What are the responsibilities and job description for the Exemption Specialist position at Polk County Property Appraiser?
Exemption Specialist
General Description of Position
Under general supervision the Exemptions Specialist is responsible to process (approve / deny) exemption applications in the following categories: Personal (Homestead, Senior, Widower, etc.), Disability, Veteran / First Responder, Affordable / Multi-Family Housing, Charitable, Educational, Homes for Special Services, Hospital, Literary, Nursing Homes, Religious, Scientific, Sewer / Waste Water Systems, Conservation Easement, and Economic Development. In addition, this position requires knowledge of the assessment process, exemptions available to the public, mobile home titles, tax value, the tax roll process, and general information related to the services and programs offered by the Polk County Property Appraiser’s office; and other elected officials and governmental offices. A deputy in this position performs various data entry functions utilizing data entry software and hardware. Work involves a variety of tasks with a focus on ensuring exemptions are processed correctly, valuation changes are accurate, and excellent customer service standards are maintained.
Essential Duties and Responsibilities
1. Delivers friendly customer service while providing assistance to customers requesting information on services, programs and general information offered by the Polk County Property Appraiser and other elected official / governmental offices
2. Receive, analyze, prepare, process, respond to, approve or deny, and/or scans exemption and portability applications; while ensuring the applicants understand the information necessary to qualify for and receive the exemption(s).
3. Review exemption application and information provided by applicants and from other sources to determine eligibility of applicants for exemption purposes.
4. Utilize Florida Statutes, the Internet, Driver and Vehicle Information Database (DAVID), CLEAR Investigation software, and in-house tools to assist in determining the eligibility of exemptions applied for. Review and process system reports and information from other sources to determine eligibility of applicants for exemptions.
5. Able to provide reliable and accurate information regarding the following: Exemption eligibility, Good Cause petitions, TRIM Notices, Split and Combine forms, Survey Control Sheets, and all forms and documents available on the PCPA website or received by the office.
6. Assist with the preparation, distribution and maintenance of Notice of Disapproval of Application for Property Tax Exemption or Classification (aka EX Denial Letters) and Transfer of Assessment Limitation Differential (Portability).
7. Review daily data edit report and/or run departmental edits and queries for data issues and inconsistencies and work to resolve those issues in a timely manner.
8. Responds promptly to customer needs; solicits customer feedback to improve service; and responds to requests for service and assistance in a timely manner.
9. Responds to customer inquiries from telephone calls, emails, mail, and/or faxes; and maintains the PA office email mailbox.
10. Provide accurate, valid and complete information to customers and co-workers in accordance with Florida statutes and documented procedures, guidelines and policies.
11. Ability to add, subtract, multiply, use a calculator and scale, calculate acreage, use and navigate maps to find specific properties.
12. Operate various machines such as copiers, computers, fax machine, printers (large and small format) and scanning machines.
13. Ensure all data gathered and submitted for data entry purposes meet production, accuracy and uniformity standards necessary to ensure accurate assessment.
14. Ensure proper preparation of all documents by reviewing for completeness, legibility and overall workflow.
15. Maintains the confidentiality of personal identifying and location information including: names, physical, mailing, and street addresses, parcel ID, legal property description, neighborhood name, lot number, GPS coordinates, or any other descriptive property information that may reveal identity or home address pertaining to parcels owned by individuals that have received exempt / confidential status.
16. Performs other duties as assigned and must participate in switchboard coverage, departmental meetings, cross-training, educational courses, seminars, and job-sharing / job duty organizational efforts as directed.
Education and Experience:
High School Diploma or GED - AND -
Level I – At least 1-year full-time customer service, exemption, or data entry work experience.
Veteran’s Preference
Veterans’ preference in appointment and retention will be provided in accordance with Chapter 295, Florida Statutes, where applicants are determined to be substantially equally qualified for a position. Eligible veterans and eligible spouses must submit the required supporting documentation at the time of application.
Equal Employment Opportunity/ADA Statement
The Polk County Property Appraiser is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, sexual orientation, gender identity or expression, marital status, national origin, genetic information, disability status, veteran status, or any other status protected by law.
In accordance with the Americans with Disabilities Act, reasonable accommodations will be provided to qualified individuals with disabilities upon request.
Job Type: Full-time
Pay: $18.87 per hour
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $19