County of Alameda

DESCRIPTION

Under general direction, to plan, organize, and direct the work of the various units of the Appraisal Support and Assessee Services sections of the County Assessor’s Office; to assign and supervise the work of subordinate supervisory clerical personnel; to determine eligibility on all claims for organizational exemption; to plan, coordinate, assign, evaluate and supervise the work of Assessor’s Technicians II/III processing organizational claims; to represent the Assessor’s Office before the Appeals Board Hearing Officer regarding denials of assessment exemptions and penalties for failure to file Change in Ownership Statements; and to do related work as required.

DISTINGUISHING FEATURES

This single position class of Assessment Services Manager, located in the Assessor’s Office, is responsible for the overall management and supervision of the Appraisal Support and Assessee Services sections. These sections perform various tasks, including providing assessment and exemption information to the public, processing assessment reviews, researching assessment and tax-related problems, preparing correspondence for other property tax-related departments, processing homeowner exemption claims, property tax records retrieval and coordinating mailing of Assessor’s forms and questionnaires. The Assessment Services Manager is directly responsible for the review, determination and enrollment of all organizational exemption claims. This position represents the Assessor’s Office before the Appeals Board Hearing Officer regarding penalties levied for failure to file Change in Ownership Statements and denials for assessment exemption. The incumbent in this single position class reports to the Chief, Assessment Services Division.

EXAMPLES OF DUTIES

NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

1. Plans, organizes and supervises the clerical staff responsible for processing exemption claims filed by organizations, including Church, Religious and Welfare claims. Tasks include mailing and receipt of claims, review for timeliness and completeness, input to the computer system, file maintenance and correction to the assessment roll, as needed.

2. Determines eligibility for exemption of all organizations by applying provisions of the California Revenue and Taxation Code and when necessary, examining property to determine which portion of such property are taxable and which are tax exempt. Coordinate with Appraisal Division to conduct appraisals on those portions of property that do not qualify for exemption.

3. Prepares or directs the preparation of correspondence to claimants relating to the status of organizational exemptions. Prepares or directs the preparation of correspondence to the Auditor and/or Tax Collector regarding proper enrollment of the exemption on the tax roll.

4. Supervises an Assessment Supervisor managing the Appraisal Support Unit.

5. Supervises an Assessment Supervisor managing the Assessee Services Unit.

6. Prepares Report and Recommendations for each legal challenge pertaining to penalties levied for failure to file Change in Ownership Statements and denials for assessment exemption utilizing appropriate Revenue and Taxation Code sections.

7. Represents the office before the Appeals Board Hearing Officer regarding Claims for Refund filed on property statement penalties and exemption denials.

8. Confers with representatives of County Counsel for legal guidance on matters of property ownership, exemptions, and validity of assessment; and personally provides information to the public and attorneys in the most difficult cases.

9. Implements changes and instructs subordinates in changes to the Revenue and Taxation Codes relating to property assessment.

10. Develops work procedures and new methods to accomplish the work more effectively.

11. Participates in the selection, training, evaluation and disciplinary action of the technical clerical staff; maintains attendance and time records.

12. Prepares and supervises the preparation of correspondence and reports as required.

13. Estimates supply and requisitions supplies as needed.

MINIMUM QUALIFICATIONS

Either I
Experience:

The equivalent of one year of experience in the class of Assessment Supervisor I or an equivalent or higher supervisory classification in the Alameda County classified service (non-classified includes District Attorney’s Office and Hospital Authority).

AND
Experience:

The equivalent of two years of recent, progressively responsible experience in property assessment work dealing with the reappraisability of changes in ownership, supplemental and escape assessment processes and calculations, or exemptions, as dictated by the Revenue and Taxation Codes.

Or II
Experience:

The equivalent of three years of recent, progressively responsible experience in property assessment work dealing with changes in ownership, supplemental and escape assessments or exemptions, as dictated by the Revenue and Taxation Codes in an Assessor’s Office or assessment-related government office, one year of which shall have been in a supervisory capacity.

License:

Possession of a valid California Motor Vehicle Operator’s license.

Special Requirement:

Incumbents are required to furnish their own automobile to use on the job. Reimbursement for such use will be made.

NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS

NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the “Examples of Duties” section of this specification.

Knowledge of:

• Principles and practices of supervision, management, organization, training and administration applicable to government agencies.
• Employee disciplinary procedures.
• Organization, functions, and procedures of the Assessor’s Office.
• Appropriate provisions of the Revenue and Taxation Code and the Assessor’s Handbook related to land ownership and transfers of ownership and assessment appeals.
• Real estate terminology, land title deeds and other instruments of title conveyance, and real property descriptions.
• Methods of land title research and examination.
• Office methods, practices, procedures and record-keeping.
• An advanced integrated property assessment management system.
• The roles of other property tax-related departments (Recorder, Auditor-Controller, Treasurer-Tax Collector).

Ability to:

• Plan, organize, assign, coordinate, and supervise work of many diversified technical clerical personnel.
• Prepare business correspondence.
• Devise and adapt work procedures and record-keeping systems to meet organizational or procedural changes.
• Understand, interpret, and supervise the application of laws, rules, and written directions pertaining to property ownership.
• Establish and maintain cooperative relations with subordinates, superiors, and the public.
• Analyze data, drawing logical conclusions, and prepare reports.
• Use software applications specific to the Office of the Assessor.

CLASS SPEC HISTORY

SA:po 8/2/06
Newspec: 2870.doc
CSC Date: 8/30/2006

BENEFITS

Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being.  These benefits include but are not limited to*:

For your Health & Well-Being

• Medical – HMO & PPO Plans
• Dental – HMO & PPO Plans
• Vision or Vision Reimbursement
• Share the Savings
• Basic Life Insurance 
• Supplemental Life Insurance (with optional dependent coverage for eligible employees)
• Accidental Death and Dismemberment Insurance 
• County Allowance Credit
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

• 12 paid holidays
• Floating Holidays
• Vacation and sick leave accrual
• Vacation purchase program
• Management Paid Leave**
• Catastrophic Sick Leave
• Group Auto/Home Insurance
• Pet Insurance
• Commuter Benefits Program
• Guaranteed Ride Home
• Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
• Employee Discount Program (e.g. theme parks, cell phone, etc.)
• Child Care Resources
• 1^st United Services Credit Union 

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.  This provides a brief summary of the benefits offered and can be subject to change.

** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.