Accounting Appraiser Technician

Description

Under supervision, to learn the methods and procedures used in gathering and analyzing data for the appraisal of businesses, personal property, and fixtures for tax assessment purposes; to assist with audits and analysis of business financial records for appraisals; perform the more complex clerical assessment work; and to do related work as required.

DISTINGUISHING CHARACTERISTICS
This is the entry and training level in the Auditor-Appraiser class series. Incumbents work under the guidance of other Department staff becoming familiar with the Department's methods, procedures, and policies.

REPORTS TO: Supervising Auditor/Appraiser or designee.

CLASSIFICATIONS SUPERVISED: None.

TYPICAL PHYSICAL REQUIREMENTS
Sit for extended periods; frequently stand and walk; normal manual dexterity and eye-hand coordination; lift and move objects weighing up to 25 lbs.; corrected hearing and vision to normal range; verbal communication; use of office equipment, including computer, telephone, calculator, copiers, and FAX.

TYPICAL WORKING CONDITIONS
Work is performed in both an office and business environments; continuous contact with staff and the public.

Example of Duties

(The following is used as a partial description and is not restrictive as to duties required.)

Provides information and assistance in person or by telephone.
Researches returned mail, makes address corrections and forwards to taxpayers.
Copies and distributes maps, correspondence, reports, and related documents.
Sorts/organizes documents to be filed.
Locates/removes/replaces files and maintains file system of departmental records.
Operates a computer to research and/or update database.
Answers the telephone, provides information, takes messages and/or direct calls.
Assists customers in preparing and filing property documentation.
Performs research to determine property ownership and discover new businesses.
Learns to examine and audit accounting records, financial records, tax returns, and other business records in connection with the appraisal of personal and business property and assets for tax assessment purposes.
Assists with analyzing information and determining the proper valuation of business property.
May collect cost and value data for the preparation of appraisal guides.
Assists with the analysis and evaluation of personal property such as boats and aircraft for tax assessments.
Assists with the analysis of farm equipment values.
Assists with reviewing, updating and making any corrections to the assessment roll values as necessary.
Assists with report preparation.
Prepares the supplemental roll and any subsequent research needed for billing purposes.
Performs the more routine appraisal assignments on an independent basis as job experience is gained.
Performs other related duties.

Minimum Qualifications

Any combination of training and experience which would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:

Completion of nine units of accounting from an accredited college.

AND

One year of previous financial and statistical record keeping work experience comparable to that of an Assessment Clerk with San Benito County.
(Three years of full time experience, or its equivalent, performing office support duties relating to fiscal, statistical, or case records maintenance may be substituted for one year of experience comparable to that of an Assessment Clerk I with San Benito
County. )

Equivalent to an Associates' Degree from an accredited college with core course work in business administration, mathematics, appraising, building cost estimating, construction material procurement, or managing or selling of real estate.

Desired Qualifications

Equivalent to an Associates' Degree from an accredited college with core course work in business administration, mathematics, appraising, building cost estimating, construction material procurement, or managing or selling of real estate.

Special Requirements:
Possession of, or ability to obtain a valid class C California Drivers License

May be required to pass a fingerprint/background investigation.

Knowledge Of/Ability To

Knowledge of:

Knowledge of accounting and auditing principles and procedures.
Basic principles and terminology of accounting.
Good public relations and customer service techniques.
Maintenance of files and information retrieval systems.
Computerized financial information systems used by the County.
Modern office methods and procedures.
Principles of lead direction, training, and work coordination.

Ability to:

Perform a variety of financial and statistical record keeping work.
Assist in performing a variety of complex financial and statistical record keeping work.
Provide lead direction, training, and work coordination for other staff, when assigned.
Read and understand codes, statutes, and information related to financial and statistical record keeping work.
Learn the laws, rules, and regulations governing the maintenance of fiscal records in areas where assigned.
Learn and apply methods, practices, and terminology of financial and statistical record keeping.
Learn and apply the techniques, methods, and principles of personal and business property appraisal.
Gather and organize data and information.
Prepare and maintain financial and statistical reports.
Assemble and analyze statistical and narrative information.
Speak and write effectively.
Make mathematical calculations quickly and accurately.
Work with computerized financial and special information systems and use a computer for financial and statistical record keeping work.
Understand and carry out oral and written directions.
Establish and maintain cooperative working relationships.
Maintain effective communications and good relations with the public.

Selection Process: All completed applications and supplemental questionnaires will be reviewed. Depending upon the number of applicants who meet the minimum qualifications, the examination process may include a screening committee (pass/fail) and/or an oral examination (100%) which may include a written practical component to determine placement on the eligible list.

