Tax Examiner (On-Site) at Avenu Holdings LLC

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

18 May, 26

Salary

0.0

Posted On

17 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Law, Regulatory Reviews, Sales & Use Tax, Franchise Fees, Business Licenses, Hotel/Motel Taxes, Utility User Taxes, State And Local Taxes, Record Examination, Tax Research, Audit Preparation, Financial Record Verification, Assessment Computation, Taxpayer Inquiry Response, Diplomacy, Analytical Skills

Industry

Government Administration

Description

Job Summary: Conduct tax and regulatory reviews on behalf of clients. Perform review functions to detect, correct, and document client tax/fee revenue deficiencies. Focus areas included but are not limited to; sales & use tax, franchise fees, business licenses, hotel/motel taxes, utility user taxes, and various other state and local taxes or assessments. Duties and Responsibilities: * Performs examination of taxpayer records for compliance under direction of supervisor and management * Continually increase understanding of tax laws * Research for exam leads and scheduling appointments * Prepares for exams by reviewing tax returns, prior audit reports and other available data preliminary to the audit * Meet with taxpayers to discuss exam procedures, answers questions, and obtain necessary information and records * Examines and verifies business and financial records * Prepares papers supporting all adjustments, computes assessments * Reviews and discusses findings with taxpayer and/or representative to illustrate how tax laws and rulings apply to taxpayer's specific operations and support exam results * Answers taxpayer inquiries; may participate in hearings of disputed cases; performs related duties as required * Conduct closing conferences with taxpayers and/or taxpayers’ representatives; explaining applicable law and facts supporting changes in tax liabilities and attempts to secure agreement to findings in reports * Perform other duties as assigned * Work as required to complete the tasks * Travel as required Education and Experience: * Bachelor’s Degree in Accounting is preferred (Required for Alabama tax assignments) * State and local tax knowledge or experience is preferred * If assigned to Alabama (AL) tax: * If not already Certified Revenue Examiner (CRE) certified, auditors are required to complete the necessary training to obtain the CRE designation within 2 years after employment and are required to maintain this certification through annual continuing education. * If assigned to Louisiana (LA) tax: * Certified Tax Examiner (CTE) certification is preferred within 2 years of employment * Minimum of 18 credit hours in accounting is required * CPA certification is preferred * Note: If CPA is held, CRE and CTE certifications are not required Knowledge, Skills and Abilities: * Professional background including experience with corporate accounting and finance preferred. * Experience with state or local revenue department, compliance audits, audit defense preferred. * Knowledge of accounting principles and strong analytical skills. * Self-starter, with the ability to organize, plan and direct. * Professional, customer service oriented, tactful, dependable, and flexible. * Excellent verbal and written communication skills and the ability to work effectively with personnel at all levels of the Company. * Strong working knowledge of Accounting Systems and Microsoft office. * Strong communication and interpersonal skills, including diplomacy, flexibility, and dependability. * Ability to use skill set, experience, and training to come to a decision under uncertainty. * Exhibit awareness when performing work to evaluate and identify areas where issues might arise. * Ability to understand limitations taxpayers and clients are facing related to ability to effectively provide information/records and aptitude to diplomatically overcome these limitations. Work Environment: The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual workstation, Physical Demands: * Must be able to remain in a stationary position for most of the day * Constantly operates a computer and other office productivity machinery, such as a printer/copy machine * This position needs to occasionally move about inside the office * The person in this position frequently communicates via telephone Neumo Summary: With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States. Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more. Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment. Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.

Responsibilities

The Tax Examiner conducts comprehensive tax and regulatory reviews for clients, focusing on detecting, correcting, and documenting revenue deficiencies across various state and local tax types. Duties involve examining taxpayer records, researching applicable laws, preparing for audits, and discussing findings to secure agreement on tax liability adjustments.