Tax Examiner 3 Lead Pass Through Unit

This position resides in the Business & Income Taxes Division of Department of Revenue. BITs tax examiner IIIs perform a variety of duties assigned by management. Duties include overseeing audit activities to ensure the overall quality efficiency consistency and cost-effectiveness of work procedures and results. A tax examiner III conducts complex analysis of diverse tax situations and entities; gathers and reviews relevant data to develop benchmarks and audit models; assists in defining audit assignments; and investigates potential fraud situations. The position is the departments chief technical expert in the assigned tax type(s). Tax examiner IIIs frequently provide technical support to ongoing division operations; assist staff with audit activities including explaining audit outcomes; aid with dispute resolution; and participate in appeal hearings. The position does not supervise other staff but is tasked with various leadership responsibilities.

Knowledge of:

• Tax accounting

• General and Montana Department of Revenue specific auditing standards principles and practices

• Financial analysis

• Investigative methods and procedures

• State and federal tax laws rules and regulations

• Business practices

• Standard and specialized computer applications

• State of Montana policies and procedures

Skills in:

• Research and analysis

• Cost benefit analysis

• Accuracy and attention to detail

• Mathematics

• Conflict resolution & customer service

• Microsoft programs and other database applications

• Written verbal and interpersonal communication

You would be a great fit for this position if you:

• Self-motivated

• Strong work ethic

• Follow instructions

• Provide timely and accurate customer service

• Work under pressure

• Be open-minded and think creatively

REQUIRED APPLICATION MATERIALS

Please submit the following application material:

• Resume

• Complete state application

Submissions incomplete or missing relevant materials will not be reviewed or considered.

Applicant Pool Statement:If another department vacancy occurs in this job title within six months the same applicant pool may be used for the selection.

To be considered for any DOR position applicants must complete and submit their application online and upload any required documents. Successful applicants are required to successfully pass DOR tax and background check(s). DOR is an equal opportunity employer. Women minorities and people with disabilities are encouraged to apply.

***This is an incomplete list of job duties. For a complete job description please contact Human Resources. (or )

(All computer systems and tax guidelines will be trained on the job.)

Special Requirements

Eligibility for employment will be subject to the following:

• Criminal Background Check. Circumstances involving convictions will be reviewed

• Tax status must be current. Circumstances involving tax status issues will be reviewed

REMOTE/TELEWORK: This position may be eligible to work from an approved worksite; however the successful candidate must be a primary resident of Montana as a condition of employment. This position would be required to report to the Department of Revenue office assigned by the supervisor. Employees must meet and sustain Department of Revenue telework eligibility requirements and supervisors approval to participate in the DOR Telework Program. Full-time teleworking is not available.

Training Assignment:This agency may use a training assignment. Employees in training assignments may be paid below the base pay established by the agency pay rules. Conditions of the training assignment will be stated in writing at the time of hire.

Effective May 26 2026 this agency is participating in E-Verify to confirm employment eligibility. After accepting a job offer and completing Form I-9 your information will be submitted to the Department of Homeland Security and Social Security Administration for verification. For more information about E-Verify please visit the E-Verify website found here .

Eligibility to Work: In accordance with the Immigration Reform and Control Act the person selected must produce within three days of hire documents that show authorization to work in the United States. Examples of such documentation include a birth certificate or Social Security card along with a drivers license or other picture I.D. or a U.S. passport or a green card. The State of Montana does not sponsor.

Successful applicants are required to successfully pass DOR tax and background check(s).

EDUCATION / EXPERIENCE

The minimum level needed on the first day of work is

• Bachelors degree in accounting or finance business administration or public administration supplemented by college coursework in accounting or closely related field.

• Four years of progressively responsible experience with complicated tax matters.

• Preferred work experience should include auditing tax examining or closely related field.

• Other combinations of education and experience are evaluated on an individual basis.