Tax Examiner - Corporate Tax Unit

Job Description - Tax Examiner 1 - Corporate Tax Unit )

Position Title:

MISSION STATEMENT

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.

What We Can Offer You

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 member 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.

Visit the Health Care and Benefits Division for more information at https://benefits.mt.gov/. In addition to employee benefits, there are a wide range of advancement opportunities throughout the Department of Revenue.

DUTIES

Job Overview:

This position resides in the Business & Income Taxes Division of 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.

Knowledge of:

Tax accounting

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

You would be a great fit for this position if you:

Provide timely and accurate customer service

Lifting is infrequent, less than 15 pounds.

Some travel may be required, must have a valid driver’s license.

*** This is an incomplete list of job duties. For a complete job description please contact Human Resources. ( dorhr or )

(All computer systems and tax guidelines will be trained on the job.)

Special Requirements

Eligibility for employment will be subject to the following:

Criminal Background Check
. Circumstances involving convictions will be reviewed

Tax status must be current. Circumstances involving tax status issues will be reviewed

REMOTE/TELEWORK: This position may be eligible to work from an approved worksite; however, the successful candidate must be a primary resident of…