Tax Claim Office Manager

Montgomery County (PA); Norristown (Montgomery County); On-site; USD 50,000 - 65,000; Full time

Job summary

Montgomery County is seeking a Tax Claim Office Manager to oversee daily operations, manage tax payments, and ensure efficient mail distribution. The ideal candidate will possess strong organizational skills and customer service experience, ensuring compliance and effective communication with constituents. This role requires proficiency in Microsoft Office and the ability to handle various office tasks while maintaining a professional demeanor.

Qualifications

• 3-5 years customer service and bookkeeping experience preferred.
• Proficient in Microsoft Excel and Word.

Responsibilities

• Process delinquent tax payments and manage incoming mail.
• Oversee distribution of refund checks and maintain tax sale files.
• Coordinate daily office operations for efficiency.

Skills

Customer Service

Organizational Skills

Basic Math Skills

Education

High School Diploma

Tools

Microsoft Excel

Microsoft Word

Job description

The Tax Claim Office Manager’s daily tasks will include distributing and processing delinquent tax payments, generating receipts and updating records in the tax claim software. They are responsible for all incoming mail in the tax claim department and ensuring its proper distribution to the clerks and disposition by the clerks. At the direction of the Asst Director or Second Deputy, they will assure that the work done by themselves, and the clerks conform to the day’s priorities. The office manager will review and verify batch to totals at the end of the day and be responsible for making the online bank deposits for the Bureau. They will also review the tax claim software to identify defaulted agreements and will process lien satisfactions. They will be in control of incoming surplus fund requests, distributing refund checks and sale file copy requests. They will assist in the development and documentation of tax sale files, and participate, as needed in the preparation of sale information, sale processing as well as deed preparation.

• Process delinquent tax payments and tax certifications.
• Oversee the distribution of refund checks and checks from sale distributions.
• Manage, sort and distribute all incoming mail.
• Review and track yearly agreements to ensure compliance.
• Communicate effectively with delinquent taxpayers and constituents.
• Understand and explain costs associated with RETSL and MCTLA.
• Responsible for reviewing and processing unclaimed surplus requests.
• Track and sort undeliverable mailings, postings & services.
• Organize, maintain, and photocopy sale files as needed.
• Create post-sale deeds and statements of value for processing.
• Always maintain a professional and customer service-oriented approach.
• Identify paid tax claim liens and process the necessary documentation for satisfaction.
• Coordinates daily office operations to ensure efficiency and productivity.
• Perform other duties as assigned to support department operations.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• High School Diploma.
• 3-5 years customer service and bookkeeping experience preferred.
• Must be proficient in Microsoft Excel and Word as well as web-based processes.
• Must have basic math skills and strong organizational skills.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; and talk and hear. The employee is occasionally required to use hands to finger, handle or feel objects, tools or controls; reach with hands or arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and depth perception.

WORK ENVIRONMENT: The work environmental characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. The noise level in the work environment is usually moderate.