Exemptions Processor

City of New York•New York, NY

7h•$55,105 - $63,371•Hybrid

About The Position

The NYC Department of Finance’s Property Exemptions Administration (PEA) administers property tax exemption and abatement benefits for a range of entities and individuals. PEA examines, processes, and manages applications covering commercial and industrial properties, residential construction, government entities, nonprofits, renters, and homeowners, including seniors, people with disabilities, veterans, and members of the clergy. The unit seeks an organized, motivated processor to ensure benefits are accurately applied to eligible property owners and corresponding borough, block, and lot records throughout New York City. The Exemptions Processor reviews and processes applications across multiple programs using standard procedures, training materials, and reference guides; updates applications, records, and databases; checks documentation and data for completeness and accuracy; and makes necessary adjustments to exemption and abatement records. The role also responds to inquiries from internal and external customers and their representatives, including through CRM, phone, and email. The position reports to the Exemptions Supervisor and uses SmartFile, the agency’s Property Tax System (PTS), and Microsoft Dynamics CRM. Employees may move among programs as workload priorities change to meet processing deadlines. This position may be eligible for remote work up to two days per week under the applicable Remote Work Pilot Program. Applicants must be permanent in the Principal Administrative Associate civil service title or permanent in a comparable title eligible for a 6.1.9 title change. Applicants should include their employee identification number and permanent civil service title in their application materials.

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 change.
Include an employee identification number (EIN) when applying and indicate the permanent civil service title in the cover letter.
Meet the stated Principal Administrative Associate qualifications through one of the listed education and experience pathways: a bachelor’s degree and two years of progressively responsible clerical/administrative experience, including one year of qualifying administrative or supervisory experience; an associate degree or 60 semester credits and three years of such experience, including one year of qualifying administrative or supervisory experience; a high school diploma or equivalent and four years of such experience, including one year of qualifying administrative or supervisory experience; or equivalent education and experience, with the required one year of administrative or supervisory experience.

Responsibilities

Review, research, and process applications for multiple property tax abatement and exemption programs using standard operating policies and procedures, training materials, or reference guides.
Identify and apply the correct procedures to make 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, when required or 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 within the division to meet processing deadlines.