In accordance with California Government Code section 3100, et., seq., all County of San Benito employees are considered disaster service workers who may be required to report for duty, or remain on duty to address disaster service activities in the event of an emergency or disaster and are required to undertake an applicable loyalty oath.

SAN BENITO COUNTY BENEFITS

Employees in regular, full-time positions will be eligible to participate in the following employee benefits:

Pay Day: Employees are paid bi-weekly.
Insurance Deductions: The insurance and benefits deductions will take place bi-monthly, normally the first two pay periods of the month. Bank/Credit union and 457 Retirement Deferrals deductions will take place bi-weekly.

Vacation: Based on continued years of service. Maximum accruals may apply depending on the bargaining unit.

• 5 to 9 years of service = 15 days per year
• 10 to 14 years of service = 18 days per year
• 15 + years of service = 20 days per year

Holidays: 13.5 holidays (including 3 floating) for most employees.

Sick Leave: 15 days per year. Maximum accruals apply.

Health Plan: Comprehensive medical and dental plans available for full-time employees. Employees appointed to a regular position at a time base of 50% or higher are also eligible to participate.

Vision Plan: MES Vision Plan offered which offers exams, frames and lenses on a 12-24-24 basis. The County pays for employee coverage and the employee can pay for dependent coverage. This benefit is available to FULL-TIME employees only.

Employee Assistance Program: The County provides confidential short-term counseling services to employees and dependents. Any regular employee is eligible for up to a total of three (3) hours of counseling sessions within any six (6) month period per County employee. Up to a maximum of six (6) sessions per calendar year are allowed per family

Life Insurance/AD&D: County pays for a $20,000 BASIC life insurance policy for each employee. Two other VOLUNTARY life insurance plans available, including AD&D.

Disability Insurance: General, Confidential and Management groups participate in the State Disability Insurance.

Credit Union: Membership to the Santa Clara Federal Credit Union is available to San Benito County employees.

Deferred Compensation: Employees may participate in tax-deferred retirement savings. Three 457 plans are available. Employees may rollover funds from prior 401k or 457 accounts. IRS limits apply.

Retirement: Regular employees will be enrolled into the CalPERS retirement system in accordance with the Public Employees' Retirement Law. Employee contributions vary according to bargaining unit.

All New Miscellaneous (non-Safety) employees enrolled into the CalPERS retirement system participate in the full formula of 2% at 62. Miscellaneous employees participate in Social Security in addition to CalPERS.

New Safety employees are covered by the safety full formula 2.7% at 57. Safety employees contribute 9% of the employee contribution. Safety employees do not participate in Social Security.

Supplemental Insurance: Employees may participate in various AFLAC plans such as accident, disability, and cancer insurances.

Additionaly, employees can enroll into a pre-tax cafeteria plan and flexible spending accounts including Unreimbursed Medical ($2500) and Dependent Care ($5000).

Health, Dental and Vision Insurance

Retirement Formula Local MISC 2% @ 62 for New PERS Members

Social Security (non-safety)

Vacation Based on Continued Years of Service

Sick Leave 15 Days Annually

Floating Holiday

457 Deferred Compensation

Credit Union

Flexible Spending Account

Employee Assistance Program

Group Life Insurance

Additional Optional Life Insurances & AD&D

Tuition Reimbursement

01

I understand all County employees will be required to take an Oath of Office and will be called upon to act as Disaster Service Workers, when needed.

• Yes

02

Please be sure to answer the supplemental questions thoroughly and accurately. Applicants are responsible for clearly, completely, and accurately identifying their qualifications. Your responses to the questions must be supported by both the work experience listed on your application as well as your resume. The rating of the supplemental questions may determine your application status and/or rank on the eligible list. Answers such as "see resume" or "see above" will remove you from consideration. I have read and understand the statement above concerning submission of supplemental questionnaire responses.

• Yes
• No

03

Please indicate your highest level of education.

• Did not complete high school or equivalent
• High School, GED, or equivalent
• Some College
• Associate's Degree
• Bachelor's Degree
• Master's Degree or higher

04

Have you completed nine units of accounting form an accredited college?

• Yes
• No

05

Do you have one year of previous financial and statistical record keeping work experience comparable to that of an assessment clerk with San Benito County?

• Yes
• No

06

How many years of full-time experience do you have performing office support duties relating to fiscal, statistical, or case records maintenance?

• No Experience
• Less than 1 year
• 1-2 years
• 2-3 years
• 3-4 years
• 4-5 years
• More than 5 years

07

Describe your experience performing office support duties relating to fiscal, statistical, or case records maintenance.

Required Question

Closing Date/Time: 11/27/2024 5:00 PM Pacific

• 

• County of San Benito

• (831) 636-4000

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