Tax Compliance Specialist - Personal Property

City of Roanoke, Virginia; Roanoke (VA); On-site; USD 55,000 - 85,000; Full time

Job summary

The City of Roanoke is seeking a Tax Compliance Specialist to ensure that all businesses in the City comply with city tax code requirements and that property assessments align with the levy collected by the City. This non-exempt position leads field and audit staff across State Taxes, Business Personal Property, Business License, and Short Term Rental tax areas.

The role requires a Bachelor's degree in business, accounting, finance or related field, or an equivalent combination of education and

Qualifications

• Bachelor's degree in business, accounting, finance or related field, or equivalent combination of education and experience.

Responsibilities

• All business tax compliance duties to ensure city tax code compliance, including auditing business license files, state and city codes interpretations, and filing reviews.
• Audit and classify business licenses, assess real estate and personal property tax, and maintain accurate tax maps and records.
• Prepare annual filings, monitor compliance, respond to inquiries, and assist with departmental projects as assigned.

Education

Bachelor's degree in business, accounting, finance or other related field

Job description

The City of Roanoke is seeking a Tax Compliance Specialist to ensure that all businesses in the City have complied with city tax code requirements for taxation or ensures that property assessments balance with the levy that is to be collected by the City. This position acts as team lead for field and audit staff in respective areas: State Taxes, Business Personal property, Business License, Short Term rental tax. Bachelor's degree from four-year college or university in business, accounting, finance or other related field/or training in tax auditing, compliance, appraisal and effective customer service; or equivalent combination of education and experience.

The City of Roanoke is an Equal Employment Opportunity/AA/M/F/Disability Employer.

To elevate the performance of the organization, we are committed to respecting, celebrating, and embracing the collective mixture of differences and similarities between our employees as a rich tapestry. Our behaviors will demonstrate open communication, and we will seek opportunities to learn, recognizing and rewarding actions that promote acceptance while suspending judgment. By doing this, we will foster an inclusive, open work environment that delivers excellent service and creates a more vibrant and inviting community.

This is a non-exempt position.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties may be assigned.

ALL

Ensures that all businesses in the City have complied with city tax code requirements for taxation or ensures that property assessments balance with the levy that is to be collected by the City

BUSINESS LICENSE

• Researches and interprets state and city codes
• Audits business license files, financial records, and reports
• Handles escalated inquiries regarding business license classification review
• Assists with preparation of daily and monthly reports
• Inputs renewals, new business licenses, change of ownership, subdivisions and addresses
• Audit State Sales Tax Records to verify gross receipts
• Audit Federal Schedule C information to verify gross receipts and business liability
• Research State Manufacturing case law as related to local Business License Tax
• Administer non-renewal and summons to appear process annually
• Review tenant listings

BUSINESS PERSONAL PROPERTY TAX

• Prepare annual Filing form information
• Audit tolerance programs
• Establish assessed value of furniture & fixtures and/or machinery & tools
• Apply tax law classification to establish basis for taxation
• Make in-house recommendations related to business type classification review
• Compile and monitor annual trends through spreadsheet format
• Administer annual filing extension program
• Conduct customer contacts related to non-filing, adjustments, apportionments, abatements, exonerations, refunds

PERSONAL PROPERTY TAX

• Assesses personal property
• Audit DMV, VDGIF and other various state personal property records for tax statis/liability
• Establish assessed value and calculate tax liability on all personal property including but not limited to Autos, Trucks, RVs, motorcycles, boats, trailers
• Assess annual license tax on vehicles as prescribed by City and State Codes
• Prorate, exonerate, abate, refund tax
• Audit daily production files
• Create financial reports
• Compile and track statistical data related to trending, budgeting and forecasting

REAL ESTATE TAX

• Verifies ownership information from deeds recorded in the Clerk of Circuit Court
• Updates real estate tax cards with appropriate information
• Inputs real estate transfers to update information for offices of Commissioner of Revenue, Treasurer, Real Estate Valuation and for the City's GIS system
• Prepares and bills all Public Service Corporation taxes for real estate and personal property
• Input change of ownership, subdivisions and addresses
• Reviews and approves all real estate tax freeze applications
• Issues all supplemental billing of Real Estate
• Prepares appropriate charge letters for Treasurer's office and the Finance Department
• Issues exonerations and exoneration refunds for all real estate
• Prorates real estate taxes and tax bills
• Reviews subdivision maps and reports necessary changes to the Building Services division
• Completes subdivision breakdown maps after approved and recorded to create, delete or combine land parcels
• Assigns tax map numbers to all new parcels of real estate in the City
• Works building permit lists provided by the Real Estate Valuation office to bill new or improved properties and credit taxpayers for demolished buildings
• Assists taxpayers with completing forms and answers questions as needed
• Assists with departmental projects as assigned

STATE TAX

• Prepare State Income Tax returns for customers
• Process accelerated refund requests.
• Prepared memorandums of assessment
• Screen, code, process income tax returns
• File and prepare State estimated income tax declarations
• Create Tax Due billing records
• Assist customers with R-1 State Sales tax registrations
• Review Federal Schedule C information

SUPERVISORY RESPONSIBILITIES

May supervise and train assigned staff as needed. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

QUALIFICATIONS

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Bachelor's degree from four-year college or university in business, accounting, finance or other related field/or training in tax auditing, compliance, appraisal and effective customer service; or equivalent combination of education and experience.

LANGUAGE SKILLS

Ability to read, analyze, and interpret journals, periodicals and legal documents. Ability to respond effectively to inquiries or complaints orally and in writing. Ability to speak effectively before groups of customers or employees of organization.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a variety of instructions and deal with several abstract and concrete variables.