Tax Auditor

Job Purpose

Highly responsible work in the auditing and review of business personal property such as machinery, equipment, inventories, vehicles, furniture, and fixtures; coordinates the County's Business Personal Property Audit Program.

Responsibilities

Conducts audits of businesses, including selection of businesses to be audited; manages and assigns audits to the contract auditor, reviews their audits for completeness and accuracy, and signs correspondences to businesses concerning audit results; conducts audits of businesses not assigned to the contract auditor.

Utilizes depreciation schedules, general ledgers, balance sheets, and Schedule D of the North Carolina Corporation Income Tax Return to trace asset costs and depreciation.

Researches various websites to locate new businesses and businesses not filing business personal property listings and in establishing estimated costs for similar equipment.

Analyzes data prior to valuation; audits accounts of commercial individual properties to validate correct listing procedures; compares reports made to various government agencies.

Uses discretion and independent judgment in reviewing applications for property tax exemptions for personal property of religious organizations, charitable, fraternal, civic organizations, and historical properties, ensuring exemption qualifications are met reviews and analyzes costs of machinery and equipment, fixed asset accounts, leasehold improvements, capital leases, expense accounts, etc.

Clarifies and compares the business taxpayer's financial documents; schedules and conducts field audits.

Contacts businesses to be audited through mail and/or phone and informs them of information needed during the audit.

Reviews the North Carolina Corporation Franchise and Income Tax Returns, Schedule D, and verifies fixed asset account balances with financial statements; ensures the confidential nature of these documents.

Processes business personal property abstracts to render assessments.

Performs a variety of work assisting in the listing and assessment of business personal property.

Performs related work as required.

Qualifications

Education & Experience: Minimum qualifications include a bachelor's degree from an accredited college or University in account and at least one year of accounting/auditing experience; or a bachelor's degree from an accredited college or University in business administration or related field, with 12 semester hours in accounting and two years of accounting/ auditing experience; or an equivalent combination of education and experience in property appraisal, taxation or related area. Degree/coursework must be from an accredited institution.

Computer Skills: Prior intermediate level experience with computers, calculators, Microsoft Office products (Word, Excel, Outlook, PowerPoint).

Licenses/Certifications: Must possess or be able to obtain and continue to possess a County Business Personal Property Appraiser certification within the first year of employment. A valid NC driver's license is required and the ability to maintain a driver's record within Alamance County's policy criteria.

Skills & Abilities

Competency Statements:

• Accountability - Ability to accept responsibility and account for his/her actions.
• Accuracy - Ability to perform work accurately and thoroughly.
• Communication, Oral - Ability to communicate effectively with others using the spoken word.
• Communication, Written - Ability to communicate in writing clearly and concisely.
• Customer Oriented - Ability to take care of the customers' needs while following company procedures.
• Detail-oriented – Ability to manipulate small pieces of data with accuracy and focus.
• Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
• Honesty / Integrity - Ability to be truthful, maintain high level of confidentiality and be seen as credible in the workplace.
• Judgment – Ability to use good judgment and discretion as it relates to interpreting policies and procedures.
• Multitasking – Ability to multi-task in a fast-paced environment.
• Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
• Safety-Minded – Creating a safe work environment; managing risks; reducing exposure liabilities.
• Time Management - Ability to utilize the available time to organize and complete work within given deadlines.

Physical Demands:

N (Not Applicable) Activity is not applicable to this position.

O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs./day)

F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs./day)

C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs./day)

Physical Demands Stand F Walk O Sit F Manually Manipulate F Reach Outward O Reach Above Shoulder O Climb N Crawl N Squat or Kneel O Bend O Talk/Hear C See C Taste/Smell N Lift/Carry 10 lbs. or less C 11-20 lbs. F 21-50 lbs. O 51-100 lbs. O Over 100 lbs. N Push/Pull 10 lbs. or less C 11-25 lbs. F 26-40 lbs. O 41-100 lbs. O Other Physical Requirements Vision (Near, Distance, Peripheral)