Tax Auditor Agent 1 - State of Ohio (Los Angeles, California)
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State: California
Country: USA
Job Category: Accounting/Finance
| **These six (6) positions are located in our Santa Ana, California office** Job Duties: 85% Accompanies higher-level tax auditor agent in order to learn how to properly plan and conduct field audits and refund investigations of taxpayers' business operations or of non-resident, individual taxpayers and completes designated segments of given field audit or refund investigation subject to review of higher-level tax auditor agent (e.g., gathers and compiles information to be included in audits as instructed; performs research and prepares review summaries of supporting schedules and work papers as instructed; reviews taxpayer records as instructed; carries out assigned tasks using audit tools such as statistical sampling, block sampling, managed audits, participatory audits, data screening and audit plans; gathers and compiles information to be included in pre-audit analysis as instructed, performs post-audit research and prepares for review summaries of all supporting schedules and work papers that detail and support audit and refund recommendations as instructed, drafts narratives or other correspondence to explain and support audit and refund recommendations and correspondence to request information falling within Tax Auditor Agents work experience, operates personal computer using office system software such as word processing, spreadsheet and database software to capture and present audit and/or refund recommendations, corresponds with controller or other taxpayer representatives to discuss audit issues pertaining to assigned audit segments and regarding records related thereto, confers with administrative review and/or Office of Chief Counsel and/or Attorney Generals office, testifies before Board of Tax Appeals and/or courts, operates motor vehicle to transport confidential audit files and documentation, containers of taxpayer records, or computer and peripherals necessary to conduct audit/refund investigation).
15% Attends and participates in meetings, workshops, conferences, seminars and department lead or sponsored educational sessions. |
| Minimum Qualifications: |
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| MUST HAVE: (1) Bachelor's degree or higher degree per Section 5703.17(B) O.R.C. in accounting, business, business administration, economics, finance, public administration, management or other business related field; 24 semester credit hours or 36 quarter credit hours of accounting courses which may include up to 6 semester credit hours or 9 quarter credit hours of business-related courses; valid driver's license; -Or (2) Within last 4 years have 2 years exp. in accounting &/or auditing &/or taxation exp.; 9 semester credit hours or 13 quarter credit hours of accounting courses; valid driver's license; -Or (3) Current CPA, CMA, or CIA Certificate, or JD, LLB, MBA, or Master's Degree in Taxation or Masters Degree in Accounting, or Professional Tax Designation issued by Institute for Professionals in Taxation or International Association of Assessing Officers or designation as an Enrolled Agent of the Internal Revenue Service; 9 semester credit hours or 13 quarter credit hours of accounting courses; valid driver's license. |
| Major Worker Characteristics: |
| Knowledge of: (1) accounting; (2) business correspondence*; (3) audit tools; (4) state and federal laws, rules, policies and procedures applicable to types of tax being audited*; (5) human relations*; (6) employee training and development*. Skill in: (7) operation of personal computer; (8) use of office system software and database software*; (9) office equipment (e.g., facsimile equipment, photocopier, calculator)*; (10) operation of motor vehicle. Ability to: (11) examine, accumulate, capture and present audit and/or refund recommendations and safeguard confidential information from taxpayer records; (12) use tax audit tools (e.g., statistical sampling; block sampling; managed audits, participatory audits; data screening, audit plans); (13) demonstrate dexterity in use of hands to operate personal computer keyboard; (14) lift, push, pull or otherwise move up to 25 pounds of audit files and documentation, containers of taxpayer records, or computer and peripherals necessary for conduct of audit/refund investigation; (15) handle routine and sensitive inquiries from and contacts with taxpayers, their representatives and other government officials. |
Supplemental Information: |
| TRAINING AND DEVELOPMENT REQUIRED TO REMAIN IN THE CLASSIFICATION AFTER EMPLOYMENT: Successful completion of training in (1) conducting audit interviews, (2) core agent training courses including one basic course in each tax administered in areas of responsibility within Division (e.g., Excise Division TAA 1s would complete core courses in Motor Fuel Tax, IFTA & others as directed; Audit Division TAA 1s would complete core courses in Sales, Corporate Franchise, Personal Property, Employer Withholding, Pass-Thru-Entity & others as assigned), (3) basic tax type auditing principles courses in at least 3 taxes administered in areas of responsibility within Division, (4) computer training (e.g., Microsoft office), (5) technical tax writing. Employee must complete mandated training within two years from date of appointment or be subject to discipline. Employees who satisfy the first option of the minimum class qualifications for employment listed for Tax Auditor Agent, 2, 66852 will automatically be reassigned to Tax Auditor Agent 2, 66852, provided employee has had satisfactory performance evaluations for applicable rating periods up to & including the last two years, has no active disciplinary action & has successfully completed all required training listed under Training & Development to Remain in the Classification After Employment for Tax Auditor Agent 1, 66851. For purposes of this paragraph on reassignment, active disciplinary action shall not include oral or written reprimands.
Please apply thru the Ohio Department of Taxation
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