TREASURY/TAX COLLECTION MANAGER

Job Specifications

Class Code:

UA5

Analyst:

 GLD, CJS, MM

Date Originated:

06/03

Date Revised:

7/13, 6/14

 

SANTA CRUZ COUNTYDEFINITION

Under general direction, plan, organize, coordinate, and direct the investment, banking, tax and collection activities of the Auditor-Controller-Treasurer-Tax Collector’s Office; supervise professional, supervisory and clerical subordinate staff, and do other work as required.

DISTINGUISHING CHARACTERISTICS

This single-position classification reports directly to the County Auditor-Controller-Treasurer-Tax Collector. The incumbent receives broad policy direction from the Auditor-Controller-Treasurer-Tax Collector and is responsible for carrying out the necessary technical features of the work with a high degree of independence. This position maximizes utilization of County funds by determining cash needs on a daily basis and providing for the timely investment of funds, and emphasizes the coordination and supervision of subordinate treasury, tax and collection staff activities.

This class differs from the next higher class of  Chief Deputy Auditor-Controller who has responsibility for assisting the Auditor Controller-Treasurer-Tax Collector to manage the department.

TYPICAL TASKS


EMPLOYMENT STANDARDS

Knowledge:

Thorough knowledge of:

Working knowledge of:


Some knowledge of:

 

Ability to:

 


EDUCATION AND EXPERIENCE

Any combination of training and experience, which would provide the required knowledge and abilities, is qualifying. A typical way to obtain these knowledge and abilities would be:

Training or experience equivalent to graduation from an accredited college with a major in Finance, Economics, Accounting, Business or Public Administration or a closely related field, and four (4) years of full-time or its equivalent professional experience in financial management, securities investment, accounting or banking which would have provided a familiarity with cash management, cash-flow analysis, investment instruments, debt issuance and financial reporting; at least two (2) years of this experience must have included supervision over financial or accounting staff.

Substitution: Certification as a Chartered Financial Analyst (CFA) may be used to substitute one (1) of the years of experience.


Special Requirements:
Fingerprinting and successful completion of a background investigation.


Bargaining Unit: 11
EEOC Category: 02
Occupational Grouping: 80
Workers’ Comp Code: 53
Previous Titles: Investment Officer, Investment Banking & Tax Manager