Assessment Clerk I/II/III

Description

I
Under general supervision, to learn and perform a variety of responsible support work in the preparation of assessment rolls, master property records, and personal property records; to learn provide support and assistance with the calculation of assessments and market values of property; and to do related work as required.

II
Under general supervision, to perform a variety of responsible support work in the preparation of assessment rolls, master property records, and personal property records; to provide support and assistance with the calculation of assessments and market values of property; and to do related work as required.

III
Under general supervision, to perform a variety of the more complex, specialized technical assessment support work in the preparation of assessment rolls, master property records, and personal property records; to provide support and assistance with the calculation of assessments and market values of property; and to do related work as required.

DISTINGUISHING CHARACTERISTICS
I
This is the entry and first working level in the Assessment Clerk class series. Incumbents have responsibility for learning and performing a variety of support functions in the preparation of assessment rolls, master property records, personal property records, and the determination of property values. This class is distinguished from Assessment Clerk II by the fact that Assessment Clerk II's work on a more independent basis and are expected to be familiar with the policies and procedures of the Assessor's Office. When an incumbent in this class has demonstrated sufficient work skills and knowledge, as well as sound work habits, they may be promoted to the Assessment Clerk II level.

II
This is the fully experienced working level in the Assessment Clerk class series. Incumbents have responsibility for performing a variety of support functions in the preparation of assessment rolls, master property records, personal property records, and the determination of property values. This class is distinguished from Assessment Clerk I by the fact that Assessment Clerk I's work in a training and learning capacity. It is distinguished from Assessment Clerk III by the fact that Assessment Clerk III's are regularly given more complex, specialized assignments. Also, Assessment Clerk III's may serve in a lead and training capacity.

III
This is the experienced, advanced working level in the Assessment Clerk class series. Incumbents in this class perform the most complex support work for professional appraisal and/or auditing staff. Incumbents have responsibility for performing a variety of the more complex, technical assessment functions in the preparation of assessment rolls, master property records, personal property records, and the determination of property values. This class is distinguished from Assessment Clerk II by the assignment of more complex, specialized work requiring substantial knowledge of the policies and functions of the Assessor's Office and the ability to make decisions based on the analysis of legal and other documents being processed.

REPORTS TO
Assessors Office Manager

CLASSIFICATIONS SUPERVISED
This is not a supervisory class, although some lead direction may be provided for other staff.

TYPICAL PHYSICAL REQUIREMENTS
Sit, stand and walk for extended periods of time; 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 an office environment; continuous contact with other staff and the public.

Example of Duties

(The following is used as a partial description and is not restrictive as to duties required.)
I
Learns and performs a variety of support work in the production of assessment rolls;
Learns work procedures and receives, processes, and distributes property statements and exemption claims;
Maintains and updates records and indexes regarding property ownership, mailing addresses, and tax area codes
Inputs assessment related data into the computer system
Learns and processes property transfers and prepares changes of ownership statements
Assists the public with completion of forms
Prepares and mails questionnaires and forms
Maintains records and compiles information for reports
Performs title searches
Assists appraisal staff with developing records and maintaining contact with persons being audited
Assists with the development of reports
Provides information to the public in person and over the telephone.

II
Performs a variety of support work in the production of assessment rolls Receives, processes, and distributes property statements and exemption claims Maintains and updates records and indexes regarding property ownership, mailing addresses, and tax area codes Inputs assessment related data into the computer system Processes property transfers and prepares changes of ownership statements Assists the public with completion of forms Prepares and mails questionnaires and forms Maintains records and compiles information for reports Performs title searches Assists appraisal staff with developing records and maintaining contact with persons being audited Assists with the development of reports Provides information to the public in person and over the telephone.

