TAX AUDITOR, BOARD OF EQUALIZATION

The California Department of Tax and Fee Administration (CDTFA) is seeking a Tax Auditor to join their team. The role involves conducting field audits, meeting with taxpayers, and preparing audit reports while traveling frequently to various locations for work.

Responsibilities

• Working independently to conduct audits, reviewing account details for accuracy
• Attend all basic tax law and audit training classes
• Initiating appointments to meet with taxpayers and any representatives to clearly explain audit findings & identifying interrelated fraud schemes; applying professional conversational skills
• Be able to prepare accurate audit reports and clearly written correspondence to taxpayers; including other relevant audit-related tasks
• Willing & able to spend the majority of their time (50%) working at various locations other than their home, or office, in a single day
• Willing to travel at least fifty percent (50%) of the time, which may include overnight travel
• Possessing effective communication skills, and the ability to thoroughly prepare for the possibility of testifying in court, on determined audit liabilities
• Properly analyzing financial documents, effectively interpreting data, making decisions in the best interest of the State, and preparing case documents with clear, concise, detailed notes

Skills

• Under close supervision of the Supervising Tax Auditor, the Tax Auditor (TA) conducts the least to moderately difficult field audits, and fraud/tax evasion audits
• The TA audits accounts, attends basic tax law and audit training classes, makes audit appointments, meets with taxpayers and their representatives, explains the audit findings, assists in identifying interrelated fraud schemes, may testify in court to liabilities determined, and prepares appropriate audit reports and written correspondence to taxpayers
• This position is designated as a mobile worker position and will require an incumbent to spend the majority of their time (fifty percent or more) working at various locations other than their home or office in a single day
• Positions within California require the incumbent to travel at least fifty percent (50%) of the time, which includes overnight travel
• Working independently to conduct audits, reviewing account details for accuracy
• Attend all basic tax law and audit training classes
• Initiating appointments to meet with taxpayers and any representatives to clearly explain audit findings & identifying interrelated fraud schemes; applying professional conversational skills
• Be able to prepare accurate audit reports and clearly written correspondence to taxpayers; including other relevant audit-related tasks
• Willing & able to spend the majority of their time (50%) working at various locations other than their home, or office, in a single day
• Willing to travel at least fifty percent (50%) of the time, which may include overnight travel
• Possessing effective communication skills, and the ability to thoroughly prepare for the possibility of testifying in court, on determined audit liabilities
• Properly analyzing financial documents, effectively interpreting data, making decisions in the best interest of the State, and preparing case documents with clear, concise, detailed notes
• This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.; for more information about E-Verify, please go to www.dhs.gov/e-verify
• Position requires employee to be fingerprinted and successfully pass a background investigation
• Travel is required fifty percent (50%) of the time
• Position may require overnight travel for up to five consecutive nights to meet training requirements
• Education: For classifications where the Minimum Qualifications (MQs) are based on meeting education requirements only: If education is required to meet the MQs please attach a copy of all of your transcripts that show the completion of the required education
• Applicants who completed their education outside the United States (with foreign degrees/transcripts) must obtain and submit verification of United States course/degree equivalency by the time of appointment

Benefits

• Reliable income
• Stable benefits
• Work-life balance
• Paid holidays
• Advancement opportunities

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