SPECIALIST I, EXEMPTIONS

SALARY: Starting at $ 43,260

SUMMARY: This position provides exemption information, assists taxpayers by telephone, in correspondence, and in person, and reviews and researches applicants' eligibility for exemptions.

DUTIES AND RESPONSIBILITIES: The duties of Specialist I, Exemptioninclude, but are not limited to, the following:

• Assist the public in the application process of filing for homestead and other exemptions.
• Review applications and information from applicants and other sources to determine applicants' eligibility for exemption purposes.
• Utilize the Internet and in-house tools to determine the eligibility of exemptions applied for. Review and process system reports and information from other sources to determine applicants' eligibility for exemptions.
• Scan and sort returned receipts, questionnaires, returned trims, and denials before further processing from the Exemption Department.
• Assist in the collection and maintenance of appropriate documentation for exemptions.
• Collect, review, and distribute all mail to the Exemption Department.
• Assist with preparing documentation to substantiate denials of property tax exemptions before and after Value Adjustment Board hearings, including maintaining and processing information in the CAMA system.
• Process liens and denials of property-based tax exemptions
• Assist with preparing, distributing, and maintaining Transfer of Assessment Limitation Differential (Portability).
• Assist other departments as necessary. Duties, responsibilities, and activities may change at any time, with or without notice.
• Process Exemption Status Change and Address change forms.
• Meet all attendance and punctuality requirements by reporting for work consistently and on time in accordance with agency policy.
• Perform other duties as assigned. Duties, responsibilities, and activities may change at any time, with or without notice.

SUPERVISORY RESPONSIBILITIES: This position does not have direct reports.

SKILLS AND QUALIFICATIONS:

• Years of experience: Must have two (2) years of experience in a PA or related experience.

• Education: Associate’s degree (AA) or equivalent from a two-year college or technical school and two years of PA or related experience.
  • Substitution: Two (2) years of required education may be substituted by two (2) years of work experience. Each year of required work experience may be substituted by two (2) years of additional education.

• Certificates, licenses, and registrations: Following completion of the initial 180‑day probationary period, employees may be eligible to begin the CFE designation process with prior approval from the Property Appraiser/or her designee.

• Computer skills required : Internet Software; Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook).
• Must be proficient in Adobe Acrobat. Ability to create and edit PDF documents, prepare fillable forms, and share and review forms.

• Additional Skills required: Ability to communicate professionally and interact effectively with all levels of personnel, including management staff and support staff.
• Ability to work efficiently and effectively in a hybrid (remote and in-person) environment.
• Demonstrate attention to detail, reliability, outstanding organizational skills, and ability to learn new technology.
• Ability to work on multiple matters simultaneously in an organized manner and under minimal supervision.
• Must have strong telephone and interpersonal skills and the ability to problem-solve and find solutions.
• Must be able to operate and use standard office equipment. Should be familiar with and able to utilize personal computers and standard office software.
• Must be able to quickly gain a working knowledge of all departments' various activities, including office practices and procedures.
• Must possess the personality and temperament necessary for working under stress in dealing with the public.
• Language: Bilingual in English and Spanish is preferred.