Classification: Financial Specialist II

Job Req: R2383

Department: Treasurer's Office

Hours/Week: 37.5

Union: AFSCME 87-Master Courthouse

Pay Range: $21.92 - $27.80 per hour (AFSCME Pay Plan B22, Step 1-13)

Hiring Range: $21.92 - $23.26 per hour (AFSCME Pay Plan B22. Step 1-4 DOQ)

Open Date: 11/07/2024

Close Date: 11/21/2024

Overview:

The Yakima County Treasurers Office has one opening for an Financial Specialist II. This position is responsible for auditing and calculating tax record adjustments, segregations, advance and current use taxes. Analyzes and monitors bankruptcy cases and processes Real Estate Excise Tax Affidavits for property transfers in accordance with State RCW and WAC requirements. Audits affidavits/documents for accuracy prior to creating charges and receipting fees in the system.

A Word and Excel exercise will be administered at time of Interview.

Benefits included in position:

Health Care Benefits (Medical, Dental, Vision, Basic Life and Basic LTD)

Retirement Benefits

Paid Vacation

Paid Holidays

Paid Sick Leave

Note: This is a AFSCME 87-Master Contract Bargaining Unit position

This recruitment may be used to fill future vacancies that occur within 90 days of the closing of this position. (This excludes Yakima County Sheriff's Office and Department of Corrections)

Responsibilities:

Essential Duties:

Receives, audits and verifies the accuracy of tax record adjustments as provided from various governmental agencies and the Department of Assessments for prior and/or current tax years.

Recalculates taxes based on tax record adjustment documentation provided by the Department of Assessment and other governmental agencies, including audit functions of manual verification as required. Performs in-depth research on tax record adjustments that generate a refund.  Prepares and mails Petition for Property Tax Refund to payer of tax for signature and address verification.

Receives signed Petitions for property tax refunds from the payer of tax.  Verifies that the appropriate person signed the Petition; calculates new tax charges; reconciles and balances the amount that will be refunded. Prepares refund documentation packet for Treasurer's review and signature.  Prepares request to remove or reapply any interest, penalty, or cost charges.  Calculates statutory interest based on date of payment. Prepares files that document applicable tax record adjustments for audit review and future research.

Maintains unclaimed property tax refund file. Processes tax record adjustments that have not been claimed, calculates the amount to be transferred to the unclaimed property account.

Audits, verifies and compiles monthly unclaimed property tax refund report.  Balances control account monthly for unclaimed property tax refunds to the general ledger.

Receives and reviews payment in error requests.  Researches and documents requests; applies corrective procedures to resolve situation when applicable.  Corresponds with parties involved regarding final determination of payment in error.

Receives and reviews bankruptcy notices, payment plans and reports pertaining to property ownership. Downloads detailed bankruptcy information from the US Bankruptcy Court web site regularly.  Reviews all documents to ensure our tax claim remains in a secured status at the full value.  Prepares objections to reclassification of our claim or value. Completes and mails bankruptcy Proofs of Claim based on property tax amounts owed at