Exemptions Processor

City of New York•New York, NY

9h•$55,105 - $63,371•Hybrid

About The Position

The NYC Department of Finance’s Property Exemptions Administration (PEA) oversees property tax benefits for individuals and entities. The Exemptions Processor reviews and processes applications for multiple property tax exemption and abatement programs, ensuring benefits are accurately assigned to property owners and the correct borough, block, and lot (BBL) records. The role follows standard operating procedures, training materials, and reference guides, and updates application records and databases as needed. The position reports to the Exemptions Supervisor. It requires reviewing applicant data and documentation from multiple sources, verifying completeness and accuracy, responding to inquiries, and contacting applicants or their representatives about application status and procedures. The processor uses SmartFile, the agency’s Property Tax System (PTS), and Microsoft Dynamics CRM, and may move between programs as workload priorities change to meet deadlines. Candidates must be permanent in the Principal Administrative Associate civil service title or permanent in a comparable title eligible for a 6.1.9 title. Applicants must include their employee identification number and identify their permanent civil service title in their cover letter. The position may be eligible for remote work up to two days per week under the applicable Remote Work Pilot Program.

Requirements

Must be permanent in the Principal Administrative Associate civil service title or permanent in a comparable civil service title eligible for a 6.1.9 title.
Must include an employee identification number when applying and state the permanent civil service title in the cover letter.
Meet the Principal Administrative Associate qualification pathway through education and progressively responsible clerical/administrative experience, including at least one year of administrative or supervisory experience: a bachelor’s degree and two years of qualifying experience; an associate degree or 60 semester credits and three years; a high school diploma or equivalent and four years; or qualifying equivalent education and experience.
Education above high school may substitute for general clerical/administrative experience at 30 semester credits for six months of experience, up to a maximum of three years, but cannot substitute for the required year of administrative or supervisory experience.

Responsibilities

Review, research, and process applications for multiple property tax abatement and exemption programs using standard operating procedures, training materials, or reference guides.
Identify and apply procedures to make required or necessary adjustments to exemption and abatement records.
Update homeowners’ applications and databases to ensure the appropriate tax abatement credit or exemption is allocated to the correct property.
Access applicant data and documentation from multiple sources, verify completeness, and make needed updates in appropriate databases.
Ensure the accuracy of data entered and applications processed.
Contact applicants or representatives, such as managing agents, as needed.
Respond through CRM and other channels to inquiries from internal and external parties, including customers and their proxies.
Contact applicants or their proxies by phone or email regarding application status or procedures.
Use SmartFile and the agency’s Property Tax System (PTS) to process applications for multiple PEA programs.
Use Microsoft Dynamics CRM to review and resolve customer inquiries.
Move between programs as workload priorities change to meet processing deadlines.