Tax Examiner Job Description
Tax examiner
provides technical assistance to taxpayers by answering questions and explaining state and federal tax laws, rules, regulations, guidelines, and procedures.
Tax Examiner Duties & Responsibilities
To write an effective tax examiner job description, begin by listing detailed duties, responsibilities and expectations. We have included tax examiner job description templates that you can modify and use.
Sample responsibilities for this position include:
May be required to represent the Department at meetings and participate in drafting and updating tax forms
Consults with vendors or technical staff to ensure that functionality of automated systems adheres to laws, regulations, and best practices
Perform research, analyzes and examines tax information and filed tax forms
Answering questions from taxpayers via telephone, email, or written communication regarding accounts, taxability issues
Assisting taxpayers with the Ohio Business Gateway or other tax filing methods
Researches and gathers information for tax issues, , delinquent tax law suits, delinquent and/or missing tax bills
Supervises and plans work of assigned staff which includes entry level to advanced level examiners
Plans and supports customer service quality & training efforts
Establishes & communicates unit & individual productivity/performance goals
Identifies, recommends, and supports the implementation of various programs for the improvement of processes
Tax Examiner Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Examiner
List any licenses or certifications required by the position: CIA, CMA, CPA
Education for Tax Examiner
Typically a job would require a certain level of education.
Employers hiring for the tax examiner job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Business/Administration, Business/Management, Education, Business, Finance, Public Administration, Graduate, Bookkeeping, Administration
Skills for Tax Examiner
Desired skills for tax examiner include:
Accounting principles and practices
Audit terminology and techniques
Forms
Schedules
Regulations
Rules
Tax compliance programs and processes
Virginia and Federal tax laws
Word processing and spreadsheet applications in a Windows environment
& agency rules pertaining to taxation.*
Desired experience for tax examiner includes:
Experience with major tax types administered by the Commonwealth with a concentration in individual income tax
Provides coaching & development opportunities and conducts regular performance evaluations & feedback sessions to ensure that the staff is on track with goals related to conduct, productivity, employee development, customer satisfaction, and employee engagement
Partners with other units on projects to advance the functionality of the unit and Division as a whole
Addresses escalated taxpayer issues
Experience using computer and online systems to conduct research to respond to and/or resolve customer issues and support outcome of disputes
Ability to travel statewide or beyond, as needed
Tax Examiner Examples
1
Tax Examiner Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of tax examiner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax examiner
- Create a forms development calendar for development to ensure timely updates in line with filing schedules
- Coordinate with the subject matter experts in each tax area within Tax Administration, Rules & Regulations, software teams, agency's tax system (GeniSys) front end team, and the Information Technology imaging team to ensure quality taxpayer service and communications
- Contacts taxpayers to gather information about agency performance with regard to tax filing/forms
- Oversees the quality reviews to evaluate the suitability, accessibility and clarity of taxpayer forms and other documents
- Work with our outside vendors to exchange information and obtain technical assistance on issues related to taxation and their correlation to tax forms and filing requirements
- Supervises and plans work of assigned staff which includes level to advanced level examiners
- Plan and supports customer service quality & training efforts
- Identifies, recommends, and support the implementation of various programs for the improvement of processes
- Partners with other units on projects to advance functionality of the unit and Division as a whole
- May be required to represent the Department at meetings and participate in drafting and updating tax form
Qualifications for tax examiner
- 3-5 years of tax compliance and/or accounting experience with large CPA firm or Corporate Tax Department
- Experience supervising, managing and developing staff in a highly productive office e
- Experience handling a high volume of calls from disgruntled customers
- Work experience meeting daily production standards that range depending on tax type and complexity
- Experience using computer-based resources to conduct research
- Experience examining, preparing, OR auditing tax documents
2
Tax Examiner Job Description
Job Description Example
Our growing company is looking for a tax examiner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax examiner
- Handles the day-to-day operations of the Tax Credit Unit
- Provides supervision by coordinating assignments, analyzing reports and giving directions to staff
- Serves as liaison between customers and the Department/Unit
- Develops position also develops and implements procedures and guidelines to ensure the accurate and adequate processing of tax documents
- Develops and implements procedures and guidelines to ensure the accurate and adequate processing of tax documents
- Supervises the examining of taxpayer records to determine compliance with tax codes and ensure established productivity standards for the unit are met
