This position is responsible for management of the Revenue Division, including sales and use tax administration, auditing and utility billing. Overall city revenue responsibilities include: developing, analyzing and executing on total city revenue strategy to diversify and drive long-term revenue stability. This is to be done in collaboration with the Budget & Financial Strategy Manager and the Chief Financial Officer. Establish short and long-range divisional priorities, goals and objectives; coordinates and ensures completion through program supervisors, of complex projects related to revenue functions. Prepares division budgets, recommends City policy related to revenue programs; oversees the selection, supervision, evaluation and discipline of division staff and performs additional duties as required.
Major Tasks, Duties, and Responsibilities
- Incumbent is accountable for all duties of this job and other projects and responsibilities may be added at the City’s discretion. Employees must be able to perform the essential duties of this job with or without a reasonable accommodation.
- Manages the programs of the Revenue Division. Responsibilities include the development and implementation of divisional strategies and policies for a variety of issues and programs that may impact internal and external service provision. Directs, evaluates and mentor staff to adjusts the day-to-day activities for the city revenue functions as needed.
- Establishes goals and objectives for the division through strategic planning and establishes quantifiable benchmarks for completion of tasks.
- Ensures that Generally Accepted Accounting Principles are used. Establishes good business practices including the separation of duties for security purposes; maintaining confidential information.
Lead and mentor supervisor in Tax Auditing responsibilities:
- Interpreting and applying the Sales and Use Tax Ordinance for the City.
- Maintaining current knowledge of the City and state laws relating to sales/use and business and occupation taxes. Work collaboratively with the City’s legal counsel on tax-related issues.
- Managing the business licensing, sales and use tax compliance and audit functions within the division.
- Formulating policies and procedures for the implementation of the applicable city ordinances, and once approved, implements them.
- Managing the Business and Occupation Tax, various franchise tax ordinances special public improvement fee collection and financial reporting.
- Approves payment agreements for taxpayers, or initiates collection and enforcement procedures, as required.
- Testifies in formal hearings or in a court of law regarding procedures and exceptions in the performance of a taxpayer/tenant audit.
- Works with the Chief Financial Officer to ensure the integrity of the City’s Sales and Use Tax Ordinance and makes recommendations for additional changes or improvements to increase business compliance and ease of submitting taxes.
- Works with the Chief Financial Officer as needed to resolve disputes that arise from tax related issues.
Lead and mentor the supervisor in Tax Payer Services and Utility Billing responsibilities:
- Works with Department Directors and various staff members in providing excellent internal and external customer service as well as completion of tasks and projects needed.
- Evaluates and improves the delivery of service to the business community through outreach efforts.
- Makes presentations and provides guidance and information to businesses and the public to educate and foster an understanding of the City's tax requirements.
- Metrics for evaluating Utility billing success and to identify areas to focus on for improving efficiencies, customer service and automation.
- Develop, analyze and execute on Utility Billing strategy and collaborate with Public Works and Chief Financial Officer.
- Developing, analyzing and executing on total city revenue strategy to diversify and drive long-term revenue stability. This is to be done in collaboration with the Budget & Financial Strategy Manager and the Chief Financial Officer. Present to City Manager and Council as needed.
- Performs other duties as assigned.
- Supervision Received: Receives general supervision from the Chief Financial Officer
- Supervision Exercised: Supervises Revenue Division staff
Education and Experience
- Education: Bachelor’s Degree in Business Administration, Accounting, Public Administration or related field is required within three years of placement in position. Master’s Degree preferred.
- Experience: Four or more years’ experience in management, auditing, and applied accounting and some related college-level course work is a minimum requirement. Previous experience in corporate tax, public accounting or municipal taxation desirable.
- None required, Certified Public Accountant (CPA) license preferred
- Valid driver’s license and good driving record required.
KSA's and Physical/Mental Reqs
- Must possess strong leadership and management skills, must be able to establish and maintain effective working relationships with subordinates, other employees, City officials and the public.
- Ability to work effectively both independently and as a team member.
- Excellent written and verbal communication skills including the ability to read, understand, interpret and explain policy, statutes, and ordinances.
- Ability to demonstrate exceptional problem solving and conflict resolution skills; ability to exercise excellent professional judgment.
- Knowledge of general office procedures and practices.
- Creativity and the ability to remain flexible in a changing environment.
- Ability to work effectively and complete tasks in a timely manner despite a heavy workload, frequent interruptions, deadlines, changing priorities, and other occurrences inherent to this position.
- Must have ability to successfully pass criminal background check and possess an acceptable credit report and good driving record.
- Ability to transport oneself to off-site locations for occasional meetings.
- Proficiency in the use of computers and a wide variety of office software products including Microsoft Office, custom programs, Internet and email services.
All Lakewood employees are expected to work and complete all tasks in a safe manner consistent with training, standard operating procedures, City or Department policies, and common sense. Working in a safe manner includes the use of personal protective equipment (PPE) and complying with all City and/or Department safety rules. Horseplay on-the-job is strictly forbidden. The failure to work in a safe manner, use PPE, follow standard operating procedure or comply with a safety rule will result adverse employment consequences ranging from verbal discipline to termination from employment, including any applicable reduction in benefits under the Colorado Workers’ Compensation Act. Employees are also expected to encourage safe work practices by all co-employees, and to report any unsafe work practices immediately to a supervisor.
LIGHT WORK: Exerting up to 30 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work.
Must successfully complete and maintain required state or departmental physical standards and certifications.
The City of Lakewood is a drug-free workplace that provides employment opportunities in compliance with all pertinent federal, state, and local laws. Accordingly, the City celebrates diversity in the workforce. This position description is a valid statement of the job duties, responsibilities, requirements and performance expectations of this position.