Job Specification Details

This is the first level of four in the Tax Field Auditor series within the Vermont Department of Taxes. Progression and promotion through the series is based upon demonstration of key skills and certain core competencies. Incumbents in the Tax Field Auditor I class are responsible for conducting audits for the Vermont Department of Taxes at a professional level. These audits include the examination of a business entity records to determine potential liability in regards to tax reporting on specific Vermont taxes, review of findings with taxpayer, preparation of reports of findings, and posting of audit results in intergraded tax system. Considerable field work requiring travel should be expected and may be required. Audit work and review of records may also be performed in a central office location. Work is performed under the general direction of a Senior Auditor, Tax Compliance Corporate Audit Specialist, or Tax Supervisor.

Schedules and performs audits of business entity's books and records to verify or determine the entity's exposure to the various tax law of Vermont based on case type assigned. The audits generally include the review of general ledger details, with focus on specific account groups.

Duties include the examination of records and analyzing information with the development of audit work-papers in support of the analysis. Review of state statues, regulations, determinations and opinions are needed to determine tax liability.

Prepare an audit report and create excel spreadsheets of assessed amounts. Compare computed tax liabilities to amounts filed on various state returns to determine assessments. Review and update intergraded tax system with information related to audit. Maintain daily log and time reporting. Interact with taxpayers to request information and resolve tax issues. Create referrals for potential future audits. Audits are conducted in an efficient, accurate manner, with minimal reworks and delays. Interact with taxpayers to request information and resolve tax issues. Performs review of data sets to determine viable audits. Participates in resolution of informal disputes prior to assessment. Assist with appeal resolution as directed.

Performs related work as required.

Duties are performed independently from home office setting or from a central office location, commonly requiring extensive time in the field at the taxpayer's location. Significant travel may be necessary and incumbents must have a reliable means of transportation. Some audit situations may assume a somewhat adversarial nature, requiring significant tact and persistence to complete a successful audit. Pressure from work deadlines is predictable.

Understanding of generally accepted accounting principles and flow of financial transactions

Ability to communicate effectively, both orally and in writing.

Ability to perform accurate mathematical computations.

Ability to apply rules and regulations of modest complexity to specific case situations.

Ability to plan and organize work.

Ability to work and perform independently.

Ability to learn and apply Vermont tax laws and regulations.

Awareness of taxation concepts, purposes, and general techniques of administration.

Ability to write clear, concise, and comprehensive letters and audit reports.

Ability to conduct audits and investigations.

Ability to problem solve and make informed decisions.

Knowledge of computers and the ability to work with several different computer programs.

Proficient in Microsoft Outlook, Word, and Excel.

Ability to work harmoniously and effectively with co-workers.

Ability to relate to taxpayers and their representatives in a constructive and helpful manner.

Knowledge of the Vermont Department of Taxes' confidentiality requirements.

Two (2) years or more of college including coursework in accounting, auditing or business administration.

OR

One (1) year or more of experience in tax examination, accounting, auditing, or business administration.

OR

One (1) year or more of experience as a Tax Examiner II or III.

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