Job Summary:

Conduct tax and regulatory reviews on behalf of clients. Perform various review functions to detect, correct, and document client tax/fee revenue deficiencies.

Duties and Responsibilities:

• Performs examination of taxpayer records for compliance under direction of supervisor and management;
• Gains understanding of tax laws;
• Prepares for audits by reviewing tax returns, prior audit reports, and other available data prior to the audit;
• Meet with taxpayers to discuss audit procedures, answers questions, and obtains necessary information and records to complete the audit;
• Examines and verifies business and financial records;
• Prepares working papers supporting all adjustments as well as computes assessments;
• Reviews and discusses audit findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations to support audit results;
• Prepares statistical and narrative reports explaining and supporting audit results;
• Answers taxpayer inquiries; may participate in hearings of disputed cases; performs related duties as required;
• Some travel is required;
• Other duties as assigned.

Education and Experience:

• Bachelor’s degree in Accounting or Finance preferred;
• CPA or CIA preferred;
• 2-3 years related experience preferred;
• Strong professional background including experience with corporate accounting and finance;
• Sound knowledge of accounting principles and strong analytical skills;
• Moderate to advanced knowledge of Microsoft Suite including but not limited to Word, Excel, Outlook, etc.

Knowledge, Skills and Abilities:

• Self-starter, with ability to organize, plan, and direct;
• Professional, customer service oriented, tactful, dependable, and flexible;
• Excellent verbal and written communication skills and the ability to work effectively with personnel at all levels of the Company;
• Strong working knowledge of Accounting Systems and Microsoft office;
• Strong communication and interpersonal skills, including diplomacy, flexibility, and dependability.

Work Environment:

• The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual work station, using telephone and computer

Physical Demands:

• Must be able to remain in a stationary position for most of the day
• Constantly operates a computer and other office productivity machinery, such as a printer/copy machine
• This position needs to occasionally move about inside the office
• The person in this position frequently communicates via telephone