Exemption Processing Specialist

State of Montana • Helena, MT

3d • 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 temporary 2- year position for FYE 2027
This position is open till filled with first review of applications on March 27, 2026.

Requirements

• Knowledge of: Records processing, Administrative rules, policies, and procedures, Property tax systems, Exemption laws
• Skills in: Research and analysis, Accuracy and attention to detail, Organization and time management, Self-motivation and working independently, Citizen service, Conflict Resolution, Microsoft programs and other database applications, Written, verbal, and interpersonal communication
• High school diploma or GED, associated degree preferred
• Two years of education or experience in administrative or clerical services, preferably in a government setting.
• Two years of job-related experience.
• Eligibility for employment will be subject to the following: · Criminal Background Check . Circumstances involving convictions will be reviewed · Tax status must be current. Circumstances involving tax status issues will be reviewed
• you must have a valid driver’s license
• Successful applicants are required to successfully pass DOR tax and background check(s).

Nice To Haves

• Preferred experience in property appraisal and assessment.
• Other combinations of education and experience will be evaluated on an individual basis.

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; and long-term disability. The State currently contributes $12,648/year toward these benefits.
• Free health care for employees and eligible family member at Montana Health Centers.
• Employee Assistance Benefits including counseling, legal assistance, well-being coaching, financial information, which are free resources.
• Retirement plans- The 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, which can be used any time.
• Flexible hours.
• Eligibility to participate in the Public Service Loan Forgiveness (PSLF) program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees