Sr Tax Data Analyst

Guilford County Government; Greensboro (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

Guilford County Government in Greensboro, NC seeks a Sr Tax Data Analyst to perform professional data analysis of residential, commercial, industrial, and land property appraisal data, validate data, and publish insights for appraisal and appeals systems.

The role uses Power BI to design dashboards, builds queries from CAMA, SQL tables, and market data, identifies data gaps, supports reappraisals, and assists with BOE presentations. Strong Excel, GIS, and communication skills are required.

Qualifications

• Advanced Excel skills for data analysis.
• Advanced GIS knowledge related to real estate appraisal.
• Knowledge of real estate, tax, and statutes.
• Proficient with MS Teams for online meetings.
• Effective oral and written communication; interpret deeds/maps.
• Create PowerPoint presentations for Board meetings.
• Relate GIS to sales data for insights.
• Strong ability to work with databases and build queries.
• Experience gathering and analyzing large datasets.

Responsibilities

• Use Power BI to design and test dashboards for property tax data.
• Build queries to extract data from appraisal and tax systems.
• Gather and validate property data from multiple sources.
• Review data to develop values for reappraisals and detect patterns.
• Implement quality control to ensure data compliance.
• Identify weaknesses in appraisal data and address issues.
• Assist in developing appeal presentations for boards.
• Prepare reports on valuations and tax assessments for leadership.
• Train staff on software changes and data processes.
• Develop schedule of values for reappraisals.
• Stay informed on reappraisal cycles and data needs.
• Identify new data sources to support valuation.
• Provide data files for statisticians to improve models.
• Quality control over sale records and processes.
• Assist with development and testing of CAMA software.
• Assist the Assessor in producing reports and maps for public.
• Discuss appeals with taxpayers and provide supporting documents.
• Respond to technical help requests from appraisal staff.

Skills

Advanced Excel

GIS (Geographic Information Systems)

Real estate knowledge

Statutes knowledge

MS Teams

Effective communication

PowerPoint

GIS applications

Databases

SQL queries

Education

Bachelor’s degree in related field (Business Admin/Data/Finance/GIS)

Five years real estate appraisal experience

Associate degree + seven years real estate appraisal

High School + nine years real estate appraisal

Tools

Power BI

CAMA

NCPTS

Excel

SQL

GIS

Job description

GENERAL STATEMENT OF DUTIES

Position is responsible for professional and technical expert data analysis of residential, commercial, industrial, and land property appraisal data. The Sr Tax Data Analyst provides validation of data, reporting, trend analysis, sales analysis, review of and publishing of data as needed to be used in the appraisal and appeal systems.

DISTINGUISHING FEATURES OF THE CLASS

An employee in this class is responsible for the collection, analysis, validation of data, data analytics and reporting of appraisal work in support of the determination of the monetary value of residential, commercial, industrial, and land properties in the county. Work involves gathering data from various sources like CAMA, Power BI, City/County planning, permits, government websites, and market information from other locations where the data may be available. Creates reports to communicate tax data, develops analytical models and provides timely accurate analysis to influence and inform decision makers. Role requires strong technical abilities in managing and analyzing large amounts of data, understanding relationships between various databases and ability to identify discrepancies or variations. Considerable independent judgment and initiative must be exercised in correctly evaluating a wide variety of data. Assists Appraisal division in maintaining appraisal neighborhoods in preparation for countywide reappraisals. Reviews market data and sets new values for countywide reappraisals. This position does not exercise supervision of staff. This position reports to the Assistant Tax Director. Work is performed under limited supervision and is reviewed for compliance with current departmental appraisal methods and procedures.

