Read and interpret recorded and non-recorded documents relating to property transfers of title and/or exemptions, including trusts, court orders, and other legal documents;
Review incoming permits and other documents and determine if subject to review for reappraisal;
Apply pertinent laws, codes and policies and determine if a document is subject to a reappraisal for change in ownership or if an exclusion is applicable;
Work with attorneys, title companies, local organizations, and state and local agencies to resolve discrepancies for assessment, title and/or exemption purposes;
Process assessment ownership information and/or exemption information using current formatting as defined by state guidelines, office policy and procedures;
Make change of ownership determinations based on taxpayer response to various discovery documents;
Answer complex and technical ownership questions from title companies, property owners or their agents, attorneys or tax representatives, and other interested parties;
Explain the application of the Government Code, Revenue and Taxation Code or other statutes and regulations;
Prepare correspondence to answer questions when appropriate;
Resolve ownership questions and clarify understanding of property transfers through probate proceedings and court determinations as they relate to various beneficial interest conveyances and proportional interest transfers;
Perform extensive research to determine the taxability status of complex title changes;
Verify accuracy of information entered on various assessment documents, exemption claims and/or permit documents;
Take action to correct inaccurate or incomplete data identified in various documents;
Assist property owners or their agents with explanation and completion of various ownership change forms, exemption claims and other documents;
Scan and index forms into the imaging workflow system;
Read and interpret legal descriptions on legal documents;
Prepare corrections to assessment rolls past and present;
Enter a variety of information into a computerized system with a high degree of accuracy;
Determine and apply property codes and initiate transactions;
Maintain logs, files and statistical information pertaining to processed legal documents and records;
Perform general office support work, including filing, operation of standard office equipment, operation of computer equipment and a variety of software; and
Train and evaluate subordinates.
Requirements :
SUPERVISING ASSESSMENT TECHNICIAN I PATTERN I
Two (2) years of full-time experience as an Assessment Technician II or equivalent in a State of California Assessor's Office.
PATTERN II
Four (4) years of general clerical supervision experience preferably with at least two years involved in processing and/or interpreting property records or property legal descriptions for title escrow or assessment purposes.
PATTERN III
Four (4) years working in a legal environment handling estates or real property as a Paralegal or Legal Secretary or working at the full journey or senior level in the transfer section of a California Assessor's Office.
In addition to Pattern I, II, or III:
Equivalent to high school graduation.
SUPERVISING ASSESSMENT TECHNICIAN II
Three (3) years of full-time experience working as an Supervising Assessment Technician I or equivalent in an Assessor's Office in the State of California; AND
Satisfactory progress towards the completion of the Stanislaus County Supervisor Training Academy or similar supervisor training.