Title Tag Tax Agent III
Forsyth County, GA, Cumming, GA, United States
Tax Office Clerk
The purpose of this classification is to perform administrative, customer service and specialized duties within assigned tax office. Responsibilities may include processing of taxes, tags, titles, registrations, homestead applications and disabled placards for customers, mortgage companies, and dealerships; investigating and resolving problems related to tag and title issues, tax accounts, tax code interpretations; and preparing reports from computer system data. Attends workshops and training sessions as needed for position. This classification is distinguished from the Agent II in that employees in this class are considered leads in their fields and represent as the liaison between Agents I and II and the Branch Office Managers (BOM). They also provide wealth of knowledge and experience to the clerks and help assist the BOM with more specialized projects and tasks. Performs advanced-level clerical work using a variety of skills and procedures
The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Receives monies in payment of various fees/services; verifies money inventory at the beginning of the day; verifies all money transactions charged to customers; issues receipts, records payments, and posts payments to proper accounts; receives credit card payments and balances credit card machine; balances/reconciles daily transactions with cash receipts and checks; knowledgeable and detecting potential fraudulent currency and understand the proper protocol; able to utilize reports in various system to reconcile the money received before it is physically turned it at the end of the day. Conducts research to resolve complex tax and tag issues: responds to taxpayer correspondence; interacts with customers regarding issues concerning complex tax and tag issues regarding tax bills, tax laws and regulations, city and county ordinances, assessments and valuations, exemptions, bankruptcy, widow years' support, condemnations, liens, rejected payments, and other tax related issues; interprets laws and procedures pertaining to collecting taxes and fees for application in processing and to explain to employees, citizens, taxpayers, tax representatives, etc. Processes a variety of documentation associated with operations of the Tax Commissioner's Office, within designated timeframes and per established procedures: reviews and edits tax and ownership data in tables and printouts; receives and reviews various documentation, which may include bills, adjustments, ownership documentation, court documents, checks, renewal notices, cash, and other items related to work assignment; reviews, completes, processes, forwards or retains as appropriate. Ensures customer has proper identification prior to processing transaction and that transactions are completed in a timely manner. Must know fundamental and rudimentary skills of an Agent I and an Agent II; knowledgeable of O.C.G.A requirements regarding procedures related to processing tag and titles; has a vast understanding of applicable laws, ordinances, policies, standards and regulations pertaining to specific duties of the job; has understanding of title brands, legends, paperwork associated with title transfers including but not limited to limited and durable powers of attorney, affidavits or repossession, inheritance forms, title corrections, and other documents required for processing title work. Understands terminology used within the department. Performs a variety of general accounting/bookkeeping functions, such as balancing cash, calculating data, keying financial data, balancing/reconciling reports, researching financial discrepancies, correcting data errors, maintaining financial records, or generating reports. Directs and provides customer service assistance to customers in-person, by phone, or by mail/email; must have ability and skill to help difficult customers in sensitive situations; provides information and answers questions and concerns, aids customers concerning registrations, title and tag transfers, insurance, disabled placards, sales tax collection, and is able to determine values of vehicles. Responds to open records request in accordance with legal guidelines; understands what information is private and what information is considered public information; investigates and resolves questions, issues, and technical problems related to property tax and motor vehicle accounts, tax code interpretation, and Tax Commissioner's procedures; calculates and collects ad valorem tax for heavy duty trucks and trailers and obtains documentation required for each transaction. Ensures all large trucks have IRS form 2290 for trucks weighing over 55,000 pounds; directs to appropriate department or individual as necessary. Receives property tax and motor vehicle payments, fines and fees: verifies accuracy of amount, correct owner, address, and proper exemptions on tax bills; utilizes appropriate system, i.e. motor vehicle, property tax, mobile homes to ensure that correct amount is collected; verifies that checks are written for the correct amount, made payable to Forsyth County Tax Commissioner's Office, dated within 60 days of transaction, signed by the maker, and have a matching legal and numerical amount; ensures tag number and daytime phone number of taxpayer are written on the check; receives cash and gives appropriate change; and reconciles daily activity and balances. Analyzes, interprets and evaluates information obtained from State Motor Vehicle Records and other legal instruments to determine legal ownership and proper course of action regarding motor vehicle registration and titling: proofs documents for title or title transfer for accuracy according to GA Department of Revenue procedures; being observant for possible counterfeit or forged documents; verifies that sufficient documents have been presented to identification, proof of residency, correct ownership, and perfection of lien; issues and is knowledgeable of the license plates available and knows the associated fees and requirements for each; issues correct year decal and handicap decals as mandated; monitors assigned inventory to insure correct issuance is made. Maintains knowledge on