INDIVIDUAL INCOME TAX AUDITOR 4

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Job Summary:

Would you like to be part of an amazing team that helps Arizonans thrive? At the Department of Revenue (ADOR) our mission is to Serve Taxpayers! ADOR is looking for individuals who are committed to service, community, and teamwork. To learn more about ADOR please visit azdor.gov. Come Join the ADOR Team!

Serves as the team lead and subject-matter-expert within their unit and is responsible for the workflow coordination of the team, mentoring team members, and serving as the first point of escalation. This role conducts difficult audits, medium to large in scale, of individual and corporate income tax, withholding tax, and/or emerging tax audits. These responsibilities are completed using acceptable audit methods and procedures to ensure taxpayers are in compliance with Arizona tax law, rulings, case law. Additionally, part of the lead duties include supporting, training, and monitoring calls of the Individual Audit Call Center. This role is also responsible for collecting and analyzing data, planning and organizing audit procedures, and examining and reviewing financial records to prepare detailed reports of audit findings.

This position may be available for remote work within Arizona 3 days per week in the office. Initial training requires a full time in office presence for the first 6 months. 

The State of Arizona strives for a work culture that affords employees flexibility, autonomy, and trust. Across our many agencies, boards, and commissions, many State employees participate in the State’s Remote Work Program and are able to work remotely in their homes, in offices, and in hoteling spaces. All work, including remote work, should be performed within Arizona unless an exception is properly authorized in advance.

Job Duties:

Essential Duties and Responsibilities include but are not limited to:

Team Lead

• Serves as subject-matter expert in the functional role
  
• Is the first point of escalation for those in the functional roles
  
• Coordinates workflow for peer team members in the functional roles
  
• Serves as a peer mentor to others in functional roles
  
• Provides "back up" monitoring for supervisor as needed

Tax Refund and Audit Reviews

• Conducts the most complex audits involving the accurate calculation and application of tax laws, rules and regulations, policies and procedures of the department in a consistent manner to all taxpayers.
  
• May include accurate and timely examination of audits and determining and recomputing tax liabilities, and/or detailed review and determination of penalty abatement requests.
  
• May elicit clarifying information, accept evidence, evaluate both testimony in a written decision and prepare case files.
  
• Fully documents audits to support the department's position and maintain the audit file in an orderly manner. Prepare work papers, audit reports and weekly reports.
  
• Performs and supports other audit functions, including research, examination, ticket/email resolution and tax system maintenance for accounts flagged for potential fraud
  
• Makes adjustments to taxpayer accounts in the tax system and tax system data cleanup to, including those accounts flagged for potential fraud
• Attends and represents the department both at informal and formal hearings and conducts audit work in the field, in- or out-of-state

Research & Analysis

• Researches difficult issues and resolve taxpayer appeals timely, fairly, accurately and consistently
  
• Explains audit adjustments and conclusions to taxpayers and their representatives
  
• Discusses audit adjustments and positions with taxpayers and/or representatives
  
• Reviews work of other auditors
  
• Educates taxpayers in tax law, rules and regulations and ensures taxpayer compliance through the audit process.

Agency/Department Compliance & Continuous Improvement

• Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as: self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.
• May complete periodic metrics, projects, huddle boards and reports as requested.
  
• Prepares for and actively participates in 1:1 coaching with supervisor
  
• Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement, and engages in continuous improvement efforts as assigned.
  
  

Knowledge, Skills & Abilities (KSAs):

Knowledge

• Advanced knowledge of individual income, corporate income, fiduciary and withholding tax policy and procedures
  
• Advanced knowledge of applicable federal and state tax laws, statutes, and codes
  
• Advanced knowledge of generally accepted accounting principles (GAAP)
  
• Advanced knowledge of generally accepted auditing standards (GAAS)

Skills

• Strong communications skills, to include verbal, written, and active listening
  
• Strong mathematical computation skills such as addition, subtraction, multiplication, division, percentage, and averages
  
• Strong organization and time management skills with the ability to make measurable progress on multiple priorities
  
• Strong interpersonal skills and demeanor
  
• Proficient in the use of a PC/laptop in a Windows environment; in the use of the Internet; and in the use of Google Suite applications such as Gmail, Sheets, Docs, and Drive
  
• Strong proficiency and skill in the use of Microsoft Excel and tax reporting/accounting systems

Abilities

• Ability to clear a comprehensive background and clearance process that includes an Arizona tax compliance verification, and a criminal background check through the FBI via level one fingerprint clearance through the Arizona Department of Public Safety
  
