Financial Regulatory Technician - Real Estate Tax Technician

The Real Estate Tax Technician supports the City’s assessment and collection of real estate taxes by performing research, account maintenance, billing support, and customer service activities within the Real Estate unit. The position assists with relief programs, prepares applicable notices and records, and provides second-line support for escalated Real Estate inquiries. Work is performed in accordance with established procedures, policies, and statutory requirements to ensure accurate and timely administration of property tax obligations.

**Real Estate Tax Account Administration**

• Conducts research on real estate tax accounts to verify data accuracy and resolve discrepancies.
• Processes account updates, corrections, and maintenance activities in accordance with policies and applicable tax codes.
• Supports preparation, issuance, and reconciliation of real estate tax bills and notices.
• Reviews and processes delinquent real estate tax payments and assists with desk audits as needed.
• Investigates account issues and collaborates with internal staff to resolve tax-related conflicts.

**Customer Service and Taxpayer Support**

• Provides standard information to taxpayers in-person, by phone, and via written correspondence regarding real estate tax assessments, billing, and payments.
• Serves as second-line support for escalated Real Estate customer service tickets, ensuring accurate, timely, and courteous resolution.
• Assists taxpayers with relief program inquiries and required documentation, ensuring eligibility factors are met.
• Explains tax obligations and deadlines.

**Records, Reporting, and Administrative Support**

• Prepares public records, tax notices, and legal/court documentation related to real estate taxes.
• Maintains accurate digital and physical files, ensuring compliance with retention and confidentiality standards.
• Provides administrative support within the Real Estate unit, including data entry, document processing, and general clerical tasks.
• Assists with generating reports related to collections, assessments, outstanding taxes, and unit performance metrics.
• Performs other duties as assigned by the Customer Service Supervisor to support efficient operations.

**KNOWLEDGE, SKILLS, AND ABILITIES:**

**Knowledge (some combination of the following):**

• Basic math, accounting, business, and financial policies
• City and State codes
• Computer programs such as Microsoft Office Suite
• Electronic databases and related software applications such as MUNIS, Clear, TACS, and Accurint
• Office equipment such as a multi-line phone
• Personal property tax codes and collection tax laws

**Skills (some combination of the following):**

• Assessments
• Collections
• Oral and written communication
• Customer service
• Conducting research
• Cash handling
• Data entry

**Abilities (some combination of the following):**

• Analyze information
• Pay attention to detail
• Think critically
• Follow directions and established procedures

**MINIMUM TRAINING AND EXPERIENCE:**

• High School Diploma or GED
• Associate's degree preferred
• Two years of accounting support experience such as processing payments, providing direct customer service, calculating funds owed, and investigating/collecting delinquent payments
• An equivalent combination of training and experience (as approved by the department) may be used to meet the minimum qualifications of the classification

**LICENSING, CERTIFICATIONS, and OTHER SPECIAL REQUIREMENTS:**

• None required