Exemptions Compliance Administrator

NYC Department of Finance; New York (NY); Hybrid; USD 68,000 - 78,000; Full time

Job summary

NYC Department of Finance (DOF) is seeking an organized Exemptions Compliance Administrator in the Property Exemptions Administration (PEA). You will handle analytical and administrative tasks, maintain SOPs, and prepare reports on exemptions and abatements while coordinating with various DOF units.

The role requires a degree and progressive clerical/administrative experience, including supervisory responsibilities, with strong Excel and data reporting skills.

Qualifications

• Bachelor’s degree and two years of clerical/administrative experience, with one year in a supervisory capacity.
• Associate degree or 60 credits and three years of clerical/administrative experience, with one year supervisory.
• High school diploma or equivalent and four years of clerical/administrative experience, with one year supervisory.
• Education/experience equivalent to the above, with supervisory experience required.

Responsibilities

• Assist with updating and maintaining SOPs for the Compliance Unit and PEA programs.
• Apply procedures and program rules, flag unusual situations for leadership.
• Stay current on legislative changes affecting PEA programs and assist with reviews/audits.
• Research and respond to routine and complex issues from internal and external stakeholders.
• Create and monitor reports using data software and PTS Inquire for exemptions and abatements.

Skills

Discretion with confidential info

Verbal and written communication

Attention to detail

Multitasking

Data entry accuracy

Education

Bachelor's degree or higher

Associate degree or 60 credits

High school diploma or equivalent

Education/experience equivalent with supervisory experience

Tools

MS Excel

Power BI

MS Word

Outlook

PowerPoint

SAS

Job description

IMPORTANT NOTE: CANDIDATES MUST BE PERMANENT IN THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE TITLE OR ARE PERMANENT IN A COMPARABLE CIVIL SERVICE TITLE ELIGIBLE FOR A 6.1.9 TITLE CHANGE.

NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently to instill public confidence and encourage compliance while providing exceptional customer service.

DOF's Property Exemptions Administration (PEA) oversees and executes property tax benefits for a diverse array of entities and individuals. PEA’s core responsibilities encompass the examination, processing, and management of applications for exemptions and abatements. These benefits extend to commercial and industrial properties, residential multi-family construction, new one- to two-family construction, government entities, and non-profits, as well as renters and homeowners, including members of the clergy, seniors, people with disabilities, and veterans. PEA is committed to ensuring the accessibility of property tax benefits for all eligible constituents.

Responsibilities

The Property Quality Assurance and Compliance (QAC) unit is seeking an organized, reliable, and motivated Exemptions Compliance Administrator. Reporting to the unit supervisor, under general direction, with wide latitude for the exercise of independent initiative and judgement, the incumbent will perform analytical and specialized administrative work; specific responsibilities include, but are not limited to:

• Assisting with updating, the maintenance, and the adherence to all Standard Operating Procedures, in the Compliance Unit. Also adhering to Standard Operating procedures for all PEA programs.
• Following established procedures and applying program rules consistently; flagging unusual situations for unit leadership.
• Staying current on legislative and regulatory changes affecting PEA programs. Assisting with periodic reviews and audits.
• Possessing a working knowledge of NYC Property Tax Exemption and Abatement programs, researching, resolving, and responding to routine correspondence and complex issues escalated by internal and external stakeholders, including but not limited to DOF Office of the Taxpayer Advocate, DOF legal, External Affairs, Payment Operations, Land Records, Finance Information and Technology (FIT), Department's Senior Management.
• Using data software, programs, canned reports, or PTS Inquire, create and monitor reports as necessary and upon request for random sampling of exemptions and abatements applications that are processed review reports to determine procedural and policy issues and integrity checks.
• Creating and Maintaining reports on Freedom of Information Law (FOIL) and Subpoena requests from DOF legal.
• Collaborate with PEA- Data Analytics and Program Evaluation (DAPE), other data groups withing the Property division, PTS-Functional lead, and Tax Policy when necessary.
• Create and maintain reports on Coop and Condo Abatement (CCA) and Rent Freeze (SCRIE/DRIE) appeal applications for management.
• Assisting with the review and processing of CCA and Rent Freeze appeal applications as needed.
• Researching out of state properties and serve as the point person and title companies.
• Updating records in the Property Tax System (PTS), Smart File, Rent Increase Exemption (RIE) or other Property or PEA databases as required.
• Serve as the designated point person to assist supervisor and manager with training needs for the unit.
• Special projects as assigned.

Additional Information

PRINCIPAL ADMINISTRATIVE ASSOC - 10124

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

This position may be eligible for remote work up to 2 days per week, pursuant to the Remote Work Pilot Program agreed between the City and the Collective Bargaining Unit representing employees serving in the civil service title.

Minimum Qualifications

• A baccalaureate degree from an accredited college and two years of satisfactory full-time progressively responsible clerical/administrative experience, one year of which must have been in an administrative capacity or supervising staff performing clerical/administrative work of more than moderate difficulty; or
• An associate degree or 60 semester credits from an accredited college and three years of satisfactory full-time progressively responsible clerical/administrative experience including one year of the administrative supervisory experience described in "1" above; or
• A four-year high school diploma or its educational equivalent approved by a state’s department of education or a recognized accrediting organization and four years of satisfactory full-time progressively responsible clerical/administrative experience including one year of the administrative supervisory experience as described in "1" above; or
• Education and/or experience equivalent to "1", "2", or "3" above. However, all candidates must possess the one year of administrative or supervisory experience as described in "1" above. Education above the high school level may be substituted for the general clerical/administrative experience (but not for the one year of administrative or supervisory experience described in "1" above) at a rate of 30 semester credits from an accredited college for 6 months of experience up to a maximum of 3 year.

Preferred Skills

• Two years or more years of experience in Property Exemptions Administration or a related field. - Experience in compliance related work. - Discretion with confidential financial information. - Knowledge of NYC Real Property Tax Law (RPTL), and property exemptions and/or abatement programs. - General mathematical skills, specifically for the purpose of manual calculations and pro-rating amounts. - Ability to adapt to fluid word environment and changing needs and priorities. - Detail oriented with the ability to multitask, comfortable producing reports. - Proficient in MS Excel, Word, and Outlook experience using PowerPoint Power BI, SAS or other data analytics program knowledge is a plus. - Excellent verbal and written communication skills ability to work with employees at all levels throughout an organization with a professional demeanor, dress, and attitude. - Accuracy and attention to detail and the ability to work productively and independently. - Skilled in data entry with high rate of accuracy and efficiency. - A Highly motivated and organized individual. - Consistently shows initiative and willingness to take on additional responsibilities.

55a Program

This position is also open to qualified persons with a disability who are eligible for the 55-a Program.

Public Service Loan Forgiveness

As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at https://studentaid.gov/pslf/.

Residency Requirement

New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview.

Additional Information

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

, $68,209.00 – $78,440.00