Personal Property Appraisal Technician

To perform technical analysis, research and a variety of professional accounting functions involved in the valuation of assessable real or personal property, in compliance with Oregon Revised Statutes.

Works under the supervision of Appraisal Supervisor and/or the County Assessor who assigns work and reviews results for conformance to department policies and standards.

Supervision is not a responsibility of positions in this class.

• Perform technical analysis, research, and a variety of complex assessment and valuation functions related to assessable personal property in accordance with Oregon Revised Statutes, Oregon Administrative Rules, Marion County ordinances, policies, and established procedures. Review, analyze, reconcile, and maintain confidential property and assessment information to ensure completeness, accuracy, and proper valuation. Research and resolve account, filing, and assessment discrepancies and communicate extensively with taxpayers and business representatives by telephone, email, and in person to obtain and verify information, resolve issues, explain filing and assessment requirements and procedures, and respond to questions and concerns.
• Review and process Confidential Personal Property Returns submitted annually pursuant to ORS 308.290 by a variety of business enterprises for property tax assessment. Process returns received either in hard-copy format or electronically through the County’s eFiling program. Review reported asset information for completeness and accuracy and ensure confidential information is handled in accordance with applicable laws, policies, and procedures.
• Analyze, reconcile, and balance reported asset information and values; identify discrepancies, omissions, or inconsistencies; research and resolve differences as necessary. Apply appropriate valuation schedules and methodologies to reported property and calculate annual real market value and assessed value. Review current and prior-year information to identify changes or reporting issues requiring additional research or taxpayer contact.
• Use Excel and other applicable software and assessment systems to organize, reconcile, and analyze property and valuation data. Utilize formulas, spreadsheet functions, data comparisons, and other analytical tools to verify calculations, identify discrepancies and trends, reconcile information from multiple sources, and ensure the accuracy and completeness of assessment data.
• Prepare professional written correspondence to taxpayers, business representatives, and other agencies regarding filing requirements, account discrepancies, requests for information, valuation and assessment matters, deadlines, and other personal property issues. Clearly communicate applicable requirements, findings, and necessary corrective actions. Develop and maintain internal procedures, instructions, and reference materials related to personal property processes to promote accuracy, consistency, and compliance with applicable laws, rules, policies, and established practices.
  
  Document correspondence and other relevant account activity.
• Perform discovery and research activities to identify new businesses and taxable personal property and track changes to existing businesses, including relocations, ownership changes, closures, and changes in property or operations. Research and verify business locations, ownership, account information, and other relevant data using available records, databases, business filings, and other research sources. Establish new accounts and update existing account information as necessary to ensure known taxpayers and taxable property are accurately identified, maintained, assessed, and…