Specific information regarding this recruitment process is listed below:
• Application Opening: Tuesday, April 23, 2024
• Application Deadline: Tuesday, May 14, 2024, 11:59PM (PST)
• Compensation Range: $184,314 - $235,274 (Range A)
• Recruitment ID: PBT-0941-138881

This is a Position-Based Test conducted in accordance with CSC Rule 111A.

Our Mission
The Office of the Treasurer & Tax Collector serves as the banker, tax collector, collection agent, and investment officer for the City and County of San Francisco. As the entity responsible for safeguarding the City’s money, the Office uses this expertise and authority to assist San Francisco residents through award-winning programs and initiatives that help low-income families build economic security and mobility.

Our Vision
We are committed to providing excellent services for taxpayers, customers, and our community. By promoting diversity, equity, and inclusion, we are a stronger, smarter, and more informed government agency.

The Compliance section supports the accurate reporting of San Francisco’s city business taxes so taxpayers and citizens can have confidence that all taxpayers are meeting their obligations. San Francisco voters have approved multiple taxes that put the City at the forefront of innovative and progressive local tax policy; including gross receipts, commercial rents, overpaid executive, parking, transient occupancy, traffic congestion mitigation, sugar-sweetened beverage, and cannabis taxes. The section has four units, Account Services, Data Analysis, Investigations, and Audit. Account Services processes setup, periodic returns, refunds, and payment exceptions. Investigations discovers unregistered and non-filing businesses, and performs field investigations. Audit reviews tax returns to identify errors and educate taxpayers about their obligations. Data Analysis supports the work of other units by using analytical techniques to improve efficiency, targeting, and large dataset review.

The Compliance Director (0941 Manager VI) serves as the Chief Auditor for the Office of the Treasurer & Tax Collector. This role requires depth of knowledge on all city taxes – gross receipts-based taxes, commercial rents tax, parking tax, transient occupancy tax, utility users taxes, and other various taxes. The position manages a team of over 50 auditors, investigators, analysts, management assistants, and clerical staff.

There are approximately 106,000 businesses operating in San Francisco. Under policy direction, the Compliance Director manages citywide business tax administration, audits, and investigations. Totaling upwards of $3.5B in revenue for the City and County of San Francisco, the position is the sole subject matter expert providing leadership on city business taxes, including initiating legal matters and lawsuits in accordance with the City Attorney's Office. The position along with the Tax Collector and Treasurer, makes rulings related to San Francisco business taxes, holds taxpayer and some public hearings, and provides guidance to city leadership on new tax proposals.

Under current policy, this position supports a hybrid remote work schedule. The incumbent will be required to work a minimum of three (3) days per week in the office.

Essential Duties and Responsibilities:
The essential duties of the position include but are not limited to:

• Plans, develops policies and procedures, administrative monitoring/internal controls (e.g., workflow monitor, reporting), performance goals, objectives, projects, taxpayer compliance programs/campaigns; strategizes with Principal Auditors, Principal Investigators, and others to make recommendations to protect and conserve laws related to business taxes, to improve workflow, taxpayer compliance, and other best practices; directs staffing and resource planning of audit and investigations personnel as it relates to taxpayer compliance campaigns; conducts formal and informal coaching, training, and ongoing development of staff.
• Oversees data analytics and research, including utilizing tools and techniques for predictive and process metrics to improve overall compliance efforts; provides weekly, monthly, and annual reports to track revenue collection, projections, costs, workflow/productivity; analyzes areas of deficiency and impact on Business Tax Compliance programs.
• Works with variety of TTX staff to design and implement tax compliance program, including technology recommendations (i.e., business requirements) to facilitate administration and compliance.
• Determine the most efficient and effective way to achieve taxpayer compliance of taxes with different groups of taxpayers; acts as the Subject Matter Expert (SME) on technical solutions addressing Business Taxpayer Compliance.
• Analyzes legislation to determine impact on business tax functions and makes recommendations to design new tax compliance data analytics, metrics, methodology, economics, and legislative changes.

MINIMUM QUALIFICATIONS:

Education: Possession of a baccalaureate degree from an accredited college or university with major coursework in finance, accounting, business administration, public policy, public administration, or a field closely related that provides appropriate analytic and management training; AND

Experience: Six (6) years of professional experience managing complex audits, tax administration, tax auditing, tax accounting, or a related field. Six (6) years of this experience must include supervising a team of professionals.

Education Substitution: Additional experience as described above may be substituted for the required education on a year-for-year basis (up to a maximum of 2 years). Thirty (30) semester units or forty-five (45) quarter units equal one year of work experience.

Note: One year full-time employment is equivalent to 2,000 hours (2,000 hours of qualifying work experience is based on a 40 hour work week). Any overtime hours that you work above 40 hours per week are not included in the calculation to determine full-time employment.

Desirable Qualifications:
The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring:

• Possession of a graduate degree in accounting, tax, finance, public administration, or a related field.
• Experience with tax administration and/or public administration.
• Experience managing and actively engaging a complex section with functionally diverse employees.
• Experience with the implementation and use of business tax systems and the creation and monitoring of system requirements.
• Knowledge of GAAP and GAAS.
• Excellent communication skills to funnel communication and actions up and down the chain.

Verification
Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at https://sfdhr.org/how-verify-education-requirements.

