Employer: Yakima County
080-17 Financial Specialist - Treasurer's Office
Working Title Financial Specialist
US-WA-Yakima Type Regular Full Time Budgeted FLSA Status Non-Exempt Department Treasurer's Office Hours/Week 37.5 Required Testing/Exercises Microsoft Word/Excel exercises will be required as a part of the interviewing process. Union AFSCME Local 87 Open Date 7/25/2019 Close Date 8/9/2019 Compensation $2,721 per month
There is one open position with the Yakima County Treasurer's Department for a Financial Specialist. Position is responsible for auditing and calculating tax record adjustments, segregations, advance and current use taxes. Analyzes and monitors bankruptcy cases and processes Real Estate Excise Tax Affidavits for property transfers in accordance with State RCW and WAC requirements. Audits affidavits/documents for accuracy prior to creating charges and receipting fees in the system.
This recruitment will be used to fill vacancies which may occur within 90 days of the posted closing date.
Candidates selected for an interview will be required to complete skills tests in Microsoft Office Word and Excel at the time of the interview.
- Receives, audits and verifies the accuracy of tax record adjustments as provided from various governmental agencies and the Department of Assessments for prior and/or current tax years.
- Recalculates taxes based on tax record adjustment documentation provided by the Department of Assessment and other governmental agencies, including audit functions of manual verification as required.
- Performs in-depth research on tax record adjustments that generate a refund. Prepares and mails Petition for Property Tax Refund to payer of tax for signature and address verification.
- Receives signed Petitions for property tax refunds from the payer of tax. Verifies that the appropriate person signed the Petition; calculates new tax charges; reconciles and balances the amount that will be refunded.
- Prepares refund documentation packet for Treasurer’s review and signature. Prepares request to remove or reapply any interest, penalty, or cost charges. Calculates statutory interest based on date of payment.
- Prepares files that document applicable tax record adjustments for audit review and future research.
- Maintains unclaimed property tax refund file. Processes tax record adjustments that have not been claimed, calculates the amount to be transferred to the unclaimed property account.
- Audits, verifies and compiles monthly unclaimed property tax refund report. Balances control account monthly for unclaimed property tax refunds to the general ledger.
- Receives and reviews payment in error requests. Researches and documents requests; applies corrective procedures to resolve situation when applicable. Corresponds with parties involved regarding final determination of payment in error.
- Receives and reviews bankruptcy notices, payment plans and reports pertaining to property ownership. Downloads detailed bankruptcy information from the US Bankruptcy Court web site regularly. Reviews all documents to ensure our tax claim remains in a secured status at the full value. Prepares objections to reclassification of our claim or value.
- Completes and mails bankruptcy Proofs of Claim based on property tax amounts owed at the time of bankruptcy filing. Calculates advance taxes if necessary and files the appropriate documents.
- Receives and prepares bankruptcy payments for application. Balances payment(s) to data provided to accounting division to ensure accurate application of payments(s) to parcel accounts.
- Receives and reviews monthly segregations reports. Researches payments made by each party involved in the original parent parcel and calculates the remaining taxes owing. Corresponds with taxpayer/owner regarding outstanding taxes as needed.
- Tests for completeness and functionality of the Bankruptcy and Tax Record Adjustment modules of the Ascend system whenever fixes, upgrades for new releases occur. Processes through daily activities that are done on the Ascend system including recalculating taxes, creating refunds, flagging bankruptcy parcels, creating nuisance abatement charges, advance tax and current use/supplemental taxes. Completes issue paper when necessary.
- Provides customer service over phone and in person regarding questions concerning tax information and research of payments and/or charges.
- Receives, audits and verifies the accuracy of Real Estate Excise Tax Affidavits submitted in person, before processing through computerized system. Audits for accuracy all legal documents prior to transfer being completed, including comparing the legal description on the Affidavit to that which is in the computer system. Audits and enters the information from the Affidavit for grantor, grantee and address of whom all correspondence regarding property taxes will be carried on the tax rolls.
- Enters information from excise affidavit to create tax charges in computerized system. Collects excise tax payment from customer. Ascertains appropriate tender whether check, money order or cash. Calculates appropriate change.
