Revenue Tax Specialist (Personal Property)

York County•Yorktown, VA

1d•Onsite

About The Position

Performs specialized technical, administrative, and general public contact work in the personal property and state income tax section. Assists with the comprehensive personal property assessment program for the County; reviews and analyzes documentation, schedules, and forms filed. Also assists in processing state income and estimated tax returns. Responsible for sending documents to other county and state offices as required by local or state law. Assists with scanning and quality assurance checks in regard to the office document imaging system. Prepares various statistical reports; receives and responds to inquiries from the general public, attorneys, and other interested parties. Responsible for sending notification letters to taxpayers regarding assessment changes. Responsible for ensuring accurate data entry, and maintains, updates, and sorts records. Position requires working flexible hours, extended hours during the work week, and possibly some weekends during deadlines and extremely busy times. Receives and responds to requests and inquiries from the general public, attorneys, taxpayers, and other interested parties, providing information pertaining to assessments; researches documentation, provides responses based on a detailed knowledge of rules, policies and procedures, and applicable codes related to personal property and state income tax, or refers inquiries to appropriate personnel. Assists in the compilation, processing and coordination of personal property assessments; enters exonerations and supplemental billings and ensures that applicable information is documented and entered into files properly; sorts and maintains property records and receipts. Assists in processing state income and estimated tax returns and payments as required to include balancing, posting, and forwarding payments to the Treasurer’s Office; assists taxpayers with preparation of state income tax returns in person and on the telephone; reviews and processes tax returns in accordance with guidelines set forth by the Department of Taxation; ships returns twice a week. Makes recommendations and posts authorized abatements, refunds, and supplemental assessments; prepares and mails notification of assessment change to taxpayers. Researches records from the Department of Motor Vehicles (DMV), Treasurer’s vehicle registration files, Virginia Department of Taxation, the Code of Virginia, General Assembly actions, the County code, tax rulings, and listings provided by miscellaneous sources. Gathers and analyzes data and prepares a variety of reports and records for various taxes and payments received; reconciles with the Treasurer’s Office; forwards originals to appropriate office. Mails annual filing forms to mobile home parks, marinas & storage facilities and ensures proper registration and taxation of same. Mails mobile home tax relief information and applications for the elderly and disabled each year; reviews and receives applications to determine if applicants qualify; analyzes the results of the final applications; submits results to supervisor, and posts approval tax relief credit. Prepares a variety of correspondence which often requires research and knowledge of state codes and County ordinances; composes material which requires use of a variety of complicated formats for preparing correspondence, memos, reports, etc.; assumes responsibility for correctness of spelling and punctuation, format and grammar. Updates personal property database using changes noted from various sources received from the taxpayers and forwards information to the Treasurer’s Office. Creates and processes tangible personal property registrations and determines the applicable vehicle license fee to be billed; updates personal property records; issues registration and business license applications; resolves discrepancies and notifies taxpayers of any errors; processes and screens tax returns. Completes weekly DMV adds and deletes; updates the Avenity database for tax assessment and/or adjustments for vehicle license registration fee; creates abatements as appropriate, and creates supplemental assessments as needed; processes bulk abatements from the weekly DMV deletes and transfers them for archiving purposes. Works closely with other localities to reconcile various tax issues, and ensures information is forwarded to appropriate localities for assessment purposes. Performs quality assurance checks on imaged documents, ensuring documents are legible and retrievable; archives a variety of reports in accordance with the State Library for the retention of records. Researches various internal and external sources and updates on returned mail; re-mails to new addresses, forward to Treasurer or other sections and/or departments; makes any necessary adjustments.

Requirements

Any combination of education and experience equivalent to a high school diploma and three (3) years of closely related work.
General knowledge of applicable County ordinances, and state and local statutes related to personal property assessment, and knowledge of state and federal income tax law.
Considerable knowledge of business English and modern office procedures and equipment and the ability to maintain moderately complex records.
Some knowledge of legal terminology as it relates to property assessment and preparation of state income tax.
Thorough knowledge of basic math including addition, subtraction, multiplication, division, percentages, and fractions.
Excellent written and oral communication skills.
Must exercise considerable tact and courtesy when interacting with the public both in person and on the phone.
Criminal history and background checks.

Nice To Haves

Personal computer experience using Microsoft Word, Excel, and AS-400 helpful.

Responsibilities

Performs specialized technical, administrative, and general public contact work in the personal property and state income tax section.
Assists with the comprehensive personal property assessment program for the County; reviews and analyzes documentation, schedules, and forms filed.
Assists in processing state income and estimated tax returns.
Sends documents to other county and state offices as required by local or state law.
Assists with scanning and quality assurance checks in regard to the office document imaging system.
Prepares various statistical reports.
Receives and responds to inquiries from the general public, attorneys, and other interested parties.
Sends notification letters to taxpayers regarding assessment changes.
Ensures accurate data entry, and maintains, updates, and sorts records.
Assists in the compilation, processing and coordination of personal property assessments.
Enters exonerations and supplemental billings and ensures that applicable information is documented and entered into files properly.
Sorts and maintains property records and receipts.
Assists in processing state income and estimated tax returns and payments as required to include balancing, posting, and forwarding payments to the Treasurer’s Office.
Assists taxpayers with preparation of state income tax returns in person and on the telephone.
Reviews and processes tax returns in accordance with guidelines set forth by the Department of Taxation.
Ships returns twice a week.
Makes recommendations and posts authorized abatements, refunds, and supplemental assessments.
Prepares and mails notification of assessment change to taxpayers.
Researches records from the Department of Motor Vehicles (DMV), Treasurer’s vehicle registration files, Virginia Department of Taxation, the Code of Virginia, General Assembly actions, the County code, tax rulings, and listings provided by miscellaneous sources.
Gathers and analyzes data and prepares a variety of reports and records for various taxes and payments received; reconciles with the Treasurer’s Office; forwards originals to appropriate office.
Mails annual filing forms to mobile home parks, marinas & storage facilities and ensures proper registration and taxation of same.
Mails mobile home tax relief information and applications for the elderly and disabled each year; reviews and receives applications to determine if applicants qualify; analyzes the results of the final applications; submits results to supervisor, and posts approval tax relief credit.
Prepares a variety of correspondence which often requires research and knowledge of state codes and County ordinances; composes material which requires use of a variety of complicated formats for preparing correspondence, memos, reports, etc.; assumes responsibility for correctness of spelling and punctuation, format and grammar.
Updates personal property database using changes noted from various sources received from the taxpayers and forwards information to the Treasurer’s Office.
Creates and processes tangible personal property registrations and determines the applicable vehicle license fee to be billed; updates personal property records; issues registration and business license applications; resolves discrepancies and notifies taxpayers of any errors; processes and screens tax returns.
Completes weekly DMV adds and deletes; updates the Avenity database for tax assessment and/or adjustments for vehicle license registration fee; creates abatements as appropriate, and creates supplemental assessments as needed; processes bulk abatements from the weekly DMV deletes and transfers them for archiving purposes.
Works closely with other localities to reconcile various tax issues, and ensures information is forwarded to appropriate localities for assessment purposes.
Performs quality assurance checks on imaged documents, ensuring documents are legible and retrievable; archives a variety of reports in accordance with the State Library for the retention of records.
Researches various internal and external sources and updates on returned mail; re-mails to new addresses, forward to Treasurer or other sections and/or departments; makes any necessary adjustments.