervisor and management.
• Research for exam leads and scheduling appointments.
• Prepare for exams by reviewing tax returns and prior audit reports and other data prior to the audit.
• Meet with taxpayers to discuss exam procedures, answer questions, and obtain necessary information and records.
• Examines and verifies business and financial records.
• Prepares papers supporting all adjustments and computes assessments.
• Reviews and discusses findings with taxpayer and/or representative to illustrate how tax laws apply.
• Answer taxpayer inquiries; may participate in hearings; perform related duties as required.
• Conduct closing conferences with taxpayers and explain applicable law and facts.
• Travel as required.

Skills

Accounting principles

Analytical skills

Verbal and written communication

Microsoft Office

Self-starter

Organizational skills

Team collaboration

Education

Bachelor's Degree in Accounting

18 credit hours in accounting

CPA certification

State/local tax knowledge or experience

Tools

Accounting Systems

Microsoft Office

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. Focus areas included but are not limited to; sales & use tax, franchise fees, business licenses, hotel/motel taxes, utility user 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 is preferred (Required for Alabama tax assignments)

State and local tax knowledge or experience is preferred

If assigned to Alabama (AL) tax: If not already Certified Revenue Examiner (CRE) certified, auditors are required to complete the necessary training to obtain the CRE designation within 2 years after employment and are required to maintain this certification through annual continuing education.

If assigned to Louisiana (LA) tax: Certified Tax Examiner (CTE) certification is preferred within 2 years of employment

Minimum of 18 credit hours in accounting is required

CPA certification is preferred Note: If CPA is held, CRE and CTE certifications are 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.