III
Collects and verifies information relating to ownership, dates of sale, location, and cost of real and personal property
Performs a variety of assignments related to property transfers, including determination of reappraisal codes in accordance with the Revenue and Taxation Code of California and other appropriate laws
Contacts property owners, title companies, attorneys, and others to clarify legal ownership and reappraisal status of property
Reviews, verifies, and corrects property owner information regarding construction costs and personal property
Prepares business property statements for processing
Calculates, records, and verifies timber and agricultural preserve land values
Maintains logs of assessment roll values
Researches information and establishes files for business valuations, exemptions, and a variety of property assessments
Receives, processes, and distributes property statements and exemption claims
Inputs assessment related data into the computer system
Processes property transfers and prepares changes of ownership statements
Assists with the development of reports; provides a variety of public information and assists the public with the processes and procedures of the Assessor's Office.

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:

I
One year of previous financial and/or statistical record keeping work experience, preferably in a position requiring substantial public contact.

II
Two years of previous work experience in an Assessors Office equivalent to that of an Assessment Clerk I with San Benito County.

III
One year of previous Assessor's Office support work experience comparable to that of an Assessment Clerk II in San Benito County.

I/II/III
Special Requirements
Possession of, or ability to obtain a valid class C California Drivers LicenseMay be required to pass a fingerprint/background investigation.

Knowledge Of/Ability To

KNOWLEDGE OF:
I
Methods, and practices of record keeping.
Good public relations techniques.
Maintenance of files and information retrieval systems.
Use of computers in maintaining records and information.
Modern office methods and procedures.
Correct English usage, spelling, grammar, and punctuation.

II
Functions, policies, and procedures of the County Assessor's Office. Codes and laws affecting ownership and appraisal of property. General knowledge of terminology, concepts, methods and procedures used in assessment/appraisal of property. Methods and practices of updating and maintaining assessment rolls. Good public relations techniques. Maintenance of files and information retrieval systems. Use of computers in maintaining records and information. Modern office methods and procedures. Correct English usage, spelling, grammar, and punctuation.

III
Functions, policies, and procedures of the Assessor's Office.
Codes and laws affecting the ownership and appraisal of property.
General knowledge of terminology, concepts, methods and procedures used in assessment/appraisal of property.
Methods and practices of updating and maintaining assessment rolls.
Good public relations techniques.
Computers and software used in maintaining Assessor's Office records.
Modern office methods and procedures.

ABILITY TO:
I
Learn and perform a variety of Assessor's Office clerical support work.
Follow oral and written directions.
Read, understand, and apply pertinent codes, and rules in the assessment of property and record keeping work.
Gather and organize data and information.
Assist with the preparation of reports.
Make mathematical calculations quickly and accurately.
Work with computerized information systems and use a computer for maintaining and updating assessment roll and property information.
Deal tactfully and courteously with the public and other staff when explaining the functions and policies of the Assessor's Office.
Establish and maintain cooperative working relationships.
Type and or use word processing software at a speed necessary for successful job performance.
Operate a personal computer and related software.

II
Perform a variety of Assessor's Office support work. Follow oral and written directions. Read, understand, and apply pertinent codes, and rules used in the assessment of property and assessment role maintenance work. Gather and organize data and information. Assist with the preparation of reports. Make mathematical calculations quickly and accurately. Work with computerized information systems and use a computer for maintaining and updating assessment roll and property information. Deal tactfully and courteously with the public and other staff when explaining the functions and policies of the Assessor's Office. Establish and maintain cooperative working relationships. Type and or use word processing software at a speed necessary for successful job performance. Operate a personal computer and related software.

III
Perform a variety of complex, specialized Assessor's Office technical support work involving independent judgement.
Follow oral and written directions.
Read and understand codes, statutes, and information related to Assessor's Office support work and make decisions based on the analysis of legal documents processed by the Assessor's Office.
Gather and organize data and information.
Assist with the preparation of reports.
Make mathematical calculations quickly and accurately.
Work with computerized information systems and use a computer for maintaining and updating assessment roll and property information.
Deal tactfully and courteously with the public and other staff when explaining the functions and policies of the Assessor's Office.
Establish and maintain cooperative working relationships.
Type and/or use word processing software at a speed necessary for successful job performance.

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

Closing Date/Time: 1/23/2025 5:00 PM Pacific

• 

• County of San Benito

• (831) 636-4000

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