4224 Principal Tax Auditor-Appraiser

Recruitment #PBT-4224-903034

Introduction

This is a Position Based Test administered in accordance with Civil Service Rule 111A.

Amended to reflect change to Rule of 5 Certification and to accept additional applications

The current position is located at the Office of the Treasurer & Tax Collector. The eligible list resulting from this examination may be utilized for future positions in this class in other City departments.

We are recruiting for an innovative, flexible and energetic leader with the ability to motivate others toward achieving strategic goals in revenue generation, and a highly developed sense of integrity and commitment to customer satisfaction. We are seeking an experienced management professional who prefers and encourages teamwork as a way to accomplish goals, one who drives accountability and provides constructive feedback.  This is a key supervisory position with significant ownership and visibility.

The Office of the Treasurer & Tax Collector:

José Cisneros is the elected Treasurer for the City and County of San Francisco ("the City").  As Treasurer, he serves as the City’s banker and Chief Investment Officer, managing all tax and revenue collection for San Francisco. 

Our mission is to:

  • Facilitate voluntary compliance with the tax laws of the City by simplifying all processes and procedures and by providing efficient customer service.
  • Collect all taxes and fees due and owing to the City.
  • Conserve all City funds, prudently investing the monies to achieve low risk, high liquidity and market yield promote social responsibility with paperless eco-friendly solutions for the shared environment, and advocate financial empowerment and justice for our community.

The Office of the Treasurer & Tax Collector serves two basic functions for the City's residents:

  1. The collection of taxes and other revenue. The Department collects and deposits taxes and other obligations paid to the City, including business taxes, property taxes, and fees for various business licenses and permits that are required by the Municipal Code. Tax Collection units collect over $2 billion annually .Additionally, the Department investigates and collects unreported and delinquent tax obligations.
  2. The conservation and oversight of monies before disbursement. The Treasurer manages all City funds in order to gain the maximum return with low risk and high liquidity, including investing the City’s portfolio of pooled funds. The Treasurer works with all City departments to ensure that funds are received, deposited and reconciled as quickly and accurately as possible, so as to provide maximum interest and investment returns for the people of San Francisco.  You may find additional information at: http://www.sftreasurer.org

ABOUT THE POSITION:

Under direction, is responsible for organizing and supervising the operations of a team of auditors engaged in business tax audits and evaluation of companies’ financial records and issuance of tax deficiencies related to doing business in the City and County of San Francisco; personally audits the more complex accounts and carries out specialized auditing assignments; or performs specialized auditing work in connection with bankruptcy, board of trade and probate matters involving business taxes; and performs other related duties as required.

ESSENTIAL FUNCTIONS:

  1. Supervises, evaluates, reviews and coordinates work activities, assignments and performance of subordinate staff involved in audits, collection, monitoring and maintenance of taxpayer records, accounts, and documentation;
  2. Recommends or approves changes in audit determinations;
  3. Trains and/or supervises the training of new auditors in audit procedures, office policies and legislation;
  4. Communicates policies and procedures to subordinate employees, the general public and representatives of businesses and industrial firms;
  5. Recommends, develops and implements improvements to various Business Tax computer systems and/or audit processes;
  6. May appear in administrative or judicial proceedings as an expert witness on business tax matters; 
  7. May conduct audits of more complex and difficult accounts, relating to payroll, hotel and parking tax assessments, which may entail specialized and technical expertise; plans and executes situs inspections of business firms; incumbent may be required to travel to various parts of the United States where taxpayers’ records are kept.

Minimum Qualifications

These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification.  P'lease note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.

Education:

Requires possession of a baccalaureate degree from an accredited college or university with major coursework in accounting, including at least twenty-four (24) semester units or thirty-six (36) quarter units of accounting and/or auditing courses.

Experience:

Four (4) years of progressively responsible experience in accounting, auditing business taxes and appraisal of personal property and fixtures which must have included two (2) years of experience performing accounting, auditing and appraisal of large commercial and industrial, firms or the administration of payroll and business taxes equivalent to the duties of class 4222 Senior Tax Auditor-Appraiser.

License and Certification: Positions at the Assessor/Recorder’s Office require eligibility for certification from the California State Board of Equalization as an appraiser for property tax purposes. In accordance with the California State Board of Equalization, appointees to this class must possess or obtain permanent certification as an appraiser for property tax purposes within one (1) year of appointment, and must maintain certification as a condition of continued employment.

Substitution: Additional qualifying experience may be substituted for the required education; however, no substitution is allowed for the twenty-four (24) semester units or thirty-six (36) quarter units of Accounting and/or Auditing courses. One (1) year of experience is equivalent to thirty (30) semester units or forty-five (45) quarter units. Six (6) years of professional–level progressively responsible experience as a financial auditor or accountant preparing financial statements and managerial reports, which must have included three (3) years of auditing experience reviewing and preparing audited financial statements and tax returns, may be substituted for the required experience.

Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.

Desirable Qualifications: The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

Knowledge of: principles and procedures and the business tax code pertaining to the various Tax Collector's tax programs.

Ability to: conduct audits of more complex and difficult accounts, relating to payroll, hotel and parking tax; analyze, recommend, develop and implement improvements to various Business Tax computer systems and/or audit processes; use computers and various software applications, including word processing, spreadsheets and databases; manage multiple projects.

Possess good interpersonal and written communications skills.

Verification:

Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process.

If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at http://sfdhr.org/index.aspx?page=456

Verification of qualifying experience, when requested, must be documented on the employer's business letterhead and must include the name of the applicant, job title(s), dates of employment, description of job duties performed, and signature of the employer or the employer’s authorized representative. 

