What are the responsibilities and job description for the Senior Tax Auditor (TRD #1454) position at State of New Mexico?
Posting Details
Interviews are anticipated to be conducted within 1 week of closing date.
PLEASE ATTACH YOUR TRANSCRIPTS TO CERTIFY THE REQUIRED ACCOUNTING HOURS FOR THIS POSITION.
Taxation and Revenue participates in E-Verify and will verify employment eligibility upon hire.
Applicant use of Artificial Intelligence tools is prohibited during interviews.
Why does the job exist?
The Audit and Compliance Division (ACD) enforces compliance with New Mexico tax laws. ACD employs a variety of tax research tools to analyze tax data to improve efficiency,
streamline processes, improve customer service, and to develop new compliance programs and tax collection initiatives. ACD promotes voluntary compliance of registering, filing,
and paying taxes by educating taxpayers, promoting managed audits.
The purpose of this position is to examine, analyze and interpret tax accounting records for the purpose of
determining compliance with federal and state laws, statutes, rulings and regulations, and generally accepted accounting and auditing standards; complete tax audits of corporations,
businesses and individuals; prepare and presents audit reports.
This position offers the opportunity to work both independently and as part of a collaborative team, supporting a variety of tax programs driven by business needs. The role is based
in Albuquerque and relies on the communication tools and resources available to effectively serve New Mexico taxpayers.
The purpose of this position is to examine, analyze and interpret source documents to determine compliance with applicable Federal and State regulations. The Senior Tax Auditor is
assigned duties and responsibilities which are complex, difficult and varied. Work requires the development and adoption of non-standard procedures and has substantial impact.
Work may be performed under limited supervision or under limited direction.
How does it get done?
Provides guidance, direction and interpretation of federal and state statutes, regulations, and Department policies to all taxpayers, information system development, data processing administration and maintenance, computer control and operations, and/or management controls in an electronic data processing environment.
Senior Tax Auditor performs the following duties:
Answer taxpayer inquiries and provide guidance to less experienced staff members regarding taxpayer inquiries via phone, fax, and email.
Emails, Calls, and Voicemail and Return calls from messages within 24-48 hours in a regular working week. Communicate with entities being audited, certified public accountants, attorneys, employees, managers, customers, legislators and other agencies.
In person appointments for taxability questions.
Keep taxpayers and/or taxpayer representatives, including CPAs and attorneys, informed and apprised of all phases of the tax audit process.
Listens effectively and clarifies information as needed.
Makes point of view in a clear and convincing manner.
Writes in a clear and concise manner.
'Research and Analysis of Law
Assist Legal Services Bureau in legal matters related to audits, to include participating in informal and formal conferences, providing depositions, and/or testifying at hearings and/or District Court.
Interprets and applies federal and state tax statutes, rules, policies and regulations alongside supervisors.
Perform advanced technical research of internal and external data sources, New Mexico tax statutes, regulations, rulings, Decisions and Orders, and court cases in order to provide technical guidance to the audit team. Independently evaluate taxpayer accounting systems and internal controls for accuracy and completeness.
Research, drafts, interprets and applies laws, regulations, statutes, accounting/auditing procedures and program policies.
Independently reviews and analyzes contracts to determine tax liability or other tax-related matters.
'Internal Controls
Evaluate taxpayer accounting systems and internal controls for accuracy and completeness.
Utilize advanced tax knowledge in the development of audit plans for highly complex tax audits.
Reviews audit packages, to include narratives and schedules of subordinates to assure accuracy of conclusions and opinions.
Independently conduct tax audit research and fieldwork using internal and external data sources.
Prepare reporting
Clearly explain the Audit/Refund/ Abatement process, findings, statutes, regulations, and rulings within the narrative.
Prepare and present reports of findings and recommendations to management, directors or legislators.
Prepares audit reports to include narratives and schedules for review by supervisor on findings and recommendations.
Attend in person and virtual trainings.
Conducts workshops and seminars for external customers.
Provide hands on training to new auditors, by allowing auditors to shadow.
Participates in preparing and presenting in-house and/or on-the-job training for audit staff.
Special Project
GenTax Testing.
