Tax Relief Specialist

Salt Lake County•Salt Lake City, UT

1d•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, researching taxpayer issues, processing board letters, and processing applicant refunds. 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 individuals with disabilities. Provide community presentations regarding all aspects of tax Relief available programs for seniors, veterans, and disabled individuals.

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.
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 in accordance with current County Human Resources policy requirements.
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 in a courteous and tactful manner, 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

Performs activities related to the operation of the County's Property Tax Relief and Deferral programs, ensuring they are efficient, accurate, and compliant.
Providing assistance to the public by answering phone calls, researching taxpayer issues, processing board letters, and processing applicant refunds.
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.
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 individuals with disabilities.
Provide community presentations regarding all aspects of tax Relief available programs for seniors, veterans, and disabled individuals.

Benefits

Retirement options for hybrid pension/401(k) or 401(k) only with 10% employee contribution
Medical coverage, including a 100% County-paid premium option
Dental and Vision coverage with coverage for adult designees
Health Savings account with a County contribution of up to $1,200 per year, or a Flexible Spending Account
100% County-paid Long-Term Disability and employee-paid Short-Term Disability options
Professional Development and professional membership fees paid
Tuition Reimbursement
Onsite medical clinic and gym
Hospital insurance
Auto insurance
Home insurance
Discounts at County facilities
12 Holidays
Up to 24 vacation days
12 sick days
One personal day every year
Some positions offer a hybrid work environment, giving you the flexibility to work from home and in the office.