Experience claimed in self-employment will only be accepted if supported by documents verifying income, earnings, business license and experience comparable to minimum qualifications above. Copies of income tax papers or other documents listing occupation and total earnings must be submitted.

Employees of the City and County of San Francisco may submit performance evaluations showing duties performed to verify qualifying City experience. City employees will receive credit for the duties of the class to which appointed. Credit for experience obtained outside of the employee's class will be allowed only if recorded in accordance with the provisions of Civil Service Commission Rules. 

Verification may be waived if impossible to obtain. The applicant must submit a signed statement explaining why verification cannot be obtained. Waiver requests will be considered on a case-by-case basis.

Failure to provide the required verification, or request for waiver when requested may result in rejection of application.

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

How To Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

  • Select the desired job announcement
  • Select “Apply” and read and acknowledge the information
  • Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”
  • Follow instructions on the screen

Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.

Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date.  Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter.  To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file.  Applicants should retain this confirmation email for their records.  Failure to receive this email means that the online application was not submitted or received.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. 

Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Guillermo Tapia by telephone at (415) 554-4473, or by email at Guillermo.tapia@sfgov.org.  

Selection Procedures

Supervisory Test Battery: Weight: 40%

Candidates will be invited to participate in a computer-based examination designed to measure competencies in job-related areas which may include but not be limited to: Problem Solving; Leadership; Decision Making; Interpersonal skill; Human Resources Management; Team Building; Communication & Conflict Management. For more information about this Supervisory Test (and a suggested reading list) please visit: http://www.sfdhr.org/index.aspx?page=325

A passing score must be achieved on the Supervisory Test Battery in order to continue in the selection process.

This is a standardized examination, and, therefore, test questions and answers are not available for public inspection or review.

Scores attained on the Supervisory Test Battery will be valid and 'banked' for three years, starting from the date of the examination. This means that, during this three-year time period, you will not be required to take the Supervisory Test Battery.

The Supervisory Test Battery may be used for many other classes; therefore your test score may be applied to one or more of these classes if you choose to apply to future recruitments.

If the selection process for the future announcement is held within one year of the date of this examination and it includes the Supervisory Test Battery, your score will be automatically applied to that announcement, However, after one year, you have the option to either (a) apply your test score to the other announcement or (b) re-take the Supervisory Test Battery. Re-testing is permitted no sooner than one year from the date of the examination and only in association with your eligibility for another announcement for which the Supervisory Test Battery is used.

Please note that, should you re-test, your re-test score would become your official score since it is the most recent.

Supplemental Questionnaire: Weight - 60%

Applicants will be prompted to complete a Supplemental Questionnaire as part of the online application process and it must be submitted with the application by the final filing deadline. The information provided on the Supplemental Questionnaire must be consistent with the information on the application and is subject to verification. Applicant responses to the Supplemental Questionnaire will assist with determining if you meet the minimum qualifications for the position.

Once submitted, applicant responses on the Supplemental Questionnaire cannot be changed.

It is important that the information provided on the Supplemental Questionnaire be accurate and complete. All statements made on the application materials are subject to verification.

Failure to submit the required supplemental questionnaire by the deadline may result in disqualification from the examination process.

Candidates will be placed on the eligible list in rank order according to their final score.

Eligible List:

The eligible list resulting from this examination is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

The duration of the eligible list resulting from this examination process will be of 6 months, and may be extended with the approval of the Human Resources Director.

Upon approval of the Human Resource Director (see Civil Service Rule 111A.26.5), the eligible list resulting from this announcement may be used by other departments that also use this classification or a similar classification. 

To find other Departments which use this classification, please see http://www.sfdhr.org/Modules/ShowDocument.aspx?documentID=21246. Search that document by title or job code to see which departments use the classification.

Certification:

The certification rule for the eligible list resulting from this examination will be Rule of 5 Scores.  Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

Conviction History

As a finalist for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a finalist. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
  • Candidates for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Having a conviction history does not automatically preclude you from a job with the City.

If you are selected as a finalist, the hiring department will contact you to schedule a fingerprinting appointment.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109).

Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Conclusion

Terms of Announcement:

Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. 

Clerical errors may be corrected by the posting the correction on the Department of Human Resources website at www.jobaps.com/sf.

The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is ‘abuse of discretion’ or ‘no rational basis’ for establishing the position description, the minimum qualifications and/or the certification rule.  Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director.  Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

General Information concerning City and County of San Francisco Employment Policies and Procedures:

Important Employment Information for the City and County of San Francisco can be obtained at http://sfdhr.org/information-about-hiring-process or hard copy at 1 South Van Ness Avenue, 4th Floor.

Copies of Application Documents:

Applicants should keep copies of all documents submitted, as these will not be returned.

Right to Work:

All persons entering the City and County of San Francisco workforce are required to provide verification of authorization to work in the United States.

Requests:

Applicants with disabilities who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at: http://sfdhr.org/information-about-hiring-process#applicantswithdisabilities

Information regarding requests for Veterans Preference can be found at: http://sfdhr.org/information-about-hiring-process#veteranspreference

Seniority Credit in Promotional Exams:

Information regarding seniority credit can be found at: http://www.sfdhr.org/index.aspx?page=20#senioritycredit

 

Women, Minorities, and Persons with Disabilities are encouraged to apply

An Equal Opportunity Employer

 

Exam Type:  Combined Promotive and Entrance

Issued:  09/18/2018

Micki  Callahan

Human Resources Director

Department of Human Resources

Recruitment ID Number: 903034

TTX/GT/(415) 554-4473

Benefits

All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.

 



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