Placer County

Assessment Technician - I (#11827)

$25.66-$32.03 Hourly / $4,447.73-$5,551.87 Monthly / $53,372.80-$66,622.40 Yearly

Assessment Technician - II (#11828)

$28.29-$35.33 Hourly / $4,903.60-$6,123.87 Monthly / $58,843.20-$73,486.40 Yearly

DEFINITION

To provide para-professional and specialized technical duties related to property tax assessment and cost estimates within the Assessor's Office; to compile data for the assessment of taxable properties and preparation of the assessment roll; and to assist the professional appraisal staff by collecting, assembling, processing, and recording information pertaining to real and business personal property.

DISTINGUISHING CHARACTERISTICS

Assessment Technician I: This is the entry level class in the Assessment Technician series. This class is distinguished from the journey level by the performance of the more routine and less complex tasks and duties assigned to positions within this series. Since this class is typically used as a training class, employees may only have limited to no directly related work experience. Employees at this level are not expected to perform with the same independence of direction and judgment on matters allocated to the journey level. Employees work under general supervision while expanding their experience and learning more complex job tasks.

Assessment Technician II: This is the full journey level class within the Assessment Technician series. This class is distinguished from the Assessment Technician I by the assignment of the full range of duties. Employees at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies within the work unit. Positions in this class are flexibly staffed and are normally filled by advancement from the entry level.

SUPERVISION RECEIVED AND EXERCISED

Assessment Technician I: Receives immediate supervision from assigned management, professional or supervisory staff. 
Assessment Technician II: Received general supervision from assigned management, professional or supervisory staff. 

EXAMPLES OF ESSENTIAL DUTIES

Duties may include, but are not limited to, the following:

  • Perform paraprofessional and technical duties related to area of assignment including interpreting, analyzing, and determining compliance or acceptance of information and materials; prepare reports to document results of duties performed.
  • Search and interpret current and archived assessment records, source documents, legal descriptions, and other relevant data; and work with property owners, title companies, attorneys, governmental agencies, and others to clarify and resolve sometimes conflicting ownership and reappraisal status of property.
  • Confer with other divisions in the Assessor's Office concerning personal property assessments, changes in ownership, property descriptions and exemptions; confer with the Auditor's Office concerning roll corrections and with the Tax Collector's Office concerning tax bills.
  • Answer difficult and/or technical non-value related questions from appraisal staff, title companies, attorneys, property owners and real estate agents regarding tax laws, assessment and appraisal rules and procedures, reappraisal status determination, and exemption requirements.
  • Analyze tax statements and recorded deeds, property transfer regulations and other legal documents and conduct title searches to determine reappraisal status of property.
  • Provide customer service regarding title transfers, ownership issues and reassessment exclusions.
  • Review and process legal documents for change in ownership and potential assessment matters; make determinations regarding percentage of ownership and reassessment of transfers; screen legal documents for possible exclusions.
  • Track property for change in ownership and report changes to State Controller’s Office.
  • May perform field inspections as assigned. 
  • Initiate correction to tax roll based on changes to appraisal value. 
  • Update documents as required and make appropriate entries in computerized property management program; code and key detailed assessment information; edit, balance and correct assessment activity reports.
  • Act as interdepartmental liaison relating to project or administrative support functions for the office and for compliance with County regulations and practices relating to those functions.
  • Verify the accuracy of assessment data entered into computerized files; compare and proof information for completeness, accuracy, and conformance to standards; research changes, omissions and errors; adjust and correct records.
  • Interpret, apply, and explain, policies and procedures related to area of assignment; respond to individuals requesting services related to area of assignment.
  • Prepare correspondence and supporting documentation relating to area of assignment; maintain accurate records and files of program activities.
  • Respond to public inquires in writing, on the telephone, or in person; refer to appropriate staff members for more complex information as appropriate; exhibit familiarity with functions of the County.
  • Collect information from a variety of documents pertinent to assigned functional area of responsibility; compile data for reports; prepare routine reports as required.
  • Maintain and monitor records and files; follow up on due dates; perform other monitoring functions to ensure timely completion of work.
  • Build and maintain positive working relationships with co-workers, other County employees, and the public, using principles of good customer service.
  • Perform related duties as assigned.

