Management Analyst Associate - Real Estate Tax Analyst
City of Richmond, Richmond, Virginia, United States, 23214
Overview
The Real Estate Tax Analyst is a professional support role within the City of Richmond’s Real Estate Tax Unit, specializing in real estate tax billing and property tax relief programs. Reporting to the Real Estate Customer Service Supervisor, the incumbent provides substantive knowledge and professional support for programs related to real estate property taxation. This role requires the functional knowledge of basic accounting principles, including double-entry accounting, and the ability to accurately read and interpret journal vouchers, financial statements, and reports. This role provides outstanding customer service to ensure the accurate assessment and timely application of property tax relief measures and resolve taxpayer issues.
Key Responsibilities
Real Estate Tax Relief Program Support:
Review and analyze tax relief applications based on eligibility criteria and applicable local/state regulations.
Work with tax relief applicants to ensure proper documentation submission in a timely fashion.
Represent the unit at real estate related functions within the community regarding tax relief programs.
Real Estate Tax Billing Operations:
Coordinate the execution of routine and ad-hoc processes within the Munis financial system to generate supplemental real estate tax bills based on property updates, reassessments, or policy changes.
Perform detailed quality control and validation checks on generated bills and bill reports prior to mailing to ensure accuracy and compliance with all tax laws and departmental policies.
Research and resolve complex billing discrepancies and adjustments identified during the quality control process or reported by taxpayers.
Customer Service & Issue Resolution:
Serve as a primary point of contact to provide customer service and technical assistance to the public regarding complex real estate related tax, billing questions, and applicable relief programs.
Effectively interpret and explain complex tax information to citizens and other non-tax experts.
Utilize electronic ticket management system to effectively track and monitor customer related communications and escalations.
Data Management:
Interpret and manage complex real estate related and financial data from internal and external collaborators and sources to maintain accuracy.
Cross-reference and validate data from a variety of sources to ensure taxpayer accounts, billing records, and tax relief eligibility are up-to-date and accurate.
Accurately enter and retrieve data from electronic systems and databases to support operational functions.
Operational Support & Policy:
Interpret policies and procedures related to real estate tax operations.
Assist with the development and editing of policies and procedures related to real estate tax billing and relief programs.
Perform basic clerical functions such as filing, correspondence, and mail sorting as needed.
Knowledge, Skills, and Abilities Knowledge (some combination of the following):
General and special funds
Electronic databases and related software applications
Governmental accounting concepts
Intermediate to advanced level mathematics and statistics as applicable to appraisal measures and assessment ratio studies
Thorough knowledge of computer programs such as Microsoft Office Suite and Adobe Acrobat
Skills (some combination of the following):
Analyzing and aggregating data
Analyzing and interpreting manuals and operating procedures
Assisting with special projects and programs
Communicating with various internal and external departments effectively
Communicating results of analyses and recommendations professionally and effectively with senior management and peers
Conducting basic analyses
Developing manuals and operating procedures as necessary
Developing recommendations and reports
Gathering and compiling data
Maintaining records, data, and other information in department of focus
Performing various administrative duties such as answering phones, ordering supplies, etc.
Proofreading and editing
Preparing and submitting documents related to focus area
Working in a team environment
Customer service
Excellent oral and written communication
Abilities (some combination of the following):
Multi-task
Organize
Plan
Prioritize
Problem solve
Manage time effectively
Licensing, Certifications, and Other Special Requirements
Some assignments may require a valid Driver’s License with a satisfactory driving record, and a valid Commonwealth of Virginia Driver’s License within 30 days of hire.
Minimum Training and Experience
Bachelor’s degree in business/public administration or field related to assignment
Two years of paraprofessional experience in area related to assignment, such as assisting with program or project administration and management analysis
An equivalent combination of training and experience (as approved by the department) may be used to meet the minimum qualifications of the classification.
Preferred Training and Experience
A two year degree from an accredited institution
At least two (2) years of customer service experience in a Real Estate environment
At least two (2) years of experience utilizing an ERP system
Intermediate Proficiency in MS Word and Excel
Bilingual is preferred
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job. Prospective and current employees are invited to discuss accommodations.
Environmental Hazards Working conditions may include exposure to travel to other locations within the City of Richmond as well as outside of the City of Richmond; exposure to hazardous physical conditions such as mechanical parts, electrical currents, vibrations, etc.; atmospheric conditions such as fumes, odors, dusts, gases, and poor ventilation; inadequate lighting; intense noise; and environmental hazards such as disruptive people, imminent danger, and a threatening environment.
