CLASSIFICATION NO. 068
ASSESSMENT AND TAXATION CLERK 2
Under general supervision, to process and maintain a variety of records and documents relating to assessment and taxation of real and personal property; to act as lead worker of a specific function and the assigned staff; and to do other work as required.
The Assessor's Office is responsible for the mapping and appraisal of property in the County, the preparation of property assessment and taxation rolls and the collection and distribution of property taxes. This department provides services to all government jurisdictions in the County, including schools, cities and special taxing districts.
The Assessment and Taxation (A&T) Clerk 2 has lead responsibility for an assigned specialized property tax function including assigned A&T Clerk 1 staff, performs a variety of complex record keeping tasks in support of Assessment and Taxation functions and laws, and compiles and maintains assessment and taxation roll records.
The A&T Clerk 2 differs from the A&T Clerk 1 which primarily focuses on providing initial customer service. The A&T Clerk 2 also differs from the A&T Clerk 3 which has primary responsibility for the maintenance and verification of the computerized assessment and tax roll, the processing of taxing district budgets, the calculation of tax rates, and the correction and distribution of tax dollars.
Duties may include but are not limited to the following:
- Communicates with the public, County departments, and related business agencies via the telephone or in person; answers questions regarding Assessment and Taxation departmental procedures and regulations according to established guidelines, regulations, instructions, and statutes; advises on matters involving property assessment, taxation, exemptions, and other functions specifically relating to Assessment and Taxation; provides information contained in the Assessment and Taxation rolls.
- Acts as a lead worker to support staff performing specialized property tax functions; performs, trains and leads staff in coding and entering data in to a variety of software applications for real or personal property.
- Processes a variety of exemption applications and reports; verifies filing requirements and determines if legal qualifications are met; may conduct field inspections for verification.
- Examines and researches property changes affecting the legal description and value of property; check calculations on acreage; works closely with Cartography to ensure all recorded legal documents in the County are reflected on the assessment and taxation roll.
- Performs complex value and tax calculations for taxing purposes; enters and balances the data changes and verifies compliance with Oregon Statutes; researches and initiates refunds resulting from corrections or overpayments to the tax roll.
- Oversees large and complex mailing processes for a variety of assessment and tax processes.
- Provides assistance to business owners who are required to file annual returns and accurately reflects all taxable business personal property; leads and reviews staff work on inventory coding and data entry; may perform field inspections for verification.
REQUIRED KNOWLEDGE AND SKILLS
Working knowledge of: Assessment and taxation laws, rules, and regulations governing real and personal property; public and customer service techniques; office operations, procedures and equipment; business math; cash handling procedures; documents and records relating to property ownership; lead work techniques; English spelling, punctuation, grammar and composition.
Skill to: Independently and accurately perform tasks and duties following established procedures, policies, and guidelines; perform arithmetic calculations with speed and accuracy; effectively operate office equipment, including personal computer hardware and software applications; effectively communicate technical information, both orally and in writing; work effectively in a multi-task and deadline driven environment; establish and maintain effective working relationships with the public, title companies, government agencies, staff and other County employees; provide assistance and information to customers; handle a high volume of customers via telephone or in person.
Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment.
MINIMUM RECRUITING STANDARDS
Any satisfactory combination of experience and training that demonstrates possession of the required knowledge and skills.