4337 Principal Investigator, Tax Collector

Recruitment #PBT-4337-084350

Introduction

The filing deadline has been extended for additional recruitment

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:

We are recruiting for an innovative, flexible and energetic leader with the ability to motivate others towards achieving strategic goals in revenue generation and with a highly developed sense of integrity and commitment to customer satisfaction.  We are seeking an experienced management professional who prefers and encourages team work 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.

ESSENTAIL DUTIES:

  • Supervises staff, distributes and reviews work for quality control, monitors and evaluates performance, including field and in-house collection/investigation activities.
  • Provides coaching and direction to ensure performance expectations are met and procedures and policies are followed; provides training and instruction to new investigators including unit procedures, enforcement tools and legal collection measures, systems, field safety and local, state and federal tax laws and regulations
  • Supervises field investigation activities including surveying for unregistered businesses, parking garages and lots and hotels; issuance of notice of violations, and citations and the filing of summary judgments and court order enforcement; reviews and maintains field investigation records and reports provided by investigators and, when needed, prepares reports on status of specific accounts; re-evaluates businesses for proper classification or exemption
  • Manages a comprehensive tracking system to monitor field investigation survey results; coordinates and strategizes field investigation operations; compiles and provides statistical data and reports for the purpose of analysis and increase collection and enforcement production; maintains the application integrity and reliability of the program by enforcing accurate data updates.
  • Reviews, assigns and monitors referrals received regarding registration enforcement of businesses that may be in violation of local and county tax ordinances and regulations
  • Reports status of field assignments and special projects to the Compliance Director or designee, and informs other related sections as directed or needed
  • Interprets complex ordinances, state codes, and federal laws to explain obligations to subordinate employees, the general public and representatives of businesses and industrial firms.
  • Represents the City and County as a witness to establish parking and other Third Party liability violations.
  • May conduct field and in-house investigations of more complex and difficult accounts which may entail specialized and technical expertise.

Minimum Qualifications

1. Possession of a Bachelor's Degree from an accredited college or university; AND

2. Possession of a valid Driver's License; AND

3a  Two years of verified professional work experience as the manager, supervisor, or senior investigator of a governmental field collection and investigation unit involved in the collection and investigation of delinquent obligations.  This experience must include supervising lower-level field collection/investigation staff and/or directing, developing and implementing programs and policies relevant to the collection/investigation of delinquent obligationsOR

3b. Five years of verified professional work experience as an investigator of a governmental field  collection/investigation unit involved in the collection and investigation of delinquent obligations

SUBSTITUTION: Additional verified experience as a professional investigator (as listed under minimum qualification 3a or 3b) may be substituted for required education on a year-for-year basis--one year of experience is equivalent to 30 semester or 45 quarter units.

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.

  • Ability to write correspondence, memorandums, and detailed reports and complete legal documents supporting laws, regulations, and policies in a clear, concise well-organized, and effective manner, using proper grammar, punctuation and syntax
  • Ability to speak and explain complex ideas effectively, clearly and concisely.  This includes presenting facts orally and making group presentations
  • Comprehensive knowledge of the laws, rules and regulations governing the collection of delinquent accounts, standard legal procedures used in collection matters, enforcement of judgment, property transactions, probate and tax law
  • Knowledge of modern methods, policies and practices used in collection investigations, escrow, bankruptcy, small claims, bounced-check procedures and post-judgment creditor remedies.
  • Proficiency in computer software programs such as Microsoft Access, Excel and Word.

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

Basic Supervisory Exam: Weight 50%

Candidates who meet the minimum qualifications will be administered a written multiple-choice examination that is designed to measure basic knowledge of various supervisory practices and procedures (e.g. directing, counseling, guiding, evaluating, motivating, disciplining, developing and training subordinates, delegation, etc.) as well as customer service and reading comprehension.

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

The examination is administered via computer or in paper format.  Qualified candidates will be notified of the particular format to be used in their test appointment notification.

The score you achieve on this examination shall 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 this test again should you apply and be found eligible for a future announcement for which this particular test is used. Please note this test is used for other supervisory 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 test for this future announcement is held within one year of the date of this examination, 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 test. 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 this test is used. Please note that, should you re-test, your re-test score would become your official score since it is the most recent.

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

Supplemental Questionnaire: Weight - 50%

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.

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 Three (3) 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:  07/05/2018

Micki  Callahan

Human Resources Director

Department of Human Resources

Recruitment ID Number: 084350

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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