Part Time Tax Associate - County Trustee

The purpose of this position is to assist the Montgomery County Trustee in the collection and processing of tax payments and other related administrative responsibilities as needed for the Trustee.

Department: County Trustee

Pay Grade: 50, Non-Exempt

Starting hourly rate: $16.97

20 hours per week

Minimum Experience:

One (1) year of experience in general accounting, bookkeeping or related field.

Minimum Education:

High School diploma or equivalent. Associate degree from an accredited college in accounting or bookkeeping preferred.

Certifications, Licenses:

• Must have dependable transportation.

• A pre-employment criminal background check is required.

The purpose of this position is to assist the Montgomery County Trustee in the collection and processing of tax payments and other related administrative responsibilities as needed for the Trustee.

GENERAL POSITION DUTIES AND RESPONSIBILITIES:

The following duties are normal for this position. However, they are not to be construed as exclusive or all–inclusive. To perform this job successfully, an individual must be able to perform each duty satisfactorily. Other duties may also be required or assigned.

• Provides customer service to internal and external customers; greets, receives, and screens visitors and customers; addresses and resolves customer questions as able and refers complex inquiries, requests, or complaints to appropriate staff.

• Enters, scans, updates, and maintains information in spreadsheets, databases, and reports.

• Maintains electronic, paper filing, and record systems to provide easy access to records and information; provides retention of records as required by Department and County policies.

• Sorts, copies, and distributes a variety of correspondence, deliveries, and mail; opens, logs, and routes office mail.

• Receives and receipts tax payments, performs balance audit and prepares deposits.

• Processes mail-in payments, returns incorrect mail payments and updates changes.

• Prepares tax relief applications and enters new applicants into the program. Takes tax relief payments, posts State payments and balances tax relief tax roll.

• Requests refund checks for overpayments on taxes and returns payment stating reason for return.

• Processes and sends tax notices to property owners, posts payments and maintains property tax receipt register, public utilities record and file books for mortgage companies.

• Processes returned checks, contacting banks and customers regarding funds.

• Other duties as assigned.

FISCAL RESPONSIBILITIES

This position performs accounting duties on behalf of the County Trustee department.

COUNTY ORGANIZATION DUTIES AND RESPONSIBILITIES:

• Represents the Department to other County departments, elected officials, outside agencies, customers, County residents and visitors.

• Provides quality customer service to individuals needing directions or assistance.

• Demonstrates the organization’s Core Values and adherence to the Ethics policy.

SUPERVISORY RELATIONSHIPS:

This position has no supervisory responsibilities.

JOB QUALIFICATIONS – KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of:

• Governmental accounting and auditing methods, procedures, and financial practices.

• Pertinent Federal, State, and local laws, codes, and regulations.

• Current office practices and procedures.

• Current software consistent for this position.

Skill in:

• Analyzing complex administrative information and issues, defining problems and evaluating alternatives, and recommending methods, procedures, and techniques for resolution of issues.

• Organizational and time management to prioritize duties to accomplish a high volume of work product while adapting to constant changes in priority.

• Applying judgment and discretion in resolving problems and interpreting policies and regulations.

Ability to:

• Perform detailed work accurately and independently in compliance with stringent time limits requiring minimal direction and supervision.

• Establish and maintain accurate records of assigned activities and operations.

• Interpret and implement local policies and procedures; written instructions, general correspondence; Federal, State, and local regulations.

• Perform mathematical calculations required of this position.

• Communicate clearly and concisely, both orally and in writing.

• Analyze facts and to exercise sound judgment in arriving at conclusions.

• Establish and maintain effective working relationships with those contacted in the course of work.

• Maintain confidentiality and discretion regarding business-related files, reports, and conversations, within State and Federal statutes.

• Work the allocated hours of the position.

WORK ENVIRONMENT:

Work is performed in a typical indoor office setting; and is mostly sedentary with periods of mobility and light physical activity. The noise level in the work environment is usually moderate. Level of responsibility subjects the incumbent to moderate stress due to interruptions.

PHYSICAL AND MENTAL REQUIREMENTS/ACTIVITIES:

• This work requires the occasional exertion of up to 25 pounds of force; work regularly requires sitting, frequently requires standing, speaking or hearing, using hands to finger, handle or feel and repetitive motions and occasionally requires walking, stooping, kneeling, crouching, or crawling and reaching with hands and arms.

• Specific vision abilities required by this job include close, distance and peripheral vision; depth perception; and the ability to adjust focus. Will spend a large amount of time viewing a computer screen.

• Vocal communication and normal hearing are required for expressing or exchanging ideas by means of the spoken word.

• Acceptable verbal and conversation skills to effectively communicate with others via the phone, at meetings and to greet and assist visitors.

• Work requires preparing and analyzing written or computer data and observing general surroundings and activities.

• Work is primarily in an office setting.

• Use and normal maintenance of office machines, (copier, computer, printer, etc.).

• Frequent use of phone handset and repetitive use of hand & fingers to operate office equipment, use computer keyboard & computer mouse and to perform other office tasks.

• Ability to recognize occupational hazards in work activities and take safety precautions.

• Maintain mental capacity which allows the capability of making sound decisions and demonstrating intellectual capabilities.

The intent of this position description is to provide a representative summary of duties and responsibilities that will be required of positions given this title and is not a declaration of the specific duties and responsibilities of any particular position. Employees may also be assigned job-related tasks other than those specifically presented in this description.

Montgomery County is an Equal Opportunity Employer and complies with the requirements of the Civil Rights Act of 1966 (Section 1981) and 1964 (Title VI, VII,) Americans with Disabilities Act (ADA), Rehabilitation Act of 1973, Age Discrimination in Employment Act (ADEA), Equal Pay Act (EPA) and the Uniformed Services Employment and Re-employment Rights Act (USERRA).