(S)

Sedentary

(L)

Light

(M)

Medium

(H)

Heavy

(V)

Very Heavy

Exerting up to 10 lbs. occasionally or negligible weights frequently; sitting most of the time.

Exerting up to 20 lbs. occasionally; 10 lbs. frequently; or negligible amounts constantly; OR requires walking or standing to a significant degree.

Exerting 20-50 lbs. occasionally; 10-25 lbs. frequently; or up to 10 lbs. constantly.

Exerting 50-100 lbs. occasionally; 10-25 lbs. frequently; or up to 10-20 lbs. constantly.

Exerting over 100 lbs. occasionally; 50-100 lbs. frequently; or up to 20-50 lbs. constantly.

  #

Code

 Essential Functions

1

S

Completes audits by researching activities, reviewing and analyzing agreements, assessing taxes, compiling histories, reviewing information and related documents, conferring with jurisdictions, working with legal staff, and preparing correspondence and audit results.

2

S

Maintains the integrity of the tax system by reviewing and analyzing reports, identifying balances due, recording adjustments, amendments and refunds, sending correspondence, and ensuring duplicate accounts are not created.

3

S

Educates taxpayers and customer service representatives by assisting with inquiries, facilitating proper reporting, licensing and other requirements, researching issues, providing recommendations, explaining balances, and preparing printed educational and training materials.

4

S

Assists with daily processes by researching and resolving error notifications, researching error batches, depositing and closing completed batches, and transferring bank files.

-Description of Minimum Job Requirements-

Formal Education

Work requires knowledge of a specific vocational, administrative, or technical nature which may be obtained with a two year associate's degree, diploma or equivalent from a college, technical, business, vocational, or correspondence school.  Appropriate certification may be awarded upon satisfactory completion of advanced study or training.

Experience

Over one year up to and including three years experience.

Supervision

Job has no responsibility for the direction or supervision of others.

Human Collaboration Skills

Work may require providing advice to others outside direct reporting relationships on specific problems or general policies.  Contacts may require the consideration of different points of view to reach agreement.  Elements of persuasion may be necessary to gain cooperation and acceptance of ideas.

Freedom to Act

The employee normally performs the job by following established standard operating procedures and/or policies.  There is a choice of the appropriate procedure or policy to apply to duties.  Performance reviewed periodically.

Technical Skills

Basic: Work requires the use of standard technical skills appropriate to the work environment of the organization.

Budget Responsibility

Position has limited fiscal responsibility.  May assist in the collection of data in support of recommendations for departmental budget allocations.  May monitor division or program/project level budget and expenditures.

Reading

Intermediate - Ability to read papers, periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ordinarily, such education is obtained in high school up to college. However, it may be obtained from experience and self-study.

Math

Intermediate - Ability to deal with system of real numbers; practical application of fractions, percentages, ratios/proportions and measurement. Ordinarily, such education is obtained in high school up to college. However, it may be obtained from experience and self-study.

Writing

Intermediate - Ability to write reports, prepare business letters, expositions, and summaries with proper format, punctuation, spelling, and grammar, using all parts of speech.  Ordinarily, such education is obtained in high school up to college. However, it may be obtained from experience and self-study.

Certification &
Other Requirements

Valid driver's license

-Physical strength for this position is indicated below with “X”-

Sedentary

X

Light

Medium

Heavy

Very Heavy

Exerting up to 10 lbs. occasionally or negligible weights frequently; sitting most of the time.

Exerting up to 20 lbs. occasionally, 10 lbs. frequently, or negligible amounts constantly OR requires walking or standing to a significant degree.

Exerting 20-50 lbs. occasionally, 10-25 lbs. frequently, or up to 10 lbs. constantly.

Exerting 50-100 lbs. occasionally, 10-25 lbs. frequently, or up to 10-20 lbs. constantly.

Exerting over 100 lbs. occasionally, 50-100 lbs. frequently, or up to 20-50 lbs. constantly.

C

Continuously

2/3 or more of the time.

F

Frequently

From 1/3 to 2/3 of the time.

O

Occasionally

Up to 1/3 of the time.

R

Rarely

Less than 1 hour per week.

N

Never

Never occurs.

-Physical Demand-

-Frequency-

-Brief Description-

Standing

O

Making presentations, communicating with co-workers

Sitting

F

Desk work, meetings

Walking

R

To other departments/offices, around work site

Lifting

O

Supplies, files

Carrying

R

Supplies, files

Pushing/Pulling

O

File drawers

Reaching

F

For supplies, for files

Handling

F

Paperwork, monies

Fine Dexterity

C

Computer keyboard, telephone keypad, calculator

Kneeling

O

Filing in lower drawers, retrieving items from lower shelves/ground

Crouching

O

Filing in lower drawers

Crawling

N

Bending

O

Filing in lower drawers, retrieving items from lower shelves/ground

Twisting

O

From computer to telephone, getting inside vehicle

Climbing

O

Stairs

Balancing

N

Vision

C

Reading, computer screen, driving

Hearing

C

Communicating via telephone/radio, to co-workers/public

Talking

C

Communicating via telephone/radio, to co-workers/public

Foot Controls

R

Driving

Other
(specified if applicable)

F

Frequently

From 1/3 to 2/3 of the time

O

Occasionally

Up to 1/3 of the time

R

Rarely

Less than 1 hour per week

N

Never

Never occurs

-Description of Non-Physical Demands-

-Frequency-

Time Pressure

F

Emergency Situation

N

Frequent Change of Tasks

F

Irregular Work Schedule/Overtime

R

Performing Multiple Tasks Simultaneously

F

Working Closely with Others as Part of a Team

F

Tedious or Exacting Work

F

Noisy/Distracting Environment

R

Other (see 2 below)

N

Office Environment

X

     Vehicle

Warehouse

     Outdoors

Shop

     Other (see 3 below)

Recreation/Neighborhood Center