Minimum qualifications:
For the Trainee 1 (TAX):
You must meet one of the following:
- Bachelor’s degree including 24 credits in accounting, auditing, or taxation; or
- Bachelor’s degree including 18 credit hours in accounting, auditing, or taxation and 6 credits in finance, money and banking, economics, or business.
For the Trainee 2 (TAX):
You must meet one of the following:
- Bachelor’s degree including 24 credits in accounting, auditing, or taxation and one year experience; or
- Bachelor’s degree including 18 credit hours in accounting, auditing, or taxation and 6 credits in finance, money and banking, economics, or business and one year of experience; or
- Bachelor’s degree including 24 credits in accounting, auditing, or taxation and Master’s degree including 15 credit hours in accounting, auditing or taxation; or
- Bachelor’s degree including 18 credit hours in accounting, auditing, or taxation and 6 credits in finance, money and banking, economics, or business and Master’s degree including 15 credit hours in accounting, auditing or taxation.
For the Auditor 1 (TAX):
You must meet one of the following:
- Bachelor’s degree including 24 credits in accounting, auditing, or taxation and two years of experience; or
- Bachelor’s degree including 18 credit hours in accounting, auditing, or taxation and 6 credits in finance, money and banking, economics, or business and two years of experience; or
- Bachelor’s degree including 24 credits in accounting, auditing, or taxation and a CPA license in New York State; or
- Bachelor’s degree including 18 credit hours in accounting, auditing, or taxation and 6 credits in finance, money and banking, economics, or business and a CPA license in New York State; or
- Bachelor’s degree including 24 credits in accounting, auditing, or taxation and Master’s degree including 15 credit hours in accounting, auditing, or taxation and one-year experience; or
- Bachelor’s degree including 18 credit hours in accounting, auditing, or taxation and 6 credits in finance, money and banking, economics, or business and Master’s degree including 15 credit hours in accounting, auditing or taxation and one-year experience.
Duties and Description:
Auditor 1 (Tax) performs on-site field audits and examinations of taxpayers’ books, records, and substantiating data to determine compliance with various articles of the New York State Tax Law.
These duties include but are not limited to:
• 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 as well as 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. This includes 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 travel to locations not accessible by public transportation.
• Must be able to 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 audit selection process.
• Meet the Department’s time and attendance rules.
Notes:
Having a valid NYS license may be a condition of employment in this title, based on geographic location.
Work hours, travel, and telecommuting options to be discussed during the interview.
Appointment to each level of the traineeship will depend on which minimum qualifications are met.