About the Job:

A Tax Analyst performs a variety of auditing, control and public assistance duties relative to the payment and collection of various state taxes.

A Day in the Life:

The essential functions of this role are as follows:

• Prepares, conducts and evaluates training courses for individual and sales tax and with procedural issues;
• Corresponds with taxpayers by telephone, in writing or in person for providing technical tax information, tax law interpretation and procedural information in order to ensure compliance with state and federal laws;
• Provides assistance to taxpayers in person, by phone or mail by advising, instructing and furnishing information with respect to taxes collected by the Indiana Department of Revenue (DOR) (sales, withholding, income, county innkeepers, food and beverage, motor corporations, motor fuel and special taxes);
• Audits various Department of Revenue tax returns and contacts taxpayers;
• Computes and issues refunds or delinquency notices;
• Compares state and federal tax returns to ensure accuracy of state return;
• Computes and assesses penalty and interest paid on delinquent taxes;
• Establishes payment plans for a taxpayer or business;
• Assists lower-level Tax Analysts regarding policy interpretation and procedures;
• Assists supervisor with workload distribution and short-term planning;
• Interprets and applies state and federal tax laws, rules and regulations in identifying and resolving technical tax problems;
• Collects data or information necessary for the conduct of a public hearing or trial;
• Prepares statistical reports regarding production and output and backlogs;

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time.

What You’ll Need for Success:

• Extensive knowledge of state and federal tax laws, rules and regulations applying to each of the several types of taxes;
• Extensive knowledge of the procedures for properly preparing various tax return forms;
• Considerable knowledge of federal and state laws and legal procedures pertinent to estates and trusts;
• Ability to interpret and apply tax laws and regulations to individual situations;
• Broad knowledge of accounting and bookkeeping;
• Working knowledge of data processing procedures;
• Working knowledge of computers, both technical and word processing;
• Ability to discuss and settle tax problems using various legal resources;
• Effectively communicate, both orally and in writing;
• Ability to apply and understand ethics and confidentiality laws.

Supervisory Responsibilities/Direct Reports: