- Full Time
- Depends on Qualifications Year
- 3613 Aviation Way, Suite 102, Medford, OR 97504
Oregon Department of Revenue is Hiring
Tax Auditor 1 (Tax Auditor Entry Underfill)
Department of Revenue (DOR)
Position: Tax Auditor 1 (Tax Auditor Entry Underfill option)
Location: Medford, Oregon
Department of Revenue is currently recruiting for a TAX AUDITOR 1 (Tax Auditor Entry Underfill) to join our Personal Tax and Compliance Division's, Compliance Section, Medford District Office.
UNDERFILL OPTION: We encourage applicants who meet the underfill qualifications for the ‘Tax Auditor Entry’ to apply. Employees hired into the ‘Tax Auditor Entry’ level positions will be re-classified to the Tax Auditor 1 upon passing trial service and meeting the minimum qualifications for that classification.
This is a full-time, SEIU represented position. This recruitment may be used to fill additional vacancies as they occur.
Purpose Of The Position:
The purpose of this position is to ensure taxpayer compliance with federal, state, and local laws. Employees of this position perform independent audits of a wide range of tax returns which involve a wide range of issues. This position is part of the audit team responsible for ensuring equitable and consistent treatment of Oregon taxpayers.
What's In It For You:
Benefits to working for the Department of Revenue include a commitment to a work-life balance and:
- Working in an open office with a team of talented and highly motivated individuals
- A work week is typically limited to 40 hours, Monday to Friday
- Access to training that will help in the current role as well as assisting with career growth
- Comprehensive medical, dental and vision plans for the employee and qualified family members, including $5,000 in employee basic life insurance
- Paid sick leave, vacation, personal leave and 10 paid holidays per year
- Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP)
- The Department of Revenue Supports teleworking for qualifying employees
DUTIES & RESPONSIBILITIES:
Duties include but are not limited to:
Examines returns which have been determined to have met the section's operational plan. Conducts in person or correspondence audits to determine the appropriate adjustment of tax including business income and expenses reported on individual income tax returns by examination of the financial books and records, including verifying receipts and expenses and matching to and from source documents. Evaluates internal controls to determine if they are sufficient to properly account for income and expenses. Ensures that the accounting transactions conform with generally accepted accounting principles as well as state, federal, and local tax laws, rules and regulations by reviewing treatment of issues or returns. Audits may include single issue, complex issues, business, non-complex partnership, fiduciary, estate, and S or C Corporation returns.
- Develops pre‑audit analysis, identifies issues, and schedules the necessary appointments. Uses independent judgment to determine the scope and techniques of the audit; develops audit plans and performs sampling techniques in order to test the accounting system.
- Uses direct and indirect auditing methods, which includes gross receipts test, bank deposit analysis, source and application of funds, to determine the correct amount of taxable income.
- Reviews and analyzes legal and financial documents, contracts, corporate minutes and partnership agreements and other records as required. Analyzes business practices and procedures to verify the transactions in order to establish a true financial picture of the taxpayer.
- Research, interpret and apply federal, state and local laws (e.g. Internal Revenue Code (IRC), Oregon Revised Statutes (ORS)), regulations, Revenue Rulings, and applicable federal and Oregon court decisions by using reference material accessible on both paper and/or on-line computer systems to recognize, and resolve tax issues. Develops the position with respect to certain tax issues that may help establish the department's audit policy.
- Obtains third party information through online sources, subpoena, public records, business practices and procedures, to establish a true financial picture of the taxpayer or a transaction.
- Prepares audit work papers, audit reports, and makes changes to a taxpayer's return in to a computer system. Such work papers include a full disclosure of the scope and techniques used in the examination, information to support the auditor's conclusions and opinions, and full explanation of any changes made to taxpayer's taxable income and tax liability. Presents findings of audit to the taxpayer and/or representative.
- Establishes delinquent accounts, issues refunds, or adjusts existing accounts by entering data in to a computer system.
- Through various sources and means of investigation, refer individuals and/or entities who are not filing tax returns to other areas of the agency.
- Represents the department's audit position on appealed audit cases at all appeal stages including written objection, conferences and the Magistrate Division of the Oregon Tax Court. Presents the issues, facts, law citations, and closing statements. Participates in mediation as required. Testifies in Oregon Tax Court as an expert witness.
- Provides taxpayer assistance by responding to in person, written and telephone inquiries from taxpayers, tax preparers, and others in the department in a timely manner.
For a completed position description please email: firstname.lastname@example.org
Frequent communication by telephone or face-to-face with taxpayers to explain audit processes or billings initiated by the auditor, some of whom may be upset or angry. Other working conditions include continuous key boarding to enter data to or retrieve data from a personal computer. The position routinely requires sitting or standing and concentrating for long periods of time, long periods of reading technical materials, continuous handling and carrying folders up to 10 lbs. and sorting through many pages of documents. Frequently, an auditor must drive or walk to the location of the taxpayer's records and work at that location (taxpayer's home or place of business or third party locations such as accountant's office, banks, courthouses, etc.) is common.
