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Tax Investigator

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Tax Investigator

Salary

$62,185.76 - $65,459.68 Annually

Location

Toledo, OH

Job Type

Full-Time

Job Number

2025-00267

Department

Finance

Division

Taxation

Opening Date

11/06/2025

Closing Date

11/19/2025 11:59 PM Eastern

+ Description

+ Benefits

+ Questions

Description

POSITION SUMMARY

Under direction performs work of moderate difficulty in investigating, evaluating and implementing policies and procedures associated with assigned area; interprets and explains rules, regulations and procedures; performs related work as required.

ESSENTIAL JOB FUNCTIONS

+ Researches, analyzes, interprets and/or explains City, State, or Federal rules, regulations, policies and procedures associated with Taxation.

+ Formulates and implements policies, procedures and/or programs.

+ Investigates claims and inquiries specific to Taxation.

+ Provides instructions and consultation to various agencies as required.

+ Recommends legal action when necessary.

+ Provides work direction to support staff involved in receiving, compiling, registering, and maintaining records in Taxation.

+ Provides instructions and consultation to individuals and agencies interacting with Taxation.

+ Prepares correspondence notifying taxpayer of information needed to complete audits and tax liability.

+ Provides information, interprets and explains tax regulations, retrieves and reviews taxpayer account records and updates same with appropriate information from tax returns by using computers.

+ Issues taxpayer account orders to set up new accounts or make changes in existing accounts.

+ Transfers account information to reflect changes in taxpayer status and updates taxpayer information as needed.

+ Compiles and analyzes data and prepares statistical and non-statistical reports.

+ May appear in court to substantiate facts.

+ Maintains records and prepares, processes and/or updates forms, reports and related materials.

KNOWLEDGE, SKILLS AND ABILITIES:

Knowledge of:

+ Applicable statutory requirements, rules, regulations, policies and procedures.

+ Terminology and law associated with assigned area.

+ Effective public relations.

+ Applicable codes, laws and regulations associated with assigned area.

+ Investigation techniques.

+ Effective training techniques (ERP area skill).

+ Operations associated with assigned area.

+ Techniques of effective public relations and information dissemination.

+ Computerized record keeping procedures; some knowledge of City operations.

+ Use of spreadsheets, word processing and data base management software.

Skills in:

+ Applying auditing principles in analysis in assigned area.

+ Preparing tax returns and statements (Taxation area skill), accounting documents, reports and correspondence.

+ Oral and written communication.

+ Presenting ideas clearly and persuasively, orally and in writing.

+ Considerable analytical skills.

+ Problem solving and conflict resolution.

Ability to:

+ Maintain records.

+ Prepare reports.

+ Provide technical consultation.

+ Establish and maintain effective working relationships with others.

+ Read, interpret, analyze and disseminate information.

+ Provide work direction to clerical staff.

+ Develop and maintain effective working relationships with others.

+ Plan, schedule and coordinate activities associated with assigned area.

+ Use a computer for applications related to assigned area.

REQUIRED EDUCATION, EXPERIENCE, AND CERTIFICATIONS:

Graduation from high school or General Education Development (G.E.D.) Tests equivalency and five (5) years of increasingly responsible full-time experience in the preparation and/or auditing of individual and business income tax returns within the last ten (10) years.

OR

Graduation from an accredited college or university with an Associate’s Degree in Applied Business with major emphasis in Accounting Technology and three (3) years of increasingly responsible full-time experience in the preparation and/or auditing of individual and business income tax returns within the last seven (7) years.

OR

Graduation from an accredited college or university with a Bachelor’s Degree in Business Administration with major emphasis in Accounting or Finance and one (1) year of increasingly responsible full-time experience in the preparation and/or auditing of individual and business income tax returns.

Must possess a valid Driver’s License and must be bondable.

For all position assignments: Any user with Federal Tax Information (FTI) access will be subject to both preemployment and post-employment, periodic, suitability background investigations. These investigations will include, but not be limited to, FBI fingerprinting, local law enforcement records check, and confirmation of citizenship/residency, in accordance with the applicable policies and procedures.

