Placer County

Property Tax Analyst (#11832)

$48.40-$60.46 Hourly / $8,389.33-$10,479.73 Monthly / $100,672.00-$125,756.80 Yearly


DEFINITION

To perform a variety of highly complex professional accounting, analytical, and auditing duties for property tax and other programs within the Auditor-Controller's Office; to personally perform professional accounting work related to this calculation and application of property tax rates, the preparation and maintenance of tax rolls, and the distribution of property tax to the appropriate taxing jurisdictions.

DISTINGUISHING CHARACTERISTICS

This is an advanced journey, supervisory level classification within the Property Tax Division of the Auditor-Controller's Office. This single position classification performs complex accounting and financial analyses and typically supervises an accounting function, including professional accounting, technical, and clerical personnel. Employees at this level are required to be fully trained in all procedures related to the assigned area of responsibility.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from assigned higher level management staff.

Exercises direct supervision over professional, technical, and clerical staff.

EXAMPLES OF ESSENTIAL DUTIES

Duties may include, but are not limited to, the following:
  • Participate in the development and implementation of goals, objectives, policies, procedures, and priorities for the property tax unit; make recommendations for departmental policies and appropriate service and staffing levels.
  • Recommend and administer policies and procedures to ensure compliance with Government Code, Revenue and Taxation Code, Generally Accepted Accounting Principles, and other local, state, and federal regulations.
  • Provide supervision of professional, technical, and clerical staff in support of property tax and/or other assigned programs; provide leadership and direction to a team of professional and technical staff.
  • Participate in the selection of staff; coordinate staff training; conduct performance evaluations; recommend discipline; implement discipline procedures as directed.
  • Provide responsible professional and technical direction and assistance in the administration and implementation of property tax functions and other department or Countywide programs and integrated accounting and financial systems.
  • Interpret, explain, and apply general and governmental accounting/auditing principles and procedures, laws, and regulations affecting the more complex financial operations of property tax and other related functions.
  • Design, implement, update, and document accounting, auditing, and financial management systems and software; perform administrative maintenance and auditing of property tax system software to ensure proper functioning; establish procedures for workflow and format.
  • Analyze a variety of accounting and financial reports; prepare and perform complex property tax calculations.
  • Receive local assessed values from the Assessor's Office and apply appropriate tax rates; prepare and maintain various tax rolls; perform all necessary calculations to analyze, audit, and balance tax rolls; provide accurate property tax data to the Treasurer-Tax Collector for collection.
  • Calculate property tax apportionment factors; reconcile all tax apportioned fund balances.
  • Perform analysis of current and future property tax data for use in a variety of complex tax, fiscal, and statistical reports, including those for submission to other departments and governmental agencies.
  • Administer, monitor, and budget for contracts, including contracts related to County tax sharing agreements with cities and special districts; review tax sharing agreements and prepare revenue estimates.
  • Analyze, prepare, and reconcile tax and bond schedules; prepare journals for new bonds and for annual setup; analyze end of year balances, official statements, and amortization schedules.
  • Assist in the creation and implementation of special tax sharing agreements, memorandums, agenda items, and correspondence for annexations into cities; prepare estimates and budgets to demonstrate Countywide fiscal impacts.
  • Assist in the coordination of audits; schedule and provide information and reporting for audits; ensure availability and accuracy of required reports and documentation; work with independent and state auditors to resolve issues and provide guidance and/or recommendations as appropriate.
  • Represent the County and the Auditor-Controller's Office to the public and other agencies and organizations; participate in outside community and professional groups and committees, including the Oversight Board for Successor Agencies; provide technical assistance as necessary.
  • Build and maintain positive working relationships with coworkers, other County employees, and the public using principles of good customer service.
  • Perform related duties as assigned. 

WORKING CONDITIONS

Work is typically performed in an indoor office environment with controlled temperature conditions. Position may require travel to and from other locations in a variety of outdoor weather conditions. 

