There is one opening with the Yakima County Treasurer's Department. This position audits and calculates tax record adjustments, segregations, advance and current use taxes. Analyzes and monitors bankruptcy cases and processes Real Estate Excise Tax Affidavits for property transfers in accordance with State RCW and WAC requirements. Audits affidavits/documents for accuracy prior to creating charges and receipting fees in the system. This recruitment could be used to fill job openings that occur within 90 days of the closing of this posting.
Essential Job Functions:
Receives, audits and verifies the accuracy of tax record adjustments as provided from various governmental agencies and the Department of Assessments for prior and/or current tax years. Recalculates taxes based on tax record adjustment documentation provided by the Department of Assessment and other governmental agencies, including audit functions of manual verification as required. Performs in-depth research on tax record adjustments that generate a refund. Prepares and mails Petition for Property Tax Refund to payer of tax for signature and address verification.
Receives signed Petitions for property tax refunds from the payer of tax. Verifies that the appropriate person signed the Petition; calculates new tax charges; reconciles and balances the amount that will be refunded. Prepares refund documentation packet for Treasurer’s review and signature. Prepares request to remove or reapply any interest, penalty, or cost charges. Calculates statutory interest based on date of payment. Prepares files that document applicable tax record adjustments for audit review and future research.
Maintains unclaimed property tax refund file. Processes tax record adjustments that have not been claimed, calculates the amount to be transferred to the unclaimed property account. Audits, verifies and compiles monthly unclaimed property tax refund report. Balances control account monthly for unclaimed property tax refunds to the general ledger.
Receives and reviews bankruptcy notices, payment plans and reports pertaining to property ownership. Downloads detailed bankruptcy information from the US Bankruptcy Court web site regularly. Reviews all documents to ensure our tax claim remains in a secured status at the full value. Prepares objections to reclassification of our claim or value. Electronically files bankruptcy Proofs of Claim based on property tax amounts owed at the time of bankruptcy filing. Calculates advance taxes if necessary and files the appropriate documents. Receives and prepares bankruptcy payments for application. Balances payment(s) to data provided to accounting division to ensure accurate application of payments(s) to parcel accounts.
Provides customer service over phone and in person regarding questions concerning tax information and research of payments and/or charges.
Receives, audits and verifies the accuracy of Real Estate Excise Tax Affidavits submitted in person and electronically, before processing through computerized system. Audits for accuracy, all legal documents prior to transfer being completed including comparing the legal description on the Affidavit to that which is in the computer system. Audits and enters the information from the Affidavit for grantor, grantee and address of whom all correspondence regarding property taxes will be carried on the tax rolls.
Enters information from excise affidavit to create tax charges in computerized system. Collects excise tax payment from customer. Ascertains appropriate tender whether check, money order or cash. Calculates appropriate change. Prepares Real Estate Excise Tax Transactions for Cashier for deposit of excise funds. Balances each document prior to submitting to cashier. Completes General Deposit to cashier for payments other than excise.
Experience and Training:
High School Diploma or GED and three year of general accounting support or related experience including six months in areas of specialty or an equivalent combination of education and experience which provides knowledge, skills and abilities sufficient to successfully perform the essential duties of the job.
Successful completion of a criminal history background check.
Microsoft Excel education/training is required.
Microsoft Word/Excel exercises will be required as a part of the interviewing process.
This is a Yakima Count6y Courthouse Master Contract Bargaining Unit position.
Equipment Operated: Computer and software (MS Office group, Ascend, Internet), printer, calculator, microfilm/fiche machine, 10-key, photocopier, telephone, fax machine, excise number stamp, paper shredder. All duties require the use of some or all office equipment listed.
Working Conditions/Physical Requirements:
Duties are performed primarily in an office setting. The position requires stooping, kneeling, crouching reaching, standing, mobility, fingering, grasping, talking, hearing, seeing and repetitive motions. Rated as sedentary work: exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting, most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Exposure to potentially hostile individuals during the personal property distraint cases both in person or through telephone contacts.
Knowledge: (Upon entry)
Basic accounting theories and principals; Basic financial recordkeeping methods; Basic mathematics; Customer service techniques; Office practices; Phone etiquette; Personal computer and software programs; Time management principles; General knowledge of property tax and bankruptcy principals; Rules of grammar, spelling and punctuation used in professional correspondence and reports; and Methods of safeguarding public assets, addressing Internal Control issues, and segregation of duties.
Skills (and abilities) (Upon entry)
Preparing and processing documents related to assignment or function; Reviewing and verifying accounting information; Paying attention to detail and accuracy; Performing a variety of technical calculations for auditing and refunds; Using office equipment such as phones, copiers, calculators, microfilm machine and fax machines; Using a personal computer and related software applications; Establishing and maintaining effective interpersonal relationships with Title Company employees, Attorneys, County employees and with the public; Communication, both oral and written, sufficient to exchange or convey information and to give or receive work direction.