Assessment & Collection Assistant
Job Title: Assessment & Collection Assistant
Departments: Assessor’s Office and Tax Department
Reports to: Town Assessor and Tax Collector
Prepared by: Joshua Steele Kelly, Administrative Officer
Helen Totz, Town Assessor
Lori Bushnell, Tax Collector
Last Amended: December 31, 2019
Please submit a cover letter, resume, and completed application to Kathy McCavanagh at firstname.lastname@example.org or Town of Bolton, HR Dept. 222 Bolton Center Road, Bolton, CT 06043. EOE
Provides clerical, technical, and office administrative assistance to the Town Assessor and Tax
Collector. Performs work in a manner consistent with the town’s service excellence expectations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Maintains and updates Grand List by entering, updating, and retrieving property
information and related data in a computerized information system. Receives real estate,
personal property, motor vehicle, and related property information. Determines property
ownership from deeds and transfers ownership on assessment records. Reviews
computer printouts for accuracy.
• Coordinates information with other town departments to ensure uniformity of
information and procedures. Provides assessment and exemption information to the
general public. Assists the public in understanding maps and assessment records. Makes
copies of maps and records and collects fees as needed. Assists elderly citizens and other
members of the public in filing for tax exemptions.
• Processes various exemptions, motor vehicle adjustments, credits, and abatements.
• Enters information into administrative database and creates correspondence, reports, and
other typed documents as directed and required.
• Prepares legally-required assessment notices and announcements. Observes strict
confidentiality in maintaining restricted records and files.
• Assists Tax Collector with billing, collecting, and crediting of taxes, including inquiries.
• Assists with the Tax Collector’s financial reports and banking deposits as needed; also
assists with balancing ledger sheets and rate books for the Tax Department.
• Composes routine letters or reports for review and signature of Assessor or supervisor.
• Participates in meetings, seminars, and training sessions; may serve as a member of
various employee committees; serves on working groups as assigned by supervisors.
• Assists in the training and management of seasonal staff as needed.
• Provides additional support for special functions and performs related work as required.
To perform the job successfully, an individual should demonstrate the following competencies:
• Problem Solving – identifies and resolves problems in a timely manner; gathers and
analyzes information skillfully; exhibits sounds and accurate judgement.
• Interpersonal Skills – is respectful with the ability to establish effective working
relationships with staff, community, organizations, governmental agencies, and the
public. Ability to express new ideas effectively in oral and written forms and has the
ability to be innovative and receptive to new ideas. Listens to others without interrupting.
Shows respect and sensitivity for cultural differences.
• Public Relations – responds promptly to the public’s needs; responds to request for service
and assistance with tact, fairness, respect, and sensitivity; upholds commitments.
• Organizational Support – follows policies and procedures; completes administrative tasks
correctly and on-time; supports organization’s goals and values; is an effective team
• Punctuality – is consistently at work and on-time; ensures work responsibilities are
covered when absent; arrives and meetings and appointments on-time.
• Quality Management – demonstrates accuracy and thoroughness in all work.
• Productive – meets organization productivity standards; completes work in timely
manner and uses time efficiently.
DESIRED MINIMUM QUALIFIECATIONS
Education and Experience
• High school diploma or equivalent with three years of increasingly responsible experience
in office administrative work; or
• High school diploma or equivalent with one year of experience in real and personal
property evaluation work; or
• Any equivalent combination of education and experience.
Necessary Knowledge, Skills, and Abilities
• Ability to acquire a working understanding of state and local assessment and tax
collection laws in order to make sound and consistent judgements.
• Ability to correctly and ethically handle cash in accordance with Town policy and make
change as needed.
• Ability to type with speed and accuracy and accurately process paperwork.
• Ability to analyze and synthesize complex information; ability to maintain efficient and
effective recordkeeping systems.
• Skill in operation of listed tools and equipment.
• Ability to establish and maintain effective working relationships with other employees
and the general public.
• Knowledge and skill in the use of Microsoft Office applications, the Internet, and other
technologies; ability to obtain a general working knowledge of new technologies as they
become relevant to the Department and the position.
• Ability to collect and organize information as requested and to compose routine
correspondence and reports.
• Valid driver’s license or ability to obtain one.
• Administrative Assessment Technician Certification and CT Municipal Collector
Certification Class I & II; or ability to obtain within timeframe indicated by supervisors.
TOOLS AND EQUIPMENT USED
Personal computer, calculator, phone, copy machine, fax machine, and motor vehicle.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands and physical environment characteristics described her are representative of those
that must be met by an employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to sit at work station for an extended period of time. While performing the duties of
this job, employee is frequently required to communicate with others in-person and over the
telephone. Must have ability to bend and reach to retrieve and replace files in filing cabinets. Must
be able to enter information accurately into the computer and maintain manual records.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities
required by this job include close vision, distance vision, peripheral vision, depth perception, and
the ability to adjust focus in order to inspect documents, read instructions, and verify data.
Work is performed in an office setting. The noise level in the work environment in usually quiet
with background sounds coming from members of the public, coworkers, and office machines.
Occasionally required to drive to other town offices under possible adverse weather conditions,
including extreme heat and cold.
The above description is illustrative of tasks and abilities. It is not meant to be all-inclusive of every task or
responsibility. The description does not constitute an employment agreement between the Town of Bolton
and the employee and is subject to change by the Town as the needs of the Town and requirements of the
job change. The employee will also be governed by the standards laid out in the Town’s Personnel Policies.