Auditor ; Tax​/Auditor Trainee ; Tax​/Auditor Trainee ; Tax; Audit Division; NY HELPS

Duties Description

Auditor 1 (Tax) performs on-site field audits and examinations of taxpayers' books, records, and substantiating data to determine compliance with various articles of the New York State Tax Law.

• Conduct audits and examinations of taxpayers’ books and records to determine compliance with the various articles of the NYS Tax Law.
• Develop and maintain working knowledge of tax law as well as Department and Audit Division procedures and policies, including the Code of Conduct, Ethics practices and security and confidentiality rules.
• Communicate effectively with supervisors, taxpayers and/or their representatives both orally and in writing.
• Learn and maintain skills in computer technology, including the use of laptop computers, PCs, various software applications, and mainframe applications.
• Travel frequently, both locally and overnight. Must be able to travel within and outside New York State and to locations not accessible by public transportation.
• Must be able to travel with computer equipment and case materials to various field audit sites, training classes, BCMS conferences, etc.
• Represent the Audit Division and advocate disputed cases at BCMS conferences and Small Claims Hearings. May participate at hearings as a witness for the Department to assist attorneys from the Department’s Office of Counsel in the resolution of disputed cases.
• Participate in audit selection process.
• Meet the Department's time and attendance rules.

The selected candidate must be reachable on the eligible list for this title and location under Civil Service Law, Rules and Regulations, or must be eligible for a 70.1 transfer under Civil Service Law, Rules and Regulations.

• A bachelor’s degree including or supplemented by 24 semester credit hours in accounting, auditing, or taxation; or a bachelor’s degree including or supplemented by 18 semester credit hours in accounting, auditing, or taxation and six credit hours in finance, money and banking, economics, or business.
• If eligible via 55 b/c please provide a copy of your active letter of eligibility with your response.

Auditor Trainee 1 (SG‑14):

• Bachelor’s degree including 24 credits in accounting/auditing/taxation.
• OR Bachelor’s degree including 18 credit hours in accounting/auditing/taxation and 6 credits in finance, money and banking, economics, or business.

Auditor Trainee 2 (SG 16):

• Meet the Trainee 1 minimum qualifications and 1 year of experience.
• OR Meet the Trainee 1 minimum qualifications and a Masters, including 15 credits in accounting/auditing/taxation.

Auditor 1 (SG 18):

• Meet the Trainee 1 minimum qualifications and 2 years’ experience.
• OR Meet the Trainee 1 minimum qualifications and a CPA license in NYS.
• OR Meet the Trainee 1 minimum qualifications and a Masters, including 15 credits in accounting/auditing/taxation and 1 year experience.
• Experience must be gained in any one or combination of the following:
  • As an accountant/auditor with responsibility for the full range of professional activities involved in the review, analysis, and management of accounting systems, resulting in the rendering of opinions or recommendations on financial statements in accordance with generally accepted accounting principles. Activities restricted to bookkeeping or preparing tax returns are not considered qualifying.
  • As an internal accountant/auditor with responsibility for conducting a full range of financial accounting/auditing activities for an entity. Activities limited to such duties as maintaining and/or auditing payroll records, accounts receivable or accounts payable are not considered qualifying.
  • As an accountant with ongoing responsibility for the design, implementation, and review of accounting systems.
  • As a professional staff member of a private accounting practice with broad experience in maintaining accounting books and records, completing financial statements, and preparing business and personal tax returns.
  • As a field auditor with a federal, state, or municipal agency, with the responsibility…