Auditor I - Business Tax Services

Recruitment #220527-D12A-19

Introduction

 

Auditor I – Motor Fuel & Credits/Refunds – Business Tax Services Division
Salary: $44,159.00

GENERAL FUNCTION
The Auditor supports the Business Tax Services Division by performing various routine audits, reviews, or investigations.  This may include independent responsibility for conducting audits of various functions or activities, or serving as a member of an audit team in completing more complex audits or special investigations. 

The Auditor is involved in conducting professional operational reviews, audits, or special investigations to determine compliance with laws and regulations, generally accepted accounting procedures, financial accountability standards or other requirements.  This includes scheduling, planning and conducting required audits, reviewing required accounting records or other business documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing audit reports and supporting documents.

TYPICAL FUNCTIONS
The functions performed by employees in this job family will vary by level, but may include the following:

General
• Prepares memos and taxpayer correspondence in a manner sufficient to convey procedures, laws and regulations
• Assists taxpayers, legal representatives, internal and external personnel in a professional manner by email, telephone, and in person
• Completes assigned work items in order to meet section production and accuracy standards
• Resolves complex and non-complex business tax issues
o Uses proper resources to find solutions and responds in a timely manner
• Plans, schedules and conducts audits of businesses, agencies, schools, corporations, or others to determine compliance with laws and regulations, generally accepted accounting principles, financial accountability standards or other requirements
• Conducts operational audits involving policies and procedures or management activities to ensure compliance with laws, regulations and standards for financial accountability and internal controls
• Reviews financial records and other business records; evaluates financial controls; identifies deficiencies; provides advice on requirements for compliance with existing laws, policies and standards
• Prepares audit reports; makes recommendations concerning changes in policies or operating procedures
• Performs special investigations as assigned
• Level II & III – Consults with supervisor on returns requiring rulings based on statute or rule, as well as computer operations problems, providing potential solutions
• reports of processing errors, all within a timely manner after evaluating the impact
• Level II & III – Trains and supports lower-level staff and new co-workers
• Level III – Oversees and provides quality control checks to the work of lower-level staff
• Level III – Prepares and submit trouble reports, production reports, and operational

This specific position will support the following section of the Business Tax Services Division with additional duties that will vary by level, but may include the following:

Credits & Refunds
• Completes refund requests related to the various business tax types from individual and business taxpayers
• Analyzes taxpayer provided data in order to validate refund claim and to establish credit(s) to be issued
• Develops briefings, presentations, and reports and conducts data analysis
• Level III – Assist management in the development/revisions of credit and refunds procedures, training programs, rules and audit policies

Motor Fuel
• Plans, schedules and conducts audits and reviews of taxpayer motor fuel reports, financial records and other business records to determine compliance with laws and regulations for tax liabilities and refunds
o Produces detail schedules of audit findings and provide copies of documents supporting the audit issues
• Audits and reviews other motor fuel information received from various states concerning imports of fuel into Oklahoma
• Assists management in the development/revisions of motor fuel forms, procedures, training programs, rules and audit policies
• Provides monthly production reports of completed and pending audits, as well as, all  tasks to be accounted for on the monthly stats information

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of
• Generally accepted accounting principles and practices
• Auditing theories and techniques
• Financial statements, ledgers, journals and reports
• Analytical principles
• Modern office methods and procedures, including computer technology related to accounting systems

Skills in
• Attention to detail
• Interpersonal skills
• Written & verbal communication
• Active listening
• Exceptional attention to detail
• Level III - Training

Ability to
• Review and analyze accounting records and business practices
• Prepare audit reports and recommendations
• Establish and maintain effective working relationships with others
• Communicate effectively
• Level II & III – Complete or participate in various types of audits and completing required reports and to comprehend and carry out complex accounting, auditing and fiscal procedures
• Level II & III – Perform a wide range of audit functions and perform highly independent work

LEVEL DESCRIPTORS
The Auditor job family has three levels, which are distinguished by the complexity of assignments, the level of expertise required to perform the duties assigned, and the responsibility for providing leadership to others.

Level I is the entry-level where employees are assigned professional-level responsibilities for performing various routine audits, reviews or investigations or assisting in the completion of more complex audits or investigations as a member of an audit team.  It also includes entry-level auditors who generally perform such work in a training status to build their skills in completing various types of audits and reviews.

Level II is the career-level where employees are assigned responsibilities at the full-performance level for completing or participating in a wide range of audit assignments.  This may include independent responsibility for conducting audits of various functions or activities or serving as a member of an audit team in completing more complex audits.  Duties performed will include planning, scheduling, and conducting audits, evaluating financial controls; identifying deficiencies, and preparing audit reports. There may also be some limited responsibilities assigned for training or providing limited supervision to less experienced auditors on an occasional basis.

Level III is the subject-matter-expert-level where employees are assigned responsibilities for performing advanced level work involving a wide range of audit functions or activities, audits of an unusually complex nature, or other similar work. Responsibilities may include serving as a team leader on some assignments.

MINIMUM QUALIFICATIONS

Level I    
Education and Experience requirements at this level consist of
• A bachelor’s degree in accounting, finance, business or public administration; or related field
• OR an equivalent combination of education and experience, substituting one year of paraprofessional experience in auditing, accounting, or similar field for each year of the required education

Level II    
Education and Experience requirements at this level consist of
• A bachelor’s degree in accounting, finance, business or public administration; or related field; PLUS one year of professional experience in auditing, accounting, or similar field
• OR an equivalent combination of education and experience, substituting one year of paraprofessional experience in auditing, accounting, or similar field for each year of the required education, for a total of 5 years of required experience

Level III    
Education and Experience requirements at this level consist of
• A bachelor’s degree in accounting, finance, business or public administration; or related field; PLUS two years of professional experience in auditing, accounting, or similar field
• OR an equivalent combination of education and experience, substituting one year of paraprofessional experience in auditing, accounting, or similar field for each year of the required education, for a total of 6 years of required experience

PREFERENCE STATEMENT
Preference may be given to candidates who:
• Are proficient in Microsoft Office, with an emphasis in Excel
• Completed a CPA or CIA certification

SPECIAL REQUIREMENTS
Core work hours for the Oklahoma Tax Commission are Monday through Friday, 7:30am to 4:30pm.  This schedule may require minor flexibility based on the needs of the agency.

Telework may be required based on the needs of the agency, division, and section.  If applicable, applicant must be willing and able to BOTH work on-site and telework at an off-site location, generally in the applicant’s home.  Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

Employment with the Oklahoma Tax Commission offers benefits, which include medical, dental, life, disability and vision insurance, medical and health care reimbursement programs, retirement plan, deferred compensation plan, paid holidays, and longevity payments. Employees are provided a benefit allowance to spend toward their benefits. Employees earn three weeks annual and three weeks paid sick leave in the first year of employment.

The Oklahoma Tax Commission is an Equal Opportunity Employer. Reasonable accommodation to individuals with disabilities may be provided upon request.

All applicants must be legally authorized to work in the United States without visa sponsorship.

NOTES

Please read instructions carefully and include all required documents when you submit your application.

No additional information will be accepted after the application has been submitted.