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0-5 years of experience
Determined taxable income by examining financial books and records including tracing receipts and expenses to source documents.
- Researched, analyzed and interpreted federal and state tax laws, regulations, Revenue Rulings, and applicable federal and Oregon court rulings to recognize and resolve tax issues and meet compliance requirements.
- Provided taxpayer assistance by responding to audit inquiries or information requests in person, written and telephone inquiries from taxpayers or tax preparers in a timely manner to answer questions or verify information regarding tax returns.
- Reviewed and/or analyzed banking data and other accounts of individuals to ensure correct amount of tax collected.
- Reviewed moderately complex federal and state income tax returns.
- Computed current and cumulative tax adjustments and completed required forms and schedules.
- Received six months of IRS taxation training using IRS training materials.
0-5 years of experience
- Conducted over 40 audits to businesses in various industries to ensure correct reporting of business taxes, which helped the department to generate over 11 million dollars in revenue.
- Ability to meet all the deadlines, prioritize engagements, and spent over 88% of the time on productive cases, which resulted in an average of over $7,300 per audit hour.
- Review, research and interpret laws and regulations to determine taxability of taxpayer’s transactions.
- Develop and implement a detailed audit program using generally accepted auditing principles and procedures, and apply various sampling techniques to effectively analyze financial records.
- Discuss audit results, communicate complex tax issues, and negotiate findings with taxpayers, representatives, and staff to obtain concurrence with the audit findings.
- Compile audit reports with any proposed changes outlined to summarize auditor recommendations.
0-5 years of experience
Review and analyze tax returns of ‘C’ corps for proper compliance with current MN tax laws. Research technical tax issues and function as an independent audit unit in the field. Address and present adjustments to domestic and international tax issues by applying appropriate law, policy and procedures. Perform as a direct representative of the Department of Revenue to external customers, providing education and assistance.
- Travelled in and out of the state to perform over 50 field audits
- Developed and presented classroom training for peers regarding current tax laws, tax issues and auditing policies and procedures
- Researched and presented proposed changes to tax statutes to MN legislature
- Computed correct tax form modifications using taxpayer provided work papers and supporting documentation
6-10 years of experience
Assisted taxpayers in preparation of tax reports, tax collection, fees, penalties and unemployment compensation.
- Conducted audits to ensure legal compliance, to establish tax liability or to clarify reports.
- Prepared statements to certify delinquent accounts to the Attorney General for collection.
- Located delinquent taxpayer’s property through county property rolls.
- Supervised, instructed and advised co-workers assigned to a difficult analysis or investigation.
- Presented information regarding Unemployment Tax at group meetings, IRS seminars, etc.
- Trained new personnel.
0-5 years of experience
Completed assignments in a timely manner
- Interviewed claimants, employers, and their representatives
- Resolved obstructed unemployment insurance claims
- Reviewed business records to ensure employment tax compliance
- Used all research tools for guidance on case issues
- Gathered and analyzed information to write audit reports
- Presented audit results to employers and representatives
0-5 years of experience
Conducted audits of large multi-state and multi-national corporations to determine compliance with the various tax laws administered by the Department of Revenue.
- Consulted and assisted taxpayers in the proper means of determining tax liability.
- Conducted complex audits of corporations to verify the accuracy of returns for sales & use tax.
- Audited sales documents and related accounting records to verify the accuracy of sales tax returns and determined tax liabilities.
- Provided comments regarding reliability of accounting methods and controls used by taxpayer.
0-5 years of experience
Responsibilities: Audit Fortune 500 companies and processed refund requests through review of chart of accounts, sales returns, invoices, federal returns, state returns and exemption certificates to ensure proper procedure was followed according to the Ohio Revised Code.
- Ability to quickly learn resulted in increased responsibility of training new auditors and instructing/leading them during field audits of Fortune 500 companies
- Research companies for compliance issues, non-registration, or possible evasion utilizing the web that resulted in audits being started on Fortune 500 companies
- Created customized reports using Excel and Word to explain all procedures, issues, and solutions during the course of the audit
6-10 years of experience
Perform moderate to complex tax audits, proprietorships to Fortune 500 companies.
- Worked independently and as lead auditor of tax team.
- Employed computer assisted audit techniques and analyzed computer based accounting systems.
- Verified accounts, traced transactions through systems and prepared schedules.
- Presented audit findings to officials/owners of audited entities.
0-5 years of experience
Conducted field audits to ascertain compliance of sales and use tax laws. Researched tax law, regulations and audit guidelines.
- Communicated applicable tax law, taxpayer rights, audit procedures, and findings to taxpayers and/or their representatives.
