What are the responsibilities and job description for the Tax Auditor I position at City of Oakland?
Why join the City of Oakland Finance Department?
This is the best time to join our team! The Revenue Audit Unit within the Finance Department is currently recruiting to fill two (2) vacancies to support our growing need for services. The Revenue Management Bureau collects and audits all taxes, fees, and revenue sources within the City. The City of Oakland is a learning organization, committed to developing talent and assisting in the personal and professional growth of our team members. Your unique experiences will be an important contribution to our success and a positive impact on the Oakland community.
We are looking for someone who is:
- Detail Orientated: You will be expected to accurately perform detailed work in a time-efficient manner.
- A strong critical thinker: You will need to review and analyze financial records and use good judgment to draw sound conclusions in different situations.
- An Excellent Communicator: You will need to provide clear, concise, and tactful communication, both verbally and in writing, to taxpayers and members of the public.
- Self-motivated: You will be expected to take initiative and use your resources to solve problems.
- Professional: You will be expected to adhere to high standards of behavior in the course of your work by demonstrating integrity and objectiveness.
What you will typically be responsible for:
- Conducting office and field audits of taxpayers to determine the correct amount of tax in accordance with the Oakland Municipal Code and Federal and California Tax Laws.
- Reviewing financial records and determining business tax.
- Preparing detailed audit reports for business tax, real property transfer tax, vacant property tax, and business tax refunds.
- Working directly with taxpayers or their representatives to obtain and analyze relevant facts and make appropriate determinations that are fair and impartial.
- Answering general questions and inquiries from the public about the Oakland Municipal Code and the City’s tax schedules.
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A few reasons you might love this job:
- Your work will directly impact the City’s ability to provide important services to a community with a rich and dynamic history.
- You will be working in Downtown Oakland, a lively urban neighborhood, with easy access to BART and other transportation hubs.
- You will have excellent opportunities for growth and development with a clear pathway for advancement.
- You will join a strong team and a positive working environment with team members who are helpful, understanding, and willing to share their knowledge and expertise.
A few challenges you might face in this job:
- You will need to multi-task in a high-volume environment and stay organized to complete multiple assignments simultaneously.
- You will assist taxpayers, accountants, attorneys, and bookkeepers and inform them about City of Oakland Municipal Ordinances, policies and procedures, and applicable California laws.
- You will need to analyze different kinds of business tax records and financial statements, which may vary between businesses, to determine the revenue subject to license taxation.
- You will need to present your audit findings at the Board of Review or Appeals Hearing, in a more formal setting, as needed.
Competencies Required:
- Analyzing & Interpreting Data: Drawing meaning and conclusions from quantitative or qualitative data
- Fact Finding: Obtaining facts and data pertaining to an issue or question
- Mathematical Facility: Performing computations and solving mathematical problems
- Reading Comprehension: Understanding and using written information
- Legal & Regulatory Navigation: Understanding, interpreting, and ensuring compliance with laws and regulations
- Using Technology: Working with electronic hardware and software applications
- Adaptability: Responding positively to change and modifying behavior as the situation requires
- Attention to Detail: Focusing on the details of work content, work steps, and final work products
- Learning Agility: Seeking learning opportunities and applying the lessons to one’s work
- Professional Integrity & Ethics: Displaying honesty, adherence to principles, and personal accountability
- Oral Communication: Engaging effectively in dialogue
- Writing: Communicating effectively in writing
- Customer Focus: Attending to the needs and expectations of customers
- Handling & Resolving Conflict: Managing interpersonally strained situations
- Teamwork: Collaborating with others to achieve shared goals
This is a public contact position. The City highly encourages all bilingual candidates to apply! Some positions may require bilingual skills in Spanish, Cantonese, or Mandarin. Under the authority of Civil Service Rules Section 5.03, if a position requires bilingual language skills, only those candidates who have indicated they are bilingual in the required language(s) will be referred. Bilingual candidates will be required to successfully pass a language proficiency test if selected for hire.
Any combination of education and experience that is equivalent to the following minimum qualifications may acceptable:
Experience:
None required.
Education:
A Bachelor's degree from an accredited college or university in accounting, business administration, economics, or a related field;
OR
An Associate's degree with core course completion in one of the above fields and two years of experience in license field inspection may be substituted.