- Researches and gathers information for HOA issues
- Conduct reviews and analysis of tax records and tax returns
- The person will do data entry, maintain records and send written correspondence to taxpayers and respond to email messages as well
- Process Individual and Fiduciary return work items and cases at an accelerated pace
Qualifications for tax examiner
- An undergraduate core program in a business-related field (business, accounting, finance, economics, ) or public administration, AND
- One year Experience providing customer service by telephone, in writing and person to person by employing appropriate interpersonal communication techniques
- Knowledge of tax laws and experience using computer software applications like Microsoft Word and/or Excel (or equivalent)
- Customer service skills to include active listening and sound judgment
- Professional oral, written, and interpersonal communication skills
- Innovative with a good understanding of the Unit’s goals and responsibilities
3
Tax Examiner Job Description
Job Description Example
Our company is looking for a tax examiner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for tax examiner
- Confer with taxpayers or their representatives via phone, email, and/or in person to discuss or explain compliance items
- Analyze reports to assist Supervisor with the planning and forecasting of the unit work
- Maintain unit’s proxy box activity, ensuring inquiries are addressed in a timely manner
- Updates all relevant unit training manuals to meet current Department of Revenue policies and procedures
- Lead projects as they are created by leadership team
- Perform administrative tasks that support unit’s business needs and goals
- Supervises Tax Examiners and others in Processing Department through the assignment of work, monitoring of progress, provision of training and conducting performance appraisals of staff
- Confers with agency personnel and taxpayers to review returns, kick outs and correspondence to ensure taxpayer concerns are addressed, problems solved and issues are identified for future business reforms
- With team, analyzes taxpayer issues and trends related to form completion and recommends changes for clarity or ease of use
- Represent the Processing Bureau and acts as a liaison between Tax Administration, GeniSys Team, Imaging Team and E-File Coordinator
Qualifications for tax examiner
- Independent thinking to arrive at practical solutions
- Demonstrated experience working on projects
- One year experience providing customer service by telephone, in writing or face to face using appropriate interpersonal communication techniques
- Work experience with the Department of Revenue
- Strong coaching and development abilities, strong interpersonal skills across multiple levels of the organization, as the incumbent will be responsible for entry-level to advanced-level examiners and will partner with various internal and external stakeholders on short-term and long-term projects to advance the functionality of the unit and the Division as a whole
- Experience as a Team/Project Lead or supervisor
4
Tax Examiner Job Description
Job Description Example
Our company is growing rapidly and is looking for a tax examiner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for tax examiner
- Performs tax research and analysis on Genisys, other agency databases/resources
- Responds to basic requests for records and information
- Opens and closes cases on Oracle
- Redacts documents
- Performs Internet searches
- Drafts letters
- Scans documents and prepares electronic case files
- Responds to inquiries for the disclosure attorneys
- Creates and maintains case files for attorneys with the Appellate Tax Board, Bankruptcy Court and Superior Court, as needed
- Prepares legal documents, legal notices, correspondence and memoranda to communicate case actions to taxpayers and the courts
Qualifications for tax examiner
- Knowledge of BK products and services
- Requires working knowledge of BK products/services general operations and procedures
- Recommends systemic and operational enhancements that will improve quality of service
- Managers will train the right individual with cursory knowledge
- Supervising and planning the activities of your team
- Establishing and communicating productivity and performance goals
5
Tax Examiner Job Description
Job Description Example
Our innovative and growing company is looking for a tax examiner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax examiner
- Confers with taxpayers or their representatives to discuss or explain issues, laws, and regulations involved in returns/claims and to resolve related problems
- Performs computer research or basic investigation to gather additional data and ensure compliance with applicable regulations
- Research Bankruptcy cases upon receipt of notice
- Enter petition into GeniSys for pre-petition liability periods
- Submit monthly reports
- Use GeniSys CRM for note(s)
- Prioritize Bankruptcy notices
- Process checks and returns in accordance with the Unit’s guidelines
- Manage and monitor assigned case inventory
- Perform payment transfers and accounting adjustments
Qualifications for tax examiner
- Playing an intricate role in the improvement and implementation of new processes
- Build positive and collaborative relationships with your team by coaching and conducting feedback sessions on productivity, conduct, customer satisfaction, and employee development
- Partner with members of management to advance the functionality of individual units and the entire Division
- Tackle escalated taxpayer issues through problem solving and conflict resolution skills
- An associate or bachelor’s degree in business or related field or equivalent work experience
- Process income tax returns, work items or cases