- Analyzed federal, state and local corporation tax returns. Prepared, issued, and explicated work papers in accordance with audit policies.
- Accredited for outstanding work habits, and excellent communication with clients
- Recognized for adaptable interaction with Hispanic community/ businesses
- Assigned to a select Audit Observation Committee
0-5 years of experience
Completed on site audit of employer’s tax related records to ensure compliance with unemployment insurance tax law.
- Completed field investigative assignments to determine employer liability and report requirements.
- Collected delinquent reports and taxes.
- Provided explanations to employers regarding community provisions of employment security law and regulations.
10+ years of experience
Skillfully trained and supervised an audit staff of four. Responsible for measuring compliance, identifying discrepancies and increasing revenue. Led most successful team in north area field audit bureau.
- Aptly performed sales, use and withholding tax audits in accordance with Missouri Statutes and Regulations. Consistently audited 30 businesses per year, 25% greater than goal.
- Expertly analyzed business accounting systems. Tested sales, purchases and payroll records for compliance. Prepared audit reports on procedures performed and results obtained.
- Efficiently determined tax liability of businesses. Presented findings and arranged payment or issued refund. Instructed business on proper compliance and provided guidance on accounting procedures.
- Recouped the largest amount of lost tax revenue in bureau on average, approximately $250k per year.
0-5 years of experience
Audited Missouri businesses for sales, use, and withholding tax compliance
- Efficiently and effectively analyzed taxpayers’ businesses, accounting techniques/methods, accounting software, and point of sale software
- Researched and interpreted sales and use tax laws as related to the state of Missouri
- Communicated with taxpayers of various industries about applicable Missouri sales and use tax laws
- Performed tax liability calculations and prepared additional sales and use tax returns for taxpayers as needed
- Communicated orally and through written reports with upper management and legislative officials regarding audit findings, compliance issues, and regulation requirements
0-5 years of experience
Analyzed Individual Income tax returns and checked for accuracy. Issued assessments to correct returns.
- Provided taxpayer assistance on phone and in person.
- Supervised staff of approximately five and prepared reports (payroll, financial) to State officials.
- Reviewed reports sent by the IRS and made necessary changes to the Maine returns.
- Involved in the process of hiring / firing of audit staff.
0-5 years of experience
- Provided excellent customer service by welcoming clients, taking messages, and executing clerical duties
- Reviewed 300+ tax returns for errors and organized sequentially for clients
- Assisted clients in evaluation of financial statements and filing tax returns
- Verified the accuracy of financial records
- Reconciled bank accounts, credit cards and client’s transactions via QuickBooks
6-10 years of experience
Completed complex California state tax audits of small to medium sized Fortune 500 companies headquartered in the southern region of the United States
- Effectively analyzed state tax returns to discover and/or evaluate potential issues to investigate of multi-state corporate taxpayers
- Researched new issues and trends employed by corporate multi-state taxpayers to reduce or eliminate franchise tax
- Educated other auditors within my audit group through presentations of new trends encountered while auditing corporate taxpayers
- Served in the capacity of a lead auditor of a team of auditors compiled to examine the state return of medium sized corporations
- Communicated effectively with tax managers, taxpayers’ representatives, and CPA firms concerning the source documents, tax laws and court cases used to substantiate my audit position
- Prepared clear and concise reports that detail the audit procedures used and application of Federal and state franchise tax statutes, regulations and citable court cases substantiating those procedures
- Provided assistance to taxpayers, when warranted, in preparing subsequent returns
6-10 years of experience
Performed pre-audit analysis and developed audit plans and procedures to be followed during audits
- Examined and analyzed accounting systems of taxpayers to ascertain compliance with Florida tax laws and related statutes
- Conducted closing conferences with taxpayers; explained applicable law and facts supporting changes in tax liabilities and attempted to secure agreement to findings in audit reports
- Assisted in training new employees
0-5 years of experience
Accepted and reviewed cases assigned, conducted pre-audit analysis to identify audit issues
- Initiated contact with taxpayer, scheduled and conducted field audit interviews
- Processed payments and refunds from approved audit changes
- Completed case closing Procedures
0-5 years of experience
Examination of multi-million dollar corporation federal and New York State income tax returns
- Research and analyze appropriate treatments of revenue and expense items
- Perform field audits to ensure compliance with tax laws and regulations
- Analyze issues to determine nature, scope, and direction of the audit
- Prepare various correspondences with taxpayers and department management
- Responsible for being head spokesperson in conferences with taxpayers and representatives when debating issues and discussing settlements
- Prepare reports summarizing findings and rendering recommendations to be presented and reviewed by top management
10+ years of experience
Responsible for corporate excise tax audits of large case multinational taxpayers as assigned, including, General Electric Corporation, Time Warner Inc., and IBM.
