2/04

City of San José

SENIOR INVESTIGATOR COLLECTOR (1274)

 CLASS CODE: 1274    
DEPARTMENT:

Finance		 ACCOUNTABLE TO:

Varies		 FLSA STATUS:

Exempt

CLASS SUMMARY:

   Supervises the collection and billing of a wide range of City revenues and the enforcing of various codes and ordinances to ensure revenues are maximized and collected in an accurate, timely and equitable manner. Supervises and trains Investigator Collectors and other Treasury accounting support staff in auditing municipal tax returns and fee payments of specific businesses and individuals, interpreting, enforcing and proposing changes to municipal revenue-related codes, providing customer service to the general public, City Council, City departments other governmental agencies and revenue associations, researching court cases and testifying in court. Additional duties may include revenue forecasting, reconciling Citywide Accounts Receivable sub-systems to the Financial System General Ledger and evaluating and funding City reserves for doubtful Accounts Receivable.

DISTINGUISHING CHARACTERISTICS:

   This is the highest level class in the three-level Investigator Collector series. This is a supervising position for the Investigator Collector series. This class differs from the Investigator Collector II in that incumbents of the Senior Investigator Collector class are first-line supervisors who plan, assign and evaluate the work of Investigator Collectors, clerical staff and accounting support staff engaged in revenue collection and billing in the field and in the office; and represent the organization before the City Council, standing committees and other groups.

QUALIFICATIONS

   (These qualifications are typically required. An equivalent combination of education, experience, knowledge, skills, and abilities sufficient to satisfactorily perform the duties of the job may be substituted.)

Education and Experience:

   Any combination of training and experience equivalent to completion of a Bachelor’s Degree in Business Administration or a related field and three (3) years of experience comparable to that of an Investigator Collector II with the City of San Jose.

Licensing and Certification Requirements:

· Valid California Driver’s License (Incumbents may be required to use their personal vehicles in performing the job duties).

· Certification as a Revenue Collection Officer (CRO)

Minimum Knowledge, Skills and Abilities (position requirements at entry and depending on area of assignment):

· Knowledge of the theory and practices of municipal auditing, accounting, management and organization, systems and operations, as applied to a broad range of City departments.

· Knowledge of basic mathematics.

· Experience in using computers and applicable software.

· Knowledge of contract administration principles.

· Knowledge of basic business law, bookkeeping methods, general office practices and principles.

· In-depth knowledge of applicable laws, rules and regulations.

· Knowledge of State and local government roles and procedures regarding to regulations and services in various business taxes

· In-depth knowledge of municipal taxation principles and collection methods and procedures.

· Knowledge of legal procedures used in investigation and collection.

· Knowledge of supervisory principles and ability to supervise and train staff.

· Knowledge of basic research techniques and statistical methods.

· Ability to evaluate administrative problems and present solutions.

· Good oral and written communication skills in order to present a good public image, manage conflicts, and persuade compliance with codes and regulations.

· Ability to lead training efforts of Investigator Collector II’s.

Desirable Qualifications (likely to contribute to more successful job performance; can often be learned on the job):

· Knowledge of rules and regulations concerning the issuance of citations.

· Knowledge of pertinent City codes and ordinances and ability to interpret them accurately.

· Ability to research legal, financial and other records to obtain data needed to enforce debt collection, recommend refunds or exemptions from payment of taxes.

· Knowledge of the organization, functions and processes of City, County, State and Federal levels of government.

· Ability to compose clear and concise reports and correspondence.

· Ability to apply rules and regulations concerning the issuance of citations.

· Ability to build a highly effective staff of well-trained and dedicated collectors

· Ability to respond effectively to criticisms, complaints, etc.

DUTY

NO.		 TYPICAL CLASS ESSENTIAL DUTIES: (These duties and estimated frequency are a representative sample; position assignments may vary depending on the business needs of the department.) Duties may include, but are not limited to, the following:

FREQUENCY
1. Supervises the day-to-day operations of the revenue collection work group. Prioritizes and assigns work, conducts performance evaluations, ensures staff are trained; and, makes hiring promotion, termination and disciplinary recommendations, and any other recommendations related to the change in status of employees. Also performs work of a similar nature to those employees being supervised. 15%
2. Supervises the audit of financial and operational records of businesses and individuals performed by Investigator Collectors. Review city-wide contracts to ensure timely payments. 10%
3. Plans, implements and administers sizeable departmental budgets to include expenses and revenue 5%
4. Administers, interprets, and enforces municipal revenue-producing codes by developing appropriate ordinances, amendments and recommendations to effect changes in revenue codes and by supervising related office and field enforcement activities.  10%
5. Approves and records relevant tax data updates into computer systems that track tax-eligible tax revenue collections.

 5%
6. Improves revenue collection tracking by enhancing the performance of computer systems (strategy formulation for automation, customization of reports, and interface with other systems) and updating legal log books.  10%
7. Prepares budget revenue estimates for the Revenue Collection program and assist in development of department budget. 5%
8. Provides training to other employees and outside entities regarding the use of revenue-tracking computer systems. 10%
9. Supervises the surveying of commercial mixed-use, annexed, and bare land parcels in order to ensure accurate billing of various taxes and fees. 5%
10. Summarizes financial data from departmental contracts and monitor the contractual obligations and conditions. 5%
11. Conducts research and analysis by analyzing work flow studies, revising forms and filing systems, recruiting and examining new employees and consultants, reviewing Request For Proposals (RFPs), etc. 10%
12. Assists in communicating businesses and individuals regarding tax requirements over the counter and in writing up customer complaints. 5%
13. Collects Tax data and develops reports. 5%
14. Performs other duties of a similar nature or level. As Required

PHYSICAL REQUIREMENTS (Check all that apply to performance of the essential duties of the job)

  Climbing   Kneeling   Crawling
  Balancing   Lifting   Reaching
  Stooping X Fingering X Standing
X Talking   Grasping X Walking
X Hearing   Feeling   Pushing
  Crouching        

 

 

 

 

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

CLASSIFICATION HISTORY

Revised 2/04; s001