Collections Specialist I
Job Description:
- Conduct tax and regulatory reviews on behalf of clients.
- Perform review functions to detect, correct, and document client tax/fee revenue deficiencies.
- Performs examination of taxpayer records for compliance under direction of supervisor and management.
- Continually increase understanding of tax laws.
- Research for exam leads and scheduling appointments.
- Prepares for exams by reviewing tax returns, prior audit reports and other available data preliminary to the audit.
- Meet with taxpayers to discuss exam procedures, answers questions, and obtain necessary information and records.
- Examines and verifies business and financial records.
- Prepares papers supporting all adjustments, compute assessments.
- Review and discuss findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations and support exam results.
- Answer taxpayer inquiries; may participate in hearings of disputed cases; performs related duties as required.
- Conduct closing conferences with taxpayers and/or taxpayers’ representative(s) explaining applicable law and facts supporting changes in tax liabilities and attempt to secure agreement to findings in reports.
- Travel as required.
- Perform other duties as assigned.
Requirements:
- Bachelor’s Degree in Accounting - REQUIRED
- State and local tax knowledge or experience preferred
- CPA, CFE, CMI, CTE, CRE, or CIA preferred
- Professional background including experience with corporate accounting and finance preferred.
- Experience with state or local revenue department, compliance audits, audit defense preferred.
- Knowledge of accounting principles and strong analytical skills.
- Self-starter, with the ability to organize, plan and direct.
- Professional, customer service oriented, tactful, dependable, and flexible.
- Excellent verbal and written communication skills and the ability to work effectively with personnel at all levels of the company.
- Strong working knowledge of Accounting Systems and Microsoft office.
- Strong communication and interpersonal skills, including diplomacy, flexibility, and dependability.
- Ability to use skill set, experience, and training to come to a decision under uncertainty.
- Exhibit awareness when performing work to evaluate and identify areas where issues might arise.
- Ability to understand limitations taxpayers and clients are facing related to ability to effectively provide information/records and aptitude to diplomatically overcome these limitations.
Benefits:
- Competitive benefits and compensation package
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