Tax Specialist

Position Summary

The Tax Specialist is responsible for providing exceptional customer service to the McLennan County taxpayers in the daily operations of the Tax Office. Duties include respectful interaction with customers and supervisors, accurate data entry into multiple software applications, document processing and recordkeeping, and daily cash drawer balancing. This work may vary and requires analysis, problem solving, and the ability to learn and retain state laws and office policies.

• Completes required training on state laws regarding property tax, vehicle registration, and vehicle title transfers in a timely manner and in the order that best accommodates the Tax Office.
• Processes vehicle registration by verifying taxpayer information, VIN and plate numbers, proofreading paperwork for accuracy, and computing and collecting the appropriate funds for each transaction.
• Processes motor vehicle title transfers by verifying the paperwork is complete and computing and collecting applicable fees and taxes for each transaction.
• Processes current and delinquent property tax transactions by collecting funds and posting payments in Property Tax system software.
• Accurately reviews customer documentation and issues disabled placards and plates, timed permits, and replacement stickers/plates.
• Issues property tax certificates, collects appropriate funds, and sets up various kinds of property tax payment plans.
• Issues and collects the appropriate funds for local beer and alcoholic beverage license permits.
• Complies with Tax Office policy regarding acceptance and counting of cash, required information on checks, and choosing the correct credit card bureau code.
• Accurately balances cash drawer to Property Tax and/or Motor Vehicle receipts each day, often requiring end‑of‑day balancing closeouts for each system from one cash drawer.
• Prepares daily bank deposits for each system and keeps cash drawer balanced daily with the required amount of change.
• Processes incoming mail using a mail processing system or manually for the property tax and motor vehicle departments.
• Assists the public in‑person by cordially greeting them, answering general questions, providing forms, and issuing a ticket to receive the appropriate service to meet their needs.
• Assists the public over the phone by answering general questions and providing detailed information related to property tax and motor vehicle transactions.
• Researches and verifies property ownership information for building permits, personal property, and mobile home transfers.
• Assists the Special Inventory Tax Department with processing payments and maintaining records.
• Takes physical inventory, counts supplies (plates, placards, and tag paper) held in vault for issuance in daily transactions, collects inventory reports from other divisions and sub‑stations; computes inventory on hand for balancing with reports generated by the State and maintains all records for inventory purposes.
• Picks up mail at Post Office on a rotating basis.
• Might be assigned to work in the McGregor or West Tax Office substations as needed.
• Maintains regular attendance and timeliness.

Education

High School diploma or GED.

Skills and Experience

• 1 year of financial, general customer service or retail experience with cash handling.
• Must be able to obtain bonding.
• Must be able to attend out‑of‑town training, seminars, and/or conferences.
• Must possess strong communication and interpersonal skills in dealing with supervision, county employees, and the general public in person and by telephone.
• Must be able to type, use a 10‑key calculator, and perform data entry.
• General skill in operating standard office equipment such as personal computers, calculators, photocopiers, fax machines, scanning equipment, and multi‑line telephones.
• General knowledge of basic hardware and software and uses of a variety of different computer operating systems such as Microsoft Office, Excel, Outlook.
• Keen attention to detail; careful and accurate data entry.
• Proficient knowledge of basic arithmetic, including addition, subtraction, multiplication, division, interest, decimals and percentages.
• Must be able to learn…