Desirable Qualifications:
- Experience in tax preparation, accounting, or auditing
- Experience with Federal or State auditing
- Experience working in the public sector or a government setting
- Experience working with the public
- Possession of a valid California Driver's License
Candidates who demonstrate that they meet the minimum qualification requirements are then invited to participate in an assessment process (or testing) to measure their knowledge, skills, and abilities in job-related areas.
Candidates who do not demonstrate that they meet the minimum qualification requirements will have an opportunity to request a final review. Candidates must request a final review within 5 business days of being notified that they did not meet the minimum qualifications.
In the final review, candidates may clarify information already provided on their application. No additional work history, education, or certifications will be accepted. Any decisions made during this review process will be final.
For this recruitment, all qualified applicants will be invited to take an online multiple-choice test. You will have 7 days to complete the test once the link is sent to your email. This is tentatively planned to launch during the week of May 1, 2025.
For some recruitments, more than one type of assessment may be used. Depending on the number of candidates who pass the first assessment (multiple-choice test, structured interview, writing exercise, performance exam) you may be asked to complete a secondary assessment before the recruitment is finalized. If a secondary assessment is scheduled, you will be notified by email with specific details. If a secondary assessment is not scheduled, department hiring interviews will occur during this time frame.
Candidates who pass each stage in the process will be placed on an eligible list. Some candidates may receive extra points, for example, if you are a Veteran with an honorable discharge, or if you are a current City of Oakland resident. If you’re applying to a “restricted” posting and you are eligible as a current City employee, you may also receive additional points for your City service. Extra points are only applied to passing scores, so if you do not pass every element of the testing process, you cannot use extra points to pass.
The City of Oakland reserves the right to modify the selection process and date of examination as necessary to conform to administrative or business necessity. The information contained in this announcement is subject to change and does not constitute either an expressed or implied contract.
What’s in it for you?
Work/Life Balance: 37.5 hour work weeks, and a flexible/hybrid remote schedule with the ability to telecommute one (1) day per week.
15 paid holidays
Vacation: 2 weeks per year minimum with the ability to accrue more depending on public sector years of service
Retirement: CalPERS (California Public Employees’ Retirement System) with a pension formula of 2.5% @ 55 (for Classic CalPERS members) and 2% @ 62 for new CalPERS members. Classic Employees contribute 8% of pre-tax wages. The City of Oakland does not participate in Social Security
Health: The City of Oakland pays the full cost of employee and eligible dependent coverage at the Kaiser rate. Other plans include Anthem, Blue Shield, United Health Care, and other HMO and PPO plans
Dental: Delta Dental full premium for employees and eligible dependents
Vision: VSP full premium for employees and eligible dependents
Sick leave: Employees accrue 12 days per year
Deferred Compensation: 457(b) pre-tax plan and an after-tax ROTH 401(k)plan
Other benefits include a Flexible Spending Account, Wellness Program, Employee Assistance Program, Tuition Reimbursement, Life Insurance up to $200k, Employee Training, and Telecommuting.
All employees are designated Disaster Service Workers through state and local law. Employees are required to complete all Disaster Service Worker-related training as assigned and to return to work as ordered in the event of an emergency.
Apply prior to the closing time of the job announcement and allow at least two to three hours to submit your application if you are a new user of the system. APPLICATIONS ARE ACCEPTED ONLINE ONLY. You may apply and view current openings by visiting our employment opportunities webpage at: http://agency.governmentjobs.com/oaklandca/default.cfm.
If you do not have access to a computer, there are computer stations available at any City of Oakland Public Library. There are also workstations at the Human Resources Management Department, 150 Frank H. Ogawa Plaza, 2nd Floor, Oakland, CA 94612. Workstations are available during regular business hours (normally 10:30 a.m. to 5:00 p.m.).
Our online application system is provided by GovernmentJobs. If you have problems while applying online, please contact GovernmentJobs Live Applicant Support at (855) 524-5627 between 6:00 AM and 5:00 PM Pacific Time, Monday - Friday. You may also call the City of Oakland Human Resources Management Department during regular business hours at (510) 238-3112 for information; however, we are unable to provide technical support for the online application system. For recruitment-specific questions, please contact Alanna Butler, Human Resource Analyst at abutler@oaklandca.gov.
Salary : $74,449 - $91,447