1825 Prnpl Admin Analyst II, Property Tax Manager

Recruitment #PBT-1825-098850

Introduction

Citywide Property Tax Manager
City Job Classification:  1825 Principal Administrative Analyst II

Controller’s Office -  Budget and Analysis Division

Please note:  This examination announcement has been amended on 8/14/2019 to update the certification rule.   

Overview: 

The Controller’s Office Budget and Analysis Division (BAD) manages the technical development of the City’s annual budget, including forecasting tax revenues and labor costs, and assisting the Mayor and Board of Supervisors with related policy initiatives. The group produces a variety of reports, including quarterly budget status updates and year end analyses.

 

The Division’s Property Tax Unit manages property tax apportionment, rate setting, and reporting to the state, places special assessments on property tax bills, and processes the Assessor’s changes to prior and current year property tax rolls. These functions result in approximately 250,000 individual property tax bills and over $3.2 billion in annual property tax revenues allocated in accordance with state and local law, and manages the Redevelopment Property Tax Trust funds. The Unit’s staff currently access data in the Assessor’s assessment and Tax Collector’s property tax systems to resolve errors, administer refunds, and pro-rate tax bills.

 

With the 2012 dissolution of redevelopment agencies in California, the Unit is also involved in the formation of, and allocation of assessment and tax increment revenue to, an expanding array of community facilities districts (CFDs), special tax districts (STDs), infrastructure financing districts (IFDs), and infrastructure revitalization and financing districts (IRFDs).

 

The City recently began implementation of a cloud-based solution to replace its mainframe property tax system to fulfill the business needs of both the Treasurer/Tax Collector and Controller. While the City’s vendor has developed functionality for the Tax Collector business processes, San Francisco is its first California Auditor-Controller client, which means the Property Tax Manager is the key subject matter expert for developing California-specific Auditor-Controller functionality. The target go live date for the new system is July 1, 2020.

Position Description

Under general administrative direction, the Property Tax Manager reports to the Division Director and interfaces with a broad range of City Departments and external agencies involving all aspects of county property tax administration. This position conducts and oversees the complex and detailed analytical and accounting work needed to: project, record, monitor and allocate revenues in compliance with state guidelines; calculate and submit the annual property tax rate to the Board of Supervisors; analyze and advise on the fiscal impact of changes in processes, systems, and legislation. The position manages the unit’s staff of four.

 

The Unit works with a variety of stakeholders, including: the County’s five primary taxing entities; dozens of entities assessing special assessment and direct charges (including CFDs, IFDs, and IRFDs); taxpayers; entities involved in allocation of tax increment; and other internal and external parties. The Property Tax Manager represents the Controller’s Office in meetings involving systems, policies and procedures related to property tax, monitors the accuracy of property tax adjustments, prepares state reports and year end analyses, and updates bond disclosures. In the past fiscal year, the portfolio has expanded to include projecting and allocating excess ERAF (Educational Revenue Augmentation Fund) funds to the City/County.

 

Essential Duties include but are not limited to:

  • Manage the Unit’s staff assigned to reporting, accounting and taxpayer services.
  • Analyze, review and approve property tax-related journal entries in the City’s financial system.
  • Calculate the annual property tax rate and lead legislative process through Board adoption.
  • Forecast, monitor, allocate and report on property tax revenue to a variety of stakeholders, including policymakers, investors, and the public.
  • Calculate, remit and report on allocations of tax increment the redevelopment successor agency, IFDs, and IRFDs in accordance with state and local requirements.
  • Prepare reports for state and local auditors and follow up on audit findings.
  • Analyze, evaluate, interpret and implement new and existing regulations.
  • Review and provide input on financial plans developed to support the creation of new CFDs, IFDs, and IRFDs.
  • Maintain strong working relationships with staff in the Assessor’s Office, Treasurer/Tax Collector’s Office, other City departments, state and local education entities, and others.
  • Propose and implement operational system improvements.
  • Serve as the City’s lead subject matter expert on Auditor-Controller property tax functionality in the implementation of new systems;
  • Other duties as assigned. 

The employee must be willing to work a 40-hour week as determined by the department, with overtime work required during periods of seasonal need, and promote a customer service goal of excellence

 

Minimum Qualifications

These minimum qualifications are to be used as a guide for establishing the education, training, experience, special skills and/or license which may be required for employment in the class. Although these minimum qualifications are typical of the class, additional minimum qualifications and special conditions may apply to a particular position and will be stated on the job announcement.

