Under general direction, assists in the administration and evaluation of comprehensive business and personal property auditing and appraisal programs in the office of the County Assessor; 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 first management-level class in the Auditor-Appraiser series. An incumbent in this class directs and oversees the work of supervisory, professional and technical staff who perform business and personal property audits, valuations, and appraisals. The incumbent establishes auditing and appraisal procedures as needed to maintain program quality and ensures that assigned programs and activities comply with laws, regulations and policies.
TYPICAL DUTIES
Plans, organizes, coordinates and directs assigned business and personal property auditing and appraisal programs and activities; provides advanced technical expertise to department staff and taxpayers with regard to property auditing and appraisal requirements and methods.
Selects, schedules, assigns, and evaluates subordinate staff, including subordinate supervisors; provides direction regarding difficult problems and organizational issues; reviews the work of staff as needed for quality assurance purposes.
Manages auditing and/or appraisal projects; assists in determining project scope and methodology; monitors processes and timelines; evaluates outcomes.
Conducts quality control activities as needed to ensure that assigned programs adhere to departmental policies and operating procedures; analyzes work systems to determine efficiency and effectiveness of the systems; develops and recommends new policies and procedures for assigned functions and programs; reviews and analyzes procedural problems; confers with subordinate staff regarding procedural effectiveness.
Revises operations manuals as required; assists in the preparation and distribution of administrative directives; reviews and approves requests for new forms and modification of existing forms; prepares, edits, and approves final proof copies of new and revised forms.
Manages the preparation and presentation of appeal cases before the Board of Equalization.
Oversees the assignment and review of cooperative audits.
Participates in strategic planning and goal setting activities for assigned programs and for the department as a whole.
Analyzes and interprets new and impending legislation affecting assigned programs and functions; reports changes and recommends action and methods to effect implementation; monitors implementation to assure that legislative mandates are being met.
Prepares training programs as needed to develop staff competencies and disseminates training information to staff.
Assists in preparing and monitoring unit and division budgets; analyzes staffing requirements, equipment and supply needs; prepares correspondence and reports, including both narrative and statistical reports; assists in responding to inquiries or complaints; may represent the Assessor at meetings, local or State Board of Equalization hearings, and/or civil and professional functions.
MINIMUM QUALIFICATIONS
EITHER PATTERN I
Experience: Two years equivalent as an Auditor-Appraiser IV in San Joaquin County service.
OR PATTERN II
Education: Graduation from an accredited four-year college or university with a major in accounting, including at least 18 semester (or equivalent quarter) units in accounting or auditing coursework.
Experience: Six years of professional accounting or auditing work, including at least two years (within the last ten years) conducting business and personal property audits and appraisals in a California County Assessor’s office, AND at least two years in a supervisory capacity.
OR PATTERN III
Education: Completion of 60 semester (or equivalent quarter) units from an accredited college or university, including at least 18 units in accounting or auditing courses.
Experience: Eight years of professional accounting or auditing work, including at least two years (within the last ten years) conducting business and personal property audits and appraisals in a California County Assessor’s office, AND at least two years in a supervisory capacity.
OR PATTERN IV
License: A current California license in accounting.
Education: Completion of at least 18 semester (or equivalent quarter) units in accounting or auditing courses from an accredited college or university.
Experience: Eight years of professional accounting or auditing work, including at least two years (within the last ten years) conducting business and personal property audits and appraisals in a California County Assessor’s office, AND at least two years in a supervisory capacity.
AND FOR ALL PATTERNS
License: Possession of a valid California driver’s license.
Certificates: A permanent Appraiser’s Certificate issued by the State Board of Equalization must be obtained by an employee in this class within the first year of employment.
Special Requirement: Successful completion of: 1) an advanced income course offered by either the State Board of Equalization, the Appraisal Institute, or the American Institute of Real Estate Appraisers; AND 2) one additional advanced State Board of Equalization or equivalent appraisal course.
KNOWLEDGE
Principles and practices of management, supervision, and training; standard business practices; principles, practices and procedures related to the appraisal of industrial, commercial and other real and personal property for tax assessment purposes; accounting and auditing principles and practices; laws, rules, and regulations relating to the assessment of real and personal property for tax purposes in California.
ABILITY
Plan, organize and direct work flow of the auditing division; develop office procedures; analyze and present facts and recommendations clearly and concisely, both orally and in writing; plan, assign, and supervise the work of subordinate employees as required; establish and maintain effective working relationships with the public and other appraisers.
PHYSICAL/MENTAL REQUIREMENTS
Mobility --Frequent operation of keyboards, sitting for extended periods, standing for long periods, walking; Lifting – Frequently 20 pounds or less; Vision – Good vision; frequent reading and close-up work; normal hand and eye coordination; Dexterity – normal dexterity with frequent writing and repetitive motion; Hearing/Talking – Frequent hearing and talking on the telephone and in person; Emotional/Psychological – Frequent public contact and decision making; frequent concentration required; Special Conditions – May require occasional overtime, weekend or evening work.
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.
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