INDIVIDUAL INCOME TAX AUDITOR 3

Overview

This position performs highly complex audits of individual and federal corporate income tax, withholding tax, and/or emerging tax audits. The role ensures taxpayers comply with Arizona tax law, rulings, and case law by applying acceptable audit methods and procedures. It also involves collecting and analyzing data, planning and organizing audit procedures, reviewing financial records, and preparing detailed audit reports.

This position may offer the ability to work remotely within Arizona based on the department’s business needs and ongoing achievement of expected performance measures. All work, including remote work, should be performed within Arizona unless an exception is properly authorized in advance.

Responsibilities

Tax Refund and Audit Reviews

• Conduct complex audits involving accurate calculation and application of tax laws, rules, regulations, policies, and procedures consistently across taxpayers.
• Examine audits and determine and/or recompute tax liabilities.
• Review and determine penalty abatement requests.
• Elicit clarifying information, accept evidence, evaluate testimony in a written decision, and prepare case files.
• Fully document audits to support the department’s position and maintain orderly audit files.
• Prepare work papers, audit reports, and weekly reports.
• Perform and support other audit functions, including research, examination, ticket/email resolution, and tax system maintenance for accounts flagged for potential fraud.
• Make adjustments to taxpayer accounts in the tax system and perform tax system data cleanup, including accounts flagged for potential fraud.

Research & Analysis

• Research highly complex issues and resolve taxpayer appeals timely, fairly, accurately, and consistently.
• Explain audit adjustments and conclusions to taxpayers and their representatives.
• Discuss audit adjustments and positions with taxpayers and/or representatives.
• Review work of other auditors.
• Educate taxpayers on tax law, rules, and regulations and support compliance through the audit process.

Agency/Department Compliance & Continuous Improvement

• Stay current on laws, regulations, policies, and best practices related to taxation through activities such as self-directed research, consultations with other practitioners and technical experts, participation in memberships/meetings, and training/continuing education.
• Maximize work processes and deliverables using lean principles within the Arizona Management System (AMS), provide recommendations for process improvement, and participate in continuous improvement efforts as assigned.
• Attend and represent the department at informal and formal hearings.
• Conduct audit work in the field, in- or out-of-state.

Requirements

Knowledge, Skills & Abilities (KSAs)

Knowledge/Understanding

• Individual income, corporate income, fiduciary, and withholding tax policy and procedures.
• Applicable federal and state tax laws, statutes, and codes.
• Generally accepted accounting principles (GAAP).
• Generally accepted auditing standards (GAAS).

Skills

• Use approved Artificial Intelligence (AI) tools to automate routine tasks, improve productivity, and enhance workflows while strictly adhering to agency data governance, security policies, and ethical standards regarding FTI and PII.
• Strong communications skills, including verbal, written, and active listening.
• Strong mathematical computation skills (addition, subtraction, multiplication, division, percentage, averages).
• Strong organization and time management skills; ability to make measurable progress on multiple priorities.
• Strong interpersonal skills and professional demeanor.
• Proficiency using a PC/laptop in a Windows environment; internet use.
• Proficiency with Google Suite applications (Gmail, Sheets, Docs, Drive).
• Strong proficiency with 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 work confidentially, sharing information with internal and external individuals appropriately.
• Ability to interpret and apply federal and state tax laws to audit reviews.
• Ability to convey tax terminology and information in layman’s terms.
• Ability to work with a high degree of autonomy and collaborate as part of a team.
• Ability to travel up to 10% of the time to conduct field audit work and/or participate in hearings.
• Willingness and ability to embody core values: Do the Right Thing, Commit to Excellence, and Care About One Another.

Education & Experience (Select Preference)

• Any combination that meets the knowledge, skills, and abilities (KSA); typical ways KSAs are obtained may include relevant degree from an accredited college or university such as Bachelor’s Degree (e.g., B.A.), training, coursework, and work experience relevant to the assignment.
• Minimum two (2) years of related experience as an Auditor, or equivalent experience.
• Bachelor’s Degree in Accounting or closely related field.
• Experience with Continuous Improvement/LEAN.

Pre-Employment Requirements

• Successfully pass background and reference checks; employment is contingent upon completion of the process and the agency’s ability to reasonably accommodate any restrictions.
• Arizona Tax Filing Records Check (if applicable).
• If applicable: ASEDRA Authorized Driver Identification Check.
• All newly hired State employees must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).
• If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business: final candidates must possess and retain a current, valid class-appropriate driver’s license, complete all required training, and successfully pass all necessary driver’s license record checks.
• Employees who drive on state business are subject to driver’s license record checks, must maintain acceptable driving records, and must complete all required driver training.
• Employees operating a personally owned vehicle on state business must maintain the statutorily required liability insurance (Arizona Administrative Code (A.A.C.) R2-10-207.11).

Internal Applicant Eligibility (if applicable)

• Active, regular, full-time or part-time team member who has been in the current position for at least 6 months and maintained Satisfactory Performance.
• Satisfactory Performance requires:
  • A 3.0 (meets or higher) for the most recent AZPerforms rating.
  • Not on a Performance Improvement Plan.
  • Not been involuntarily demoted in the previous 12 months.
  • Not subject to active formal discipline, including:
    • No Letter of Reprimand in the previous 6 months, and
    • No Letter of Suspension in the previous 12 months.

Compensation & Benefits

Salary

• $50,000
• Grade: 21

Benefits (Comprehensive Package includes)

• Affordable medical, dental, life, and short-term disability insurance plans.
• Participation in the Arizona State Retirement System (ASRS) and long-term disability plans.
• 10 paid holidays per year.
• Vacation time accrued at 4.00 hours bi-weekly for the first 3 years.
• Sick time accrued at 3.70 hours bi-weekly.
• Paid Parental Leave: up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
• Deferred compensation plan.
• Wellness plans.
• Tuition Reimbursement.
• Infant at Work Program.
• Rideshare and Public Transit Subsidy.
• Career advancement & employee development opportunities.
• Flexible schedules to support work/life balance.
• Remote work may be available (optional and based upon position).

Retirement

• ASRS provides 100% employer matched contributions (enrollment eligibility is effective after 27 weeks of State employment).
• ASRS provides a lifelong benefit based on years of service earned (or worked) and ending salary.

Location

Education & Compliance Division
1600 W Monroe St.
Phoenix, AZ 85007

Posting Details

• Closing Date: 11/04/2026