- Prepares Real Estate Excise Tax Transactions for Cashier for deposit of excise funds. Balances each document prior to submitting to cashier. Completes General Deposit to cashier for payments other than excise.
- Performs other Tax Division duties as required. Must be cross-trained in multiple positions based on internal controls.
Education and Experience: High School (or G.E.D.) and three years of general accounting support or related experience including six months in area of specialty or an equivalent combination of education and experience which provides knowledge, skills and abilities sufficient to successfully perform the essential duties of the job.
Microsoft Word and Excel knowledge is required; testing will be administered as part of the interview process.
Successful completion of a criminal history and financial background check and general employment verification.
One year specialized experience in providing real estate or collection preferred.
Note: This is an AFCSME Local 87 Master Bargaining Unit position.
- Upon entry what specific knowledge would an individual need to assume the duties of this position:
- Basic accounting theories and principals;
- Basic financial recordkeeping methods;
- Basic mathematics;
- Customer service techniques;
- Office practices;
- Phone etiquette;
- Personal computer and software programs;
- Time management principles;
- General knowledge of property tax and bankruptcy principals;
- Rules of grammar, spelling and punctuation used in professional correspondence and reports; and
- Methods of safeguarding public assets, addressing Internal - Control issues, and segregation of duties.
Skills (and abilities):
- Upon entry what specific skills/abilities would an individual need to assume the duties of this position:
- Preparing and processing documents related to assignment or function;
- Reviewing and verifying accounting information;
- Paying attention to detail and accuracy;
- Performing a variety of technical calculations for auditing and refunds;
- Using office equipment such as phones, copiers, calculators, microfilm machine and fax machines;
- Using a personal computer and related software applications;
- Establishing and maintaining effective interpersonal relationships with Title Company employees, Attorneys, - County employees and with the public; and
- Communication, both oral and written, sufficient to exchange or convey information and to give or receive work direction.
Knowledge of real estate documents, bankruptcy documents and legal description is beneficial. This position extensively reviews a multiple variety of tax record adjustments and related documents prior to determining tax recalculations, refund amounts or generating new tax statements. In addition, thoroughly examines each Affidavit submitted prior to any property transfer being recorded. In performing these requirements, strict adherence to state statutes and the administrative code must be followed.
Equipment Used: Computer and software (MS Office group, Ascend, Internet), printer, calculator, microfilm/fiche machine, 10-key, photocopier, telephone, fax machine, excise number stamp, paper shredder. All duties require the use of some or all office equipment listed.
Working Conditions: Environmental Demands: Periodically must deal with irate taxpayers. Discern as to when Security should be notified. Physical Demands: bending, carrying, handling, lifting, pulling, pushing, reaching, sitting, standing, fingering, crouching, kneeling, hearing, talking, visual acuity, stooping, mobility, grasping, repetitive motion. Intellectual Demands: ability to multitask, confidentiality, ability to work under pressure, ability to articulate and communicate information in conversations, ability to follow written and verbal instruction. Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
Note: Periodically must deal with irate taxpayers. May be required to assist in file management and organization projects that require exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
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“AN EQUAL OPPORTUNITY EMPLOYER”
Minorities, Females, Protected Veterans and the Disabled are encouraged to apply.
Yakima County ensures equal employment opportunities regardless of a person’s age, color, creed, sensory, mental or physical disability, genetic information, marital status, national origin, political belief, race, religion, sex, sexual orientation, and military status, or any other protected status under federal or state statute.
PAY TRANSPARENCY NONDISCRIMINATION PROVISION
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish the information.
Disabled applicants may request accommodation to participate in the job application and/or selection process for employment. Please contact Human Resources for further information.
Yakima County is a qualified Public Service entity for the Public Service Loan Forgiveness Program. For more information, go to http://studentaid.ed.gov/repay-loans/forgiveness-cancellation/charts/public-service or contact your federal loan servicer.
In compliance with the Immigration Reform and Control Act of 1986, Yakima County will hire only United States citizens and aliens lawfully authorized to work in the United States.
Location: Yakima, WA
Application Method: Online
Base Pay: 2,721