Tax Relief Specialist

Salt Lake County•Salt Lake City, UT

7d•Onsite

About The Position

Performs activities related to the operation of the County's Property Tax Relief and Deferral programs, ensuring they are efficient, accurate, and compliant. Including providing assistance to the public by answering phone calls and researching taxpayer issues, processing board letters, and issuing applicant refunds.

Requirements

Two (2) years of general clerical and customer service experience in a professional office environment that includes handling customer problems and/or complaints, operating a personal computer, maintaining files, reviewing applications, and providing general information, OR an equivalent combination of related education and experience.
Understanding of personal income tax returns and may be required to complete an Income Tax Course, obtaining a Professional Certification from H&R Block within 6 months of hire.
Must pass a required background check through fingerprinting and enrollment in the continuous RAP Back (Record of Arrest and Prosecution Back) program.

Nice To Haves

Knowledge of basic mathematics
Knowledge of time and work organization/management techniques
Knowledge of Federal tax returns and IRS codes
Knowledge of State tax legislation, County policies, and procedures
Ability to collect, analyze, and calculate Tax documents and financial resource documents
Ability to interview individuals to gain an understanding of their financial situation and request documentation
Ability to respond to requests and inquiries from employees and the public courteously and tactfully, even in stressful situations
Ability to communicate clearly and concisely, both orally and in writing
Ability to research, compile, analyze, interpret, and prepare a variety of reports
Ability to analyze situations carefully and adopt effective courses of action
Ability to interpret and apply applicable Federal, State, and County laws, codes, and regulations
Ability to effectively use modern office procedures, methods, and computer equipment and software
Ability to complete all tasks with accuracy and efficiency
Ability to organize, prioritize, schedule, and perform tasks simultaneously and efficiently
Ability to perform basic data entry

Responsibilities

Assists in administering the statutory tax relief programs for disabled veterans, the blind, low-income elderly homeowners, and hardship cases.
Interviews potential tax relief applicants and reviews applications for compliance with policies, standards, and statutes.
Review and calculate tax documents and financial documents to determine income and assets for eligibility. This includes Federal and State income tax returns, year-end financial forms and schedules, investment statements, financial aid, and all other forms of financial resources.
Review Trust, Wills, and Power of Attorney documents for ownership eligibility.
Monitors taxpayers in the deferral program for timely payments and compliance with the deferral agreement.
Processes board letters and applicant refunds.
Resolves tax relief employee questions and concerns.
Accepts and processes payments and issues receipts.
Provides community outreach to senior centers, local expos, and allied agencies about available programs for seniors, veterans, and people with disabilities.
Provide community presentations regarding all aspects of tax Relief available programs for seniors, veterans, and disabled individuals.