Specialist - Tax Office

Job Title: Tax Office Specialist
Wage/Hour Status: Full-time; Non-Exempt
Reports to: Tax Assessor/Collector
Pay Grade: Clerical/Para PG 8
Dept./School: Tax Office
Date Revised: March 2024
Work Days: 226
PRIMARY PURPOSE: Under minimal supervision assist with the processing of district property taxes following established procedures for collection of tax revenue. Provide clerical services to the tax assessor/collector.
QUALIFICATIONS
Education/Certification:

• High school diploma or GED
• Eligible for registration with the Texas Department of Licensing and Regulation as a Registered Tax Assessor/Collector (RTA) or Certified Tax Assessor/Collector, preferred

Special Knowledge/Skills:

• Knowledge of bookkeeping principles and practices
• Proficient in keyboarding, 10-key numerical data entry, and file maintenance
• Ability to use personal computer and software to develop spreadsheets and do word processing
• Ability to work with numbers in an accurate and rapid manner to meet established deadlines
• Effective organizational, communication, and interpersonal skills

Experience:

• 3 years bookkeeping and/or cash handling experience at clerical level

MAJOR RESPONSIBILITIES AND DUTIES
Accounting & Data Entry

1. Process and account for tax payment transactions, including receipt of cash, preparing deposits, and posting tax deposits.
2. Receive and process applications for exemptions.
3. Input tax data.

Records and Reports

1. Assist with the preparation of annual tax rolls.
2. Prepare and send out prepared tax statements, notices, and receipts, as directed.
3. Compile, maintain, and file all reports, records, and other documents as required.

Other

1. Assist taxpayers, officials, and other members of the public. Maintain effective rapport with the general public and handle any problems or concerns in a prompt and courteous manner.
2. Prepare correspondence, memorandums, forms, manuals, requisitions, reports, and presentation for the tax assessor/collector.
3. Answer incoming calls, take messages, and route them to the proper party. Handle questions and requests that fall within the level of responsibility.
4. Follow district safety protocols and emergency procedures.

Supervisory Responsibilities: None.
Mental Demands/Physical Demands/Environmental Factors:
Tools/Equipment Used: Standard office equipment including personal computer and peripherals
Posture: Prolonged sitting. Occasional bending/stooping, pushing/pulling, and twisting
Motion: Repetitive hand motions including frequent keyboarding and use of mouse. Occasional reaching
Lifting: Occasional light lifting and carrying (less than 15 pounds)
Environment: May work prolonged or irregular hours
Mental Demands: Work with frequent interruptions; maintain emotional control under stress
General Employee Requirements:

• Quality of Work - complete assignments meeting quality standards, to include accuracy, neatness, thoroughness and adherence to standards and safety rules.
• Quantity of Work - demonstrate the ability to manage several responsibilities simultaneously, perform work in a productive and timely manner, and meet work schedules.
• Work Habits - display a positive, cooperative attitude toward work assignments, working diligently to accomplish tasks assigned.
• Communication - communicate in a positive manner with others, to include listening and responding appropriately, expressing ideas orally and in writing in a manner that helps build a positive climate for the organization.
• Dependability - adhere to time frames, monitor projects and exercise follow-through, be on time for meetings and appointments, and respond appropriately to instructions and procedures.
• Cooperation - work well with co-workers and supervisors as a contributing team member, demonstrate consideration of and maintain rapport with others, and help others willingly.
• Initiative - seek and assume greater responsibility, monitor projects independently as required, and follow through appropriately.
• Adaptability - adjust well to any change in duties, procedures, supervisors or work environment, accept new ideas and approaches to work, and respond appropriately to constructive criticism and suggestions for work improvement.
• Judgment - effectively analyze problems, determine appropriate action for solutions, and use logical thinking to exhibit timely and decisive action.
• Attendance - attend work on a consistent basis, taking care to consider the use and number of absences in accordance with policy so that the organization is not negatively impacted.
• Punctuality - arrive to work and depart from work according to department and district requirements.

The foregoing statements describe the general purpose and responsibilities assigned to this job and are not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.
I acknowledge that I have read and understand the above job description and am capable of performing all of the stated requirements
*Applicants for all positions are considered without regard to race, color, sex (including pregnancy, sexual orientation, or gender identity), national origin, religion, age, disability, genetic information, veteran or military status, or any other legally protected status. Additionally, the district does not discriminate against an applicant who acts to oppose such discrimination or participates in the investigation of a complaint related to a discriminating employment practice.
In accordance with Title IX, the district does not discriminate on the basis of sex and is required not to discriminate on the basis of sex in its educational programs or activities. The requirement not to discriminate extends to employment. Inquiries about the application of Title IX may be referred to the district's Title IX coordinator, to the Assistant Secretary for Civil Rights of the Department of Education, or both.