WORKING CONDITIONS

Work is typically performed in an indoor office environment with controlled temperature conditions with occasional field visits in outdoor weather. Positions may require traveling to and from other locations in a variety of outdoor weather conditions. 

MINIMUM QUALIFICATIONS

Experience and Training:
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:  

Assessment Technician I 

Experience: No experience required. One year of responsible clerical experience desirable. 
Training: Equivalent to completion of an associate’s degree with major course work in economics, business administration, construction, or a closely related field.

Required License or Certificate: 
May need to possess a valid driver’s license as required by the position. Proof of adequate vehicle insurance and medical clearance may also be required.

Assessment Technician II

Experience and Training:
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:  

Experience: Two years of responsible experience in the technical support of property tax assessment at a level equivalent to the County's class of Assessment Technician I.
Training: Equivalent to completion of an associate’s degree with major course work in economics, business administration, construction, or a closely related field.

Required License or Certificate: 
May need to possess a valid driver’s license as required by the position. Proof of adequate vehicle insurance and medical clearance may also be required.

KNOWLEDGE, SKILLS, AND ABILITIES

Assessment Technician I 

Knowledge of: 
  • English usage, spelling, grammar, and punctuation.
  • Filing and record keeping systems.
  • Basic mathematical calculations.
  • Personal computer and office equipment necessary for successful job performance
  • Business letter and report writing.

Ability to: 
  • On a continuous basis, know and understand all aspects of the job.  Intermittently analyze work papers, reports, and special projects; identify and interpret technical and numerical information; observe and solve problems necessary to make calculations of dimensions and estimate costs; understand, recall and explain related laws, codes, programs, and procedures; work under time pressure and complete a high volume of tasks, and focus on a single task for long periods of time.
  • On a continuous basis, sit at desk for long periods of time and stand at the counter to answer questions of the public Intermittently walk, twist, stand, kneel, climb and bend to reach office equipment; perform simple and power grasping, pushing, pulling and fine manipulation; intermittently write or use a keyboard to communicate; see with sufficient visual acuity to perform essential job functions related to property tax assessments and cost estimates, and occasionally lift light weight.
  • Learn and apply the principles and requirements set forth in the Revenue and Taxation Code.
  • Interpret, explain, and apply complex laws, rules and regulations, operating policies, rules, and procedures, of assigned function.
  • Establish and maintain basic financial records; perform mathematical calculations.
  • Compile and maintain extensive records and files.
  • Operate a personal computer in an on-line processing environment, utilize software application programs commonly used in the Assessor’s Office, analyze, and interpret related information.
  • Establish and maintain effective working relationships with those contacted in the course of work.
  • Work with various cultural and ethnic groups in a tactful and effective manner.
  • Communicate clearly and concisely, both orally and in writing.


Assessment Technician II

In addition to the qualifications for Assessment Technician I:

Knowledge of:
  • Various tax exclusions.
  • Various cost estimating methods.
  • Rules, policies, and work practices used in routine property appraisals.
  • Laws, rules, regulations, and procedures pertaining to assessment requirements and ownership exclusions associated with the Revenue and Taxation Code.

Ability to: 
  • Conduct field examinations to capture critical assessment roll data.
  • Make sound judgments in the interpretation and evaluation of property statements and exemption claims; research, collect, assemble, process, and record data related to property value.
  • Apply the principles and requirements set forth in the Revenue and Taxation Code.
  • Interpret, explain, and apply complex laws, rules and regulations, operating policies, rules, and procedures, of assigned function.
  • Understand the organization and operations of the County and of outside agencies as necessary to assume assigned responsibilities.

MISCELLANEOUS INFORMATION

Length of Probation:
All permanent appointments to this classification shall serve a probationary period of twelve (12) calendar months or two thousand eighty (2,080) hours, whichever is more. 
CLASS: 11827; EST: 10/25/2022;
CLASS: 11828; EST: 10/25/2022;