Under immediate supervision, is trained to process work related to ad valorem property tax exemptions and/or change in ownership in the Assessor's office; learns to apply laws, rules and policies pertaining to the Revenue and Taxation Code; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.
CLASS CHARACTERISTICS
This is the trainee level in the Assessment Specialist series. An employee is responsible for learning procedures in identifying and processing documents pertaining to property tax exemptions and property ownership, working from copies of deeds and other legal documents and applying rules and laws pertaining to exemptions and/or ownership for assessment purposes. Upon successful completion of one year as an Assessment Specialist Trainee, incumbents are eligible to move to the entry level class of Assessment Specialist I.
TYPICAL DUTIES
Learns to receive Recorder's images of all recorded transactions as contained in a variety of documents; Learns to select documents required by Assessor and determines recording sequence and initial screening for type of transaction, types of deeds, property transactions, property tax exemptions, and ownership change.
Assists with conducting field inspections of locations for initial exemptions filings in accordance with program regulations and requirements; determines if exemption(s) is granted based on inspection findings.
Assists with confirming parcel numbers from legal descriptions on recorded documents, matches system ownership and makes ownership changes from the information regarding title transfers and applicable exclusions.
Learns to apply pertinent laws, codes, ordinances, and policies to determine if property is subject to reappraisal or if any exclusions apply; determines exemptions and/or transfers or partial interests of property and maintains ownership records; codes documents appropriately for appraisal.
Learns to clarify conflicting ownership information and resolves discrepancies by searching assessment records and recorded documents and by contact with title companies, attorneys and governmental agencies.
May assist property owners or their agents with explanation and completion of exemptions and/or ownership change forms; determines need for additional transfer information and sends appropriate correspondence.
May answer inquiries from the public concerning property tax exemptions, property ownership, values and assessment procedures.
MINIMUM QUALIFICATIONS
EITHER PATTERN I
Experience: One year of work at a level equal to or higher than Senior Office Assistant in San Joaquin County.
OR PATTERN II
Experience: Three years of general office clerical and/or office technical work, including at least one year functioning at a full journey level.
Substitution: a) One year of business training in an approved vocational training program may substitute for one year of the above-required experience; b) Completion of 30 semester/45 quarter credit units at an accredited college or university may substitute for one year of the above required experience; or c) an Associate’s Degree in Business or related field may substitute for two years of the above-required general clerical experience.
AND FOR BOTH PATTERNS
Certificate: As a condition of continued employment, must 1) submit an application for an Interim/Temporary Assessment Analyst Certificate with State of California Board of Equalization and 2) pass one of the BOE’s Assessment Analyst Certificate exam(s): Exemption, Change in Ownership, and/or the Combined within twelve months of appointment.
License: For specified positions, a valid California Driver license or the ability to arrange necessary and timely transportation for field travel.
KNOWLEDGE
General terminology and concepts of assessment; methods of researching, gathering, organizing and reporting data; personal computer systems and general office computer software; language mechanics; public relations techniques.
ABILITY
Read and learn to interpret legal property descriptions; read, learn, and understand laws, codes, ordinances, and regulations relating to the recording of title and maintenance of assessment records; learn to trace title chains; utilize advanced office procedures and equipment; input and maintain program-specific data; follow oral and written procedures and directions; establish and maintain effective working relationships with others; communicate effectively with others, write clearly and legibly; perform basic arithmetical operations.
PHYSICAL/MENTAL REQUIREMENTS
Mobility—frequent operation of a data entry device, repetitive motion, sitting for long periods, walking; occasional standing, pushing, pulling, bending, squatting, climbing; Lifting—frequently 5 pounds or less; occasionally 5 to 30 pounds; Visual—constant good overall vision and reading/close-up work; frequent color perception and use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talking—frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological—frequent decision making, concentration, and public contact; Special Requirements--some assignments may require working weekends, nights, and/or occasional overtime; Environmental—occasional exposure to varied weather conditions.
San Joaquin County complies with the Americans with Disabilities Act (ADA) and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.
Notify Me when a Job Opens for the above position(s)