Tax Examiner - Field Audit Unit

Job Description – Tax Examiner 1 – Field Audit Unit )

To be the nation’s most citizen oriented, efficiently administered, state tax agency.

The Montana Department of Revenue administers almost 40 state taxes, property appraisals, alcoholic beverage laws, cannabis laws and unclaimed property for the state of Montana. The Business and Income Taxes Division (BIT) manages a variety of Montana tax types that include business, individual, and natural resources. BIT is comprised of five bureaus including Analytics and Planning, Corporate and Passthrough Taxes, Individual Income Tax Compliance and Audit, Withholding and Individual Income Taxes, and Natural Resource and Business Taxes and Fees.

BIT staff perform audits, verify compliance with Montana laws for all taxes administered by the division, and issue appraisals and assessments of centrally assessed property.

Health, dental, and vision care; life insurance; and long‑term disability. The State currently contributes 12,648
/year toward these benefits. Free health care for employees and eligible family members at Montana Health Centers. Employee Assistance Benefits including counseling, legal assistance, well‑being coaching, financial information, which are free resources. Retirement plans – the State currently contributes 9.17
%, vested after 5 years of continuous employment. Paid vacation – starting at 15 days a year. Sick leave – 12 days a year. 11 holidays, including a floating holiday, which can be used any time. Flexible hours. Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program.

This position resides in the Business & Income Taxes Division of the Department of Revenue. BIT’s tax examiner I’s perform a variety of duties assigned by management. Duties include conducting technical level examinations on assigned tax returns that involve research, verifying data, adjusting returns, providing communications to taxpayers and their representatives, and participating in the appeal process. Tax examiner I’s assist with development of audit programs and procedures, draft summary reports of audit findings, and testify as an expert witness.

They also assist other tax examiners in their responsibilities and provide a range of support services to taxpayers and other department programs and employees. The position does not supervise other staff.

• Auditing standards, principles, and practices
• Financial analysis
• Investigative methods and procedures
• State and federal tax laws, rules, and regulations
• Business practices
• Computer applications related to taxes and finance
• Microsoft programs and other database applications
• Written, verbal, and interpersonal communication

• Self‑motivated
• Strong work ethic
• Follow instructions
• Provide timely and accurate customer service
• Work under pressure
• Be open minded

This position may be eligible to work from an approved worksite within the state of Montana. The position would be required to report to a Department of Revenue office assigned by the supervisor. Employees must meet and sustain Department of Revenue telework eligibility requirements and supervisor’s approval to participate in the DOR Telework Program. The training period of 6 months will be 100% in office.

This agency may use a training assignment. Employees in training assignments may be paid below the base pay established by the agency pay rules. Conditions of the training assignment will be stated in writing at the time of hire.

Resume (required). Cover Letter (optional but encouraged). Submissions incomplete or missing relevant materials will not be reviewed or considered.

Bachelor’s degree in accounting or finance, business administration, or public administration supplemented by college coursework in accounting or a closely related field. One year of job‑related work experience in auditing, tax examination, or accounting practices. Other combinations of education and experience are evaluated on an individual basis.

58,204.00 – 60,104.00 Yearly. Telework Eligibility:
Telework Eligible (Full‑time telework is not…