DEPT OF REVENUE

Funding Arizonas future through excellence in innovation exceptional customer service and public servant-led continuous improvement.

All Arizona State employees operate within the Arizona Management System (AMS) an intentional results-driven approach for doing the work of state government. Our goal is for every ADOR team member to reflect on individual and team performance reduce waste and commit to continuous improvement with sustainable progress. Through AMS every ADOR team member seeks to understand customer needs identify problems improve processes and measure results.

Address: 1600 W. Monroe St Phoenix AZ 85007

Salary: $40000 per year / $19.23 per hour

Grade: 19

Closing Date: Untill closed

Position Summary:
The Transaction Privilege Tax (TPT) Auditor 2 is responsible for reviewing small to medium refund claims for validity and making a written determination to either approve or deny the refund request. They are responsible for interpreting findings based on their research of the Arizona Revised Statutes and Administrative Code and reviewing the work of coworkers to ensure that the amounts to be adjusted in the tax system are accurate. Additionally they will create the refunds in the tax system and ensure that all information is accurate and will respond to taxpayer inquiries received in the refund email box.

Supervision:
This position does not have direct reports.

This position may be available for remote / hybrid work within Arizona (1-2 days per month in the office/hoteling).

The State of Arizona strives for a work culture that affords employees flexibility autonomy and trust. Across our many agencies boards and commissions many State employees participate in the States Remote Work Program and are able to work remotely in their homes in offices and in hoteling spaces. All work including remote work should be performed within Arizona unless an exception is properly authorized in advance.

Tax Refund and Audit Reviews

- Conducts small to medium audit and refund reviews involving the accurate calculation and application of tax laws rules and regulations policies and procedures of the department in a consistent manner to all taxpayers:
- Accurate and timely examinations of audits based on information requested through correspondence with taxpayers and/or changes in calculations resulting from information provided regarding the audit
- Inspects and examines returns makes determinations and recommends return of audits
- Elicits clarifying information accepts evidence evaluates both testimony in a written decision and prepares case files if/as necessary
- Fully documents audits to support the departments position and maintain the audit file in an orderly manner
- Prepares work papers audit reports and weekly reports
- Perform maintenance in the tax system to create credits for issued refunds as well as remove credits for refunds not to be issued
- Create assign and process state and city refund files

Research & Analysis

- Review research and respond to taxpayer and city refund inquiries and emails
- Review research and complete audit billings
- Create and maintain monthly production charts and conduct research on behalf of senior team members and management.
- Educates taxpayers in tax law rules and regulations and ensures taxpayer compliance through the audit process.

Agency/Department Compliance & Continuous Improvement
- Remains current on all laws regulations policies and best practices related to taxation through regular engagement in activities such as: self-directed research conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.
- Actively contributes to team and individual effectiveness through the following: -
- Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated
- Completes all required training in a timely manner.
- Participates in assigned work teams as appropriate.
- May complete periodic metrics projects huddle boards and reports as requested.
- Prepares for and actively participates in 1:1 coaching with supervisor.
- Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement and engages in continuous improvement efforts as assigned.

- Other duties as assigned

Education & Experience

- Any combination that meets the knowledge skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a relevant degree from an accredited college or university such as Associates Degree (e.g. A.A.) training coursework and work experience relevant to the assignment.
- Minimum six (6) months of audit-related experience

Licenses & Certifications
None

Knowledge/Understanding
-Basic knowledge of transaction privilege and use tax laws policies and procedures
-Basic knowledge of applicable state city and town tax codes

Skills
- Strong communications skills to include verbal written and active listening
-Strong mathematical computation skills such as addition subtraction multiplication division percentage and averages
- Effective organization and time management skills
- Strong interpersonal skills and demeanor
- Proficient in the use of a PC/laptop in a Windows environment; in the use of the Internet; and in the use of Google Suite applications such as Gmail Sheets Docs and Drive
- Strong proficiency and skill in the use of Microsoft Excel and tax reporting/accounting systems

Abilities
- Ability to clear a comprehensive background and clearance process that includes an Arizona tax compliance verification and a criminal background check through the FBI via level one fingerprint clearance through the Arizona Department of Public Safety
- Ability to interpret and apply federal and state tax laws to audit reviews
- Ability to convey tax related terminology and information in laymans terms
- Ability to work with a high degree of autonomy and also participate collaboratively as part of a team
- Ability to work in a confidential manner ensuring information is shared with internal and external individuals in an appropriate manner
- Ability to understand and solve problems by applying intermediate analytical skills to include collecting all the relevant information and data needed to address the problem; organizing classifying and synthesizing the data into fundamental issues; from the information identifying the most probable causes of the problem; reducing the information down into manageable components; identifying the logical outcomes from the analyses of the data collected; and identifying the options and solutions for addressing the problems analyzed.
- Willingness and ability to embody ADORs core values of Do the Right Thing Commit to Excellence and Care About One Another

Additional Job Demands
In the course of performing the essential duties one must be able to exert up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently and/or a negligible amount of force constantly to move objects

- Bachelors Degree in Accounting or closely related field
- Experience with Continuous Improvement and/or LEAN
- Bilingual in English and Spanish

The final candidate will be required to abide by the the following pre-employment checks:
-Employment Verification and Reference Checks
-State and Federal Criminal Background Check including fingerprinting
-Arizona Tax Filing Records Check
-If applicable ASEDRA Authorized Driver Identification Check

If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business then the following requirements apply:Drivers License Requirements.

All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).

The State of Arizona provides a world class comprehensive benefits package including:
-Paid time off for holidays sick days annual leave military leave bereavement leave and civic duty leave
-Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
-A robust and affordable insurance plan that includes medical dental vision life insurance short-term and long-term disability options.
-Higher education discounts for State employees and tuition reimbursement up to $5250 per fiscal year available to seek further career advancement or certification in Continuing Professional Education.
-Work-life balance and additional options for life betterment such as the Infant at Work Program State Wellness Program Public Transit Discounts Alternate Work Schedules and Telework opportunities.

By providing the option of a full-time or part-time remote work schedule employees enjoy improved work/life balance report higher job satisfaction and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.

Learn more about the Paid Parental Leave pilot programhere. For a complete list of benefits provided by The State of Arizona please visit our benefits page

Top ranked Arizona State Retirement System (ASRS) provides 100% employer matched contributions (enrollment eligibility will be effective after 27 weeks of State employment). ASRS provides a lifelong benefit based on years of service earned or worked and your ending salary. Learn more about ASRS at: Us:

If you have any questions need assistance or would like to request a reasonable accommodation please contact the ADOR Talent Team at


*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.