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