What are the responsibilities and job description for the EXCISE SPECIALIST LEAD position at Snohomish County?
BASIC FUNCTION To lead the Excise Specialists and oversee the processing of all real estate transactions and collection of excise tax for the County Treasurer's Office. Develops, and implements procedures related to the processing of excise documents and the receipting of excise tax revenue due to changes in the R.C.W.'s (Revised Code of Washington) and W.A.C.'s, (Washington Administrative Code) and updates from Department of Revenue.
ESSENTIAL JOB DUTIES
- Leads employees and subordinates as required; prioritizes and assigns daily work and trains subordinate level employees as necessary; reviews work in progress and upon completion to ensure accuracy and compliance with state laws and established procedures; assists management with administrative matters such as job applicant selection relating to excise staffing.
- Organizes and coordinates aspects of excise staff production to maintain timely completion of excise documents submitted on a daily basis.
- Analyzes and resolves technical excise transfers which subordinate level employees cannot answer; receives, investigates and resolves customer complaints; serves as technical support to other government agencies, financial institutions, law firms and other real estate professionals; serves as liaison with other county departments or government agencies.
- Reviews, develops, updates and implements policies and written procedures related to the Treasurer's Office excise operations and the application of State R.C.W.'s and W.A.C. rules; discusses unique excise situations with Washington State Department of Revenue and updates excise department guidelines; submits changes to management for approval including an assessment of the impact of implementing the new updates, including staffing issues; assists excise staff in the application of laws, rules, and new procedures.
- Acts as the Treasurer's excise representative in meetings regarding maintenance and upgrades of excise software systems; facilitates communication between the Treasurer's Office, and County Department of Information Services (DIS), software vendor and electronic excise submitters and title companies as program or software issues arise; collecting, documenting, and providing detailed information as incidents occur.
- Prepares monthly reports of excise tax volume and revenue for reporting and transmitting to the Washington State Department of Revenue as required by R.C.W.'s for excise record retention.
- Provides County's memorandum of understanding (MOU) which details program and office requirements; sets up electronic excise access to new submitters; maintains records of all signed and current MOU's; seeks legal reviews for MOU's to verify any changes in requirements or language.
- Coordinate level employees cannot answer; receives, investigates and resolves customer complaints; serves as technical support to other government agencies, financial institutions, law firms and other real estate professionals; serves as liaison with other county departments or government agencies.
- Reviews, develops, updates and implements policies and written procedures related to the Treasurer's Office excise operations and the application of State R.C.W.'s and W.A.C. rules; discusses unique excise situations with Washington State Department of Revenue and updates excise department guidelines; submits changes to management for approval including an assessment of the impact of implementing the new updates, including staffing issues; assists excise staff in the application of laws, rules, and new procedures.
- Acts as the Treasurer's excise representative in meetings regarding maintenance and upgrades of excise software systems;; facilitates communication between the Treasurer's Office, and County Department of Information Services (DIS), software vendor and electronic excise submitters and title companies as program or software issues arise; collecting, documenting, and providing detailed information as incidents occur.
- Prepares monthly reports of excise tax volume and revenue for reporting and transmitting to the Washington State Department of Revenue as required by R.C.W.'s for excise record retention.
- Provides County's memorandum of understanding (MOU) which details program and office requirements; sets up electronic excise access to new submitters; maintains records of all signed and current MOU's; seeks legal reviews for MOU's to verify any changes in requirements or language.
- Conducts regular unit meetings on both technical and production issues; maintains report of daily excise production by each staff member and provides monthly results to Office Supervisor.
- Evaluates all submitted excise refund documentation, determines merit of claim, corresponds with Washington State Department of Revenue and issues refunds of excise tax when appropriate.
STATEMENT OF OTHER JOB DUTIES
- Performs as backup for the department's public records request duties and attends regular training sessions.
- Provides excise staff to assist cashiers as needed.
- May perform all the duties of lower level employees as required.
- Performs other duties as required.
Two (2) years of experience with real estate transactions. At least 1 year of lead or supervisory experience is preferred; OR, any combination of training and/or experience that provides the required knowledge and abilities. Experience with real estate transactions and legal property descriptions are preferred. . Typing score of forty-five (45) wpm required. Data entry accuracy test - 90% passing. Calculator - 90 % passing score. Must pass job related tests.
SPECIAL REQUIREMENTS
May occasionally be required to lift up to fifty (50) pounds.Job offers are contingent on successful completion of reference and background checks. Snohomish County will not sponsor or take over sponsorship of an employment visa for this opportunity. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States.
KNOWLEDGE AND ABILITIES
Knowledge of:
- Fundamentals of the Treasurer's Office
- Department of Revenue's rules regarding collection of excise tax and other tax collection
- Tax collection RCW's and WAC's
- Lead methods and Techniques
- Office practices and procedures
- Standard office practices and procedures
- Treasurer's office excise processing
- Computer and software programs,
- All phases of related office work
- Basic mathematical calculations
- Basic cashiering practices
Ability to:
- Accurately and timely manage a high volume of work
- Maintain all ethical and professional standards of the office and county;
- Produce work product that meets professional standards of quality, neatness, accuracy, and promptness;
- Organize and lead the work of subordinates;
- Operate a personal computer-based receipting system
- Effectively train, coordinate the work of subordinate employees
- Establish and maintain effective work relationships with superiors, peers, associates, subordinates and the general public
- Maintain necessary records and prepare required reports; communicate effectively with people of all ages and from a variety of cultural, economic and ethnic backgrounds;
- Interact with distraught or difficult individuals
- Work with minimum supervision;
- Make decisions under pressure, resolving difficult situations with minimal input from supervisor;
- Read, interpret and apply tax rules, regulations, laws and procedures;
- Work with supervision to identify procedural and system problems and develop solutions; exercise good judgment in making the decision to act independently or refer situations to a supervisor
- Communicate effectively both orally and in writing;
- Lift up to 50 pounds
SUPERVISION
Employee receives limited supervision from a supervisor or an administrative superior as assigned. The supervisor establishes objectives, priorities and deadlines. Employee plans and carries out successive steps, resolving problems in accordance with instructions, policies and accepted practices. Employee is responsible for the accuracy of the work produced by their subordinates. The work is reviewed by evaluation of results obtained.
WORKING CONDITIONS
The work is performed in the usual office environment.
Snohomish County is an Equal Employment Opportunity (EEO) employer.
Accommodations for individuals with disabilities are provided upon request.
EEO policy and ADA notice
Salary : $63,521 - $77,293