- Completed and closed forty corporate excise tax audits within the last twelve months.
- Identified approximately $4.5 million in corporate tax deficiencies in the last twelve months from current and completed tax audits.
- Trained and mentored incoming auditors.
0-5 years of experience
Determined tax liability through in-depth examination of records and accounting systems
- Examined tax returns for accuracy
- Interviewed business owners and officers
- Researched and advised on tax laws and regulations
- Prepared reports of audit results
- Determined eligibility for tax exemptions
6-10 years of experience
- Handled the collection of detailed information from companies about business tax to determine compliance with Tennessee’s tax laws
- Performed highly complex sales, use, franchise, and excise tax audits of major corporations with multi-state operations
- Conducted several day to day functions which included explaining issues to taxpayers, verifying the completion of records, reconciled discrepancies, and communicated errors to respective departments
- Stayed abreast of applicable tax legislation and court decisions to assist taxpayers and tax auditors on technical matters
- Performed several administrative tasks such as database management, file management, and keeping communication with taxpayers
- Coached and supervised direct reports to maintain efficient operations
- Received multiple positive evaluations from Taxpayers
6-10 years of experience
- Managed an average case load of 30(yearly) complex individual income tax audits which included NYS/NYC residency issues.
- Spearheaded “the department” implementation of the withholding tax audits program; these issues included independent contractors, regular pay, bonuses, commissions, and vacation allowances.
- Examined criminal tax fraud cases for the New York District Attorney’s Office and the NYC Office of Tax Enforcement.
- Successfully defended “the Department’s” audit findings in administrative hearings.
- Organized and trained employees with PowerPoint presentations.
- Assisted in selecting taxpayers to be audited using predetermined criteria.
6-10 years of experience
While working in the Chicago regional audit office, independently planned, coordinated, and conducted several field audits and refund investigations of business entities with Ohio-based operations, including those of Fortune 500 companies; ensured integrity and compliance with the requirements of applicable Ohio revised and administrative codes as well as related case law; maintained an astute knowledge of the Sales & Use and Commercial Activities taxes.
- Generated tax revenue for the State through detecting errors in tax filings, reducing the number of erroneous refund claims approved for payment, and uncovering taxable transactions in thorough analysis of A/P and trial balance information.
- Leads field audits and facilitates training, supervision and overall direction to junior tax auditors; managed employee training project.
- 75%+ travel throughout the Midwest, works independently and with teams of tax auditors and tax audit managers.
- Expertly reviews, analyzes, and interprets financial and other primary source documents; such as billing invoices, construction contracts, tax returns, and general ledger
- Prepares, presents and defends audit findings to key managers, executives and internal departmental managers.
0-5 years of experience
- Conducted over 70 field audits of various organizations throughout the year
- Used audit tools such as statistical sampling, block sampling, mark-up methods, sales invoice exams, data screening, and audit plans to conduct audit examinations
- Computed tax refunds and adjustments and identified potential taxpayer liabilities
- Collected and examined clients’ sales records and bills receivable amounts
- Detected errors, omissions or miscalculations in accounting records
- Analyzed California Sales and Use Tax Returns and schedules to determine acceptability of deductions, district tax reporting and allocations and proper tax computation
- Prepared a written correspondence of audit findings and distributed them to the taxpayer to inform them of tax liability or refund
0-5 years of experience
Conducted business tax audit of small proprietorship to large corporations.
- Perpetually updated knowledge base of local business tax ordinance.
- Reviewed Federal Income Tax Returns, financial statements including income statements, balance sheets, and other supporting documents.
- Calculated business tax measures applying strict guidelines and various City Clerk Rulings.
- Maintained constant communication with professional representatives including Attorneys, Controllers, and CPAs.
- Participated in Administrative Hearing attended by City Attorneys, CPAs, and other licensed professionals.
6-10 years of experience
- Interviewed taxpayers, adjusted their tax returns per tax law, rules & regulations
- Explained adjustments and regulations to taxpayers in lay terms.
- Coordinated Criminal Fraud Projects on Tax Return Preparers and prepared detailed referrals to the Criminal Investigation Division
- Managed the Deficiency Notice unit and supervised a staff of 12
- Co-chaired the Advisory Committee to the District Director on Equal Employment
6-10 years of experience
- Administered implementation of audit program in Marion County (including Indianapolis, Indiana and surrounding areas). This program included conducting audits of business tangible personal property assessment returns of approximately 12,000 businesses within a four year period.
