Tax Relief Specialist

JOB SUMMARY

Performs activities related to the operation of the Countys Property Tax Relief and Deferral programs ensuring they are efficient accurate and compliant. Including providing assistance to the public by answering phone calls researching taxpayer issues processing board letters and processing applicant refunds.

MINIMUM QUALIFICATIONS

Two (2) years of general clerical and customer service experience in a professional office environment that includes handling customer problems and/or complaints operating a personal computer maintaining files reviewing applications and providing general information OR an equivalent combination of related education and experience.

Understanding of personal income tax returns and may be required to complete an Income Tax Course obtaining a Professional Certification from H&R Block within 6 months of hire.

Due to the nature of this position the successful applicant must pass a required background check through fingerprinting and enrollment in the continuous RAP Back (Record of Arrest and Prosecution Back) program in accordance with current County Human Resources policy requirements.

ESSENTIAL FUNCTIONS

• Assists in administering the statutory tax relief programs for disabled veterans the blind low-income elderly homeowners and hardship cases.
• Interviews potential tax relief applicants and reviews applications for compliance with policies standards and statutes.
• Review and calculate tax documents and financial documents to determine income and assets for eligibility. This includes Federal and State income tax returns year-end financial forms and schedules investment statements financial aid and all other forms of financial resources.
• Review Trust Wills and Power of Attorney documents for ownership eligibility.
• Monitors taxpayers in the deferral program for timely payments and compliance with the deferral agreement.
• Processes board letters and applicant refunds.
• Resolves tax relief employee questions and concerns.
• Accepts and processes payments and issues receipts.
• Provides community outreach to senior centers local expos and allied agencies about available programs for seniors veterans and individuals with disabilities.
• Provide community presentations regarding all aspects of tax Relief available programs for seniors veterans and disabled individuals.

KNOWLEDGE SKILLS AND ABILITIES (KSA)

Knowledge of:

• Basic mathematics
• Time and work organization/management techniques
• Federal tax returns and IRS codes
• State tax legislation County policies and procedures

Skills and Abilities to:

• Collect analyze and calculate Tax documents and financial resource documents
• Interview individuals to gain an understanding of their financial situation and request documentation
• Respond to requests and inquiries from employees and the public in a courteous and tactful manner even in stressful situations
• Communicate clearly and concisely both orally and in writing
• Research compile analyze interpret and prepare a variety of reports
• Analyze situations carefully and adopt effective courses of action
• Interpret and apply applicable Federal State and County laws codes and regulations
• Effectively use modern office procedures methods and computer equipment and software
• Complete all tasks with accuracy and efficiency
• Organize prioritize schedule and perform tasks simultaneously and efficiently
• Perform basic data entry

WORKING CONDITIONS AND PHYSICAL REQUIREMENTS

Work duties are typically performed in a general office setting. May travel to County locations throughout the county to give presentations. (community outreach events EXPOs and Senior Centers)

A career with a purpose in the community you love!

Salt Lake County invites you to explore our exciting career opportunities. We seek highly enthusiastic individuals to enrich our County with your experience and talent. If you enjoy working in a team environment committed to changing its communitys lives please keep reading.

What its like to work here:

At Salt Lake County our culture is woven into all aspects of our work and employees lives from how we treat each other to how we support the community. To promote and foster a fun and healthy work environment we appreciate employees through great benefits a healthy work-life balance and room to grow and develop.

Surround yourself with:

Peers who are motivated to make a difference in the lives of those we serve. We serve Salt Lake County and envision a safe and beautiful place for all to live work and have fun. Salt Lake County is about connecting people and championing our community. Our community is more than a place; its our heart and service that brings us together.

We encourage work-life balance:

Working for Salt Lake County is more than just a paycheck. A career with us includes several benefits and perks. We support our employees with 12 Holidays up to 24 vacation days 12 sick days and one personal day every year. Some positions offer a hybrid work environment giving you the flexibility to work from home and in the office.

Additional Benefits Include:

• Retirement options for hybrid pension/401(k) or 401(k) only with 10% employee contribution
• Medical coverage including a 100% County-paid premium option
• Dental and Vision coverage with coverage for adult designees
• Health Savings account with a County contribution of up to $1200 per year or a Flexible Spending Account
• 100% County-paid Long-Term Disability and employee-paid Short-Term Disability options
• Professional Development and professional membership fees paid
• Tuition Reimbursement
• Plus: Onsite medical clinic and gym; hospital insurance auto insurance and home insurance and discounts at County facilities

Check out our benefits page for more information.