Financial Regulatory Technician - Personal Property

The City of Richmond is seeking a highly qualified professional is Financial Regulatory Technician. The Personal Property Tax Technician provides frontline support in the assessment and administration of vehicle personal property taxes for City residents and businesses. This role focuses on responding to customer tickets and inquiries, researching routine account issues, entering and updating assessment information, and processing standard documentation in accordance with established procedures. The Technician serves as an initial point of contact for taxpayers, helping ensure accurate records, timely updates, and consistent customer service. Taxpayer Customer Service & Ticket Support Respond to taxpayer inquiries received in-person at the front counter or electronically via the online ticket system, and other communication channels. Provide courteous and accurate information regarding personal property tax processes, deadlines, penalties/interest, and required documentation. Research taxpayer accounts, verify basic information, and resolve routine issues following established guidelines. Document all customer interactions, actions taken, and follow-up needs in the ticketing system. Route or escalate complex inquiries, compliance concerns, or sensitive matters. Program Administration Support Assist with routine valuation and assessment entry using approved pricing guides and system-generated values. Verify residency, ownership dates, and other key data using DMV records, taxpayer-provided documentation, and system reports. Process standard updates such as address changes, vehicle disposals, new registrations, and basic corrections. Prepare and issue routine notices, requests for information, and documentation follow-up. Support team by gathering information and documentation needed for abatement reviews, supplements, or complex assessments. Data Management & Quality Control Enter, verify, and update personal property vehicle information in electronic systems with a high level of accuracy. Perform routine quality checks to identify discrepancies or missing documentation and refer issues as necessary. Maintain organized electronic and physical files: scan, upload, sort, and file documents according to departmental procedures. Support records maintenance activities, including retention reviews, file updates, and preparation for shredding of obsolete documents under Finance guidelines. Compliance & Process Support Conduct routine compliance checks to confirm registration status, filing requirements, and tax liability. Protect confidential taxpayer information and follow all privacy and records-management laws and processes. Stay current on procedural updates, relevant ordinances, and regulatory changes affecting personal property tax administration. Suggest improvements to workflows that enhance accuracy, efficiency, or customer experience. Assist with staff training on system use, documentation requirements, and customer service practices when requested.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge (some combination of the following): Accounting and finance Computer programs such as Microsoft Office Suite Electronic databases and related software applications such as DMV Mainframe, JD Powers Valuation Governmental tax policies and procedures Standard office technology and equipment State and City codes pertaining to the assessment and valuation of taxes Skills (some combination of the following): Proficiency at Microsoft Office Suite Data entry Diplomacy Problem-solving Account management Oral and written communication Interpersonal communication Basic mathematics Customer service Researching Interacting with potentially irate or irrational customers Abilities (some combination of the following): Follow standard procedures and established practices Exhibit integrity Maintain a professional demeanor

MINIMUM TRAINING AND EXPERIENCE

Associate's degree in business, accounting, or related field One year of experience in a related field An equivalent combination of training and experience (as approved by the department) may be used to meet the minimum qualifications of the classification LICENSING, CERTIFICATIONS, and

OTHER SPECIAL REQUIREMENTS

Valid Virginia Driver's License