Tax Agent

J  o  b    D  e  s  c  r  i  p  t  i  o  n

Job Information

Title:

Tax Agent

Market Range:

MR14

Approved Date:

1/11/2021 11:10:40 AM

FLSA:

Non-Exempt

EEO Code:

PARAPROFESSIONALS

Career Level:

C3

Career Level Description:

Core Services Level 3

Job Code:

100710

Job Family:

Fiscal and Business Management

Sub Family:

Taxation and Collections

Primary Purpose

Responds to and resolves customer inquiries, via phone or in person, by performing research and explaining applicable tax laws and office procedures. Creates, updates and maintains personal property and real estate tax accounts. Other duties include processing payments received by mail, in person and through various electronic methods along with occasional front counter staffing. Negotiates and maintains payment arrangements and also initiates enforced collection actions against delinquent property tax accounts. A Tax Agent must be able to perform moderately complex duties with minimal supervision while following all policies, procedures, and legal statutes regarding property tax appraisal, assessment and collection.

•

Provides excellent customer service via the phone, email or in person

1

25%

•

Updates and maintains tax accounts by processing registered vehicle tax adjustments, property listings, real estate transactions, bankruptcy claims, and gross receipts remittances

2

25%

•

Initiates and defends enforced collection actions, which may include bank account attachment, wage garnishment, levy of personal property or foreclosure of real estate

3

25%

•

Establishes and monitors installment plans for property tax payments

4

25%

Position(s) may perform other duties in addition to the above as assigned by management.

*IMPORTANT* In the event of an emergency, as determined by the County Manager or designee, participation in preparedness and response operations should be expected. Employee may be required to fill a temporary assignment in a role different from standard duties, work hours and/or work location in preparation for, during and after the emergency. Employee may also be required to participate in relevant exercises and regular preparedness training.

Career Level Dimensions

Career Level:

C3

Career Level Description:

Core Services Level 3

•

Works to deliver day-to-day objectives that directly impact the achievement of results for the Work Group.

•

Work consists of tasks that are typically not routine.

•

Works independently under limited supervision, applying discretion when required.

•

Responsible for recommending adjustments to processes or systems that improve the effectiveness of the Work Group.

•

May be required to apply discretion within broad operational boundaries and procedures.

•

Communicates within and outside Work Group to obtain information or explain practices and policies.

•

Responsible for providing, guidance, coaching, and training to lower-level support employees.

•

Requires broad knowledge of operational systems and practices typically gained through extensive experience, technical training, and/or advanced education.

Qualifications

•

Associate's degree in Accounting, Business Administration or  related field

•

One year of experience in customer service and/or cashiering

•

Equivalent education and experience are accepted

•

Associate's Degree

Accounting, Business Administration or related field

And

•

2 Years

Experience in a local or state government office performing duties directly related to those of a Tax Agent

Or

•

2 Years

Experience in a professional business environment with heavy customer service

•

Ability to make good decisions and apply sound reasoning to resolve issues in a pleasant and professional manner

•

Ability to make good decisions and apply sound reasoning to resolve issues in a pleasant and professional manner

•

Strong computer skills with the ability to use multiple applications simultaneously

•

Excellent active listening, verbal and written communication skills

•

Ability to multitask with accuracy

An individual must be able to perform each essential duty satisfactorily to perform this job successfully. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies

Good Judgment

Makes decisions authoritatively and wisely, after adequately contemplating various available courses of action.

Caring

Demonstrates responsibility for the image and effectiveness of the organization.

Attention to Detail

Thoroughness in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.

Influence

Asserts own ideas and persuades others, gaining support and commitment from others; mobilizes people to take action, using creative approaches to motivate others to meet organizational goals.

Relationship Building

Builds constructive working relationships characterized by a high level of acceptance, cooperation, and mutual respect.

Integrity

Act with honesty, transparency and respect in our interactions with co-workers and those we serve. Adhere, without exception, to laws, policies, procedures and professional standards.

Accountability

Establish high-quality standards for work. Add value. Measure results and hold self and others accountable for making progress toward desired outcomes. Take a logical and data-driven approach to decision-making.

Diversity

Believe that different backgrounds and experiences strengthen the organization and produce better results. Value inclusion across race, gender, age, religion, identity and experience, and strive to reflect in our workforce the diversity of our community.

Collaboration

Foster a work culture in which different ideas and opinions are encouraged and expected. Listen carefully and speak thoughtfully. Work together toward shared goals with mutual respect and cooperation.

Continuous Improvement

Continuously improve work processes and products. Provide a safe environment to be innovative and creative and try new things. When things don't go as planned, use it as an opportunity to learn, regroup and begin again. Provide time and resources for individuals to grow and develop both personally and professionally.

Wellness

Take proactive steps to be physically fit and healthy, emotionally strong, financially secure and socially fulfilled, while inspiring and empowering others to do the same.

Service Orientation

Commit to making a difference within the community. Actively engage in and enjoy our work. Deliver services that exceed expectations, with courtesy, politeness and sensitivity to the experiences, concerns and feelings of all co-workers and customers.

ADA Checklist

The physical demands described here are representative of those that 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

Standard ADA Selection:

Office Environment

Standing

X

Walking

X

Sitting

X

Lifting/Carrying 0-10 pounds

X

Lifting/Carrying 10-20 pounds

X

Lifting/Carrying 20-50 pounds

X

Lifting/Carrying 50-100 pounds

X

Pushing

X

Pulling

X

Climbing

X

Balancing

X

Stooping

X

Kneeling

X

Crouching

X

Crawling

X

Reaching

X

Handling

X

Grasping

X

Fingering

X

Feeling

X

Talking

X

Hearing

X

Visual Perception

X

Repetitive Motions

X

Eye/Hand/Foot Coordination

X

Memorization/Concentration

X

Learning/Knowledge Retention

X

Preparing/Analyzing Numerical Figures

X

Use of Interfaced Commmunication Devices (Phone, Computer, Radio etc.)

X

Analyzing/Examining/Testing Data

X

Emotional/Behavioral Self-Regulation

X

Interacting with Others

X

Comprehension

X

Organization

X

Decision Making

X

Comprehension

Understand and apply routine verbal and/or written instructions

Organization

Organize and prioritize individual work schedule to manage multiple tasks and/or projects

Decision Making

Make decisions that have an impact on the individual's work

Communication

Communicate and explain a variety of information

Extreme cold

X

Extreme heat

X

Humid

X

Wet

X

Noise

X

Hazards

X

Temperature Change

X

Atmospheric Conditions

X

Vibration

X

Computers/Monitors

X