laws related to Motor Vehicles and property tax; is able to keep up with the changing laws as they occur each year Analyzes, interprets and evaluates information obtained from tax digest to print property tax bills, mobile home bills, and collect property tax payments; processes and validates payments and issue receipts using VCS Tax; verifies legal status of property tax liabilities to administer accounts according to Local, State, and Federal laws and regulations; determine whether liens have been issued or transferred on delinquent accounts; pulls lien documents to determine if paid in full; stamps and signs paid, satisfied and cancelled as appropriate and submits to Courthouse; reconciles daily activity and balances. Adheres to data-protection policies and maintains confidentiality of sensitive information. Prepares or completes various forms, reports, correspondence, and other documentation prepares and presents reports for meetings and special projects; according to area of assignment may prepare adjustments, control logs, disposition sheets, spreadsheets, payment plans, statistical reports from computer system data, and others as required; and maintains computerized and/or hardcopy records. Operates a computer to enter, retrieve, review, or modify data; verifies accuracy of entered data and makes corrections; utilizes word processing, spreadsheet, database, e-mail, Internet, DRIVES, VCS Tax, or other computer programs. Assists in maintaining inventory of department equipment, supplies, forms, or other materials; ensures availability of adequate materials to conduct work activities; initiates requests for new/replacement items. Maintains file system of department files/records; prepares and sets up files; reviews, sorts and organizes documents to be filed; files documents in designated order; retrieves/replaces files; disposes of obsolete documentation. Communicates via telephone and/or email; provides information and assistance; records/relays messages; responds to requests for service or assistance; dispatches department staff in response to requests for service. Communicates with supervisor, employees, other departments, banking personnel, customers, the public, state/federal agencies, outside agencies, and other individuals as needed to coordinate work activities, review status of work, exchange information, or resolve problems. Directs training for new employees; provides ongoing training for existing employees when new laws have passed, or extra training is needed. Additional functions perform general/ and above average clerical tasks, which may include typing documents, making copies, sending/receiving faxes, filing documentation, or processing incoming/outgoing mail. Provides assistance to other employees or departments as needed. Performs other related duties as required.
Minimum Qualifications
High school diploma or GED; supplemented by a minimum of (3) three years previous experience in a tax/tag office; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Duties involving handling of cash funds may require ability to be bonded. Requires data entry score of 30 words per minute. Notary Public license is required.
The purpose of this classification is to perform administrative, customer service and specialized duties within assigned tax office. Responsibilities may include processing of taxes, tags, titles, registrations, homestead applications and disabled placards for customers, mortgage companies, and dealerships; investigating and resolving problems related to tag and title issues, tax accounts, tax code interpretations; and preparing reports from computer system data. Attends workshops and training sessions as needed for position. This classification is distinguished from the Agent II in that employees in this class are considered leads in their fields and represent as the liaison between Agents I and II and the Branch Office Managers (BOM). They also provide wealth of knowledge and experience to the clerks and help assist the BOM with more specialized projects and tasks. Performs advanced-level clerical work using a variety of skills and procedures
The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Receives monies in payment of various fees/services; verifies money inventory at the beginning of the day; verifies all money transactions charged to customers; issues receipts, records payments, and posts payments to proper accounts; receives credit card payments and balances credit card machine; balances/reconciles daily transactions with cash receipts and checks; knowledgeable and detecting potential fraudulent currency and understand the proper protocol; able to utilize reports in various system to reconcile the money received before it is physically turned it at the end of the day. Conducts research to resolve complex tax and tag issues: responds to taxpayer correspondence; interacts with customers regarding issues concerning complex tax and tag issues regarding tax bills, tax laws and regulations, city and county ordinances, assessments and valuations, exemptions, bankruptcy, widow years' support, condemnations, liens, rejected payments, and other tax related issues; interprets laws and procedures pertaining to collecting taxes and fees for application in processing and to explain to employees, citizens, taxpayers, tax representatives, etc. Processes a variety of documentation associated with operations of the Tax Commissioner's Office, within designated timeframes and per established procedures: reviews and edits tax and ownership data in tables and printouts; receives and reviews various documentation, which may include bills, adjustments, ownership documentation, court documents, checks, renewal notices, cash, and other items related to work assignment; reviews, completes, processes, forwards or retains as appropriate. Ensures customer has proper identification prior to processing transaction and that transactions are completed in a timely manner. Must know fundamental and rudimentary skills of an Agent I and an Agent II; knowledgeable of O.C.G.A requirements regarding procedures related to processing tag and titles; has a vast understanding of applicable laws, ordinances, policies, standards and regulations pertaining to specific duties