Transaction Privilege Tax Auditor 4

Role Description

The Transaction Privilege Tax (TPT) Auditor 4 serves as a team lead and subject-matter-expert within their respective unit, and is responsible for the workflow coordination of the team, mentoring of team members, and serving as a team first point of escalation. This role is responsible for performing large, complex audits and refund reviews for all taxing jurisdictions subject to transaction privilege and use tax, and reviewing various state/city/town tax issues from average to difficult complexity. This role determines tax liabilities involving transaction privilege, excise, and use taxes, and prepares working papers and recommendations for the final audit memorandum. This role is also responsible for conducting occasional field audits, which may require in and out of state travel, up to two weeks in duration.

This position will require an initial 2 week in-office training at our downtown Phoenix office; following training, this position is available for remote work on a full-time basis within Arizona (including virtual office arrangements).

Job Duties

• Lead
  • Serves as a team lead within their respective unit.
  • Subject-matter expert within their respective unit.
  • First point of escalation for junior team members.
  • Workflow coordination of junior team members.
  • Peer mentor to junior team members.
  • Provides "backup" monitoring for supervisor, as needed.
  • Develops procedures and training materials to assist with team training.
• Audit Reviews
  • Conducts complex audit and refund reviews 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.
  • Accurate and timely examinations of audits based on information requested through correspondence with taxpayers and/or changes in calculations resulting from information provided regarding the audit.
  • Inspects and examines returns, makes determinations, and recommends return of audits.
  • Elicits clarifying information, accepts evidence, evaluates both testimony in a written decision, and prepares case files if/as necessary.
  • Fully documents audits to support the department's position and maintain the audit file in an orderly manner.
  • Prepares work papers, audit reports, and weekly reports.
  • Assists management with special assignments, including reviewing, approving, and processing audit and refund files.
• Research & Analysis
  • Researches complicated issues and resolves taxpayer appeals timely, fairly, accurately and consistently.
  • Explains audit adjustments and conclusions to taxpayers and/or representatives.
  • Discusses audit adjustments and positions with taxpayers and/or representatives.
  • Educates taxpayers in tax law, rules and regulations and ensures taxpayer compliance through the audit process.
• Field Audits
  • Conducts in-person, in- and out-of-state field audits, as assigned.
• Agency/Department Compliance & Continuous Improvement
  • Actively contributes to team and individual effectiveness through the following:
  • Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated.
  • Completes all required training in a timely manner.
  • Participates in assigned work teams as appropriate.
  • May complete periodic metrics, projects, huddle boards and reports as requested.
  • Prepares for and actively participates in 1:1 coaching with supervisor.

Qualifications

• Advanced knowledge of transaction privilege and use tax laws, policies, and procedures.
• Advanced knowledge of applicable state, city, and town tax codes.
• Advanced knowledge of auditing methods, systems, standards, and procedures.
• General knowledge of generally accepted accounting principles (GAAP).
• General knowledge of generally accepted accounting standards (GAAS).
• Skill in utilizing Artificial Intelligence Systems.
• Strong and effective verbal, written, and active listening communications skills.
• Strong mathematical computation skills such as addition, subtraction, multiplication, division, percentage, and averages.
• 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.
• Strong proficiency and skill in the use of Microsoft Excel.
• Strong proficiency in the use of tax reporting and accounting systems.
• Ability to interpret and apply federal and state tax laws to audit reviews.
• Ability to convey tax-related terminology and information in layman's terms.
• Ability to work in a confidential manner, ensuring information is shared with internal and external individuals in an appropriate manner.
• Ability to build strong working relationships and partnerships with internal and external customers and stakeholders.
• Ability to travel up to 5% of the time both in-state and out-of-state for trips of up to 2 weeks in length.

Requirements

• A Bachelor’s Degree in accounting or closely related field AND two (2) years’ experience as an Auditor or equivalent.
• 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).
• Bilingual in English/Spanish.
• Previous team lead experience.

Pre-Employment Requirements

• Employment Verification and Reference Checks.
• State and Federal Criminal Background Check, including fingerprinting.
• Arizona Tax Filing Records Check.
• If applicable, ASEDRA Authorized Driver Identification Check.

Benefits

• 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.