Physical Requirements and Working Environment Due to the nature of work assignments, incumbents must be able to perform detailed work on multiple, concurrent tasks, with frequent interruptions and under time constraint. The essential duties of this classification may require the ability to regularly talk, hear, and see; frequently reach and perform repetitive motions; and occasionally stoop, kneel, crouch, stand, walk, push, pull, lift, finger, grasp, and feel. The working conditions may not include environmental hazards. In terms of the physical strength to perform the essential duties, this classification is considered to be sedentary, exerting up to 10 pounds of force occasionally, and a negligible amount of force frequently or constantly to move objects.
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Key Responsibilities
Real Estate Tax Relief Program Support:
Review and analyze tax relief applications based on eligibility criteria and applicable local/state regulations.
Work with tax relief applicants to ensure proper documentation submission in a timely fashion.
Represent the unit at real estate related functions within the community regarding tax relief programs.
Real Estate Tax Billing Operations:
Coordinate the execution of routine and ad-hoc processes within the Munis financial system to generate supplemental real estate tax bills based on property updates, reassessments, or policy changes.
Perform detailed quality control and validation checks on generated bills and bill reports prior to mailing to ensure accuracy and compliance with all tax laws and departmental policies.
Research and resolve complex billing discrepancies and adjustments identified during the quality control process or reported by taxpayers.
Customer Service & Issue Resolution:
Serve as a primary point of contact to provide customer service and technical assistance to the public regarding complex real estate related tax, billing questions, and applicable relief programs.
Effectively interpret and explain complex tax information to citizens and other non-tax experts.
Utilize electronic ticket management system to effectively track and monitor customer related communications and escalations.
Data Management:
Interpret and manage complex real estate related and financial data from internal and external collaborators and sources to maintain accuracy.
Cross-reference and validate data from a variety of sources to ensure taxpayer accounts, billing records, and tax relief eligibility are up-to-date and accurate.
Accurately enter and retrieve data from electronic systems and databases to support operational functions.
Operational Support & Policy:
Interpret policies and procedures related to real estate tax operations.
Assist with the development and editing of policies and procedures related to real estate tax billing and relief programs.
Perform basic clerical functions such as filing, correspondence, and mail sorting as needed.
Knowledge, Skills, and Abilities Knowledge (some combination of the following):
General and special funds
Electronic databases and related software applications
Governmental accounting concepts
Intermediate to advanced level mathematics and statistics as applicable to appraisal measures and assessment ratio studies
Thorough knowledge of computer programs such as Microsoft Office Suite and Adobe Acrobat
Skills (some combination of the following):
Analyzing and aggregating data
Analyzing and interpreting manuals and operating procedures
Assisting with special projects and programs
Communicating with various internal and external departments effectively
Communicating results of analyses and recommendations professionally and effectively with senior management and peers
Conducting basic analyses
Developing manuals and operating procedures as necessary
Developing recommendations and reports
Gathering and compiling data
Maintaining records, data, and other information in department of focus
Performing various administrative duties such as answering phones, ordering supplies, etc.
Proofreading and editing
Preparing and submitting documents related to focus area
Working in a team environment
Customer service
Excellent oral and written communication
Abilities (some combination of the following):
Multi-task
Organize
Plan
Prioritize
Problem solve
Manage time effectively
Licensing, Certifications, and Other Special Requirements
Some assignments may require a valid Driver’s License with a satisfactory driving record, and a valid Commonwealth of Virginia Driver’s License within 30 days of hire.
Minimum Training and Experience
Bachelor’s degree in business/public administration or field related to assignment
Two years of paraprofessional experience in area related to assignment, such as assisting with program or project administration and management analysis
An equivalent combination of training and experience (as approved by the department) may be used to meet the minimum qualifications of the classification.
Preferred Training and Experience
A two year degree from an accredited institution
At least two (2) years of customer service experience in a Real Estate environment
At least two (2) years of experience utilizing an ERP system
Intermediate Proficiency in MS Word and Excel
Bilingual is preferred
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job. Prospective and current employees are invited to discuss accommodations.
Environmental Hazards Working conditions may include exposure to travel to other locations within the City of Richmond as well as outside of the City of Richmond; exposure to hazardous physical conditions such as mechanical parts, electrical currents, vibrations, etc.; atmospheric conditions such as fumes, odors, dusts, gases, and poor ventilation; inadequate lighting; intense noise; and environmental hazards such as disruptive people, imminent danger, and a threatening environment.
Physical Requirements and Working Environment Due to the nature of work assignments, incumbents must be able to perform detailed work on multiple, concurrent tasks, with frequent interruptions and under time constraint. The essential duties of this classification may require the ability to regularly talk, hear, and see; frequently reach and perform repetitive motions; and occasionally stoop, kneel, crouch, stand, walk, push, pull, lift, finger, grasp, and feel. The working conditions may not include environmental hazards. In terms of the physical strength to perform the essential duties, this classification is considered to be sedentary, exerting up to 10 pounds of force occasionally, and a negligible amount of force frequently or constantly to move objects.
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