Tax Examiner (On-Site)

Job Description

Job Description

Job Summary:

Conduct tax and regulatory reviews on behalf of clients. Perform review functions to detect, correct, and document client tax/fee revenue deficiencies. Focus areas included but are not limited to; sales & use tax, franchise fees, business licenses, hotel/motel taxes, utility user taxes, and various other state and local taxes or assessments.

Duties and Responsibilities:

• Performs examination of taxpayer records for compliance under direction of supervisor and management
• Continually increase understanding of tax laws
• Research for exam leads and scheduling appointments
• Prepares for exams by reviewing tax returns, prior audit reports and other available data preliminary to the audit
• Meet with taxpayers to discuss exam procedures, answers questions, and obtain necessary information and records
• Examines and verifies business and financial records
• Prepares papers supporting all adjustments, computes assessments
• Reviews and discusses findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations and support exam results
• Answers taxpayer inquiries; may participate in hearings of disputed cases; performs related duties as required
• Conduct closing conferences with taxpayers and/or taxpayers’ representatives; explaining applicable law and facts supporting changes in tax liabilities and attempts to secure agreement to findings in reports
• Perform other duties as assigned
• Work as required to complete the tasks
• Travel as required

Education and Experience:

• Bachelor’s Degree in Accounting is preferred (Required for Alabama tax assignments)
• State and local tax knowledge or experience is preferred
• If assigned to Alabama (AL) tax:
  • If not already Certified Revenue Examiner (CRE) certified, auditors are required to complete the necessary training to obtain the CRE designation within 2 years after employment and are required to maintain this certification through annual continuing education.
• If assigned to Louisiana (LA) tax:
  • Certified Tax Examiner (CTE) certification is preferred within 2 years of employment
  • Minimum of 18 credit hours in accounting is required
• CPA certification is preferred
  • Note: If CPA is held, CRE and CTE certifications are not required

Knowledge, Skills and Abilities:

• Professional background including experience with corporate accounting and finance preferred.
• Experience with state or local revenue department, compliance audits, audit defense preferred.
• Knowledge of accounting principles and strong analytical skills.
• Self-starter, with the ability to organize, plan and direct.
• Professional, customer service oriented, tactful, dependable, and flexible.
• Excellent verbal and written communication skills and the ability to work effectively with personnel at all levels of the Company.
• Strong working knowledge of Accounting Systems and Microsoft office.
• Strong communication and interpersonal skills, including diplomacy, flexibility, and dependability.
• Ability to use skill set, experience, and training to come to a decision under uncertainty.
• Exhibit awareness when performing work to evaluate and identify areas where issues might arise.
• Ability to understand limitations taxpayers and clients are facing related to ability to effectively provide information/records and aptitude to diplomatically overcome these limitations.

Work Environment:

The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual workstation,

Physical Demands:

• Must be able to remain in a stationary position for most of the day
• Constantly operates a computer and other office productivity machinery, such as a printer/copy machine
• This position needs to occasionally move about inside the office
• The person in this position frequently communicates via telephone

Neumo Summary:

With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States.

Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more.

Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment.

Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.