Revenue Generalist

Revenue Generalist

Hiring Range : $30.85 - $33.94 per hour, depending on experience / qualifications Work Schedule : Generally, Monday-Friday; and after-hours meetings and problem resolution NATURE OF WORK As a member of the Finance Department, the Revenue Generalist performs a variety of functions related to sales and use tax collection functions, to include review and evaluation of financial and operational records of businesses that operate in and out of the Town of Windsor to determine compliance with the Towns Sales and Use Tax Code rules and regulations. Limited basic general ledger accounting, and the coordination of business licenses, special events and short-term rental applications. Individuals in the position are required to perform work in a manner consistent with and exemplary of the town's PRIDE philosophy and the town's Equal Employment Opportunity policy. SUPERVISION RECEIVED The Revenue Generalist works under the direct supervision of the Accounting Manager to carry out assigned duties, functions, roles, and projects in both routine and complex circumstances. Receives general supervision; however, the employee is expected to work independently in the performance of assigned responsibilities within established guidelines.

ESSENTIAL JOB FUNCTIONS The Revenue Generalist role is assigned specific assignments, job duties, scope, authority, responsibility, roles, and requirements determined by the town, department, division, and pursuant to laws, regulations, and practices. Individuals in this position must be able to successfully perform, be responsible for, and / or assist in the fulfillment of many job functions and duties, with or without reasonable accommodation. The following duties and responsibilities are illustrative of the primary functions of this position and are not intended to be all-inclusive :

• Under general supervision reviews for completeness and coordinates the processing of sales tax returns and coordinates license issuance. Sets up business tax accounts upon approval by required town departments.
• Processes sales tax returns and licensing applications by reviewing them for completeness and entering them into the MUNIRevs Sales Tax System with attention to detail. Enters assessments, abatements, adjustments, corrections, and related notes in MUNIRevs as applicable.
• Initiates and prepares documents related to actions as appropriate in following due process for the collection of delinquent town tax accounts through the issue of notices, adjustments, determinations, and letters, including electronic filing of liens when approved by the Director of Finance. Assists in audit flagging by notifying the Director of Finance of inconsistencies and problem accounts.
• Provides excellent customer service to taxpayers and the general public with basic town tax compliance advice, inquiries, and complaints, notes taxpayer accounts regarding communications on existing or potential account issues.
• Interpretation of applicable codes and ordinances, determines violations and noncompliance, recommends effective corrective measures, and participates in collecting delinquent accounts.
• Assists in establishing sales and use tax audit program.
• Acts as the point of contact for third party auditors and consultants in regard to sales tax.
• Audits financial records of contractors performing major construction projects within the Town to determine compliance with Town of Windsor use tax code.
• Maintains account master files in MUNIRevs for updates of information and closures and notes accounts accordingly. Advises businesses of the possible need for new licensing or additional review by town departments for indicated changes in business activity and forwards updated information to required town departments as appropriate for action. Maintains town records of tax filings and business activity according to the town's adopted Colorado Records Retention Policy.
• Educates taxpayers concerning sales and use tax, audit and collection procedures, and tax return preparation. Conducts taxpayer assistance and education efforts as needed.
• Research other municipal, state, and federal tax collection policies and procedures. Provides feedback and suggestions to Finance Director when appropriate.
• Receives all taxpayer-generated refund requests and refers them to the Accounting Manager for validation. Processes refunds upon approval of the Accounting Manager by requesting disbursements and performing appropriate account maintenance. Receives tax and licensing remittances related to receivables or settlements.
• Communicates information pertaining to business activity to appropriate departments involved in resolving licensing matters such as the Police Department, Community Development Department, and Economic Development.
• Develops and produces analytical / departmental reports as required. Researches, analyzes, and explains financial variances when necessary.
• Works closely with Planning Department regarding short term rental applications and compliance.
• Attends regional and annual meetings of sales tax professionals. Maintains strong networking relationships for guidance on issues related to sales tax collection and functions.
• Collaborates with Economic Development department regarding business outreach, education, and reporting / tracking needs.
• Performs varied office work related to the administration of tax and licensing laws and ordinances, licenses businesses per the Town Code requirements, assists in reviewing and proposing changes to the tax code, and maintains working knowledge of tax revenue trends, issues, and processes.
• Maintains Sales Tax and Licensing external webpage.
• Partnership with Community Events and Liquor Authority to approve special events within community.
• Ability to review Town of Windsor Sales and Use Tax code and locate information for general public and businesses.

OTHER DUTIES Depending on organizational need, additional duties may include the following :

KNOWLEDGE, SKILLS & ABILITIES Methods, techniques, and practices of maintaining complex interrelated financial records. Methods and techniques and practices of research, statistical analysis, and report presentation Skills in using tact, discretion, initiative, and independent judgment within established guidelines. Considerable knowledge of computers and current office practices and procedures including Microsoft Office applications; considerable knowledge of vocabulary, grammar, punctuation, and spelling; working knowledge of simple accounting, bookkeeping principles / techniques, and research practices, evidence of municipal tax revenue processing or collecting. Knowledge of the town's tax collection policies, goals, and procedures; state and local statutes, ordinances, and Town Charter relating to municipal tax collection and tax auditing. Maintain confidentiality of sensitive information; professionalism in response to all customers; maintain neutrality as to the varied nature of businesses that may interact with the Tax Section; read, understand, and apply ordinances, regulations, and instructions on a non-interpretive level, adaptability to frequent interruptions, equipment failures, unusual demands, changing processes and procedures and or changing priorities; work within deadlines; ability to focus attention on multi-step, routine and or repetitive tasks; ability to work as a critical member of a team; detail-oriented but able to think outside of the box to proactively resolve issues; ability to interact positively with diverse customers including employees; practical problem solving; creativity; initiative; self-motivation. Maintain a variety of financial records and files; read, understand, and apply technical manuals, complex analytical methods, and research reports. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Materials and equipment used include, but may not be limited to the following :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The physical activities of this position include, but are not limited to, the following : fingering, sitting, grasping, reaching, handling, feeling, talking, hearing and repetitive motions. The physical requirements of this position are considered 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. The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation of machines (including inspection); using measurement devices; and / or assembly or fabrication of parts at distances close to the eyes. The employee is not substantially exposed to adverse environmental conditions (as in a typical office or administrative work).

EDUCATION, EXPERIENCE AND FORMAL TRAINING Minimum associate degree with some courses in accounting or bookkeeping, bachelor's degree in accounting and / or related field preferred and 5 years related experience and / or training. Local government accounting experience preferred. Advanced proficiency in Word, Excel, PowerPoint, Outlook, and financial software programs is required. Equivalent combination of training and experience that provides evidence that the applicant possesses the required knowledge, skills, and abilities to perform the essential functions of the job.

LICENSES OR CERTIFICATES Must have a current Colorado Driver