What are the responsibilities and job description for the TAX SPECIALIST position at McLennan County, Texas?
Position Summary
POSITION SUMMARY:
The Tax Specialist is responsible for providing exceptional customer service to the McLennan County taxpayers in the daily operations of the Tax Office by performing various duties, including, but not limited to, respectful interaction with customers and supervisors, accurately inputting data into multiple software applications, document processing and recordkeeping and daily cash drawer balancing. This work may vary and will require analysis, problem solving, and the ability to learn and retain state laws and office policies.
Essential Functions
- Completes required training on State laws regarding Property Tax, Vehicle Registration and Vehicle Title Transfers in a timely manner and in the order that best accommodates the Tax Office.
- Completes vehicle registration by verifying taxpayer information, VIN and plate numbers, proofreading paperwork for accuracy, and computing and collecting the appropriate funds for each transaction.
- Completes motor vehicle title transfers by verifying the paperwork is complete and computing and collecting applicable fees and taxes for each transaction.
- Completes current and delinquent property tax transactions by collecting funds and posting payments into Property Tax system software.
- Accurately reviews customer documentation and issues disabled placards and plates, timed permits, and replacement stickers/plates.
- Issues property tax certificates, collects appropriate funds and sets up various kinds of property tax payment plans.
- Issues and collects the appropriate funds for local beer and alcoholic beverage license permits.
- Completes various kinds of transactions by accurately following Tax Office policy regarding acceptance and counting of cash, required information on checks and choosing the correct credit card bureau code.
- Accurately balances cash drawer to Property Tax and/or Motor Vehicle receipts each day, often requiring end of day balancing closeouts for each system from one cash drawer.
- Prepares daily bank deposits for each system and keeps cash drawer balanced daily with the required amount of change.
- Processes incoming mail using a mail processing system or manually for the property tax and motor vehicle departments.
- Assists the public in-person by cordially greeting them when they enter the Tax Office and answering general questions, providing forms and/or issuing them a ticket to receive the appropriate service to meet their needs.
- Assists the public over the phone by answering general questions and providing detailed information related to property tax and motor vehicle transactions.
- Researches and verifies property ownership information for building permits, personal property, and mobile home transfers.
- Assists the Special Inventory Tax Department with processing payments and maintaining records.
- Takes (physical) inventory, counts supplies (plates, placards and tag paper) held in vault for issuance in daily transactions; collects inventory reports from other divisions and sub-stations; computes inventory on hand for balancing with reports generated by the State. Maintains all records for inventory purposes.
- Picks up mail at Post Office on a rotating basis.
- May be assigned to work in the McGregor or West Tax Office substations as needed.
- Regular attendance and timeliness are required.
LIMITATIONS AND DISCLAIMER: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
Minimum Requirements
Required:
- High School diploma or GED
SKILLS ~ EXPERIENCE:
- 1 year of financial, general customer service or retail experience with cash handling
- Must be able to obtain bonding
- Must be able to attend out of town training, seminars, and/or conferences
- Must possess strong communication and interpersonal skills in dealing with supervision, county employees and the general public in person and by telephone
- Must be able to type, use a 10 key calculator and perform data entry
- General skill in operating standard office equipment such as personal computers, calculators, photocopiers, fax machines, scanning equipment and multi-line telephones
- General knowledge of basic hardware and software and uses of a variety of different computer operating systems such as Microsoft Office, Excel, Outlook
- Keen attention to detail; careful and accurate data entry
- Proficient knowledge of basic arithmetic, including addition, subtraction, multiplication, division, interest, decimals and percentages
- Must be able to learn and retain state laws related to property tax and motor vehicle transactions
All Employees
- Must be committed to achieving excellence in assigned duties, always in service of the countyand taxpayers
- Must have ability to earn and keep the trust of fellow employees and the community atlarge
- Must be approachable and ready to help fellow employees and the general public
Supplemental Information
DISCLAIMER: McLennan County will conduct background checks on new hires that will include a criminal background check related to convictions and deferred adjudications in the past ten years and may include credit reports, motor vehicle records, employment records, and educational attainment. A conviction or deferred adjudication is not an automatic bar to employment. Each case is considered individually.
ENVIRONMENTAL FACTORS: Works mostly indoors in a well-lighted, air-conditioned office. Maintains contact with the public. Makes occasional walking trips to the storage to retrieve closed files
PHYSICAL DEMAND REQUIREMENTS: Standing and sitting frequently (waiting on customers at counter), sitting for extended periods of time (performing data entry working at computer terminal, compiling reports, performing general office work), walking (to other offices, computer center), lifting (boxes of reports and license plates), handling (reports, checks, files, supplies and mail), fine dexterity, (typing, data entry, calculator and writing), vision (reads mail, files, proofreads reports and computer work).
HOURS / SPECIAL CONDITIONS: Monday – Friday from 8am to 5pm, minimal overtime when needed or required.
McLennan County will conduct background checks on new hires that will include a criminal background check related to convictions and deferred adjudications in the past seven years and may include credit reports, motor vehicle records, employment records, and educational attainment. A conviction or deferred adjudication is not an automatic bar to employment. Each case is considered individually.