Overnight travel is occasionally required, and travel at times is in adverse weather conditions.
QUALIFICATIONS, REQUIRED & REQUESTED SKILLS:
To qualify as a Tax Auditor 1 ($3,913 - $5,724 Monthly)
One year of work experience in tax preparation, auditing, tax audit defense, professional accounting, drafting rules or legislation, providing law training, or developing tax forms or instructions. This experience must have been or Oregon income tax, corporate excise tax, another state or city with an income tax structure similar to Oregon, or Federal income tax;
AND one of the following:
A Bachelor's degree with at least 24 quarter hours (16 semester hours) in accounting;
24 quarter hours in accounting and two years of work experience doing either compliance work in a tax program or work in professional accounting. The experience must include at least two of the following areas: cash receipts, cash disbursements, cost accounting, journal entries, operation of a general ledger system and subsidiary accounts, posting and closing a full set of books, or preparation of a trial balance.
To qualify as a Tax Auditor Entry ($3,117 - $4,514 Monthly)
A Bachelor's degree with at least 24 quarter hours (16 semester hours) in accounting:
24 quarter hours in accounting and two years of experience doing either compliance work in a tax program or professional accounting. The experience must include full-cycle bookkeeping and at least two of the following areas: cash receipts; cash disbursements; cost accounting; journal entries; operation of a general ledger system and subsidiary accounts; posting and closing a full set of books; or preparation of a trial balance.
For both the Tax Auditor 1 level and the Tax Auditor Entry level, official or unofficial transcripts may be requested to validate all required and/or related courses. Transcripts must clearly show 1) the name of the applicant; 2) the name and address of the institution; 3) the degree received and; 4) the required courses completed with a passing grade.
These positions require a valid driver's license or the ability to have reliable alternative transportation methods. Applicants will also be subject to a criminal history check which may include fingerprinting and a DMV check.
- Skill in using Excel.
- Proven ability to follow through and bring audits or projects to a timely, satisfactory completion; including the ability to manage audits at different stages of the audit within a prescribed timeline.
- Proven ability to exhibit sound judgment and decision making when there are variables (i.e. interpreting laws/regulations).
- Proven ability to speak and write professionally in a well-organized, straight forward and concise manner to taxpayers and tax professionals.
- Proven ability to work cohesively within a team.
- Highly competent computer and key-boarding skills.
- Knowledge of tax rules and regulations.
- A high degree of social skills allowing the auditor to interact effectively with taxpayers and tax professionals.
- Proven ability to work independently displaying a high degree of integrity.
Applicants may be required to participate in skill set testing, a writing exercise, or a caseload management exercise as part of the interview process.
The training for this position is an online training environment. The successful applicant will possess the following attributes:
Good time management skills and the ability to schedule time effectively and complete assignments on time. Be self-motivated and self-disciplined and keep track of deadlines. Good reading and comprehension skills with the ability to follow written instructions.
TO APPLY, use the following link: REQ-24636 Department of Revenue,Tax Auditor
This announcement has supplemental questionnaires required for submission. The supplemental questions ask for information such as your experience in Excel, level of experience in compliance work which includes fact finding, and your level of experience using various investigative tools. Please refer to the announcement for a complete list of the questions.
Conditions of Employment:
Employment in any position with the Department of Revenue for all current and prospective employees is contingent on full compliance with all programs administered by the Department and passing a criminal history check which may include fingerprinting. Circumstances of any criminal conviction will be reviewed to determine whether an applicant is accepted for employment.
Eligible veterans who meet the qualifications will be given veterans' preference. To receive preference you MUST attach appropriate documentation as outlined by the Department of
Administrative Services at the following website https://www.oregon.gov/jobs/Pages/Veterans.aspx or you may call the Oregon Department of Veterans' Affairs at 1-800-692-9666.
Protect Your Confidential Information:
To protect your confidential information, please redact (black out) your social security number on all documents before attaching them to your application.
Do you have questions about the recruitment & selection process (i.e, supplemental questions, duties & responsibilities. etc.)? Please contact Sheri Myers, Recruitment Analyst, at email@example.com or 503-945-8548.
Job Reference Number: REQ-24636
If you have a disability or otherwise require an application in an alternate format in order to complete the process, you may contact us at:
Oregon Department of Revenue
Human Resources Rm. 135
Salem, OR 97301
Phone (503) 945-8547
Fax (503) 947-2047
The Oregon Department of Revenue is an Equal Opportunity, Affirmative Action Employer