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

All work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your SmartRecruiters application by the filing deadline. Information must be entered into the SmartRecruiters applicant tracking system under the headings for Experience and Education. Leaving these sections blank and attaching a resume in lieu of completing the Experience and Education sections will cause your application to be rejected.

Resumes will not be accepted in lieu of a completed City and County of San Francisco application.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

SELECTION PROCEDURES:
After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:

Minimum Qualification Supplemental Questionnaire (MQSQ):
Candidates will be required to complete a MQSQ as part of the employment application. This MQSQ is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications (MQ) for this position. The MQSQ will be used to evaluate if the applicant possesses the required minimum qualifications.

Supplemental Questionnaire Evaluation (Weight: 100%):
Applicants who meet the minimum qualifications will be sent a Supplemental Questionnaire via electronic mail after the closing of this filing period.                                                    

The Supplemental Questionnaire is designed to measure the knowledge, skills and/or abilities in job-related areas required for the position which may include, but not be limited to: Knowledge of: Generally Accepted Accounting Principles (GAAP) as applied in a variety of industries, particularly for revenue recognition, all elements of wages and compensation, and fixed asset accounting; Generally Accepted Auditing Standards (GAAS) for the application of and compliance within the conduct of audits, particularly identification, gathering, and evaluation of relevant and credible audit evidence (i.e., business records) related to the filing and computation of a pertinent City business tax by a taxpayer; and ability to apply investigation techniques and practices for tax collection investigations; and ability to quickly digest, interpret, apply, and explain County audit policies and local, state, and federal laws related to business tax collection to oversee legal, analytical, and technical aspects of business tax cases that span a variety of industries and relevant taxes and fees (i.e. payroll expense tax, gross receipts tax, transient occupancy tax, parking tax). Ability to: manage, develop, direct, and implement strategic plans, policies, procedures, programs, and projects, while balancing priorities for a complex section comprised of distinct functional units (Audits, Investigations, and Analysis); strategize, lead, and manage Business Taxpayer Compliance campaigns, programs, and projects; direct the use of appropriate qualitative and quantitative analytical methods, tools, technology to analyze and evaluate taxpayer data, financial data, taxpayer behavior, and other metrics/data points to create more effective taxpayer compliance communications, techniques, tools, including complex research, data analysis and statistics; make recommendations and depictions via papers, reports, charts, graphs, and presentations; analyze and evaluate audit pool to determine selection, type, and scope of financial audits; engage staff, supervise, evaluate, coach, train, mentor, develop, motivate, and build an effective team of functionally diverse, specialized employees, including functional unit manager/supervisor (Principal Auditor and Principal Investigator). Identify opportunities to improve efficiency, work processes. Recommends personnel decisions; use and oversee computer systems and technology pertinent to audit, business tax collection and data analysis (e.g., track revenue collection, projections, costs, internal controls, data integrity, paperless audits); evaluate and identify system improvements and functional requirements to meet business needs; coordinate, work with, deal tactfully and effectively with personnel at all levels and the public. Establish cooperative relationships, often in stressful situations; write in a clear, concise, and effective manner to compose reports and correspondence, audit synopsis, document procedures, policies, guidelines, and business requirements; speak in a clear and effective manner to present facts clearly and concisely, and for public speaking, training, presenting, leading meetings and projects, and communicating actions and specialized information to the public and departmental personnel.

Applicants will be given a deadline to return the Supplemental Questionnaire. Those who do not respond by the established deadline will not be eligible to continue in the examination process and will not be added to eligibility list resulting from this process. All applicants’ responses to the Supplemental Questionnaire are subject to verification.

The Supplemental Questionnaire will be rated and scored by our Subject Matter Experts. A passing score on the Supplemental Questionnaire must be achieved in order to be placed/ranked on the Eligible List. Candidates will be placed on the eligible list in rank order according to their final score.

Note: Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process.

Eligible List/Score Report:
A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

The duration of the eligible list resulting from this examination process will be six (6) months, and may be extended with the approval of the Human Resources Director.

Certification Rule:
The certification rule for the eligible list resulting from this examination will be Rule of the List.

To find Departments which use this classification, please see https://sfdhr.org/sites/default/files/documents/Forms-Documents/Position-Counts-by-Job-Codes-and-Department-FY-2023-24.pdf.

Terms of Announcement and Appeal Rights:
Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. Clerical errors may be corrected by the posting the correction on the Department of Human Resources website at https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/.

The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is 'abuse of discretion' or 'no rational basis' for establishing the position description, the minimum qualifications and/or the certification rule. Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director. Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

Additional Information Regarding Employment with the City and County of San Francisco:

• Information About the Hiring Process
• Conviction History
• Employee Benefits Overview
• Equal Employment Opportunity
• Disaster Service Worker
• ADA Accommodation
• Veterans Preference
• Seniority Credit in Promotional Exams
• Right to Work
• Copies of Application Documents
• Diversity Statement

HOW TO APPLY:
Applications for City and County of San Francisco jobs are only accepted through an online process. Visit https://careers.sf.gov/ and begin the application process.

• Select the “I’m Interested" button and follow instructions on the screen

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

Exam Analyst Information: If you have any questions regarding this recruitment or application process, please contact the exam analyst, Eric Louie at [email protected].

All your information will be kept confidential according to EEO guidelines.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.