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.

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

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

• Enhance knowledge of tax regulations.

• Investigate examination leads and arrange appointments.

• Evaluate tax returns, previous audit reports, and relevant data in preparation for audits.

• Engage with taxpayers to explain examination processes, address inquiries, and gather necessary information and documentation.

• Review and authenticate business and financial records.

• Prepare documentation for adjustments and calculate assessments.

• Discuss findings with taxpayers or their representatives, clarifying the applicability of tax laws and rulings.

• Address taxpayer questions and may participate in hearings for contested cases.

• Conduct closing meetings and clarify the laws and facts that justify changes in tax liabilities.

• Strive to reach agreements on the findings presented in reports.

• Perform additional assigned responsibilities as needed.

• Work as necessary to complete tasks efficiently.

• Travel as required.

⛳️ 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 preferred but not mandatory.

• Professional background should include experience in corporate accounting and finance.

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

• Strong understanding of accounting principles and excellent analytical skills.

• Capability to organize, plan, and direct tasks effectively.

• Exceptional verbal and written communication abilities.

• Proficient in collaborating with personnel at all organizational levels.

• Strong familiarity with Accounting Systems and Microsoft Office.

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

• Ability to make decisions in uncertain situations.

• Skill in evaluating and identifying potential areas of concern.

• Aptitude to comprehend taxpayer and client constraints regarding information provision and diplomatically address these challenges.

• Must be capable of remaining stationary for the majority of the day.

• Regularly operates a computer and other office productivity equipment.

• Occasionally needs to move around within the office.

• Frequently communicates via telephone.

🏝️ Benefits

• Competitive benefits and compensation package.