Auditor 1 / Auditor Trainee 1 / Auditor Trainee 2

About the Role

The Auditor 1 (Tax) position is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS). This program allows for non-competitive appointments, meaning no examination is required, but candidates must meet the minimum qualifications. Employees hired under NY HELPS are expected to have their status converted to competitive at a future date, with all the rights and privileges of competitive class employees.

Key Responsibilities

• Conduct audits and examinations of taxpayers’ books and records to determine compliance with the various articles of the NYS Tax Law.
• Develop and maintain working knowledge of tax law, Department and Audit Division procedures and policies, including the Code of Conduct, Ethics practices, and security and confidentiality rules.
• Communicate effectively with supervisors, taxpayers, and/or their representatives both orally and in writing.
• Learn and maintain skills in computer technology, including the use of laptop computers, PCs, various software applications, and mainframe applications.
• Travel frequently, both locally and overnight. Must be able to travel within and outside New York State and to locations not accessible by public transportation.
• Travel with computer equipment and case materials to various field audit sites, training classes, BCMS conferences, etc.
• Represent the Audit Division and advocate disputed cases at BCMS conferences and Small Claims Hearings.
• May participate at hearings as a witness for the Department to assist attorneys from the Department’s Office of Counsel in the resolution of disputed cases.
• Participate in the audit selection process.
• Meet the Department's time and attendance rules.

Requirements & Tech Stack

• Bachelor’s degree including 24 credits in accounting/auditing/taxation; OR
• Bachelor’s degree including 18 credit hours in accounting/auditing/taxation AND 6 credits in finance, money and banking, economics, or business.
• Computer technology: laptop computers, PCs, various software applications, and mainframe applications.

Experience Requirements

• Auditor Trainee 1 (SG-14): Meets the Bachelor's degree requirements above.
• Auditor Trainee 2 (SG-16):
• Meets the Trainee 1 minimum qualifications AND 1 year of experience*; OR
• Meets the Trainee 1 minimum qualifications AND a Masters degree, including 15 credits in accounting/auditing/taxation.
• Auditor 1 (SG-18):
• Meets the Trainee 1 minimum qualifications AND 2 years of experience*; OR
• Meets the Trainee 1 minimum qualifications AND CPA license in NYS; OR
• Meets the Trainee 1 minimum qualifications AND a Masters degree, including 15 credits in accounting/auditing/taxation AND 1 year of experience*.

*Experience must be gained in any one or combination of the following:

• As an accountant/auditor with responsibility for the full range of professional activities involved in the review, analysis, and management of accounting systems, resulting in opinions or recommendations on financial statements in accordance with generally accepted accounting principles. Activities restricted to bookkeeping or preparing tax returns are not considered qualifying.
• As an internal accountant/auditor with responsibility for conducting a full range of financial accounting/auditing activities for an entity. Activities limited to maintaining and/or auditing payroll records, accounts receivable or accounts payable are not considered qualifying.
• As an accountant with ongoing responsibility for the design, implementation, and review of accounting systems.
• As a professional staff member of a private accounting practice with broad experience in maintaining accounting books and records, completing financial statements, and preparing business and personal tax returns.
• As a field auditor with a federal, state, or municipal agency, with responsibility for performing comprehensive field audits to determine the compliance of individuals or businesses with the taxing jurisdictions laws, rules, and regulations.
• As an accountant/auditor principally engaged in the analysis and/or interpretation of tax law.

Additional Qualifications

• The selected candidate must be reachable on the eligible list for this title and location under Civil Service Law, Rules and Regulations; OR
• The selected candidate must be eligible for a 70.1 transfer under Civil Service Law, Rules and Regulations.
• Valid driver’s license may be required based on geographic location.
• Successfully completing a background investigation including a criminal history record check (fingerprint check).
• Compliance with all local, state, and federal tax laws is a condition of employment.

Notes

• Work hours, travel, and telecommuting options to be discussed during the interview.
• The salary listed is a range, starting from the Trainee 1 level and ending at the Journey level, depending on the candidate's entry level.
• This location is eligible for location pay, in addition to the salary range listed.
• Some positions may require additional credentials or a background check to verify your identity.