Outreach for compliance.
Participates in legislative bill review process.
Participates in the development of tax system specifications, testing, and implementation.
Special projects.
Subject Matter Expertise for special projects.
Safety
Provide in-person safety duties.
Verify evacuation routes.
Security
Maintain clean desk policy.
Maintain security controls pursuant to the IRS publication 1075 (all employees with Gen Tax access).
Secure all paper documents in dual locked containers.
Who are the customers?
This position serves the State of New Mexico taxpayers.
Ideal Candidate
This position serves the State of New Mexico taxpayers.
Minimum Qualification
Bachelor's Degree in Accounting, Finance, Business Administration, or Taxation to include eighteen (18) semester hours of accounting or auditing (six (6) semester hours in finance or business law may substitute for up to six (6) semester hours of accounting or auditing) and two (2) years of experience in Auditing, Accounting, Taxation, Collections, and/or Finance. Four (4) years additional experience in related fields may substitute for the required Bachelor's degree. Possession of a Certified Public Accountant (CPA) certificate issued by the New Mexico Board of Public Accountancy may substitute for the required hours in accounting.
Employment Requirements
Must possess and maintain a valid New Mexico Driver's License. Must possess and maintain a current Defensive Driving Course Certificate from the State of New Mexico or must pass and receive Defensive Driving Course Certification within six (6) months of date of hire as a condition of continued employment. Must be current with all tax reporting/payment. Employment is subject to pre-employment criminal background check to include fingerprint checks and is conditional pending results.
Working Conditions
Office setting, exposure to VDT, extensive personal computer and phone usage. Extended periods of sitting and some lifting. Good communication skills; Interacting with the public required. High pressure/stress situations. Some outdoor work may be required.
Supplemental Information
Do you know what Total Compensation is? Click here
Agency Contact Information: Jason Padilla (505) 670-2971 Email
For information on Statutory Requirements for this position, click the Classification Description link on the job advertisement.
Bargaining Unit Position
This position is covered by a collective bargaining agreement and all terms/conditions of that agreement apply and must be adhered to.
Interviews are anticipated to be conducted within 1 week of closing date.
PLEASE ATTACH YOUR TRANSCRIPTS TO CERTIFY THE REQUIRED ACCOUNTING HOURS FOR THIS POSITION.
Taxation and Revenue participates in E-Verify and will verify employment eligibility upon hire.
Applicant use of Artificial Intelligence tools is prohibited during interviews.
Why does the job exist?
The Audit and Compliance Division (ACD) enforces compliance with New Mexico tax laws. ACD employs a variety of tax research tools to analyze tax data to improve efficiency,
streamline processes, improve customer service, and to develop new compliance programs and tax collection initiatives. ACD promotes voluntary compliance of registering, filing,
and paying taxes by educating taxpayers, promoting managed audits.
The purpose of this position is to examine, analyze and interpret tax accounting records for the purpose of
determining compliance with federal and state laws, statutes, rulings and regulations, and generally accepted accounting and auditing standards; complete tax audits of corporations,
businesses and individuals; prepare and presents audit reports.
This position offers the opportunity to work both independently and as part of a collaborative team, supporting a variety of tax programs driven by business needs. The role is based
in Albuquerque and relies on the communication tools and resources available to effectively serve New Mexico taxpayers.
The purpose of this position is to examine, analyze and interpret source documents to determine compliance with applicable Federal and State regulations. The Senior Tax Auditor is
assigned duties and responsibilities which are complex, difficult and varied. Work requires the development and adoption of non-standard procedures and has substantial impact.
Work may be performed under limited supervision or under limited direction.
How does it get done?
Provides guidance, direction and interpretation of federal and state statutes, regulations, and Department policies to all taxpayers, information system development, data processing administration and maintenance, computer control and operations, and/or management controls in an electronic data processing environment.
Senior Tax Auditor performs the following duties:
- Communication:
Answer taxpayer inquiries and provide guidance to less experienced staff members regarding taxpayer inquiries via phone, fax, and email.
Emails, Calls, and Voicemail and Return calls from messages within 24-48 hours in a regular working week. Communicate with entities being audited, certified public accountants, attorneys, employees, managers, customers, legislators and other agencies.