• Ability to motivate team members and encourage productivity and passion for the job, which includes mentoring team members, recognizing accomplishments, and providing rewarding and challenging work
  
• Ability to work in a confidential manner, ensuring information is shared with internal and external individuals in an appropriate manner
  
• Ability to understand and solve problems by applying advanced analytical skills to include collecting all the relevant information and data needed to address the problem; organizing, classifying and synthesizing the data into fundamental issues; from the information, identifying the most probable causes of the problem; reducing the information down into manageable components; identifying the logical outcomes from the analyses of the data collected; and, identifying the options and solutions for addressing the problems analyzed.
  
• Ability to travel up to 10% of the time to conduct field audit work and/or participate in hearings
  
• Willingness and ability to embody ADOR’s core values of Do the Right Thing, Commit to Excellence, and Care About One Another
  
  

Selective Preference(s):

The ideal candidate for this position will have:

• Any combination that meets the knowledge, skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a relevant degree from an accredited college or university such as Bachelor’s Degree (e.g., B.A.), training, coursework, and work experience relevant to the assignment AND minimum three (3) years’ related experience as an Auditor, or equivalent experience
  
• A Bachelor’s Degree in accounting or closely related field AND two (2) years’ experience as an Auditor or equivalent
  
• Experience with Continuous Improvement, LEAN
  
• Possess a certification such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), Certified
• Information Systems Auditor (CISA) and/or Certified Government Auditing Professional (CGAP)
  
• Previous team lead experience
  

Pre-Employment Requirements:

The final candidate will be required to abide by the following pre-employment checks:

Internal Applicant Eligibility
An Internal Applicant who is: An active, regular, full-time, or part-time ADOR Team Member who has been in their current position for at least 6 months and has maintained Satisfactory Performance.

Satisfactory Performance: A Team Member who:
• Has a 3.0 (meets or higher) for their most recent AZPerforms rating,
• Is not on a Performance Improvement Plan,
• Has not been involuntarily demoted in the previous 12 months, and
• Is not subject to any active formal discipline, meaning the Team Member has not received either
• A Letter of Reprimand issued in the previous 6 months or
• A Letter of Suspension in the previous 12 months.

• This position requires driving or the use of a vehicle as an essential function of the job to conduct State business, the following requirements apply: Driver’s License Requirements. Any employee operating a motor vehicle on State business must possess and retain a current, valid class-appropriate driver’s license, complete all required training, and successfully pass all necessary driver’s license record checks. The license must be current, unexpired, and neither revoked nor suspended. Employees who drive on state business are subject to driver’s license record checks, must maintain acceptable driving records, and must complete all required driver training. An employee who operates a personally owned vehicle on state business shall maintain the statutorily required liability insurance (see Arizona Administrative Code (A.A.C.) R2-10-207.11).
• Successfully pass background and reference checks; employment is contingent upon completion of the above-mentioned process and the agency’s ability to reasonably accommodate any restrictions.
• Arizona Tax Filing Records Check
• If applicable, ASEDRA Authorized Driver Identification Check
• All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).

Benefits:

The Arizona Department of Revenue offers a comprehensive benefits package to include:
-Affordable medical, dental, life, and short-term disability insurance plans
-Participation in the Arizona State Retirement System (ASRS) and long-term disability plans
-10 paid holidays per year
-Vacation time accrued at 4.00 hours bi-weekly for the first 3 years
-Sick time accrued at 3.70 hours bi-weekly
-Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
-Deferred compensation plan
-Wellness plans
-Tuition Reimbursement
-Infant at Work Program
-Rideshare and Public Transit Subsidy
-Career Advancement & Employee Development Opportunities
-Flexible schedules to create a work/life balance

By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.

Learn more about the Paid Parental Leave program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page

Retirement:

State employees are required to participate in the Arizona State Retirement System (ASRS), the State sponsored retirement contribution plan and the Long-Term Disability (LTD) program after a 27-week waiting period. The ASRS defined benefit plan provides for life-long income upon retirement. You will also have the option to participate in a voluntary deferred compensation program to take advantage of tax-deferred retirement investments.
On, or shortly after, your first day of work you will be provided with additional information about the available insurance plans, enrollment instructions, submission deadlines and effective dates.

Contact Us:

If you have any questions, need assistance, or would like to request a reasonable accommodation, please contact tartenian@azdor.gov

*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.