Tax Training Specialist

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

Job Information

Title:

Tax Training Specialist

Market Range:

MR15

Approved Date:

1/11/2021 11:14:22 AM

FLSA:

Non-Exempt

EEO Code:

PROFESSIONALS

Career Level:

C4

Career Level Description:

Core Services Level 4

Job Code:

100711

Job Family:

Fiscal and Business Management

Sub Family:

Taxation and Collections

Primary Purpose

Works as part of a team to serve as a department trainer, mentor and leader. Performs senior level work in one or more of the following areas: real estate, personal property, vehicles, foreclosure, accounting, human resources, budget or technology and provides support for complex issues to call center agents, appraisers and auditing staff by applying knowledge of business practices, procedures, tax law, technology, and experience. Exercises considerable initiative with wide latitude for independent judgment in a highly visible role.

•

Develops and executes training plans for probationary staff

1

25%

•

Assesses effectiveness of training; leads review sessions and provides coaching to probationary staff

2

10%

•

Delivers first line assistance to counter staff and manages escalated customer service situations

3

10%

•

Maintains employee training and testing materials and administers knowledge based testing

4

10%

•

Develops and conducts effective instructional programs for all staff

5

10%

•

Evaluates applications, conducts interviews and selects applicants to fill Tax Agent positions

6

10%

•

Maintains data and supporting records of receipts, expenditures and balances of accounts

7

10%

•

Assists the Tax Administrator, Deputy Tax Administrator and Appraisal/Collection Managers with special projects or external inquiries as needed

8

10%

•

Serves as point of contact for County departments, satellite payments locations and external vendors to assist with and resolve issues

9

5%

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:

C4

Career Level Description:

Core Services Level 4

•

Works to complete tasks and achieve operational targets that impact the performance of the Work Group.

•

May require leading, delegating, and reviewing the work of other employees.

•

Responsible for making adjustments or recommending enhancements to systems or processes to solve problems or improve effectiveness of the Work Group.

•

Expected to independently propose solutions to problems for supervisor or manager review.

•

Communicates within and outside Work Group to obtain or provide information for matters of moderate importance.  Explains practices and policies to reach agreement.

•

May act as a team lead and assistant to the supervisor/manager. May delegate tasks to other team members and be responsible for the review of work product.

•

Does not have formal management responsibilities (e.g., performance management, disciplining, etc.), but may provide input to leadership in Work Group.

•

Requires advanced knowledge within a specific discipline typically gained through extensive work experience, technical training, and/or advanced education.

Qualifications

•

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

•

Two years of experience as a Tax Agent or in a related role

•

Equivalent education and experience are accepted

•

Bachelor's Degree

In Accounting, Business, Finance or related field

And

•

4 Years

Experience working with ad valorem property taxes in North Carolina

•

Excellent interpersonal, communication and customer service skills

•

Aptitude to interact with all levels of the organization

•

Advanced critical thinking and project management skills with ability to multi-task and prioritize

•

Ability to exercise independent and sound judgment in performing the duties of the position

•

Ability to lead and motivate staff

•

Detail oriented with strong analytical and problem-solving skills

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

Caring

Demonstrates responsibility for the image and effectiveness of the organization.

Consulting

Applies knowledge of policies and procedures in the area of work to advise others across the organization on critical issues.

Enforcing Laws, Rules & Regulations

Enforces governmental laws, rules, and regulations, and initiates enforcement actions in a way that the public perceives as fair, objective, and reasonable.

Relationship Building

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

Team Leadership

Willingly cooperates and works collaboratively toward solutions that generally benefit all involved parties; works cooperatively with others to accomplish organizational objectives. Manages staff in ways that improve their ability to succeed on the job.

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 non-routine verbal and/or written instructions

Organization

Organize and prioritize the work schedules of others to manage multiple tasks and/or projects

Decision Making

Make decisions that have an impact on the immediate work unit's operations and/or services

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