Tax Services Specialist

Job Description

JOB SUMMARY

Collects, processes, balances, deposits, researches, reports, and reconciles all monies received by Salt Lake County in accordance with guidelines established under Utah State Statutes, the State Uniform Accounting Manual, generally accepted accounting principles, and Salt Lake County cash handling policies and procedures. This position may also research and process tax roll corrections and Board Letters, and provide backup to other departments as needed.

MINIMUM QUALIFICATIONS

Two (2) years of customer service and cashiering experience that includes assisting the public, collecting, processing, balancing, depositing, researching, reporting, and reconciling cash payments; OR an equivalent combination of related education and experience.

Due to the nature of this position, the successful applicant 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.

ESSENTIAL FUNCTIONS

• Collects and processes all tax receipts, including tax prepayments, current tax payments, cashing checks, delinquent tax payments, and May Tax Sale Collections to ensure timely receipts.
• Collects and processes all tax receipts for the Assessor’s office for mobile home payments and business personal property tax payments to ensure timely receipts. Annually collects and places money in suspense while the Assessor’s office balances and prepares the following tax year.
• Prepares cashier daily balance reports, daily bank deposits, and cashier over/short logs.
• Prepares the Money Run Log for morning and afternoon pick-ups by Salt Lake County deputies, and makes themselves available to assist the armored car agent during pick-up with any questions they may have, so they are not here longer than stated in the contract.
• Prepares and processes cashier void tickets, payment reversals, and reapplication tickets.
• Maintains the security of the cashier work area and vault by complying with the Salt Lake County Management of Public Funds Policy. Assists in the daily opening and closing procedures of the vault area.
• Reviews and prepares prepayment applications as they are received in the office via regular mail and email, ensuring all required documentation is included before entering them into the system. Works directly with the applicants when additional information is needed to process the applications. Works on editing reports about the monthly prepayment program every week. Assists with scanning, indexing, alphabetizing, and filing all applications.
• Receives, reviews, and implements requests for mailing address changes and email address changes.
• Implements and balances all types of special certifications. Inputs tax roll corrections and Board Letters in a timely manner.
• Assists the public. Receives phone calls, answers questions from the public, and provides resources within the County to help with the taxpayers’ concerns, issues, and questions. Finds and fixes issues by researching data and transactions.
• Prepares payment paperwork and conducts research for Salt Lake County taxpayers as they enter the office to minimize wait time.
• Assists with tax relief, addressing, and scanning areas as needed.
• Creates delinquent tax screens, researches payments, creates refunds, and balances refunds with necessary payments.

KNOWLEDGE, SKILLS, AND ABILITIES (KSA)

Knowledge of:

• Computer software and programs related to job-specific duties
• Standard cash handling, accounts receivable, and general ledger registers

Skills and Abilities to:

• Apply accounting and cash handling procedures consistently
• Maintain confidentiality and security of all tax relief applicants’ personal records
• Review work for accuracy and completeness
• Communicate instructions clearly to the public
• Use basic math to make accurate calculations
• Accurately count money
• Adapt and interpret written guidelines and standard operating procedures to a variety of unprecedented or problematic situations
• Maintain good working relationships with co-workers, supervisors, other agencies, and the public
• Recognize when co-workers may need assistance in dealing with problems at the counter
• Use County and State proprietary software programs
• Prioritize work tasks

WORKING CONDITIONS AND PHYSICAL REQUIREMENTS

Work duties are performed in a professional office setting and include extensive contact with the public.