Individual Tax Auditor

DEPARTMENT OF REVENUE Funding Arizona’s future through excellence in innovation, exceptional customer service and public servant-led continuous improvement.
INDIVIDUAL INCOME TAX AUDITOR 2 Education and Compliance Division
1600 W Monroe St. Phoenix, AZ 85007 Salary: $21.63 Grade: 19 Closing Date: 9/18/2026

Job Summary:

The Individual Income Tax Auditor 2 conducts routine to moderately-complex audits that are small to medium in scale, and research, analysis and review of individual income tax refunds claims. These responsibilities are completed using acceptable audit methods and procedures to ensure taxpayers are in compliance with Arizona tax law, rulings and case law. This role is also responsible for creating and maintaining monthly production charts on behalf of the unit, conducting research and working on special projects on behalf of senior team members and management, as assigned.

This position may offer the ability for a hybrid work schedule in office 2-3 times per week, within Arizona, based upon the department's business needs and continual meeting of expected performance measures.

Tax Return Audit

Conducts routine to moderately-complex audit and refund reviews involving the accurate calculation and application of tax laws, rules and regulations, policies, and procedures of the department in a consistent manner for all taxpayers including:

• The accurate and timely examinations of audits based on information requested through correspondence with taxpayers and/or changes in calculations resulting from information provided regarding the audit
• Reviewing returns and making determinations and corrections
• Eliciting clarifying information, accepting evidence, evaluating testimony in a written decision, and preparing case files if/as necessary
• Fully documenting audits to support the Department's position and maintaining the audit file in an orderly manner
• Preparing audit reports and other reports
• Making adjustments to taxpayer accounts in the tax system and tax system data cleanup to, including those accounts flagged for potential fraud
• Responds to and resolves inquiries received in tickets and email
• Attends and represents the Department both at informal and formal court hearings requiring in-state travel

Research & Analysis

• Reviews, researches, and responds to taxpayer inquiries and emails
• Reviews, researches, and completes audit and refund reviews
• Conducts technical reviews of audit files including research and examination
• Conducts research on behalf of senior team members and management to create and maintain monthly production charts

Agency/Department Compliance & Continuous Improvement

• Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as: self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.
• Actively contributes to team and individual effectiveness through the following:
• Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated
• Completes all required training in a timely manner.
• Participates in assigned work teams as appropriate.
• May complete periodic metrics, projects, huddle boards and reports as requested.
• Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement, and engages in continuous improvement efforts as assigned.
• Taxpayer Education
• Educates taxpayers in tax law, rules and regulations and ensures…