Revenue Tax Specialist

Work for Indiana

Grow your career with the State of Indiana! With more than 50 executive branch agencies, the State of Indiana is a diverse workforce offering employees stimulating and challenging projects across a broad scope of career opportunities. As a State of Indiana employee, you impact the well-being of Indiana’s communities every day.

At the State of Indiana, we don’t just talk about diversity and inclusion – Our goal is to create a welcoming, accessible, and equitable workplace, with a workforce that is representative of the State of Indiana population. As a proud equal opportunity employer, reasonable accommodations may be available to enable individuals with disabilities to complete the application and interview process, as well as perform the essential functions of a role.

Next Level benefits at the State of Indiana are here! Be sure to review our expanded benefit package offerings below.

About the Indiana Department of Revenue (DOR):

The Indiana Department of Revenue team is comprised of over 700 staff that are located in 13 locations across the state of Indiana. We work collaboratively with the Indiana Governor’s office, the General Assembly, state agencies, individuals, business owners, corporations, tax practitioners, and a variety of tax program participants to administer Indiana’s tax laws. DOR administers over 65 tax types and annually processes nearly $21 billion of tax revenue. Our mission is to serve Indiana by administering tax laws in a fair, secure, and efficient manner.

DOR has been recognized regionally and nationally by Top Work Places because of its commitment to employee engagement and satisfaction.

Salary:

This position starts at an annual salary of $53,222 with a potential opportunity for adjustment based on relevant experience and skillset of the applicant. The Department utilizes three different auditor-level classifications based on acquired competencies and demonstrated skill sets. Salary for this position may be commensurate with education and job experience.

Role Overview:

The Revenue Tax Specialist is a senior-level special auditor who performs high-level analytical review, technical, and desk audit work. You will need extensive knowledge of state and federal statutes, rules, and procedures relating to the enforcement of taxation laws within the State of Indiana. You will perform investigations and/or audits to determine and maintain compliance, enhance collections, and increase enforcement efforts.

Key outcomes for this role are:

  • Investigate complaints to determine the appropriate course of action. Refer complaints to the appropriate area per departmental policy.
  • Provide education on tax issues to taxpayers and CPAs, thus increasing revenue.
  • Perform in-house desk audits for both tax liability/refund analyses.
  • Develop cases using various in order to determine the accuracy and validity of submitted financial statements, tax returns, and other applicable documentation. Procedures may include:
    • Planning and directing investigation, including providing appropriate supervision as necessary of lower-level investigative or department personnel.
    • Designs and performs necessary audit procedures, prepares and performs audit tests to document financial statements, analyzes and interprets audit test results
    • Directing the overall preparation of documents;
    • Preparing or assisting with all documentation,
  • Prepare well-written, complete, and concise audit reports including computation of correct tax due for various taxes due under Indiana Statute.

A Day in the Life:

The essential functions of this role are as follows:

  • Provide technical and procedural assistance to taxpayers, taxpayer representatives, other divisions within the agency, and other state agencies.
  • Conduct extensive research to resolve complex issues related to payments and/or returns for taxpayers, including research in DORs software and database applications or unpaid/unfiled tax liabilities.
  • Create billings/liabilities in DORs software and database applications according to court orders. abates penalties and interest accordingly.
  • Collect evidence in Investigations cases, including preparation of documents to establish continuity of custody for items of evidence to ensure that judicial requirements are met.
  • Complete disclosure requests for confidential taxpayer information by performing a thorough review of the request and analyzing the Department’s records
  • Research taxpayer entities that have not filed returns but have a legal obligation to file.
  • Develop cases to determine the accuracy and validity of submitted financial statements, tax returns, and other applicable documentation.
  • Perform and complete audit tests to financial documents and analyze results.
  • Maintain and track all assessments and collections efforts to provide up-to-date data on ongoing and completed projects.
  • Perform routine systematic and documented reviews of available data to identify inconsistencies and abnormal trends to address potential discrepancies.

These additional duties may be performed depending on the job assignment:

  • Audit Desk: Perform investigations and/or audits to determine and maintain compliance, enhance collections, and increase enforcement efforts. Investigate and/or audit cases involving non-filers or under-reporting of taxes, special refunds, etc. Design and perform necessary audit procedures, analyze, and interpret audit test results.
  • Investigations & Internal Affairs: Serve as the primary case agent for assigned cases, with responsibility for all elements of the investigation from initial report up to administrative action.

The job profile is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time.

What You’ll Need for Success:

You must meet the following requirements to be considered for employment:

  • Eight (8) years of experience in accounting, tax collection, finance, or customer service.
  • Extensive knowledge of state and federal tax laws, rules, and regulations applying to each of the several types of taxes.
  • Specialized knowledge of computer systems and tracking systems, especially DOR software and database applications.
  • Extensive knowledge of accounting and auditing techniques used by businesses and industries.
  • Ability to apply and understand ethics and confidentiality laws.
  • Ability to discuss and settle technical tax matters in a tactful and responsive manner with taxpayers and tax practitioners using customer service skills for problem resolution.
  • Ability to understand various taxpayer accounting and auditing systems.
  • Ability to research tax laws and apply precedents to the matter under investigation.
  • Ability to comprehend, analyze, interpret, and correlate very technical material.
  • Ability to testify clearly and succinctly in court trials and hearings.

Supervisory Responsibilities/Direct Reports:

This role may be utilized in a supervisory capacity based on agency needs.

Benefits of Employment with the State of Indiana:

The State of Indiana offers a comprehensive benefits package for full-time employees which includes:

  • Three (3) medical plan options (including RX coverage) as well as vision and dental plans
  • Wellness Rewards Program: Complete wellness activities to earn gift card rewards
  • Health savings account, which includes bi-weekly state contribution
  • Flexible work scheduling options, including the potential for hybrid remote work for employees whose work may be performed outside state facilities
  • Deferred compensation 457B account (similar to 401k plan) with employer match
  • Two (2) fully-funded pension plan options
  • A robust, comprehensive program of leave policies covering a variety of employee needs, including but not limited to:
    • 150 hours of paid new parent leave
    • Up to 15 hours of paid community service leave
    • Combined 180 hours of paid vacation, personal, and sick leave time off
    • 12 paid holidays, 14 on election years
  • Education Reimbursement Program
  • Group life insurance
  • Referral Bonus program
  • Employee assistance program that allows for covered behavioral health visits
  • Qualified employer for the Public Service Loan Forgiveness Program
  • Free Parking for most positions
  • Free LinkedIn Learning access

Equal Employment Opportunity:

The State of Indiana is an Equal Opportunity Employer and is committed to recruit, select, develop, and promote employees based on individual ability and job performance. Our policy is to provide equal employment opportunity to all people in all aspects of employer-employee relations without discrimination because of race, color, creed, religion, sex, national origin, ancestry, age, sexual orientation, gender identity, physical or mental disability, or veteran status. We will comply with the spirit as well as the letter of all applicable state and federal laws.

If you are a qualified individual with a disability and require reasonable accommodation in completing this application, you can request assistance by contacting the Indiana State Personnel Department at [email protected].

The State of Indiana has established a culture that welcomes equity, inclusion, and opportunity for all employees and applicants. We encourage you to apply if you feel you have the transferrable skills to be successful in this position and we look forward to reviewing your application.

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Job Category
Accounting and Finance
Job Type
unspecified
Salary
USD 53,222.00 per year
Country
United States
City
Indianapolis
Career Level
unspecified
Company
State of Indiana
JOB SOURCE
https://workforindiana.in.gov/job/Indianapolis-Revenue-Tax-Specialist-IN-46204/1080908900/