Job Description

Posting number: 25M00000069

Department: Finance

Job classification: Management Analyst, Associate*

Posting type: Open

Categories: Accounting and Finance, Management, Project Management

The Personal Property Tax Management Analyst Associate performs professional analytical work supporting the administration of Personal Property tax programs, projects, and processes. The position requires applied knowledge of state and local vehicle personal property tax laws, operational and financial analysis, and departmental administrative practices.

Examples of duties

Personal Property Tax Billing Operations:

• Coordinate the execution of routine and ad-hoc processes within the financial system to generate supplemental personal property tax bills based on vehicle liability updates, reassessments, high mileage or policy changes.
• Perform detailed quality control and validation checks on generated bills and bill reports prior to mailing to ensure accuracy and compliance with all tax laws and departmental policies.
• Research and resolve complex billing discrepancies and adjustments identified during the quality control process or reported by taxpayers.
• Research, gathers and analyzes data, prepares reports and recommendations, supports billing operations
• Assists in the development of policies and procedures
• Stay current on City ordinances, State statutes/regulations, and internal SOPs governing business taxes and collections.

Customer Service & Issue Resolution:

• Serve as a primary point of contact to provide customer service and technical assistance to the public regarding complex personal property related tax and billing questions.
• Effectively interpret and explain complex tax information to citizens and other non-tax experts.
• Utilize electronic ticket management system to effectively track and monitor customer related communications and escalations.

Data Management:

• Interpret and managing complex personal property related and financial data from internal and external collaborators and sources to maintain accuracy.
• Cross-reference and validate data from a variety of sources to ensure taxpayer accounts, and billing records are up-to-date and accurate.
• Accurately enter and retrieve data from electronic systems and databases to support operational functions.

Operational Support & Policy:

• Interpret policies and procedures related to personal property tax operations.
• Recommend updates to procedures and workflows to improve efficiency, consistency, and taxpayer experience.
• Perform basic clerical functions such as filing, correspondence, and mail sorting as needed.

• Assist with the Department of Finance Administrative team to conduct records maintenance activities in compliance with guidelines governing record retention and shredding/destroying confidential or obsolete documents.

• Assist with staff training (e.g., systems use, customer service, compliance protocols).
• Provides backup supervisory support for the Personal Property team.
• Work involves collaboration with internal and external stakeholders and may include leading quality control efforts and guiding support staff.

Qualifications

KNOWLEDGE, SKILLS, AND ABILITIES:

Knowledge (some combination of the following):

• Governmental accounting concepts
• Electronic databases and related software applications such as DMV Mainframe, JD Powers Valuation
• Governmental tax policies and procedures
• Standard office technology and equipment
• State and City codes pertaining to the assessment and valuation of taxes
• Intermediate to advanced level mathematics and statistics as applicable to assessment measures and assessment ratio studies
• Thorough knowledge of computer programs such as Microsoft Office Suite and Adobe Acrobat

Skills (some combination of the following):

• Account management
• Basic mathematics
• Analyzing and aggregating data
• Analyzing and interpreting manuals and operating procedures
• Assisting with special projects and programs
• Communicating with various internal and external departments effectively
• Communicating results of analyses and recommendations professionally and effectively with senior management and peers
• Conducting basic analyses
• Developing manuals and operating procedures as necessary
• Developing recommendations and reports
• Gathering and compiling data
• Maintaining records, data, and other information in department of focus
• Performing various administrative duties such as answering phones, ordering supplies, etc.
• Proofreading and editing
• Preparing and submitting documents related to focus area
• Working in a team environment
• Customer service
• Interacting with potentially irate or irrational customers
• Excellent oral and written communication
• Maintaining records
• Staff supervision
• Oral and written communication
• Proficiency at Microsoft Office Suite
• Data entry
• Problem-solving
• Researching

Abilities (some combination of the following):

• Multi-task; manage multiple priorities and deadlines
• Organize
• Follow standard procedures and established practices
• Exhibit integrity
• Maintain a professional demeanor
• Think critically; Problem-solve
• Work in teams

MINIMUM TRAINING AND EXPERIENCE:

• Bachelor's degree in business administration, finance, accounting, or related field
• Four years of experience in a related field
• An equivalent combination of training and experience (as approved by the department) may be used to meet the minimum qualifications of the classification

LICENSING, CERTIFICATIONS, and OTHER SPECIAL REQUIREMENTS:

• Some assignments may require a valid Driver's License with a satisfactory driving record, and a valid Commonwealth of Virginia Driver's License.

Supplemental information

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job. Prospective and current employees are invited to discuss accommodations.

ENVIRONMENTAL HAZARDS: Working conditions may include exposure to travel to other locations within the City of Richmond as well as outside of the City of Richmond; exposure to hazardous physical conditions such as mechanical parts, electrical currents, vibrations, etc.; atmospheric conditions such as fumes, odors, dusts, gases, and poor ventilation; inadequate lighting; intense noise; and environmental hazards such as disruptive people, imminent danger, and a threatening environment.

Physical Requirements and Working Environment: Due to the nature of work assignments, incumbents must be able to perform detailed work on multiple, concurrent tasks, with frequent interruptions and under time constraint. The essential duties of this classification may require the ability to regularly talk, hear, and see; frequently reach and perform repetitive motions; and occasionally stoop, kneel, crouch, stand, walk, push, pull, lift, finger, grasp, and feel. The working conditions may not include environmental hazards. In terms of the physical strength to perform the essential duties, this classification is considered to be sedentary, exerting up to 10 pounds of force occasionally, and a negligible amount of force frequently or constantly to move objects.

* Internal use: HR Generalist to review.