MINIMUM QUALIFICATIONS

Experience and Training:
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:  
Experience: Two years of responsible, journey level professional accounting and/or financial auditing experience performing duties similar to an Accountant II or an Auditor II with Placer County. 

Training: Equivalent to a bachelor's degree from an accredited college or university with major course work in accounting, finance, or a related field.

Required License or Certificate:
May need to possess a valid driver's license as required by the position. Proof of adequate vehicle insurance and medical clearance may also be required.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of: 
  • Tax billing principles and techniques.
  • Application and operation of computerized accounting systems and spreadsheets, using common accounting and spreadsheet software.
  • Pertinent local, state, and federal rules, regulations, and laws applicable to governmental accounting, auditing and finance, and property tax collection and apportionment.
  • Local, state, and federal accounting and property tax requirements as well as statutory and legislative requirements related to county tax rolls.
  • Generally Accepted Accounting Principles, governmental accounting standards, and other governmental and tax accounting and auditing procedures.
  • Statutorily binding codes and regulations, including but not limited to the Revenue and Taxation Code, City Code, and Health and Safety Code.
  • Methods and techniques of analyzing financial data.
  • Principles and practices of accounting, financial, and statistical recordkeeping.
  • Principles and theories of internal control, including indicators of fraud and risk.
  • Organization and management practices as applied to the development, analysis, and evaluation of programs and operational needs of the property tax unit.
  • Principles and practices used in planning, organizing, and controlling workflow and processes.
  • Standard accepted principles and practices of motivation, team building and conflict resolution.
  • Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures.
  • Modern office practices, methods, and computer equipment and applications.
  • English usage, grammar, spelling, vocabulary, and punctuation.
  • Techniques for effectively representing the County in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
  • Techniques for providing a high level of customer service by effectively working with the public, vendors, contractors, and County staff.

Ability to: 
  • On a continuous basis, know and understand all aspects of the job; intermittently analyze work papers, reports, and special projects; identify and interpret technical and numerical information; observe and problem solve operational and technical policies and procedures; understand, recall, and explain a variety of information; work under time pressure and complete a high volume of tasks with frequent interruptions; focus on a single task for long periods of time.
  • On a continuous basis, sit at a desk or in meetings for long periods of time; intermittently walk, stand, bend, push, pull, and twist to reach equipment surrounding desk; perform simple grasping and fine manipulation; speak, use telephone, write, and use a keyboard to communicate; see and hear with sufficient acuity to perform essential job functions; lift light weight.
  • Organize, implement, and direct accounting, auditing, and financial reporting operations and/or activities. 
  • Analyze and evaluate accounting systems and financial programs; design improvements and controls for assigned operations; and assess overall effectiveness of fiscal responsibilities.
  • Interpret and apply pertinent local, state, and federal laws and regulations.
  • Analyze complex data, identify discrepancies, develop accurate and concise summaries and tables, and draw logical and appropriate conclusions; present technical information and data in an effective manner.
  • Perform complex general accounting duties with a significant degree of independence.
  • Evaluate and develop improvements in operations, procedures, policies, or methods.
  • Analyze problems, conduct research, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals.
  • Analyze situations quickly and objectively, apply appropriate elements of decision-making, and determine the proper course of action. 
  • Prepare clear and concise reports, correspondence, and other written materials.
  • Utilize governmental accounting and property tax software, as well as other general technology and software.
  • Supervise, train, and evaluate assigned staff.
  • Effectively represent the department and the County in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals.
  • Work with various cultural and ethnic groups in a tactful and effective manner.
  • Establish and maintain effective working relationships with those contacted in the performance of required duties.
  • Communicate clearly and concisely, both orally and in writing.

MISCELLANEOUS INFORMATION

Length of Probation: 
All permanent appointments to this classification shall serve a probationary period of twelve (12) calendar months or two thousand eighty (2,080) hours, whichever is more. 

Bargaining Unit: 
Management

FLSA Status:
Exempt

Established: 
06/03/2023

Revised:  

Last Content Review:
06/03/2023


CLASS: 11832; EST: 6/3/2023;