4334 - Investigator, Tax Collector

Recruitment #PBT-4334-084993

Introduction

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

Amended posting to reflect changes to Working Conditions, Desirable Qualifications and Application closing date.

The current position is located in 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.

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  

Essential Duties: Under general supervision, the 4334 Investigator, Tax Collector position:

  • Performs field investigations and surveillance of business establishments and operations for the collection of delinquent revenues and enforcement of licenses, business taxes, and other city and county obligations pursuant to local, state and federal law;
  • Interviews business operators and provides ordinance information;
  • Performs research, including location and asset searches;
  • Confirms licensure and registration of businesses;
  • Gathers, analyzes, maintains, and updates financial records; 
  • Provides tax and fee information to business owners, representatives, and the public regarding;
  • Collects all relevant taxes and fees;
  • Issues notices and citations, and negotiates and collects on payments and installment agreements;
  • Identifies unregistered business activities through the use of computerized databases, published business lists, field surveys and other resources to assure proper compliance with business tax, license and fee ordinances; 
  • Prepares and submits timely and accurate investigative reports;
  • Reviews and processes business registration applications and other business records; 
  • Conducts post-judgment enforcement activities, files and collects on liens, and serves legal documents for judicial action;
  • Compiles evidence and appears in administrative and/or judicial proceedings as a witness for the City; and 
  • Performs other duties as assigned.

Working Conditions: Essential duties require 4334 Investigators to sit, stand, and walk for extended periods and work in inclement weather.  Duties sometime involve interacting with the public under hostile conditions

Minimum Qualifications

  1. Two (2) years of verifiable collection experience, which must have included one (1) year of investigative experience involving gathering, tracing, and locating information on individual's whereabouts and ability to pay, AND
  2. Possession of a valid California Driver's License and ability to meet insurability standards.

Applicants must meet the minimum qualification requirements 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:

  • Experience with modern methods and practices used in collection investigations; laws, ordinances, rules and regulations pertaining to business tax laws, collections, and investigations.
  • Strong skills in Microsoft Office software applications, including word processing, spreadsheets and databases.
  • Strong research, oral and written communications skills.
  • Experience with customer service and professionally dealing with hostile individuals.
  • Strong analytical skills and experience with negotiations.   

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

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.

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

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

Candidates will be prompted and required to answer supplemental questions as part of the online employment application. All applicants must complete this section prior to submitting the application by the final filing deadline.

The information provided must be consistent with the information on the application and is subject to verification. Responses will be used to assist in determining if you meet the minimum qualifications for the position

Supplemental Questionnaire: Weight - 100%

The supplemental questionnaire will be used to evaluate and rank qualified candidates. Applicants will be prompted to complete the Supplemental Questionnaire that must be submitted during the online application process. Information provided by the candidate on the Supplemental Questionnaire will be evaluated to determine the final score.

This final score will be used to determine the rank of candidates on the eligible list.  Candidates will be placed on the eligible list in rank order according to their final score.

It is important that the information provided on the supplemental application 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.

Note:  Applicants that meet the minimum qualifications are not guaranteed advancement in the selection process .

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 six (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 Five (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 & Entrance

Issued:  04/27/2018

Amended: 05/09/2018

Micki  Callahan

Human Resources Director

Department of Human Resources

Recruitment ID Number: 084993

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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