Tax Auditor – Utility User Tax

This is a fully remote position, open to applicants in California.

📋 Description

• Carry out tax and regulatory assessments on behalf of clients.

• Review functions to identify, rectify, and document any deficiencies in client tax or fee revenue.

• Conduct examinations of taxpayer records for compliance under the guidance of supervisors and management.

• Enhance understanding of tax legislation.

• Research examination leads and arrange appointments.

• Prepare for examinations by analyzing tax returns, previous audit reports, and other relevant data.

• Meet with taxpayers to explain examination procedures, address inquiries, and gather necessary information and documentation.

• Review and validate business and financial records.

• Create supporting documents for adjustments and calculate assessments.

• Review and discuss findings with taxpayers or their representatives, clarifying how tax laws and rulings impact their operations.

• Respond to taxpayer inquiries.

• Participate in hearings for disputed cases as necessary.

• Conduct closing conferences and articulate the relevant laws and facts that justify changes in tax liability.

• Strive to achieve consensus on findings outlined in reports.

• Execute additional duties as assigned.

• Work diligently to complete all tasks.

• Travel as needed.

⛳️ Requirements

• Bachelor's Degree in Accounting.

• At least 2-3 years of relevant professional experience.

• Preferred knowledge or experience in state and local taxation.

• CPA or CIA certification is desirable but not mandatory.

• Professional background with experience in corporate accounting and finance is preferred.

• Experience with state or local revenue departments, compliance audits, and audit defense is advantageous.

• Strong knowledge of accounting principles along with solid analytical skills.

• Capability to organize, plan, and lead effectively.

• Professional demeanor, customer service-oriented, tactful, reliable, and adaptable.

• Excellent verbal and written communication abilities.

• Ability to collaborate effectively with personnel across all levels of the organization.

• Proficient in Accounting Systems and Microsoft Office.

• Strong communication and interpersonal skills, including diplomacy, flexibility, and reliability.

• Capacity to make decisions in uncertain situations.

• Ability to identify potential issues proactively.

• Competence in understanding taxpayer and client constraints regarding information and records, and diplomatically addressing these challenges.

• Must be capable of maintaining a stationary position for the majority of the day.

• Regularly operates a computer and other office productivity equipment.

• Occasionally moves within the office environment.

• Frequently communicates via telephone.

🏝️ Benefits

• Competitive benefits and compensation package.