Accounts Examiner I

About the Role

Performs entry-level accounts examination work. Work involves examining and auditing operating reports and financial accounting records; and collecting fees, taxes, or penalties. Works under close supervision, with minimal latitude for the use of initiative and independent judgment.

Key Responsibilities

• Examines records, tax reports, and documentation submitted by taxpayers and their representatives.
• Reviews tax reports for accuracy of computation, tax rate, and tax payment.
• Prepares corrected tax reports.
• Contacts taxpayers to secure tax reports.
• Collects taxes, fees, or penalties due.
• Enforces tax laws.
• Receives incoming calls; answers inquiries from taxpayers; and provides taxpayers guidance concerning regulations, legal requirements, and taxpayers’ rights, privileges, and responsibilities.
• May compile monthly and/or other special reports.
• May assist state agencies in preparing payment documents.
• May assist in computing special tax rates.
• May assist in correcting tax reports.
• Audits financial records of taxpayers to establish tax liability, and reports irregularities detected in the audit process.
• Reviews and applies laws, rules, manuals, policies, and procedures in day-to-day operations.
• Assists with processing, examining, editing, and updating taxpayer accounts.
• Performs Other Duties As Assigned.

Requirements & Tech Stack

• Skills:
• Skill in the use of computers, PC-based software, preferably in Microsoft Word, Microsoft Excel, and Adobe Acrobat.
• Abilities:
• Ability to evaluate documents, to conduct and to prepare concise reports.
• Ability to devise solutions to problems.
• Ability to follow instructions, to pay attention to detail and to perform with a high level of accuracy.
• Ability to compose clear and concise written and verbal explanations and correspondence.
• Ability to work independently and perform as a self-starter and meet critical deadlines.
• Ability to maintain confidential and sensitive information.
• Ability to work under pressure, performing multiple tasks to meet simultaneous deadlines.
• Ability to complete division or agency training to enhance job-related skills.
• Ability to evaluate documents for accuracy and completeness.
• Ability to implement administrative procedures; to interpret rules, regulations, policies, and procedures.
• Ability to compose clear and concise reports and to gather and analyze accurate and relevant information.
• Ability to work effectively and professionally with agency personnel and the public including interactions in person, over the telephone and via electronic means.

Qualifications

• Education/Experience:
• Graduation from a standard senior high school or equivalent.
• Experience and education may be substituted for one another on a year for year basis.
• Knowledge:
• Knowledge of state tax laws, rules, and regulations; and of accounting and auditing procedures and techniques.
• Knowledge of State of Texas government procedures.
• Knowledge of the Texas Alcoholic Beverage Code.
• License/Certifications:
• Possess a valid Texas driver’s license, if applicable.
• Additional certifications may be required to be registered, certified, or licensed in a specialty area.

Physical Requirements/Working Conditions

• Functions in a standard office environment.
• Must be able to move around the office to access filing cabinets, office equipment and move up to 20 pounds.
• Must be able to communicate and exchange information via phone, computer, in person and via electronic media.
• Must be able to perform repetitive use of a keyboard at a workstation.
• Must be able to work with overlapping deadlines.
• This position is expected to work in the office but may be eligible for situational or hybrid telework schedule upon completion of an initial probationary period. For teleworking, must have a secure, dedicated workspace with internet service, ability to maintain a reliable consistent work schedule and be available for meetings and group collaboration via Microsoft Teams or other platforms/applications during regular business hours.