County of Alameda

DESCRIPTION

Under general direction, to plan, coordinate, assign, evaluate, and supervise the work and operations of Assessor’s Technicians I/II/III and other clerical personnel in the Assessor’s Office. The personnel supervised perform a variety of difficult, technical, and complex work in reviewing and examining a variety of recorded documents regarding changes of ownership and transfer of properties, examining a variety of source documents for correctness and conformance with Assessor’s standards including property statements and exemption claims, and may provide a variety of Assessment related information to the public. The Assessment Supervisors provide training and instruction, make decisions involving procedural or technical problems, and do related work as required.

DISTINGUISHING FEATURES

Positions are allocated at the I and II levels in this classification series as noted below:

• Appraisal Support – I level only
• Assessee Services – II level only
• Assessment Roll – I and II levels
• Business Personal Property – I level only

Assessment Supervisor II is the second level in the Assessment Supervisor series. This classification is distinguished from the next lower one of Assessment Supervisor I in that the former class supervises clerical staff performing duties of the most complex and technical nature involving multiple ownerships, partnerships, trusts and limited liability companies. Incumbents in this class may supervise staff whose primary duties involve a high degree of daily public contact including answering a variety of property tax assessment questions. They assist taxpayers with Assessor forms and claims including homeowners’ exemptions. Other tasks include processing requests for informal review of assessed value, and transferring supplemental and escape assessments to the unsecured tax roll, when legally appropriate. Assessment Supervisor II’s apply legal statutes and rules requiring expertise and specialized knowledge. They research assessments, various claims and legal documents; problem solve; and make independent interpretations to resolve property tax assessment related problems.

This series differs from the Supervising Clerk class series in that positions in the former class are unique to the Assessor’s Office and require detailed knowledge of the specialized legal and administrative functions of an Assessor’s Office, Assessor’s computer system, general knowledge of other property tax-related departments and have responsibility for legal and technical duties relating to the production of the assessment roll, whereas the latter is the broad countywide supervisory classification.

EXAMPLES OF DUTIES

NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

1. Plans, assigns and establishes work priorities, provides direction, gives instructions and makes decisions on difficult clerical problems in connection with the supervision of the Assessor’s clerical staff.

2. Reviews and evaluates work performance; ensures accuracy and conformity to established office procedures; prepares manuals of office procedures and instructs subordinates in their use.

3. Interviews and hires staff; trains and cross trains; disciplines staff; participates in resolving personnel problems.

4. Assists in developing policies and procedures to conform to changing laws and to improve work flow; writes and updates procedural manuals as well as legal reference manuals regarding new and existing legislation.

5. Develops, implements, and interprets policies and procedures to ensure compliance with changing laws and conducts a continuing program of orientation and training for new and regular employees to keep them abreast of current procedures.

6. Evaluates and implements revisions of office systems, procedures, and policies.

7. Evaluates the work of the Assessor’s clerical staff to ensure work standards are met and to determine training needs.

8. Resolves complex problems with the public, attorneys, and others regarding problems with changes of ownership, property assessments and associated tax bills.

9. Analyzes computer system (“IMPROVE”) input problems and recommends changes.

10. Prepares or directs the preparation of correspondence to the public explaining problems relating to changes of ownership, homeowners exemptions, assessment appeals and valuation changes.

11. Resolves supplemental tax issues pertaining to real property transfers or new construction.

12. Prepares or directs the preparation of correspondence to the Auditor, Tax Collector and the Clerk, Board of Supervisors relating to homeowners exemptions, assessment appeals and valuation changes affecting the assessment roll and associated tax bills.

MINIMUM QUALIFICATIONS

Either I
Experience:

The equivalent of one year of full-time experience in the class of Assessment Supervisor I, or an equivalent or higher level supervisory class in the Alameda County Assessor’s Office. (Non-classified includes District Attorney’s Office and the Consolidated Courts.)

Or II
Experience:

The equivalent of two years’ full-time experience in the class of Assessor’s Technician III in the Alameda County Assessor’s Office.

Or III
Experience:

The equivalent of three years’ full-time supervising experience including two years preparing or processing the more complex legal documents dealing with multiple ownerships, partnerships, trusts and limited liability companies, property statements, forms and/or records for an Assessor’s Office or other property tax assessment-related office.

NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS

NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the “Examples of Duties” section of this specification.

Knowledge of:

• County policies and procedures.
• Modern office organization, practices, and equipment.
• Revenue and Taxation Codes as they pertain to the Assessor’s Office.
• Operating details and policies of the Alameda County Assessor’s Office.
• Principles and practices of supervision.
• Principles of modern office management.
• Training methods and techniques.
• Appropriate English grammar, vocabulary, spelling, and punctuation.
• Relevant computer applications.

Ability to:

• Interpret the Revenue and Taxation Codes.
• Deal effectively with members of the legal profession and the public.
• Communicate verbally and in writing.
• Make decisions
• Lead.
• Plan and organize.
• Manage and control.
• Analyze budgets.
• Demonstrate interpersonal sensitivity.
• Be flexible.
• Adapt to stress.
• Understand, implement, and train staff on State laws, legislative policies, County administrative codes and ordinances, and other laws and procedures.

Alternate Range Criteria:

1. Supervisor of clerical units, the majority of whose subordinates are in a class having a salary range equal to or below that of the class of Clerk II, do not receive the alternate range.

2. Supervisors of clerical units, the majority of whose subordinates are in classes having a salary range above that of the class of Clerk II, are eligible for assignment to the higher applicable salary step and shall be entitled to additional compensation.

NOTE: In positions where such persons meet the “alternate range” criteria as defined in the class specification, (#2) additional compensation may be provided for, pursuant to provisions of the Alameda County Salary Ordinance.

CLASS SPEC HISTORY

SA:pf 8/26/05
Newspec: 2580-2581.doc
CSC Date: 10-26-2005
SA:pf Revision 11/28/05
CSC Date: 12/7/05
SJ:cs Revised 12/3/15
CSC Date: 1/6/16

BENEFITS

Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being.  These benefits include but are not limited to*:

For your Health & Well-Being

• Medical – HMO & PPO Plans
• Dental – HMO & PPO Plans
• Vision or Vision Reimbursement
• Share the Savings
• Basic Life Insurance 
• Supplemental Life Insurance (with optional dependent coverage for eligible employees)
• Accidental Death and Dismemberment Insurance 
• County Allowance Credit
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

• 12 paid holidays
• Floating Holidays
• Vacation and sick leave accrual
• Vacation purchase program
• Management Paid Leave**
• Catastrophic Sick Leave
• Pet Insurance
• Commuter Benefits Program
• Guaranteed Ride Home
• Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
• Employee Discount Program (e.g. theme parks, cell phone, etc.)
• Child Care Resources
• 1^st United Services Credit Union 

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.  This provides a brief summary of the benefits offered and can be subject to change.

** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.