Tax Auditor

POSITION SUMMARY:
Under general supervision performs work of moderate difficulty in the analysis, reconciling, and auditing of city income tax returns for compliance with the city income tax ordinance; provides assistance to taxpayers; performs related work as required.
ESSENTIAL JOB FUNCTIONS:

• Audits quarterly W-1 forms and annual W-3 reconciliation returns for withholding accounts.
• Checks tax liability by auditing returns and annual W-2 forms supplied by employers.
• Analyzes and audits tax returns, withholding statements, special forms, financial statements, files, and office records for individual and business accounts.
• Requests additional information as needed to substantiate tax liability.
• Adjusts tax returns and corrects tax liability.
• Prepares correspondence notifying taxpayer of changes made to return, refund request and tax liability.
• Assesses penalty and interest as required.
• Provides information, interprets and explains tax regulations, and assists taxpayers in completing City tax returns.
• Retrieves and reviews taxpayer account records and updates same with appropriate information from tax returns by using computer.
• Issues taxpayer account orders to set up new accounts or make changes in existing accounts.
• Transfers account to reflect changes in taxpayer status and updates taxpayer information as needed.
• Determines delinquency of account and issues delinquent transcripts to investigators for action.
• Preaudits incoming tax returns for compliance with city tax ordinances.
• Prepares posting journal identifying the nature of the bookkeeping entry.
• Audits returns and refund claims, reviewing all aspects prior to processing refunds.
• Conducts in-depth studies of problem areas on tax returns.
• Determines most expedient manner of resolving the problem and discusses the proper action to be followed with taxpayer.
• Receives and examines fiscal transcripts, correlates with posting journal.
• Examines zero liability returns and takes appropriate action based on findings.
• Analyzes and determines validity of tax claims filed by suburban cities.
• Verifies and prepares vouchers for payment.
• Investigates a variety of information to locate taxpayers.
• Effects compliance from taxpayers who have failed to file tax returns.
• Reviews tax accounts and recommends legal action, if needed.
• May issue criminal warrants as a result of such recommendations.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
Knowledge of:

• The provisions of the City of Toledo tax ordinances and regulations.
• Accounting and auditing principles, practices and methods.
• Office practices and procedures.
• Federal and state tax laws and regulations.

Skill in:

• Applying auditing principles in analysis of tax returns.
• Establishing and maintaining effective working relationships with others.
• Preparing tax returns and statements, accounting documents, reports and correspondence.
• Interpreting and explaining tax codes and regulations.
• Research techniques.
• Performing mathematical calculations.
• Verbal and written communications.
• Operating computers, office machines and equipment.

REQUIRED EDUCATION, EXPERIENCE, AND CERTIFICATIONS:
Graduation from High School or General Education Development (G.E.D.) Tests equivalency and two (2) years of increasingly responsible experience in tax preparation and/or auditing;
OR Graduation from an accredited college or university with an Associate's Degree in Accounting, Business, or related field and one (1) year of experience in tax preparation and/or auditing; Graduation from an accredited college or university with a Bachelor's Degree in Accounting, Business, or related field;
OR enrolled as a student in an accredited two- or four-year college or university program with a degree focus in Accounting, Business, or related field, thirty-two (32) or more credit hours and the completion of a college internship in the City of Toledo's Taxation division within the last five (5) years.
MUST BE BONDABLE
For all position assignments: Any user with Federal Tax Information (FTI) access will be subject to both pre-employment and post-employment, periodic, suitability background investigations. These investigations will include, but not be limited to, FBI fingerprinting, local law enforcement records check, and confirmation of citizenship/residency, in accordance with the applicable policies and procedures.

PREFERRED EDUCATION, EXPERIENCE AND CERTIFICATIONS:

• None

PHYSICAL DEMANDS:
The physical demands described within this job description must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
In this position, the employee will frequently stand, walk and sit. The employee will occasionally write. Speaking and listening are constant essential functions of this positions.
WORK ENVIRONMENT:
The work environment described within this job description will be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee is frequently indoors. The noise level in the work environment is usually low. Occasional travel to various worksites may be required.
Class Code: Tax Auditor(1373) Employment Type: Full-Time