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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 00075441 |
Description Activated On: 12/10/2025 8:14:07 AM |
Position Purpose: Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively. This position is responsible for conducting field audits of taxpayers to determine their compliance with applicable laws and regulations. |
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Description of Duties: Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor. Conduct fair and equitable audits in the sales and use tax audit program to determine taxpayer compliance with applicable laws and regulations, effectively and efficiently. Work at field audit sites, as needed to facilitate audit efficiency. Prepare for audit examinations by performing preliminary planning and reviewing taxpayer reporting and audit history as well as any special instructions included with each assignment. Contact taxpayers or their authorized representatives to schedule audits or resolve questions in the most efficient communication method available. Conduct pre and post audit conferences with taxpayer’s representatives to explain audit procedures and findings and supporting laws/regulations and policies. Visually inspect taxpayers' facilities to ascertain business activities and limit of operations. Identify records required and design appropriate audit procedures in accordance with applicable tax manuals. Analyze pertinent books and financial records to determine correct tax liabilities or verify the accurate remittance of tax. Write narratives to document audit finding and explain/support audit procedures utilized and legal basis of assessments. Prepare and assemble schedules, work papers, audit forms and written narratives into audit reports that are in accordance with applicable tax manuals and forwards to the supervisor/lead auditor for review. Respond to questions and educate taxpayers by suggesting changes in accounting procedures to correctly report future tax liabilities. Inform taxpayers or authorized representatives of appeal rights, timeframes, and procedures. Respond to questions and educate taxpayers by suggesting changes in accounting procedures to correctly report future tax liabilities. Inform taxpayers or authorized representatives of appeal rights, timeframes, and procedures. Provide on-the-job training to auditors of equal or lesser grades in the process, methods, and techniques entailed in specific tax audits where the other auditors lack technical expertise. Attend formal/informal training sessions to keep informed of changes to tax laws, regulations and departmental policies and procedures. Completes and files various administrative reports in accordance with Commonwealth, Departmental and Bureau policies. Demonstrate a commitment to the service-oriented culture of the Department. Apply Lean thinking in day-to-day tasks. Be mindful of internal controls and risk management when changes are made to a process. Promote diversity, equity, and inclusion in the workplace. Perform related work as required. |
Decision Making: Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature. •Determines appropriate audit procedures for each assignment. •Determines audit inventory needs & scheduling timeframes to maintain a full work schedule. •Determine most effective communication method with each taxpayer. •Determine taxpayer compliance with applicable laws and regulations. •Determine when waiver extensions are necessary. •Determine when Audit Plans are necessary to establish a mutually cooperative audit timeline with taxpayers. |
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Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License Experience: N/A Licenses, registrations, or certifications: 1. N/A 2. N/A 3. N/A 4. 5. 6. |
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Essential Functions: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.
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