What are the responsibilities and job description for the Tax Services Technician Trainee position at County of Orange?
TAX SERVICES TECHNICIAN TRAINEE
SALARY INFORMATION
Salary may be negotiable based on position requirements and a successful candidate's qualifications, subject to appropriate authorization.
In addition to performance-based merit increases, this position is scheduled to receive salary range increases on the following dates:
Effective June 28, 2024: 4.25% increase
Effective June 27, 2025: 4.00% increase
OPEN TO THE PUBLIC
This recruitment is open to the public and is being held to establish an eligible list to fill current and future Tax Services Technician Trainee vacancies within Treasurer-Tax Collector. This recruitment may also be used to fill positions in similar and/or lower classifications.DEADLINE TO APPLY
The deadline to apply has been extended. Qualified applicants are encouraged to apply immediately, as the recruitment will close on
THURSDAY, February 1, 2024, BY 11:59 PM PST.
THURSDAY, February 1, 2024, BY 11:59 PM PST.
TREASURER-TAX COLLECTOR
The mission of the Treasurer-Tax Collector (TTC) is to ensure the safe and timely receipt, deposit, collection, investment, and disbursement of public funds. Our vision is to implement best business practices that maximize value, minimize costs, and provide timely, accurate, and courteous service to our internal and external customers. To accomplish our mission and vision, we will invest public funds in a manner that provides maximum security of principal and maintains the public trust; maintain sufficient liquidity to enable participants to meet their operating cash requirements; obtain a stable market rate of return throughout budgetary and economic cycles; provide timely, cost-effective, accurate and courteous customer service; invest resources to develop and maintain knowledgeable and competent staff; act in an ethical and professional manner while maintaining honest, respectful, and open communications; and, streamline cashiering and collection processes to increase timely collection of public revenues for the benefit of Orange County citizens. The Treasurer-Tax Collector, an elected official, has an annual operating budget of $14.5 million with approximately 70 employees. The Treasurer-Tax Collection has four operational divisions: Treasury, Investments, Tax and Central Collections, and Administrative Services. The Treasurer is also an ex-officio trustee on the Orange County Employees Retirement System, managing over $20 billion, and the banker for the community college and school districts in Orange County.
For more information on the Treasurer-Tax Collector, click here.
For more information on the County of Orange, click here.
THE OPPORTUNITY
The mission of the Treasurer-Tax Collector (TTC) is to ensure the safe and timely receipt, deposit, collection, investment, and disbursement of public funds. Our vision is to implement best business practices that maximize value, minimize costs, and provide timely, accurate, and courteous service to our internal and external customers. To accomplish our mission and vision, we will invest public funds in a manner that provides maximum security of principal and maintains the public trust; maintain sufficient liquidity to enable participants to meet their operating cash requirements; obtain a stable market rate of return throughout budgetary and economic cycles; provide timely, cost-effective, accurate and courteous customer service; invest resources to develop and maintain knowledgeable and competent staff; act in an ethical and professional manner while maintaining honest, respectful, and open communications; and, streamline cashiering and collection processes to increase timely collection of public revenues for the benefit of Orange County citizens. The Treasurer-Tax Collector, an elected official, has an annual operating budget of $14.5 million with approximately 70 employees. The Treasurer-Tax Collection has four operational divisions: Treasury, Investments, Tax and Central Collections, and Administrative Services. The Treasurer is also an ex-officio trustee on the Orange County Employees Retirement System, managing over $20 billion, and the banker for the community college and school districts in Orange County.
For more information on the Treasurer-Tax Collector, click here.
For more information on the County of Orange, click here.
THE OPPORTUNITY
The Tax Services Technician Trainee is an entry-level trainee class in the Tax Services Technician series, and there is no permanent status at the Tax Services Technician Trainee level. Incumbents are expected to demonstrate progressive proficiency by performing work with increasing independence. The successful completion of a 26-week probationary period and training to the satisfaction of the department will result in the promotion to Tax Services Technician. Incumbents who are promoted to Tax Services Technician will have an additional 26-week probationary period in the new position. Incumbents who fail to be promoted to the classification of Tax Services Technician will be subject to termination of their trainee status and/or employment with the County of Orange.
Trainees will learn to perform work related to daily property tax collection in the areas of property taxes and may provide information to the taxpayers relative to property payment and billing questions in a call center setting. The position will be expected to quickly learn California state law regarding property tax policies and property tax unit procedures, and specific duties may include property tax functions such as reviewing, calculating, and explaining property tax bills, making recommendations on penalty cancellations, and working with the Office of the Assessor on property tax ownership questions.
The general responsibilities and duties associated with this position include, but are not limited to, the following:
Trainees will learn to perform work related to daily property tax collection in the areas of property taxes and may provide information to the taxpayers relative to property payment and billing questions in a call center setting. The position will be expected to quickly learn California state law regarding property tax policies and property tax unit procedures, and specific duties may include property tax functions such as reviewing, calculating, and explaining property tax bills, making recommendations on penalty cancellations, and working with the Office of the Assessor on property tax ownership questions.