1. Possession of a graduate degree (Master's degree or higher) from an accredited college or university AND seven (7) years full-time equivalent experience performing professional level analytical work as described in Note A; OR

2. Possession of a graduate degree (Master's degree or higher) from an accredited college or university with major college coursework as described in Note B and six (6) years full-time equivalent experience performing professional level analytical work as described in Note A; OR

3. Possession of a baccalaureate degree from an accredited college or university and eight (8) years of full-time equivalent experience performing professional level analytical work as described in Note A; OR

4. Possession of a baccalaureate degree from an accredited college or university with major college coursework as described in Note B and seven (7) years full-time equivalent experience performing professional level analytical work as described in Note A

SUBSTITUTION: Applicants may substitute up to 2 years of the required education with additional qualifying experience in budget analysis, financial analysis and reporting, legislative/policy analysis, or contract/grant administration. One year (2000 hours) of additional qualifying experience will be considered equivalent to 30 semester units/45 quarter units.

Notes on Qualifying Experience and Education:

A. Qualifying professional-level analytical experience must be in one or more of the following functional areas: complex budget analysis, development and administration; complex financial/fiscal analysis and reporting; development of complex contracting systems and administration of competitive bid processes and complex contractual agreements; development and evaluation of complex management/administrative policy; complex grant administration and monitoring; complex program evaluation and planning; complex legislative analysis; complex economic analysis; or other functional areas related to the duties of positions in Class 1825, where the primary focus of the job is complex professional-level analysis for evaluation, recommendation, development and implementation of major programs and functions of department/organization. Analytical experience equivalent to the duties of Class 1824 is considered qualifying.

B. Coursework applicable to a baccalaureate or higher degree in specialized subject matter areas such as public or business administration, management, business law, contract law, public policy, urban studies, economics, statistical analysis, finance, accounting or other fields of study closely related to the essential functions of positions in Class 1825.

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

 

In addition to the Minimum Qualifications listed above, this position has additional requirements. In order to qualify for any of this position, applicants must meet the following

Special Condition:
Three (3) years of Budget Administration Experience. 

The above minimum qualifications reflect special conditions associated with the position(s) to be filled. They may differ from the standard minimum qualifications associated with this classification.  The special condition of three (3) years of budget administration experience can be gained concurrently with the required professional-level analytical work experience.

 

Desirable Qualifications:

  • Proven ability to interact skillfully and tactfully with staff at all levels of government officials, external agencies, taxpayers and other members of the public.
  • Proven leader who is professional, team oriented and collaborative.
  • Strong oral and written communication skills, including presentation to diverse stakeholders from a variety of disciplines.
  • Three (3) years of full time equivalent experience with property tax administration in California, preferably in an Auditor-Controller's Office.
  • Three (3) years full-time equivalent supervisory experience.
  • Five (5) years full-time equivalent experience performing professional-level analytical work in areas of complex financial/fiscal and budget analysis.
  • Demonstrated knowledge of California Revenue & Taxation Code governing the administration of property tax.
  • Experience with recent software implementation.
  • Experience with PeopleSoft Financials and Supply Chain Management System.

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

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, Vicente.Centeno@sfgov.org, by telephone at (415) 554-7506, or by email at Vicente.Centeno@sfgov.org and Carlos.Benitez@sfgov.org

 

Selection Procedures

Supplemental Questionnaire/MQSQ: (Qualifying) 

You will be prompted to complete a Supplemental Questionnaire as part of the online employment application.  The purpose of this Supplemental Questionnaire is to determine your experience, training and education as they relate to the job-related knowledge, skills and abilities needed to perform the essential functions of Class 1825.  Responses on this Supplemental Questionnaire will be evaluated to determine if you meet the minimum qualifications and special conditions for this classification.  

 

Supplemental Examination: (Weight 100%)

Candidates who meet the minimum qualifications and special conditions will be sent a Supplemental Questionnaire via electronic mail after the closing of this filing period.  The Supplemental Questionnaire Evaluation serves at the examination for this position and is designed to measure knowledge, skills and/or abilities in job-related areas.  A passing score must be achieved on the Supplemental Questionnaire Evaluation in order to continue in the selection process.  A Supplemental Questionnaire will be emailed after the closing of this filing period.  Applicants will be given a deadline to return the Supplemental Questionnaire.  Those who do not respond by the established deadline will not be eligible to continue in the examination process and will not be added to eligibility list resulting from this process.

 

 

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). Candidate scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

Verification:
Applicants will be required to submit verification of qualifying education and experience at any point in the application, examination and/or departmental selection process.  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.

Conviction History

As a selected candidate 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 selected candidate. 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 a selected candidate, 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

Eligible List/Score Report: 
A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process 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 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/score report 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 https://sfdhr.org/sites/default/files/documents/ASO-Level-Chart.pdf?documentID=21246.

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.

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. 

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

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

 

Exam Type: CPE 
Issued: 8/2/2019
Amended:  8/14/2019
Micki  Callahan

Human Resources Director
Department of Human Resources
Recruitment ID Number: PBT-1825-098850
CON/VC/ 415-554-7506

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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