Tax Claim Office Manager

Montgomery County Pennsylvania; Norristown (Montgomery County); On-site; USD 50,000 - 70,000; Full time

Job summary

Montgomery County is seeking a Tax Claim Office Manager to oversee daily operations, including processing delinquent tax payments, managing incoming mail, and ensuring compliance with tax agreements. The role requires strong organizational and customer service skills, along with proficiency in Microsoft Office. This position is vital for maintaining efficient office operations and supporting the tax claim department's objectives.

Qualifications

• 3-5 years of customer service and bookkeeping experience preferred.
• Proficiency in Microsoft Excel, Word, and web-based processes required.

Responsibilities

• Process delinquent tax payments and tax certifications.
• Manage, sort, and distribute all incoming mail.
• Coordinate daily office operations for efficiency and productivity.

Skills

Customer Service

Organizational Skills

Basic Math Skills

Education

High School Diploma

Tools

Microsoft Excel

Microsoft Word

Job description

SUMMARY

The Tax Claim Office Manager's daily tasks include distributing and processing delinquent tax payments, generating receipts, and updating records in the tax claim software. They are responsible for managing all incoming mail in the tax claim department and ensuring its proper distribution to the clerks for disposition. Under the direction of the Assistant Director or Second Deputy, they will ensure that their work and that of the clerks conform to the day's priorities. The office manager will review and verify batch totals at the end of each day and handle online bank deposits for the Bureau. They will also review the tax claim software to identify defaulted agreements and process lien satisfactions. Additionally, they oversee incoming surplus fund requests, distribute refund checks, and handle sale file copy requests. They assist in developing and documenting tax sale files and participate in the preparation of sale information, sale processing, and deed preparation as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Process delinquent tax payments and tax certifications.
• Oversee the distribution of refund checks and sale distribution checks.
• Manage, sort, and distribute all incoming mail.
• Review and track yearly agreements for compliance.
• Communicate effectively with delinquent taxpayers and constituents.
• Explain costs associated with RETSL and MCTLA programs.
• Review and process unclaimed surplus requests.
• Track and sort undeliverable mailings, postings, and services.
• Maintain and organize sale files; perform photocopying as needed.
• Create post-sale deeds and statements of value for processing.
• Maintain a professional, customer service-oriented approach at all times.
• Identify paid tax claim liens and process satisfaction documentation.
• Coordinate daily office operations for efficiency and productivity.
• Perform other duties as assigned to support department operations.

QUALIFICATION REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following requirements are representative of the knowledge, skills, and abilities needed. Reasonable accommodations may be made for individuals with disabilities.

• High School Diploma required.
• 3-5 years of customer service and bookkeeping experience preferred.
• Proficiency in Microsoft Excel, Word, and web-based processes required.
• Basic math skills and strong organizational skills are essential.

PHYSICAL DEMANDS

The physical demands described are representative of those required to perform the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities.

Employees must regularly stand, walk, sit, talk, and hear. Occasionally, they will need to use hands to handle objects, reach with arms, and stoop or kneel. They may need to lift up to 25 pounds occasionally. Vision requirements include close, distance, color, and depth perception.

WORK ENVIRONMENT

The work environment is typically moderate noise level. Reasonable accommodations can be made for individuals with disabilities to perform essential functions.