In person appointments for taxability questions.
Keep taxpayers and/or taxpayer representatives, including CPAs and attorneys, informed and apprised of all phases of the tax audit process.
Listens effectively and clarifies information as needed.
Makes point of view in a clear and convincing manner.
Writes in a clear and concise manner.
'Research and Analysis of Law
Assist Legal Services Bureau in legal matters related to audits, to include participating in informal and formal conferences, providing depositions, and/or testifying at hearings and/or District Court.
Interprets and applies federal and state tax statutes, rules, policies and regulations alongside supervisors.
Perform advanced technical research of internal and external data sources, New Mexico tax statutes, regulations, rulings, Decisions and Orders, and court cases in order to provide technical guidance to the audit team. Independently evaluate taxpayer accounting systems and internal controls for accuracy and completeness.
Research, drafts, interprets and applies laws, regulations, statutes, accounting/auditing procedures and program policies.
Independently reviews and analyzes contracts to determine tax liability or other tax-related matters.
'Internal Controls
Evaluate taxpayer accounting systems and internal controls for accuracy and completeness.
- Audit Planning
Utilize advanced tax knowledge in the development of audit plans for highly complex tax audits.
- Conduct Audits
Reviews audit packages, to include narratives and schedules of subordinates to assure accuracy of conclusions and opinions.
Independently conduct tax audit research and fieldwork using internal and external data sources.
- Sampling
Prepare reporting
Clearly explain the Audit/Refund/ Abatement process, findings, statutes, regulations, and rulings within the narrative.
Prepare and present reports of findings and recommendations to management, directors or legislators.
Prepares audit reports to include narratives and schedules for review by supervisor on findings and recommendations.
- Special Investigations
- Oversight
- Training
Attend in person and virtual trainings.
Conducts workshops and seminars for external customers.
Provide hands on training to new auditors, by allowing auditors to shadow.
Participates in preparing and presenting in-house and/or on-the-job training for audit staff.
Special Project
GenTax Testing.
Outreach for compliance.
Participates in legislative bill review process.
Participates in the development of tax system specifications, testing, and implementation.
Special projects.
Subject Matter Expertise for special projects.
Safety
Provide in-person safety duties.
Verify evacuation routes.
Security
Maintain clean desk policy.
Maintain security controls pursuant to the IRS publication 1075 (all employees with Gen Tax access).
Secure all paper documents in dual locked containers.
Who are the customers?
This position serves the State of New Mexico taxpayers.
Ideal Candidate
This position serves the State of New Mexico taxpayers.
Minimum Qualification
Bachelor's Degree in Accounting, Finance, Business Administration, or Taxation to include eighteen (18) semester hours of accounting or auditing (six (6) semester hours in finance or business law may substitute for up to six (6) semester hours of accounting or auditing) and two (2) years of experience in Auditing, Accounting, Taxation, Collections, and/or Finance. Four (4) years additional experience in related fields may substitute for the required Bachelor's degree. Possession of a Certified Public Accountant (CPA) certificate issued by the New Mexico Board of Public Accountancy may substitute for the required hours in accounting.
Employment Requirements
Must possess and maintain a valid New Mexico Driver's License. Must possess and maintain a current Defensive Driving Course Certificate from the State of New Mexico or must pass and receive Defensive Driving Course Certification within six (6) months of date of hire as a condition of continued employment. Must be current with all tax reporting/payment. Employment is subject to pre-employment criminal background check to include fingerprint checks and is conditional pending results.
Working Conditions
Office setting, exposure to VDT, extensive personal computer and phone usage. Extended periods of sitting and some lifting. Good communication skills; Interacting with the public required. High pressure/stress situations. Some outdoor work may be required.
Supplemental Information
Do you know what Total Compensation is? Click here
Agency Contact Information: Jason Padilla (505) 670-2971 Email
For information on Statutory Requirements for this position, click the Classification Description link on the job advertisement.
Bargaining Unit Position
This position is covered by a collective bargaining agreement and all terms/conditions of that agreement apply and must be adhered to.