Exemption Processing Specialist

State of Montana•Hamilton, MT

10d•Hybrid

About The Position

This position resides in the Property Assessment Division of Department of Revenue. The Exemption Processing Specialist (EPS) assists in the processing and oversight of the Property Tax Assistance Program (PTAP), the Montana Disabled Veterans (MVD) Program, the Homestead Rate Reduction Program (HRRP), and other exemption programs or processes the Property Assessment Division may be responsible for administering. The EPS is responsible for reviewing, processing, and maintaining exemption applications submitted by property owners, businesses, or other eligible parties, while ensuring timely and accurate application processing in accordance with state laws, regulations, and department and division policies. The position requires strong attention to detail, citizen service skills, and the ability to interpret Montana statutes. This is a part-time permanent position and is open to ANY PAD field office, excluding offices located in Shelby, Havre, Lewistown, Malta, Plentywood, Sidney, Baker, Miles City, Forsyth, Roundup, Billings, Red Lodge, Columbus, Livingston, Polson, Jordan, Thompson Falls.

Requirements

Knowledge of records processing
Knowledge of administrative rules, policies, and procedures
Knowledge of property tax systems
Knowledge of exemption laws
Skills in research and analysis
Skills in accuracy and attention to detail
Skills in organization and time management
Skills in self-motivation and working independently
Skills in citizen service
Skills in conflict resolution
Skills in Microsoft programs and other database applications
Skills in written, verbal, and interpersonal communication
Must complete and submit application online and upload required documents.
Must successfully pass DOR tax and background check(s).
Must have a valid driver’s license.
Must be a primary resident of Montana as a condition of employment.
High school diploma or GED
Two years of education or experience in administrative or clerical services, preferably in a government setting.
Two years of job-related experience.

Nice To Haves

Associated degree preferred
Preferred experience in property appraisal and assessment.

Responsibilities

Review and verify incoming exemption applications for completeness and eligibility.
Communicate with applicants to obtain missing documentation or clarification.
Research exemption issues.
Interpret and apply applicable laws, rules, and guidelines related to various exemption types.
Enter and maintain accurate records in relevant databases or systems, ensuring that exemption recordkeeping complies with applicable regulations and professional standards.
Prepare correspondence, notices of determination, and official documentation regarding exemption status.
Collaborate with field office staff, legal staff, central office staff, and leadership on complex or questionable applications.
Communicate exemption status determinations with applicants, field offices, and county officials.
Respond to public inquiries via phone, email, or in person regarding exemption processing and criteria.
Conduct audits or reviews of previously granted exemptions.
Maintain up-to-date knowledge of exemption statuses, policy, stature, and rule changes, and department procedures.

Benefits

Health, dental, and vision care
Life insurance
Long-term disability
Free health care for employees and eligible family members at Montana Health Centers
Employee Assistance Benefits including counseling, legal assistance, well-being coaching, financial information
Retirement plans (State currently contributes 9.17%, vested after 5 years of continuous employment)
Paid vacation (starting at 15 days a year)
Sick leave (12 days a year)
11 holidays, including a floating holiday
Flexible hours
Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program