Lead Tax Deferment Specialist
Forsyth County (NC), Winston Salem, North Carolina, United States, 27104
Forsyth County's Tax Administration office has an opening for a Lead Tax Deferment Specialist. This position performs complex paraprofessional work in the Tax Assessor's Office, focuses on the processes of the exemption/exclusion programs, assigns tasks, trains and monitors the work of a team of Tax Deferment Specialists.
About the Role As part of the Deferral and Exemption Team, the Lead Tax Deferment Specialist would be responsible for administering the tax deferment and exemption programs available to Forsyth County taxpayers. This includes, but is not limited to, reviewing applications for eligibility for exemption, exclusion, tax relief and deferments, making a determination of the actual use of the property and how this relates to relevant tax law, and performing site visits.
The Lead Tax Deferment Specialist is responsible for explaining the application process to taxpayers as well as explaining the qualifications for all of the programs. Once an application has been processed, the Lead Tax Deferment Specialist is also responsible for defending their decisions to taxpayers, the Board of Equalization and Review, and the Property Tax Commission.
This position provides opportunities to attend classes, seminars, and workshops pertaining to NC Property Tax Legislation across the state. Potential for growth within the department.
Key Responsibilities Essential duties and responsibilities include but are not limited to:
Assist in distribution, monitoring, and quality control checking of exemption/deferment work as directed by managers.
Assist with planning projects in accordance with established Tax Office policies and deadlines.
Participate in establishing Exemption/Deferment policies and procedures.
Train Exemption/Deferment staff in the unit regarding processes, changes, and when re-training or improvement is needed.
Independently suggest and recommend new policies and procedures to management.
Determine the actual use of the property and how this relates to relevant tax law.
Make site visits to properties under consideration.
Explain application process to businesses and citizens.
Administer tax deferment and exemption programs such as farm, historic properties, non-profit, senior citizen and disabled persons.
Manage renewals of deferments and exemptions.
Communicate tax law changes to the public concerning deferments.
Defend decisions during appeals to the Board of Equalization and Review.
Handle calls from Taxpayers that want to talk to the Director.
Oversee tax bill adjustments.
Act as a contributing member of the Record’s Management leadership team.
Perform related work as required.
Qualifications and Skills
Ability to train others.
Ability to maintain accurate records.
Ability to effectively interact with employees and constituents.
Ability to lead while also working as part of a team.
Skilled in the use of tax software and able to train and answer most questions regarding the operations of these systems.
Skilled in the use of a standard PC with Windows Operating System.
Working knowledge of statutes and policies governing exemptions and exclusions of property taxes.
Good time management skills, with the ability to multi-task and prioritize.
Ability to adjust to change and modifications in tasks or schedule, as well as support team members through these changes.
Effective communication with supervisors, peers, subordinates and customers by telephone, in writing or in person.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Collaborate with others to reach a common set of goals.
Education and Experience Graduation from high school and five years of paraprofessional experience including four years in a tax office.
A higher education level may be considered as a substitution for all or part of the experience requirement.
Required Credentials Drivers License is required.
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About the Role As part of the Deferral and Exemption Team, the Lead Tax Deferment Specialist would be responsible for administering the tax deferment and exemption programs available to Forsyth County taxpayers. This includes, but is not limited to, reviewing applications for eligibility for exemption, exclusion, tax relief and deferments, making a determination of the actual use of the property and how this relates to relevant tax law, and performing site visits.
The Lead Tax Deferment Specialist is responsible for explaining the application process to taxpayers as well as explaining the qualifications for all of the programs. Once an application has been processed, the Lead Tax Deferment Specialist is also responsible for defending their decisions to taxpayers, the Board of Equalization and Review, and the Property Tax Commission.
This position provides opportunities to attend classes, seminars, and workshops pertaining to NC Property Tax Legislation across the state. Potential for growth within the department.
Key Responsibilities Essential duties and responsibilities include but are not limited to:
Assist in distribution, monitoring, and quality control checking of exemption/deferment work as directed by managers.
Assist with planning projects in accordance with established Tax Office policies and deadlines.
Participate in establishing Exemption/Deferment policies and procedures.
Train Exemption/Deferment staff in the unit regarding processes, changes, and when re-training or improvement is needed.
Independently suggest and recommend new policies and procedures to management.
Determine the actual use of the property and how this relates to relevant tax law.
Make site visits to properties under consideration.
Explain application process to businesses and citizens.
Administer tax deferment and exemption programs such as farm, historic properties, non-profit, senior citizen and disabled persons.
Manage renewals of deferments and exemptions.
Communicate tax law changes to the public concerning deferments.
Defend decisions during appeals to the Board of Equalization and Review.
Handle calls from Taxpayers that want to talk to the Director.
Oversee tax bill adjustments.
Act as a contributing member of the Record’s Management leadership team.
Perform related work as required.
Qualifications and Skills
Ability to train others.
Ability to maintain accurate records.
Ability to effectively interact with employees and constituents.
Ability to lead while also working as part of a team.
Skilled in the use of tax software and able to train and answer most questions regarding the operations of these systems.
Skilled in the use of a standard PC with Windows Operating System.
Working knowledge of statutes and policies governing exemptions and exclusions of property taxes.
Good time management skills, with the ability to multi-task and prioritize.
Ability to adjust to change and modifications in tasks or schedule, as well as support team members through these changes.
Effective communication with supervisors, peers, subordinates and customers by telephone, in writing or in person.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Collaborate with others to reach a common set of goals.
Education and Experience Graduation from high school and five years of paraprofessional experience including four years in a tax office.
A higher education level may be considered as a substitution for all or part of the experience requirement.
Required Credentials Drivers License is required.
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