Fiscal Specialist, Treasurer's Office
CLASS TITLE: Fiscal Specialist
FLSA STATUS: N
REPORTS TO: TREASURER
DATE: February 1, 2017
JOB SUMMARY: Independently performs complex accounting and clerical functions in the maintenance, processing and reviewing of La Plata County financial records as well as property tax records; while exercising initiative and independent judgment. Handles customer service questions (heavy at times).
ESSENTIAL JOB FUNCTIONS: Essential functions may include any of the following tasks, knowledge, skills and other characteristics. The list that follows is not intended as a comprehensive list; it is intended to provide a representative summary of the major duties and responsibilities. Incumbent(s) may not be required to perform all duties listed, and may be required to perform additional, position-specific tasks. Reasonable accommodations, as defined under the American with Disabilities Act, will be made when possible. • Assists the public in person, on the phone, via e-mail, mail. Collects monies and issues receipts for the public as well as various departments within the county; accepts documents to be processed or kept as backup. Research and signs legal documents, collecting any taxes due; works to resolve difficult situations. • Assures that assigned accounts/activities are processed, recorded and filed accurately and in a timely manner. This could involve researching and compiling information, notifying affected individuals of action, collecting fines or fees. • Compiles and inputs data to various automated systems and verifies to accurately process transactions in automated systems; reconciles and balances La Plata County accounts as well as bank statements. Balances daily departmental transactions and prepares reports, corrects errors and makes bank deposits. Enters and verifies data in the computer system (Tyler) to maintain accurate information for tax roll records. Ensures relevant data is correct and verifies data for accuracy and completeness; corrects any errors before inputting tax payments, fees, and fines. • Prepares and verifies cash deposits and transfers; encodes, images, and prepares electronic check deposits, ensuring daily submission. Verifies daily monetary submissions have been posted in the correct bank accounts and in the correct county fund accounts. • Processes monthly distributions to other taxing authorities within the county. Prepares distributions to the State of Colorado from various county departments. Ensures all distributions are accurately recorded in the Treasurer’s ledger. • Interacts with others outside one’s own department to exchange appropriate information regarding balances, warrants processed, accounting practices, records, or other related information; provides advice, solves problems, and maintains cooperative and efficient relations needed to perform duties. • Processes required documentation from application to issuance of desired product (deed, certificate, permit, license, etc.); including accepting and reviewing applications, calculating appropriate fee/fine, collecting appropriate fee/fine, issuing receipts and posting to appropriate record; forwards or sends various documents to appropriate person or location for further processing; checks accuracy and completeness of calculations performed by others. • Gathers information to resolve problems or support findings. Identifies errors on computer records of transactions and makes additions or deletions to correct errors; retransmits records to appropriately process transactions or trades. This includes processing returned items (e.g. checks, e-checks, ACH, lockbox issues, etc.) • Prepares summary reports for departmental activities such as number of transactions, total amounts processed, etc. for internal and external reporting and identification of trends or problems. • Performs various support duties including copies, prints, updates and mails materials; posts and enters miscellaneous data; types correspondence and other forms; Enters information on various forms by typing, printing, stamping or dating. • Answers the phone and handles related written correspondence from outside entities. • Compile, edit, balance, and submit daily files for the appropriate bank. • Performs clerical and customer service duties for annual Tax Lien Sale including maintaining files, tax lien sale certificates, and correspondence. Assists tax lien sale attendees with required documentation and information. • Regular and predictable attendance is required.
BACKUP DUTIES: 1. Performs those day-to-day activities that are required to keep the department functioning effectively, but are not specifically related to assignment. 2. Compile ledger data across funds to balance daily transactions. Involves creating complex reports, uploading data to banks, downloading data from banks, credit card vendors and investment vendors, electronically processing checks, and printing refund/abatement/NOC checks. 3. Assists the Deputy Public Trustee with lien release processing and foreclosures, as needed and assigned. 4. Performs other related duties as required.
EXAMPLES OF REQUIRED SKILLS, KNOWLEDGE AND ABILITIES Accounting practices and procedures equivalent to that normally acquired through related course work and experience; general office procedures and equipment. Computer operation and associated spreadsheet (Excel), accounting information, and word processing (Word). Oral and written communication. Typing at 40 words per minute. Using ten-key calculator by touch accurately and rapidly.
Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers. Able to discern when a customer complaint is indicative of a systemic or process problem, and works to solve this issue.
Drive for Results: Very bottom-line oriented: how can the task be done better, faster, cheaper. Balances results with teamwork. Fights through barriers to success. Sets high standards.
Problem Solving: Uses logic and methods to solve complex difficult problems with effective solutions. Is able to integrate diverse systems or processes.
Process Management: Understands how to separate and combine tasks into efficient work flow. Sees opportunity for integration.
Conflict Management: Good at focused listening. Able to see things through the eyes of others. Finds common ground and points of agreement.
Informing: Provides information to people who need to know in order to do their jobs. Provides timely information so others can make more accurate decisions. Discloses assumptions.
Communication: Is able to write and speak clearly and succinctly in a variety of communication settings and styles. Can match style and level of communication to the intended audience. Can get the message across and have the desired effect on the audience.
Examples of Required Physical and Mental Abilities 1. Read, comprehend, learn and apply information related to the area of assignment accurately and timely. 2. Operate computer keyboard and calculator accurately and timely. 3. Speak on the telephone in a clear, courteous tone; 4. Maintain courteous attitude towards fellow employees and angry/hostile citizens while performing duties. 5. Verbally explain complex information to a variety of levels of understanding. 6. Concentrate and pay close attention to detail with constant breaks in concentration associated with answering phone or speaking in person to citizens/others requiring assistance. 7. Work is typically performed while sitting at a desk or table. May occasionally sit for prolonged periods of time. Limited amount of physical effort required associated with walking, standing, stooping, and lifting and carrying light to moderately heavy objects (less than 35 lbs.). Finger/hand dexterity is required to operate typing and calculating equipment.
MATERIAL AND EQUIPMENT USED: General Office Equipment
MINIMUM QUALIFICATIONS REQUIRED: Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the knowledge, skills and abilities for this position would be:
Education and Experience: BA in accounting, or business Four years professional experience in accounting, audit or other business office.
Licenses and Certifications: None MS Office: Excel, Word
Working Conditions and Physical Demands: Work is performed in a normal office environment with little exposure to outdoor temperatures or dirt and dust. The incumbent's working conditions are moderately quiet. Primary functions require sufficient physical ability and mobility to work in an office and setting; to stand or sit for prolonged periods of time, to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to speak and hear; to travel to other locations using various modes of private and commercial transportation; to verbally communicate to exchange information. While performing the essential functions of this job the employee is occasionally required to lift and/or move up to 25 pounds. Must enjoy learning new technologies & integrating data from various sources.
Full Time with medical, dental, vision, retirement & paid parental leave benefits $23.11/hour. Application deadline 4 pm 7/28/22.
We are an Equal Opportunity Employer.