PREFERRED EDUCATION, EXPERIENCE AND CERTIFICATIONS:

+ None

PHYSICAL DEMANDS:

The physical demands described within this job description must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

In this position, the employee will frequently stand, walk and sit. The employee will occasionally write. Speaking and listening are constant essential functions of this positions.

WORK ENVIRONMENT:

The work environment described within this job description will be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee is frequently indoors. The noise level in the work environment is usually low. Occasional travel to various worksites may be required.

If you need assistance or an accommodation, or if you have questions about completing the online application, please contact the Department of Human Resources at (419) 245-1500.

Class Code:7251

The City of Toledo provides excellent health and retirement benefits for its employees.

Health Insurance

The City of Toledo is a self-funded medical plan provider that offers a broad network of health services options for its employees. The City also offers a multi-tiered prescription drug plan and dental and vision care services.

Employees are required to pay a monthly premium depending on the employee’s selection of single, single plus one, or family coverage. Coverage is also afforded for qualifying domestic partners, depending on the employee’s bargaining unit. Monthly co-premiums are determined by collective bargaining agreement or Municipal Code.

Group Life Insurance

City employees are covered by a group life insurance plan depending on collective bargaining agreement or Municipal Code.

Ohio Public Employees Retirement Plan

The City is a member of the Ohio Public Employees Retirement Plan (OPERS). All employees who are paid in whole or in part by the state of Ohio, a county, municipality, or any other political subdivision of state or local government in Ohio must become members of OPERS unless they are covered by another state retirement system in Ohio.

OPERS is a pension plan providing fixed retirement benefits every month based on a formula that rewards years of service. The City contributes 14.00% of the employee’s annual base salary and employees contribute 10.00% of their annual base salary.

For more information about OPERS, click on this link: https://www.opers.org/

Deferred Compensation & 401(K)

The City of Toledo offers a voluntary governmental 457(b) deferred compensation plan, which is a retirement savings plan that allows eligible employees to supplement any existing retirement/pension benefits by saving and investing pre-tax dollars through salary deferral.

Contributions and any earnings are tax-deferred (both federal and state income taxes) until money is withdrawn. Withdrawals are taxed at ordinary income levels.

For more information about the Ohio Deferred Compensation click on this link: https://www.ohio457.org/iApp/tcm/ohio457/index.jsp

401(k)

The City of Toledo offers a voluntary pre-tax savings contributions retirement plan. The plan is commonly referred to as a 401(k).

Under the 401(k) plan, an employee’s retirement savings contributions are deducted from the employee’s paycheck before taxation. The City does not make contributions on the employee’s behalf. (Contributions are tax-deferred until withdrawn during retirement). Annual contributions to the 401(k) plan are limited to a maximum pre-tax annual contribution, as established by Internal Revenue Service regulations.

Roth 401(k)

The City of Toledo also offers a voluntary post-tax savings contributions retirement plan. This plan is commonly referred to as a Roth 401(k) Plan.

Under a Roth 401(k) Plan, an employee’s retirement savings contributions are deducted from the employee’s paycheck on a post-tax basis. Annual contributions to the Roth 401(k) plan are limited to a maximum post-tax annual contribution, as established by the Internal Revenue Service.

01

Are you currently employed by the City of Toledo?

+ Yes

+ No

02

If you are currently employed by the City of Toledo, please list your Division.

03

Do you possess a valid driver's license?

+ Yes

+ No

04

Describe your experience in the preparation and/or auditing of individual and business income tax returns (must be within the last ten (10) years, so please include dates)

05

What is your highest level of education?

+ Doctorate or Professional Degree

+ Master's Degree

+ Bachelor's Degree

+ Associate's Degree

+ Some College

+ High School Diploma or G.E.D.

+ None of the above

06

Please list the major and any concentrations of each of your degrees.

Required Question

Employer

City of Toledo

Address

One Government Center Ste 1920

Toledo, Ohio, 43604

Phone

419-245-1500

Website

http://toledo.oh.gov/services/human-resources/

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