Local Tax Compliance Specialist

2 weeks ago


Bloomington, Indiana, United States City of Monroe, OH Full time

Salary: $33.57 Hourly

Location : Monroe, OH

Job Type: Full-Time

Department: Finance

Division: Finance Department

Position Overview
Under general supervision, the Local Tax Compliance Specialist is responsible for the collection, enforcement, and auditing of local income taxes. This role involves investigating and resolving tax-related issues for both residents and employers.

Key Responsibilities

1. Enforce local income tax regulations, policies, and procedures.
2. Review, analyze, and audit tax returns submitted by residents and businesses to ensure accuracy and compliance with local tax laws.
3. Report findings from audits and notify taxpayers regarding any discrepancies, including overpayments or underpayments, facilitating refunds or additional payments as necessary.

4. Address inquiries and complaints related to local income tax ordinances; follow up on account discrepancies and communicate with taxpayers via mail or phone to resolve issues.
5. Prepare and issue notifications for delinquent accounts and assist in establishing payment plans.


Maintain both electronic and physical records of tax documents for retention purposes.

Act as a liaison between the municipality and accounting firms or tax preparers.

Assist with accounts receivable and the collection of overdue accounts.

Participate in meetings and serve on committees as required; attend various seminars and workshops for professional development.

Adhere to all job safety requirements and applicable safety standards relevant to the role.

Demonstrate consistent and reliable attendance; due to the nature of the position, the Local Tax Compliance Specialist may be required to work outside of regular hours or on weekends when necessary.


Qualifications

Completion of secondary education or equivalent (high school diploma or GED); three (3) years of experience in accounting, auditing, or tax preparation; or any equivalent combination of education, experience, and training that provides the necessary knowledge, skills, and abilities.


Knowledge, Skills, and Abilities

Knowledge of:
*Municipal and departmental goals and objectives; *Municipal and departmental policies and procedures; basic accounting principles; auditing practices; local tax codes; public relations; general office operations; English language proficiency in spelling, grammar, and punctuation.

Skills in:
Use of modern office equipment; data entry; operation of calculators; computer proficiency; Microsoft Office and tax software applications.

Ability to:
Follow instructions in various formats; address problems involving multiple variables within a familiar context; exercise independent judgment and discretion; complete routine documentation; prepare accurate reports; gather, classify, and analyze information; perform basic arithmetic operations; communicate effectively; respond to inquiries from the public and officials; develop and maintain effective working relationships; travel to and access various work sites.

Employees receive generous vacation, holiday, and leave benefits, along with sick time accrual. The city also offers a comprehensive benefits package that includes medical, dental, and vision coverage.

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