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HomeMy WebLinkAbout1.496 TAX RELIEF SERVICES TECHNICIAN 20220303PART I DEPARTMENT OF HUMAN RESOURCES COUNTY OF KAUAI 1.496 Class Specifications for the Class: TAX RELIEF SERVICES TECHNICIAN SR-14, BU-03 Duties Summary: Independently performs specialized technical work tasks in determining participant eligibility in one or more of the County's real property tax relief programs; provides customer service support work relative to real property taxes, appraisals, and assessments; and performs other related duties as required. Distinguishing Characteristics: This class independently performs a variety of technical work related to real property tax relief programs to determine the eligibility of participants and applicants. Examples of Duties: (The following are examples of duties and are not necessarily descriptive of any one position in this class. The omission of specific duties statements does not preclude management from assigning such duties if such duties are a logical assignment for the position). Assists in analyzing data for annual projects for the Department of Finance; Receives, reviews, verifies, and processes eligibility of applicants filing special tax relief forms for home and income exemptions, circuit breaker credits, long term lease cap credits, kuleana exemptions, etc.; Maintains a file of documents relative to applications and credits applied and current roll of qualified property owners participating in the tax relief programs; Provides assistance to taxpayers over the counter, over the phone, or by mail regarding questions relating to real property taxes, laws, and ordinances; Performs research related to tax records, field work, assessment notices, tax ledgers, accounts receivable, trial balance listings, delinquent ledgers, and paid receipt files to determine eligibility for "circuit breaker" and "permanent home use" credits, etc.; Batches and posts real property tax credits and adjustments to electronic and/or manual files; Processes credits, updates address changes and other pertinent information, as required; PART I TAX RELIEF SERVICES TECHNICIAN 2 1.496 May present and interpret data; Identifies problems and provides recommendations to supervisors; Prepares correspondence and reports as needed; and Performs other related duties as assigned. Knowledge of: Laws, ordinances, policies, and regulations relative to the County tax relief programs; pertinent aspects of real property tax laws, ordinances, rules, and regulations relative to the County of Kaua'i; assessment and appraisal terminology and procedures; general functions of departments and agencies of the County of Kaua'i; Microsoft computer applications, such as Word, Excel, and PowerPoint; office practices and procedures. Ability to: Understand, explain, and apply pertinent aspects of real property tax laws, ordinances, rules, regulations, and procedures; provide effective counter and telephone support services to the public; communicate effectively both orally and in writing; make arithmetic computations; operate personal computers and peripherals and other standard office equipment; work harmoniously with others; demonstrate leadership on projects and services. This is an amendment to the specification for the class TAX RELIEF SERVICES TECHNICIAN, which was approved on November 29, 2011, effective December 1, 2011, amended the effective date of the specification on April 4, 2012, to be effective September 1, 2011, and is to be substituted for that specification. Approved: March 3, 2022 (date) ANNETTE L. ANDERSON Director of Human Resources PART II DEPARTMENT OF HUMAN RESOURCES COUNTY OF KAUAI 1.496 Minimum Qualification Specifications for the Class: TAX RELIEF SERVICES TECHNICIAN SR-14; BU-03 Training and Experience: A combination of education and experience substantially equivalent to graduation from high school; and one (1) year of clerical experience, and two and one half (2 ½) years of specialized work experience. Qualifying Clerical Experience: Work experience which involved the performance of a variety of clerical tasks and demonstrated knowledge of office practices and procedures, and the ability to carry out procedures in clerical work systems, and operate various kinds of office equipment including computers, Microsoft Office, and other technologies. Qualifying Specialized Work Experience: Work experience in a tax field that provided the applicant with the knowledge and ability to apply regulations, policies, and procedures of a tax relief program. Substitutions Allowed: The following may be substituted for education: A. Four (4) years of full-time general work experience may be substituted for a high school diploma. B.Successful completion of semester credits leading towards a degree or diploma from an accredited community college, college or university, trades school, etc., may be substituted up to four (4) years of the education requirement (15 semester credits = 6 months). C.An Associate’s, Bachelor’s, Master’s or PhD degree from an accredited community college, college or university, trades school, etc., may be substituted for the education requirement. PART II TAX RELIEF SERVICES TECHNICIAN 2 1.496 The following may be substituted for experience: A. An Associate’s degree in Secretarial Science or Office, Administration and Technology (OAT) from an accredited business school or community college may be substituted for up to two (2) years of the clerical work experience requirement. B. Successful completion of semester credits in clerical, office support, or business technology curriculum leading to a degree or diploma at an accredited community college, business or technical school, college, or university which included courses in English, clerical/office procedures, and mathematics may be substituted up to two (2) years of the clerical work experience requirement (15 semester credits = 6 months). C. A Bachelor’s degree in any field from an accredited college or university may be substituted for up to four (4) years of the clerical work experience requirement. D. A Master’s or PhD degree in any field from an accredited college or university may be substituted for one (1) year of the clerical work experience requirement. E. Successful completion of semester credits leading towards a degree or diploma in real estate, accounting, business or public administration, economics, legal studies or a related field from an accredited community college, trades school, may be substituted up to two (2) years of the specialized work experience requirement (15 semester credits = 6 months). F. An Associate’s degree in real estate, accounting, business or public administration, economics, legal studies or related field from an accredited community college, business, or technical school, may be substituted for two (2) years of the specialized work experience requirement. G. A Bachelor’s degree in real estate, accounting, business or public administration, economics, legal studies or a related field from an accredited college or university may be substituted for up four (4) years of the specialized work experience requirement. H. A Master’s or PhD degree in real estate, accounting, business or public administration, economics, legal studies or a related field from an accredited college or university may be substituted for up to one (1) year of the specialized work experience requirement. If a degree is used to substitute for the education requirement, it may not be used again towards the experience requirement. If work experience is used to substitute for education, it may not be used again to meet the experience requirement. If the applicant holds more than one degree, transcripts must be provided, and a thorough review will be conducted by the DHR staff in order for more than one degree to be credited towards the minimum qualification requirements. Additional degrees can be considered if obtained PART II TAX RELIEF SERVICES TECHNICIAN 3 1.496 independently through mutually exclusive classes from another degree being considered. Substitutions will be used to the advantage of the applicant. Quality of Experience: Possession of the required number of years of experience will not in itself be accepted as proof of qualification for a position. The applicant's overall experience must have been of such scope and level of responsibility as to conclusively demonstrate that he/she has the ability to perform the duties of the position for which he/she is being considered. License Requirement: Possession of the appropriate licenses or certificates as required of the position. Selective Certification: Specialized knowledge, skills and abilities may be required to perform the duties of some positions. For such positions, Selective Certification Requirements may be established, and certification may be restricted to eligibles who possess the pertinent experience and/or training required to perform the duties of the position. Agencies requesting Selective Certification must show the connection between the kind of training and/or experience on which they wish to base selective certification and the duties of the position to be filled. Tests: Applicants may be required to qualify on an appropriate examination. Health and Physical Condition Requirements: Persons seeking appointment to positions in this class must meet the health and physical condition standards deemed necessary and proper to perform the essential functions of the position with or without reasonable accommodations. Physical Effort Grouping: Light PART II TAX RELIEF SERVICES TECHNICIAN 4 1.496 This is an amendment to the specification for the class TAX RELIEF SERVICES TECHNICIAN, which was approved on November 29, 2011, effective December 1, 2011, amended the effective date of the specification on April 4, 2012, to be effective September 1, 2011, and is to be substituted for that specification. Approved:March 3, 2022 (date) ANNETTE L. ANDERSON Director of Human Resources