What are the responsibilities and job description for the Tax Specialist position at Clear Creek ISD?
To account for and deposit all monies received in the tax office. Facilitate efficient tax office operation through employee training and positive public relations. Provide assistance to Tax Assessor -Collector and taxpayers. Actively engage in actions that contribute to the overall mission and strategic plan of Clear Creek ISD.
Qualifications
Education/Certification/Licensure
High School Diploma/GED
Special Knowledge/Skills
Professional communication and interpersonal skills
Exceptional organizational and analytical skills
Strong math skills
Ability to be tactful and courteous with patrons at all times, under all situations
Ability to maintain strict confidentiality
Ability to use computers, internet, Word, Excel, PowerPoint, tax software and finance software
Efficient time management skills and ability to work independently with minimal supervision
Experience
Minimum of 3 years of accounting, banking, or bookkeeping experience
Strong cash handling experience and customer service background required.
Major Responsibilities and Duties
- Provide fast and courteous customer service to taxpayers calling, emailing or visiting the tax office.
- Post in-person, bank lockbox, mortgage company, and electronic payments to customer accounts.
- Maintain accuracy in payment posting, collection of monies and payment balancing.
- Prepare and record deposits for pick-up by armored car service for ESC and tax office.
- Mail current and delinquent tax bills.
- Research, interpret and understand property tax laws.
- Communicate rights and responsibilities to taxpayers in the course of conflict resolution and taxpayer inquiries whether through verbal or written communications.
- Research, study, apply and communicate legislative changes regarding property taxes.
- Process and apply appraisal district changes, updates and corrections to taxpayer accounts and associated refunds.
- Administer tax refunds stemming from daily collections and appraisal district corrections.
- Maintain and monitor tax ceilings.
- File tax liens and collect escrow payments on mobile homes.
- Verify and issue tax certificates, including collection of fees.
- Serve as liaison between financial institution and tax office for matters pertaining to bank lockbox payments and deposit issues.
- Research request for refunds as well as void and reissue lost or stale dated refund checks.
- Assist with requests for receipts, duplicate tax bills and batch payment posting as needed.
- Assist with research on unresolved issues or misdirected payments.
- Exhibit CCISD Core Values of trustworthiness, respect, responsibility, fairness, caring, and citizenship.
- Actively engage in actions that contribute to the overall mission and strategic plan of Clear Creek ISD.
- Stay up-to-date professionally through the selection of quality professional learning opportunities for personal growth.
- Research district policy, precedent, and current practices prior to taking action.
- Participate as an effective team member who contributes to district, department, and content goals.
- Demonstrates proficient levels of technology applications.
- Participates fully in drills and safety exercises to provide for the safety and overall emotional wellbeing of students.
- Utilize time wisely for effective management of job responsibilities.
- Maintain punctuality in daily work times, appointments, and meetings.
- Meet task completion deadlines established by supervisor.
- Maintain friendly customer-service-driven interactions with all stakeholders, students, teachers, administrators, and co-workers.
- Work cooperatively with co-workers and supervisors to ensure that the goals of the school/department are met.
- Maintain a positive and professional tone in all communication (i.e. email, written, and verbal).
Working Conditions
Mental Demands
Effective verbal communication; concentration while performing duties; ability to maintain emotional control under stress of frequent interruptions and deadlines; maintain absolute accuracy in fast-paced work environment; ability to handle abusive phone calls and counter customers with decorum.
Physical Demands/Environmental Factors
Moderate standing, walking, bending, lifting, reaching; prolonged sitting and use of computer and telephone; repetitive hand motions; frequent interruptions; daily exposure to public germs and lack of hygiene.
Term: 230 days
