4220 Tax Auditor-Appraiser

Recruitment #CBT-4220-901702

Introduction

Amended 9/27/2017 to reflect the most current selection procedures which align with the core examination standard.

Amended 9/25/2017 to included additional information about the selection procedures. 

City and County of San Francisco
4220 Tax Auditor-Appraiser
CBT-4220-901702

THIS IS A CITYWIDE EXAMINATION

Under general supervision in the Office of the Assessor-Recorder or Treasurer & Tax Collector, the Tax Auditor-Appraiser is responsible for inspecting, analyzing and evaluating personal property holdings of business firms for assessment and audit purposes; may audit accounting and related records to verify accuracy of business tax returns(such as payroll expense tax, gross receipts tax, transient occupancy tax, parking tax, etc.) related to municipal and/or State codes.

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.

1. Examines and audits accounting and financial records, with regard to compliance with personal property or business taxes as prescribed by law.

2. Processes and adjusts tax forms by entering the data into the computer system and comparing with the previous year’s data and the tax assessment data.

3. Prepares a variety of documents including audit appointment letters, written audit findings, and reports with the recommendations.

4. Conducts account research and prepares preliminary work papers and schedules.

5. Communicates with and assists taxpayers or their representatives regarding filing tax declarations, audits process, audit findings, and explains application of the tax laws and regulations.

6. Makes on-site visits to inspect business operations, activities, and validity of business tax records, as well as to examine and assess personal property located in San Francisco.

7. Upon a petition for redetermination or other appeal, makes follow-up audit appointments and prepares amended audit schedules and other supporting documents.

8. Supports appeals activities, such as conducting research and assembling appeals packages.

Minimum Qualifications

Education
Requires possession of a baccalaureate degree from an accredited college or university with major coursework in accounting, including at least twenty-four (24) semester units or thirty-six (36) quarter units of accounting and/or auditing courses.

Experience
Two (2) years of verifiable professional level experience as financial auditor or accountant, which must include preparation of financial statements and managerial reports.

License and Certification
Positions at the Assessor/Recorder’s Office require eligibility for certification from the California State Board of Equalization as an appraiser for property tax purposes. In accordance with the California State Board of Equalization, appointees to this class must possess or obtain permanent certification as an appraiser for property tax purposes within one (1) year of appointment, and must maintain certification as a condition of continued employment.

Substitution
Additional qualifying experience may be substituted for the required education; however, no substitution is allowed for the twenty-four (24) semester units or thirty-six (36) quarter units of Accounting and/or Auditing courses. One (1) year of experience is equivalent to thirty (30) semester units or forty-five (45) quarter units.

How To Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

  • Select the desired job announcement
  • Select “Apply” and read and acknowledge the information
  • Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”
  • Follow instructions on the screen

Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.

Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Elizabeth Maier, by telephone at 415.554.5644, or by email at elizabeth.maier@sfgov.org.

Selection Procedures

Multiple Choice Exam (Weight: 100%) 
Candidates who meet the minimum qualifications will be invited to take a multiple-choice exam. The multiple-choice exam will be administered either on a computer or in a paper format. The type of format will depend on the size of the qualified applicant pool. Qualified candidates will be notified of the type of exam format in their exam appointment notification. The exam will measure essential knowledge, skill and ability levels in one or more of the following job related areas as appropriate. These areas may include, but not be limited to: Knowledge of financial, auditing and accounting terminology, standards, principles and practices; Knowledge of laws, codes and ordinances applicable to auditing and assessment processes; Ability to understand and interpret different principles and regulations related to finances, accounting, and auditing procedures; Ability to search for information in a set of documents, compare/assess the accuracy of the numerical information across different documents, recognize discrepancies in calculation, tracking and correcting calculation errors; Ability to perform basic mathematics (e.g. add, subtract, multiply, divide, calculate percentage); Ability to analyze financial and accounting data and draw logical conclusions; Ability to communicate effectively with various audiences and provide high quality customer service including the ability to develop effective working relationships with others.

This is a standardized written examination. In accordance with Civil Service Rule 111.11.4, inspection privileges do not apply to the questions and answers in this examination.

Your score will be valid and "banked" for three years, starting from the date of the examination. This means that, during this three-year time period, you will not be required to re-take this test. If the selection process for the future announcement is held within one year of the date of this examination and it includes the core exam your score will be automatically applied to that announcement. However, after one year, you have the option to either (a) apply your test score to the other announcement or (b) re-take the test. Re-testing is permitted no sooner than one year from the date of the examination and only in association with your eligibility for another announcement for which the core test is used. Please note that, should you re-test, your re-test score would become your official score since it is the most recent.

Note: A passing score must be achieved on all examination components in order to be placed/ranked on the Eligible List. The hiring department may administer additional position- specific selection procedures to make final hiring decisions.

Verification of Experience/Education
Applicants may be required to submit verification of qualifying education and experience, at any point in the application, examination or departmental selection processes. Verification of work experience typically must be on the employer’s letterhead, and must include the applicant’s name, job title, description of job duties, dates of service, and signature of the employer. San Francisco City and County employees do not need to submit verification of their City employment, but must submit verification of outside experience. San Francisco City and County employees will not receive credit for experience obtained outside of their classification unless recorded in accordance with the provisions of the Civil Service Rule 110.9.1.

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

Eligible List
The eligible list resulting from this examination is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission. The duration of the eligible list resulting from this examination process will be of six (6) months, and may be extended with the approval of the Human Resources Director.

Certification
The certification rule for the eligible list resulting from this examination will be the Rule of ten (10) Scores. Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

 

Conviction History

As a finalist for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a finalist. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates applying for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
  • Candidates applying for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Having a conviction history does not automatically preclude you from a job with the City.

If you are selected as a finalist, the hiring department will contact you to schedule a fingerprinting appointment.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Conclusion

General Information concerning City and County of San Francisco Employment Policies and Procedures:
Important Employment Information for the City and County of San Francisco can be obtained at: http://www.sfdhr.org/index.aspx?page=20
or hard copy at 1 South Van Ness Avenue, 4th Floor.

Terms of Announcement and Appeal Rights
Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. [Note: The correction of clerical errors in an announcement may be posted on the Department of Human Resources website at: www.jobaps.com/sf
.]

The terms of this announcement may be appealed under Civil Service Rule 110.4. Such appeals must be submitted in writing to the Department of Human Resources, 1 S Van Ness Avenue, 4th Floor, San Francisco, CA 94103-5413 by close of business on the 5th business day following the issuance date of this examination announcement. Information concerning other Civil Service Commission Rules involving announcements, applications and examination policies, including applicant appeal rights, can be found on the Civil Service Commission website at: http://sfgov.org/civilservice/rules.

Copies of Application Documents
Applicants should keep copies of all documents submitted, as these will not be returned.  

Right to Work
All persons entering the City and County of San Francisco workforce are required to provide verification of authorization to work in the United States.  

Requests

Exam Type: Entrance
Issued: September 22, 2017; Amended September 25, 2017, Amended September 27, 2017 
Micki Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: 901702
ASR/EM/415.554.5644

Benefits

All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here. 



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