Sr Tax Data Analyst

Guilford County; Greensboro (AL); On-site; USD 75,000 - 110,000; Full time

Job summary

Guilford County in North Carolina is seeking a Sr Tax Data Analyst to perform professional and technical data analysis of residential, commercial, industrial, and land property appraisal data. The role validates data, conducts trend analyses, and publishes findings to support the county's appraisal and appeal systems.

The analyst will design interactive dashboards with Power BI, build complex SQL queries, gather data from multiple sources, and ensure data quality for accurate valuations.

Qualifications

• Advanced Excel skills for data analysis.
• Advanced knowledge of GIS related to real estate appraisal.
• Knowledge of real estate, tax and statutes.
• Knowledge and ability to use MS Teams.
• Ability to compose PowerPoint presentations for Board meetings.
• Ability to relate GIS software applications to sales information.
• Ability to work with databases, build queries and reports.
• Ability to gather and work with large amounts of data.

Responsibilities

• 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 including property records, sales data and SQL database tables.
• Review data from reports on the Appraisal System to develop values for reappraisals and identify patterns that may impact property values and tax revenues.
• Implements quality control measures to ensure data used for tax assessments complies with regulations and standards.
• Identify weaknesses in appraisal data that may affect reappraisal outcomes and address issues to enhance data integrity.
• Assist in developing appeal presentations for the Board of Equalization & Review, BOCC & other entities.
• Prepare comprehensive reports on property valuations and tax assessments for senior management and jurisdictions.
• Assist in training staff on software changes and data procedures.
• Assist in developing schedule of values for reappraisals.
• Keep abreast of reappraisal cycles to plan data analysis needs.

Skills

Advanced Excel

GIS for real estate

Power BI

SQL queries

Data validation

Communication skills

MS Teams

PowerPoint presentations

Data analysis

Education

Bachelor’s degree in Business Administration/Data Science/Data or Business Data Analytics, Accounting, Finance, GIS or related degree

Associates’ degree in Business Administration/Data Science/Data or Business Data, Accounting, Finance, GIS or related degree

High School Diploma or G.E.D. with nine years of relevant experience

Tools

Power BI

CAMA

NCPTS

Excel

SQL

Job description

Summary

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.

Examples of duties

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.

Qualifications

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.

Supplemental information

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.