Management Analyst Associate - Business Tax Associate

The Business Tax Associate performs professional analytical, administrative, and program support work for the City’s Business Tax programs. The position requires substantive knowledge of state and local business tax laws, including Business License, Business Personal Property, Admissions, Lodging, Transient Occupancy, and Meals Tax. The incumbent provides analysis related to customer issues, program processes, and legislative changes; supports billing operations; conducts data gathering and reporting; assists with procedure and policy development; maintains records; and serves as a backup leader for the Business Tax team. Work includes operational and financial analysis, coordination with internal and external stakeholders, and performance of administrative functions to support program effectiveness.

**This position is considered an Essential Personnel, which means that the incumbent is required to work when the City is closed due to public emergencies, critical or hazardous conditions or inclement weather.**

**Key Responsibilities:**

**Business Tax Analysis and Program Support**

• Understand and apply business tax laws, ordinances, and regulations across multiple tax types.
• Conduct research and provide analysis related to complex customer inquiries, operational challenges, and business tax issues.
• Review legislative or regulatory updates and assess impacts to existing programs, processes, and services.
• Assist in the design, development, and improvement of Business Tax-related procedures and workflows.
• Prepare reports, summaries, and recommendations to support management decision-making.

**Billing Operations and Quality Assurance**

• Support the Revenue Billing Manager with billing-related projects, including implementation tasks and procedural coordination.
• Lead annual and statutory bill quality-check efforts to ensure accuracy, compliance, and timely processing.
• Assist with updates to billing systems, tools, and databases.

Coordinate administrative and procedural tasks required to complete billing operations.

**Data Gathering, Reporting, and Performance Metrics**

• Collect, compile, and analyze business tax data for reporting purposes.
• Maintain and update tracking tools and metric dashboards to support unit performance monitoring.
• Serve as a secondary point of contact for data requests, information sharing, and routine reporting needs.
• Support development of written reports, presentations, and data summaries for internal and external use.

**Records Management and Administrative Coordination**

• Maintain and organize departmental file systems, including creating files, preparing documentation, and sorting, scanning, and filing records.
• Conduct records maintenance activities in coordination with the Department of Finance Administrative team, ensuring compliance with retention and destruction guidelines.
• Assists with the coordination of communications, program functions, and events for the work unit.

**Policy, Procedure, and Documentation Support**

• Assist with drafting, reviewing, and revising business tax policies and procedures.
• Recommend improvements to ensure consistency with laws, best practices, and operational needs.
• Support dissemination of updated procedures and related communications to staff and external stakeholders.

**Team Support and Lead Worker Duties**

• Serve as a backup manager for the Business Tax team in the absence of the Customer Service Supervisor.
• As assigned, act as a lead worker by assigning tasks, monitoring work completion, and guiding paraprofessional or support staff.
• Assist with training coordination, onboarding, and technical support for staff members.
• Support supervisors and managers with personnel-related tasks when delegated.

**KNOWLEDGE, SKILLS, AND ABILITIES:**

**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
• Organize
• Plan
• Prioritize
• Problem solve
• Manage time effectively

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

• None required

**MINIMUM TRAINING AND EXPERIENCE:**

• Bachelor’s degree in business/public administration or field related to assignment
• Two years of paraprofessional experience in area related to assignment, such as assisting with program or project administration and management analysis
• An equivalent combination of training and experience (as approved by the department) may be used to meet the minimum qualifications of the classification.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job. Prospective and current employees are invited to discuss accommodations.

**ENVIRONMENTAL HAZARDS:** Working conditions may include exposure to travel to other locations within the City of Richmond as well as outside of the City of Richmond; exposure to hazardous physical conditions such as mechanical parts, electrical currents, vibrations, etc.; atmospheric conditions such as fumes, odors, dusts, gases, and poor ventilation; inadequate lighting; intense noise; and environmental hazards such as disruptive people, imminent danger, and a threatening environment.

**Physical Requirements and Working Environment:** Due to the nature of work assignments, incumbents must be able to perform detailed work on multiple, concurrent tasks, with frequent interruptions and under time constraint. The essential duties of this classification may require the ability to regularly talk, hear, and see; frequently reach and perform repetitive motions; and occasionally stoop, kneel, crouch, stand, walk, push, pull, lift, finger, grasp, and feel. The working conditions may not include environmental hazards. In terms of the physical strength to perform the essential duties, this classification is considered to be sedentary, exerting up to 10 pounds of force occasionally, and a negligible amount of force frequently or constantly to move objects.

\* Internal use: HR Generalist to review.