- Hired, trained, and directly managed audit staff from the beginning of the audit program in Marion County, Indiana.
- Reviewed final audit paperwork of all audits performed in Marion County to ensure accuracy.
- Developed Excel and Word templates based on the specifications of Indiana statutes to be used by all audit staff within the company.
- Built and sustained a good working relationship with local assessors and their staff.
- Represented assessors in personal property tax appeals, including formal county board meetings.
- Performed audits on business tangible personal property tax returns for local governing agencies in various states including North Carolina, Tennessee, Georgia, Florida, Alabama, Michigan, and Indiana.
0-5 years of experience
- Managed approximately 30 tax audits of unincorporated businesses
- Quantified and negotiated tax settlements
- Drafted detailed audit reports
- Collaborated with the legal department regarding tax litigation
Tax Auditor Duties and Responsibilities
Tax auditors perform varied daily job duties because they travel to different businesses and examine a vast array of documents. However, these core job duties are common across the field:
Examine Financial Documents Tax auditors examine tax documents, receipts, and financial records of all types to perform thorough audits. This includes traveling to various businesses and individual clients to examine their tax records.
Analyze Data Tax auditors analyze financial data to determine the correct amount of taxable income, applicable deductions, and nontaxable expenses.
Interpret Tax Laws Tax auditors interpret federal, state, and city tax laws and regulations, and apply them to auditing procedures. They also explain these codes and regulations to taxpayers and clients.
Collect Taxes Tax auditors collect delinquent taxes and tax reports from individuals and businesses.
Create Reports Tax auditors write detailed reports of their findings for every audit they complete.
Make Recommendations Tax auditors make recommendations for tax compliance and tax payments to the clients and business owners they audit.
Tax Auditor Skills and Qualifications
Tax auditors are detail-oriented professionals with a high degree of mathematical ability who examine documents and thoroughly investigate financial materials. Employers hire tax auditors who display the following skills:
- Math skills – tax auditors need a strong grasp of mathematics and finances to work with numbers and data all day
- Investigative skills – because tax auditors examine documents and find answers to financial questions, investigative skills are essential to this job
- Analytical thinking – tax auditors use their analytical skills to study documents and financial data and isolate important data
- Attention to detail – tax auditors need great attention to detail to thoroughly examine financial records, receipts, and documents of all types, and to locate essential information
- Problem-solving skills – tax auditors use problem-solving skills to apply tax laws and regulations to financial problems
- Communication skills – tax auditors use written and verbal communication skills to explain tax codes and create written reports
- Computer skills – tax auditors use software programs to create tax reports, download online forms, file tax information, and study tax laws, which requires excellent computer and internet skills
- Customer service – because tax auditors communicate with people they are auditing, customer service skills are highly desired by employers
Tax Auditor Education and Training
Employers seek tax auditors who have a bachelor’s degree in accounting or a related field. Many employers will consider candidates who have a combination of education and past work history in accounting or auditing. Because of the amount of travel involved with this career, tax auditors must have a driver’s license and a reliable personal vehicle. Training is not commonly provided for tax auditors, who should already have the education needed to perform thorough tax audits and financial field investigations. After being hired, tax auditors begin performing their job duties right away.
Tax Auditor Salary and Outlook
PayScale data shows that tax auditors earn a median yearly income of $45,958. Tax examiners and collectors and revenue agents of all types earn a median pay rate of $53,130 annually, per the Bureau of Labor Statistics. Tax examiners and collectors and revenue agents perform the same duties as tax auditors, such as reviewing tax returns, collecting taxes, and conducting financial audits. There were more than 60,000 jobs for these professionals in 2016, a number that is projected to experience little or no change through 2026. Typically, tax auditors receive benefits packages that feature medical insurance with dental and vision coverage. Life insurance and retirement benefits are usually included in these packages. Some employers provide additional benefits such as travel reimbursement and bonus incentives.
Helpful Resources
Study tax laws, learn career strategies, and stay current on important financial news using these helpful books and websites:
Tax Loopholes: Everything the Law Allows – find all the available tax loopholes that can be used legally with this handy reference tool
American Accounting Association – learn the most current tax policies and procedures and stay up to date on the latest tax laws at this website
Ethics in Accounting: A Decision-Making Approach – use this book to gain a better understanding of ethics for tax auditors and accounting professionals of all types, as well as how to apply them to common situations
International Association of Accountants, Auditors and Tax Consultants – visit this website to find tax news updates and new tax code changes and to learn more about upcoming financial industry events
U.S. Master Tax Guide (2018) – this guide is full of reference information for current U.S. federal taxes and details all the finer points of the most recent tax code
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Tax Auditor
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
