Management Analyst Associate - Real Estate Tax Analyst

Overview

The Real Estate Tax Analyst is a professional support role within the City of Richmond’s Real Estate Tax Unit, specializing in real estate tax billing and property tax relief programs. Reporting to the Real Estate Customer Service Supervisor, the incumbent provides substantive knowledge and professional support for programs related to real estate property taxation. This role requires the functional knowledge of basic accounting principles, including double-entry accounting, and the ability to accurately read and interpret journal vouchers, financial statements, and reports.

This role provides outstanding customer service to ensure the accurate assessment and timely application of property tax relief measures and resolve taxpayer issues.

• Real Estate Tax Relief Program Support:
  • Review and analyze tax relief applications based on eligibility criteria and applicable local/state regulations.
  • Work with tax relief applicants to ensure proper documentation submission in a timely fashion.
  • Represent the unit at real estate related functions within the community regarding tax relief programs.
• Real Estate Tax Billing Operations:
  • Coordinate the execution of routine and ad-hoc processes within the Munis financial system to generate supplemental real estate tax bills based on property updates, reassessments, or policy changes.
  • Perform detailed quality control and validation checks on generated bills and bill reports prior to mailing to ensure accuracy and compliance with all tax laws and departmental policies.
  • Research and resolve complex billing discrepancies and adjustments identified during the quality control process or reported by taxpayers.
• Customer Service & Issue Resolution:
  • Serve as a primary point of contact to provide customer service and technical assistance to the public regarding complex real estate related tax, billing questions, and applicable relief programs.
  • Effectively interpret and explain complex tax information to citizens and other non-tax experts.
  • Utilize electronic ticket management system to effectively track and monitor customer related communications and escalations.
• Data Management:
  • Interpret and manage complex real estate related and financial data from internal and external collaborators and sources to maintain accuracy.
  • Cross-reference and validate data from a variety of sources to ensure taxpayer accounts, billing records, and tax relief eligibility are up-to-date and accurate.
  • Accurately enter and retrieve data from electronic systems and databases to support operational functions.
• Operational Support & Policy:
  • Interpret policies and procedures related to real estate tax operations.
  • Assist with the development and editing of policies and procedures related to real estate tax billing and relief programs.
  • Perform basic clerical functions such as filing, correspondence, and mail sorting as needed.

Knowledge (some combination of the following):

• General and special funds
• Electronic databases and related software applications
• Governmental accounting concepts
• Intermediate to advanced level mathematics and statistics as applicable to appraisal measures and assessment ratio studies
• Thorough knowledge of computer programs such as Microsoft Office Suite and Adobe Acrobat

Skills (some combination of the following):

• Analyzing and aggregating data
• Analyzing and interpreting manuals and operating procedures
• Assisting with special projects and programs
• Communicating with various internal and external departments effectively
• Communicating results of analyses and recommendations professionally and effectively with senior management and peers
• Conducting basic analyses
• Developing manuals and operating procedures as necessary
• Developing recommendations and reports
• Gathering and compiling data
• Maintaining records, data, and other information in department of focus
• Performing various administrative duties such as answering phones, ordering supplies, etc.
• Proofreading and editing
• Preparing and submitting documents related to focus area
• Working in a team environment
• Customer service
• Excellent oral and written communication

Abilities (some combination of the following):

• Multi-task…