Under general direction, performs responsible administrative work in directing the operations of the Treasurer-Tax Collector’s Office; and does related or other work as required.
CLASS CHARACTERISTICS
The Assistant Treasurer-Tax Collector is exempt from the San Joaquin County Civil Service system and is an at-will position. This is a senior management classification and reports directly to the Treasurer-Tax Collector. An employee in this classification is responsible for assisting in the management of all divisions in the Treasurer-Tax Collector’s Office to include: 1) Treasury, 2) Tax Collection, and 3) Revenue & Recovery; for directing the billing for and collection of tax and license monies; for ensuring that statutory requirements are met; and for directing the investment of idle funds and the operation of the County Treasury.
This classification description is a general guideline for the Assistant Treasurer-Tax Collector. The typical duties statement is not restrictive and responsibilities and duties may expand beyond those identified in this job specification.
TYPICAL DUTIES
Plans, assigns, directs and administers the ongoing operation of the Treasurer-Tax Collection and Revenue & Recovery divisions; establishes fiscal investment and accounting procedures.
Directs both Treasurer-Tax Collection and Revenue & Recovery Division operations through subordinate supervisors; assigns, supervises, trains and evaluates subordinates; prepares and oversees disciplinary actions.
Reviews and analyzes investment opportunities; recommends investment of County funds; performs cash flow and other analyses.
Reviews and analyzes proposed and existing legislation for both Treasurer-Tax Collection and Revenue and Recovery Division operations; recommends changes necessary to implement new legislation; prepares division policies and procedures; ensures implementation and compliance of policies and procedures.
Serves as liaison with investment banker, brokers and individuals involved in assessment, collection and disbursement of funds.
Audits financial reports and records; prepares or directs preparation of financial and other reports for both Treasurer-Tax Collection and Revenue and Recovery Division operations; prepares budgets for department.
Acts in the absence of the Treasurer-Tax Collector.
MINIMUM QUALIFICATIONS
DESIRABLE QUALIFICATIONS
Education: Graduation from an accredited four-year college or university with a major in Economics, Public Administration, Business Administration or a related field with a minimum of nine upper division units in Accounting and Finance.
Experience: Five years of increasingly responsible financial or fiscal experience preferably in a public agency.
Licenses/Certificates: Possession of a valid Certified Public Accounting (CPA) license is preferred.
KNOWLEDGE
California taxation and revenue codes; principles and practices of management, supervision and training; principles and practices of investment management, public financial administration, accounting and treasury management; modern office automation and information systems equipment and procedures.
ABILITY
Review, analyze and interpret new and existing legislation; plan, organize and direct the work of others; perform cash flow and related analyses; audit financial and accounting records; establish office procedures and financial controls; communicate effectively, both orally and in writing; establish and maintain effective working relationships with other employees, governmental agencies and the public.
PHYSICAL/MENTAL REQUIREMENTS
Mobility-Frequent sitting for long periods of time while operating a keyboard; occasional standing for long periods of time, walking; driving may be required; Lifting-Occasional lifting of 30 pounds or less; Vision-Constant use of overall visual capabilities; frequent use of color perception, hand/eye coordination, reading and/or close up work; Dexterity-Frequent holding, grasping, repetitive motion and writing; Hearing/Talking-Constant hearing and talking of normal speech in person and on the telephone; Emotional/Psychological-Constant concentration and decision making; frequent public contact; occasional working alone and traveling; Environmental Conditions-Occasional exposure to noise; occasional risk of exposure to dust, poor ventilation, and indoor cold/heat.
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.