DUTIES AND RESPONSIBILITIES

Essential duties and responsibilities include, but are not limited to:

• Uses Power BI to design, build and test interactive dashboards, integrating with new data sources to visualize property tax data and trends.
• Build and optimize queries to extract and analyze data from appraisal and tax management systems.
• Gather and validate property data from various sources to include property records, sales data and SQL database tables.
• Review data from reports on the Appraisal System to develop values to be used in reappraisals and to identify patterns that may impact property values and tax revenues to inform policy decisions and tax strategies
• Implements quality control measures to ensure that data used for tax assessments complies with relevant regulations and standards, minimizing errors and discrepancies in property valuations.
• Identify weaknesses in appraisal data that may affect reappraisal outcomes, proactivity addressing issues to enhance data integrity.
• Assists in developing appeal presentations for the Board of Equalization & Revie, BOCC & other entities
• Prepare comprehensive reports on property valuations and tax assessments, effectively communicating findings to senior tax management, Budget, DOR, and individual jurisdictions.
• Assists in training staff on software changes.
• Assist in developing schedule of values for reappraisals.
• Keeps abreast of the reappraisal and ongoing work cycles to plan and facilitate upcoming data analysis needs.
• Identifies holes or weaknesses in the appraisal data that may be affecting reappraisal outcomes.
• Identifies potential new data sources for elements like water/sewer, traffic counts, contamination sites, and zoning plans that may assist with the valuation of property.
• Produces data files for the statistician employed by the County to improve valuation modeling.
• Provides quality control over the sale records through analysis of the data and review of the business processes.
• Assists with development, testing, and quality control of the CAMA software. Assists with documentation and staff training as needed.
• Assists the Assessor in producing appraisal reports and maps for the public and the County Commissioners.
• Discusses appeals with taxpayers, providing supporting documents to reach resolution.
• Respond to help requests on technical issues from appraisal staff.
• Performs other duties as assigned.

RECRUITMENT STANDARDS

Knowledge, Skills, and Abilities

• Advanced skills on Excel are required for use in analyzing data.
• Advanced knowledge of GIS relationship to real estate appraisal.
• Knowledge of real estate, tax and statutes.
• Knowledge and ability to use on-line meeting platforms such as MS Teams.
• Ability to communicate effectively orally and in writing; Ability to read and interpret deed descriptions and maps.
• Ability to compose presentations using PowerPoint for Board of E&R meetings.
• Ability to relate GIS software applications to enhance understanding of sales information.
• Ability to establish and maintain effective working relationships with other employees.
• Ability to work with databases, build queries and reports.
• Ability to gather and work with large amounts of data.

MINIMUM QUALIFICATIONS

Bachelor’s degree in Business Administration, Data Science/Data or Business Data Analytics, Accounting, Finance, GIS or related degree and five years of experience in real estate appraisal including commercial real estate OR Associates’ degree in Business Administration, Data Science/Data or Business Data, Accounting, Finance, GIS or related degree and seven years of experience in real estate appraisal including commercial real estate OR High School Diploma or G.E.D. and nine years of experience in real estate appraisal including commercial real estate.

Preferred Qualifications:

Experience in the appraisal of commercial, industrial, residential properties and experience with mass appraisal. Experience working with Power BI, CAMA, NCPTS, Excel and/or creating data dashboards and writing SQL queries.

Special Qualifications:

Must be able to obtain certification as a real property appraiser from the NC Department of Revenue within one year of employment.

Physical Demands and Work Conditions

• Must possess the visual acuity to prepare and analyze data and statistics, operate a computer terminal, and use measuring devices; may perform repetitive motions.
• Must be able to exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
• Must be able to express or exchange ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.

Driving is Essential

Driving is an essential requirement of this position whether driving a County owned or personal vehicle to conduct county business. Motor Vehicle Reports may be verified for valid driver’s license and that the driving record is compatible with the county’s driving criteria. If a personal vehicle is operated for county business proper insurance is maintained as per Guilford County’s vehicle use policy.

Special Note:

This generic class description gives an overview of the job class, its essential job functions and recommended job requirements. However, for each individual position assigned to this class, there is available a completed job description with physical abilities checklist which can be reviewed before initiating a selection process. They can provide additional detailed information on which to base various personnel actions and can assist management in making legal defensible personnel decisions.