The general responsibilities and duties associated with this position include, but are not limited to, the following:
- Answer property tax questions and inquiries via telephone in a call center setting.
- Post property tax payments to taxpayer accounts for payments received.
- Open, process, and draft responds to property tax correspondence.
- Conduct research on property tax rolls and tax payment issues to present to your supervisor.
- Assist taxpayers with payment plans, penalty cancellations, and tax clearance certificates.
- Research property tax payments for various property tax bills.
- Learn updated or new tax laws, and ability to explain them to others.
- Perform a variety of general office tasks as assigned.
The ideal candidate will possess one (1) or more years of direct customer service experience in a clerical or office environment OR possess one (1) year of work experience in a call center.
Additionally, the ideal candidate will also possess knowledge and experience in the following core competencies:
Technical Experience and Knowledge
- Knowledge of modern office practices and procedures, including filing and operating office equipment.
- Ability to operate and use a variety of electronic and automated office machines and equipment.
- Ability to quickly learn and interpret property tax bills, tax notices and payment types.
- Ability to learn current property tax rules and regulations and explain them to the public professionally, respectfully, accurately and with empathy.
- Strong experience using Microsoft Office (Outlook, Word, and Excel) and other software programs.
- Accurately apply regulations and/or policies and follow procedures to solve challenges.
- Maintain effective working relationships with internal customers and the public.
- Provide the highest quality service to the public in a call center setting by addressing concerns timely, accurately, and professionally.
- Maintain phone etiquette and professionalism during difficult conversations.
- De-escalate situations by showing empathy, understanding, and delivering results.
- Anticipate and meet customer needs.
- Clearly and effectively communicate with the public or others in situations requiring the explanation of complex property tax rules and regulations.
- Interact with the public over the phone in situations that require gaining cooperation.
- Demonstrate the ability to convey information clearly and articulately to others, both orally and in writing.
- Convey a positive and professional attitude when speaking with others.
- Demonstrate proficiency in the fundamental principles of writing, grammar, and proofreading skills to identify omissions and errors in the English language.
MINIMUM QUALIFICATIONS
Click HERE to learn more about the minimum qualifications for the Tax Services Technician Trainee classification.
Click HERE to learn more about the minimum qualifications for the Tax Services Technician Trainee classification.
NOTE: Foreign degrees require an evaluation of U.S. equivalency by an agency that is a member of the National Association of Credential Services (N.A.C.E.S.).
RECRUITMENT PROCESS
Application screening (Refer/ Non-Refer)
Human Resource Services (HRS) screens all application materials for minimum and/or desirable qualifications. Applicants who meet the minimum and/or desirable qualifications will be referred to the next step in the recruitment process. All applicants will be notified via email of their status in the process.
In-person Exam | Multiple Choice (Weighted 100%)
Applicants who meet desirable qualifications will be invited to participate in one or more job-related assessments in a proctored environment. Applicants will be notified of their test date. Only the most qualified applicants will be placed on the eligible list.
Based on the department's needs, the selection procedures above may be modified. Candidates will be notified of any changes in the selection procedures.
Eligible List
Once the assessment has been completed, HRS will establish an eligible list of candidates. Candidates placed on the eligible list may be referred to a selection interview to be considered for present and future vacancies.
Veterans Employment Preference
The County is committed to providing a mechanism to give preferential consideration in the employment process to veterans and their eligible spouses. The County will provide eligible participants with the opportunity to receive interviews in the selection process for employment and paid internship openings.
Please click HERE to review the policy.
Please see below for important information regarding COVID 19 related recommendationsEffective April 3, 2023, it is strongly recommended that County employees working in health care settings and correctional facilities follow vaccination and booster guidelines provided by the California Department of Public Health (CDPH) and the Centers for Disease Control and Prevention (CDC). Please click here to see the latest guidance for more details.
EMAIL NOTIFICATION
Email is the primary form of notification during the recruitment process. Please ensure your correct email address is included in our application, and use only one email account.
NOTE: User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply.
Candidates will be notified regarding their status as the recruitment proceeds via email through the GovernmentJobs.com site. Please check your email folders, including spam/junk folders, and/or accept emails ending with "governmentjobs.com" and "ocgov.com." If your email address should change, please update your profile at www.governmentjobs.com.
FREQUENTLY ASKED QUESTIONS
Click HERE for additional Frequently Asked Questions.
Questions? For specific information pertaining to this recruitment, contact Aries Hensley at 714-834-3918 or by email at aries.hensleyfranco@ocgov.com .
Orange County, as an equal employment opportunity employer, encourages applicants from diverse backgrounds to apply.
Salary : $39,770 - $53,602
Phone-Based Tax Sales Consultant
Fresh Tax Solutions -
Santa Ana, CA
Pharmacy Technician - Correctional Health Services
County of Orange -
Santa Ana, CA
Industrial technician
Financial Statement Services, Inc -
Santa Ana, CA