of the job; has understanding of title brands, legends, paperwork associated with title transfers including but not limited to limited and durable powers of attorney, affidavits or repossession, inheritance forms, title corrections, and other documents required for processing title work. Understands terminology used within the department. Performs a variety of general accounting/bookkeeping functions, such as balancing cash, calculating data, keying financial data, balancing/reconciling reports, researching financial discrepancies, correcting data errors, maintaining financial records, or generating reports. Directs and provides customer service assistance to customers in-person, by phone, or by mail/email; must have ability and skill to help difficult customers in sensitive situations; provides information and answers questions and concerns, aids customers concerning registrations, title and tag transfers, insurance, disabled placards, sales tax collection, and is able to determine values of vehicles. Responds to open records request in accordance with legal guidelines; understands what information is private and what information is considered public information; investigates and resolves questions, issues, and technical problems related to property tax and motor vehicle accounts, tax code interpretation, and Tax Commissioner's procedures; calculates and collects ad valorem tax for heavy duty trucks and trailers and obtains documentation required for each transaction. Ensures all large trucks have IRS form 2290 for trucks weighing over 55,000 pounds; directs to appropriate department or individual as necessary. Receives property tax and motor vehicle payments, fines and fees: verifies accuracy of amount, correct owner, address, and proper exemptions on tax bills; utilizes appropriate system, i.e. motor vehicle, property tax, mobile homes to ensure that correct amount is collected; verifies that checks are written for the correct amount, made payable to Forsyth County Tax Commissioner's Office, dated within 60 days of transaction, signed by the maker, and have a matching legal and numerical amount; ensures tag number and daytime phone number of taxpayer are written on the check; receives cash and gives appropriate change; and reconciles daily activity and balances. Analyzes, interprets and evaluates information obtained from State Motor Vehicle Records and other legal instruments to determine legal ownership and proper course of action regarding motor vehicle registration and titling: proofs documents for title or title transfer for accuracy according to GA Department of Revenue procedures; being observant for possible counterfeit or forged documents; verifies that sufficient documents have been presented to identification, proof of residency, correct ownership, and perfection of lien; issues and is knowledgeable of the license plates available and knows the associated fees and requirements for each; issues correct year decal and handicap decals as mandated; monitors assigned inventory to insure correct issuance is made. Maintains knowledge on laws related to Motor Vehicles and property tax; is able to keep up with the changing laws as they occur each year Analyzes, interprets and evaluates information obtained from tax digest to print property tax bills, mobile home bills, and collect property tax payments; processes and validates payments and issue receipts using VCS Tax; verifies legal status of property tax liabilities to administer accounts according to Local, State, and Federal laws and regulations; determine whether liens have been issued or transferred on delinquent accounts; pulls lien documents to determine if paid in full; stamps and signs paid, satisfied and cancelled as appropriate and submits to Courthouse; reconciles daily activity and balances. Adheres to data-protection policies and maintains confidentiality of sensitive information. Prepares or completes various forms, reports, correspondence, and other documentation prepares and presents reports for meetings and special projects; according to area of assignment may prepare adjustments, control logs, disposition sheets, spreadsheets, payment plans, statistical reports from computer system data, and others as required; and maintains computerized and/or hardcopy records. Operates a computer to enter, retrieve, review, or modify data; verifies accuracy of entered data and makes corrections; utilizes word processing, spreadsheet, database, e-mail, Internet, DRIVES, VCS Tax, or other computer programs. Assists in maintaining inventory of department equipment, supplies, forms, or other materials; ensures availability of adequate materials to conduct work activities; initiates requests for new/replacement items. Maintains file system of department files/records; prepares and sets up files; reviews, sorts and organizes documents to be filed; files documents in designated order; retrieves/replaces files; disposes of obsolete documentation. Communicates via telephone and/or email; provides information and assistance; records/relays messages; responds to requests for service or assistance; dispatches department staff in response to requests for service. Communicates with supervisor, employees, other departments, banking personnel, customers, the public, state/federal agencies, outside agencies, and other individuals as needed to coordinate work activities, review status of work, exchange information, or resolve problems. Directs training for new employees; provides ongoing training for existing employees when new laws have passed, or extra training is needed. Additional functions perform general/ and above average clerical tasks, which may include typing documents, making copies, sending/receiving faxes, filing documentation, or processing incoming/outgoing mail. Provides assistance to other employees or departments as needed. Performs other related duties as required.
Minimum Qualifications
High school diploma or GED; supplemented by a minimum of (3) three years previous experience in a tax/tag office; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Duties involving handling of cash funds may require ability to be bonded. Requires data entry score of 30 words per minute. Notary Public license is required.