State of Oklahoma
Mixed Scope Auditor (Individual)- Audit Services
State of Oklahoma, Oklahoma City, Oklahoma, United States, 73101
Mixed Scope Auditor (Individual)- Audit Services
The Audit Services Division is responsible for the review, analysis, and conduct of mixed scope audits of businesses and/or individuals, to determine compliance or non-compliance with Oklahoma and Federal tax laws and regulations. The Audit Services Division uses generally accepted auditing/accounting principles to review financial documents, tax forms, business records and other relevant documents. Auditors in the Audit Services Division are expected to conduct research and analysis and can apply tax law using the Internal Revenue Code and Oklahoma's rules and statutes for taxation as well as the agency's procedures. Auditors prepare audit reports to provide documented recommendations concerning changes in policies or operating procedures and strictly adhere to both state and federal laws and regulations regarding the confidentiality of all tax information obtained from records, files, tax returns, and departmental investigations. The Auditor position supports the Audit Services Division by conducting fair and ethical single issue and limited scope audits of various tax returns. The primary function of the position is to execute audits efficiently ensuring adherence to the Internal Revenue Code and Oklahoma Tax Statutes and Rules while maintaining a high level of accuracy in calculations and procedures. The functions performed by employees in this job family will vary by level, but may include the following: Review Internal Revenue and Oklahoma tax statutes Provide written and verbal communication and customer service to taxpayers. Create, print, review and distribute audit correspondence items. Attend mandatory training. Compile and submit audit review packets. Other duties as assigned. Ensure taxpayer compliance with Individual Income tax statutes and rules by reviewing and auditing individual income and business tax returns submitted to the Oklahoma Tax Commission. Review returns to look for potential issues in the following areas: federal tax adjustments or underreporting, credit distribution, federal and Oklahoma non-filing, out of state income, business income, retirement income, gambling income and any other identified areas. Analyze and audit individual financial records, including the individual income return, federal income tax returns and adjustments, business tax returns and adjustments, internal and external income reports, and OESC (Oklahoma Employment Security Commission) data. Knowledge of auditing methodology, techniques, and theories. Generally accepted auditing rules and procedures. Bookkeeping practices and standards. Financial statements, ledgers, journals and reports. Federal and state income tax forms. Modern computer technology related to accounting systems. Skills in written and verbal communication. Excellent customer service. Interpersonal communication and relationship management. Prioritization. Problem solving and critical thinking. Using different technology programs and applications. Ability to review and analyze accounting records and business practices. Prepare audit reviews, reports and recommendations. Establish and maintain effective working relationships with others. Communicate effectively written or verbally. Work independently with expected instruction/supervision. Completing or participating in various types of single scope audits and completing required reports and to comprehend and carry out auditing procedures. Perform a limited range of audit functions. Education and Experience Requirements consist of: an associate degree in accounting, finance, business, or public administration; or at least three (3) years of professional experience in auditing, accounting, finance, or similar field. OR an equivalent combination of education and experience that equal an associate degree or the required amount of professional experience. Preference may be given to candidates with the following qualifications: proficient with Microsoft Suite applications. More than three (3) years of professional experience in auditing, accounting, finance, or a similar field. Bachelor's degree in accounting, finance, business, or public administration; or a related field. Ability to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level. The Oklahoma Tax Commission's normal work hours are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility based on the needs of the agency. Telework may be required based on the needs of the agency, division, and section. If applicable, applicant must be willing and able to work BOTH on-site and telework at an off-site location, generally in the applicant's home. Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Equal Opportunity Employment. The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.
The Audit Services Division is responsible for the review, analysis, and conduct of mixed scope audits of businesses and/or individuals, to determine compliance or non-compliance with Oklahoma and Federal tax laws and regulations. The Audit Services Division uses generally accepted auditing/accounting principles to review financial documents, tax forms, business records and other relevant documents. Auditors in the Audit Services Division are expected to conduct research and analysis and can apply tax law using the Internal Revenue Code and Oklahoma's rules and statutes for taxation as well as the agency's procedures. Auditors prepare audit reports to provide documented recommendations concerning changes in policies or operating procedures and strictly adhere to both state and federal laws and regulations regarding the confidentiality of all tax information obtained from records, files, tax returns, and departmental investigations. The Auditor position supports the Audit Services Division by conducting fair and ethical single issue and limited scope audits of various tax returns. The primary function of the position is to execute audits efficiently ensuring adherence to the Internal Revenue Code and Oklahoma Tax Statutes and Rules while maintaining a high level of accuracy in calculations and procedures. The functions performed by employees in this job family will vary by level, but may include the following: Review Internal Revenue and Oklahoma tax statutes Provide written and verbal communication and customer service to taxpayers. Create, print, review and distribute audit correspondence items. Attend mandatory training. Compile and submit audit review packets. Other duties as assigned. Ensure taxpayer compliance with Individual Income tax statutes and rules by reviewing and auditing individual income and business tax returns submitted to the Oklahoma Tax Commission. Review returns to look for potential issues in the following areas: federal tax adjustments or underreporting, credit distribution, federal and Oklahoma non-filing, out of state income, business income, retirement income, gambling income and any other identified areas. Analyze and audit individual financial records, including the individual income return, federal income tax returns and adjustments, business tax returns and adjustments, internal and external income reports, and OESC (Oklahoma Employment Security Commission) data. Knowledge of auditing methodology, techniques, and theories. Generally accepted auditing rules and procedures. Bookkeeping practices and standards. Financial statements, ledgers, journals and reports. Federal and state income tax forms. Modern computer technology related to accounting systems. Skills in written and verbal communication. Excellent customer service. Interpersonal communication and relationship management. Prioritization. Problem solving and critical thinking. Using different technology programs and applications. Ability to review and analyze accounting records and business practices. Prepare audit reviews, reports and recommendations. Establish and maintain effective working relationships with others. Communicate effectively written or verbally. Work independently with expected instruction/supervision. Completing or participating in various types of single scope audits and completing required reports and to comprehend and carry out auditing procedures. Perform a limited range of audit functions. Education and Experience Requirements consist of: an associate degree in accounting, finance, business, or public administration; or at least three (3) years of professional experience in auditing, accounting, finance, or similar field. OR an equivalent combination of education and experience that equal an associate degree or the required amount of professional experience. Preference may be given to candidates with the following qualifications: proficient with Microsoft Suite applications. More than three (3) years of professional experience in auditing, accounting, finance, or a similar field. Bachelor's degree in accounting, finance, business, or public administration; or a related field. Ability to sit and stand for extended periods of time. Exhibit manual dexterity and hand-eye coordination to operate a computer, keyboard, photocopier, telephone, calculator and other office equipment. Ability to see and read a computer screen and printed material with or without vision aids. Ability to hear and understand speech at normal levels, with or without aids. Ability to communicate clearly. Physical ability to lift up to 15 pounds, to bend, stoop, climb stairs, walk and reach. Duties are normally performed in an office environment with a moderate noise level. The Oklahoma Tax Commission's normal work hours are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility based on the needs of the agency. Telework may be required based on the needs of the agency, division, and section. If applicable, applicant must be willing and able to work BOTH on-site and telework at an off-site location, generally in the applicant's home. Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Equal Opportunity Employment. The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.