Financial Regulatory Technician - Business Tax Technician

Financial Regulatory Technician - Business Tax Technician

Salary

$52,187.20 - $77,376.00 Annually

Location

City Hall, 900 East Broad Street, Richmond, VA

Job Type

Full-Time

Job Number

25M00000002

Department

Finance

Opening Date

07/21/2026

Closing Date

8/7/2026 12:00 AM Eastern

• Description
• Benefits
• Questions

Are you Richmond R.E.A.D.Y? Respect. Equity. Accountability. Diversity…YOU!!!

This is an EXCITING time to Join the City of Richmond! We are committed to nurturing talent, fostering growth opportunities, and building strong connections within our workforce. As we continue to make strides to becoming the employer of choice, we are thrilled about the below employee benefit enhancements:

• Virginia Retirement System (VRS)
• Language Incentive
• Referral Bonus
• Tuition Assistance Program

Description

The Business Tax Technician provides frontline customer service and support for the City's business tax programs, including Business Personal Property (BPP), Business License (BPOL), and local excise taxes (Admissions, Transient Occupancy, and Meals). This position handles incoming tickets from the Citys 311/CRM systems and responds to routine taxpayer inquiries, account questions, and documentation requests. Technicians perform data entry, account updates, filing verification, and standard tax-processing tasks in accordance with established procedures. This role serves as an initial point of contact for business taxpayers and supports the Business Tax Unit by ensuring accurate, timely, and courteous service delivery.

Duties include but are not limited to

Customer Service & Ticket Support

• Respond to business tax questions and concerns received in-person at the front counter or submitted through the City's 311 system and other customer service channels.
• Research taxpayer accounts, provide basic explanations of business tax requirements, and resolve routine issues under established guidelines.
• Route or escalate complex inquiries, compliance concerns, or sensitive matters.
• Maintain accurate documentation of customer interactions, actions taken, and required follow-up in CRM/311 and the Business Tax Portal.
• Provide courteous and professional service to taxpayers by phone, email, and written correspondence.

Business Tax Administration & Account Maintenance

• Review and process routine business applications, renewals, and standard account updates.
• Verify required documentation and ensure forms are complete before routing cases for approval or further review.
• Perform data entry and process adjustments authorized by Specialists or management and ensure accurate recordkeeping.
• Monitor incoming mail, taxpayer submissions, and system alerts related to business tax filings.

Compliance Support

• Provide support for basic compliance checks to confirm registration, licensing status, and required tax filings.
• Assist with identifying non-compliant accounts for follow-up by Business Unit.
• Assist with the preparation of routine notices and correspondence.
• Support desk audits by gathering documentation, verifying data, and compiling records.

Stakeholder Interaction & Collaboration

• Communicate with business owners and representatives to obtain missing documentation and clarify routine account questions.
• Coordinate with the Revenue Admin partner units to resolve escalated tickets and ensure consistent messaging to taxpayers.
• Work with internal teams to support taxpayer education, outreach, and process improvements.

Refer complex issues, legal matters, or policy questions to Specialists or management.

Data Integrity & Systems Use

• Enter and update account information in the Business Tax Portal with a high level of accuracy.
• Perform data quality checks, identify discrepancies, and flag issues for review.
• Maintain confidentiality of taxpayer information and comply with all privacy and record management requirements.
• Stay informed on procedural updates, system enhancements, and relevant City ordinances and policies.
• Recommend improvements to workflows or tools that enhance efficiency and customer experience.

Qualifications, Special Certifications and Licenses

KNOWLEDGE, SKILLS, AND ABILITIES:

Knowledge (some combination of the following):

• Basic math, accounting, business, and financial policies
• City and State codes
• Computer programs such as Microsoft Office Suite
• Electronic databases and related software applications such as MUNIS, Clear, TACS, and Accurint
• Office equipment such as a multi-line phone
• Personal property tax codes and collection tax laws

Skills (some combination of the following):

• Assessments
• Collections
• Oral and written communication
• Customer service
• Conducting research
• Cash handling
• Data entry

Abilities (some combination of the following):

• Analyze information
• Pay attention to detail
• Think critically
• Follow directions and established procedures

MINIMUM TRAINING AND EXPERIENCE:

• High School Diploma or GED
• Associates degree preferred
• Two years of accounting support experience such as processing payments, providing direct customer service, calculating funds owed, and investigating/collecting delinquent payments
• 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:

• None required

Equal Employment Opportunity Statement

The City of Richmond provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

The City of Richmond is committed to the full inclusion of all qualified individuals. As part of this commitment, the City of Richmond will ensure that persons with disabilities are provided with reasonable accommodations. If you require reasonable accommodations under the Americans with Disabilities Act (ADA) to participate in the job application and/or the interview process, please contact Veronica Kenner, by email at HR-ADA@rva.gov.

This policy applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training.

The City of Richmond Values Veterans. We are an official V3 Certified Company.

The City of Richmond is a proud partner with the US Army Partnership for Your Success PaYS Program.

With over 4,000 employees, the City of Richmond is an "Employer of Choice" among cities throughout the nation. The City strives to hire and retain employees who bring dedication and talent to the workforce. Offering a competitive, cost effective, and quality benefits package is one element of an "Employer of Choice".

The City offers a full range of benefit programs from initial hire through retirement. Please visit our Web site for details.

01

10-point compensable veteran. You must have an existing compensable service-connected disability of 10 percent or more. Other 10-point veteran include disabled veteran or a veteran who was awarded the Purple Heart for wound or injuries received in action, veterans widow or widower who has not remarried, wife or husband of a veteran who has a service-connected disability, widowed, divorced or separated mother of an ex-service son or daughter who died in action, or who is totally and permanently disabled. Do any of these apply?

• Yes
• No

02

5-point veterans must have been discharged under honorable conditions and had one of the following: Active duty in the Armed Forces of the United States, in a war, or during the period 4/28/52-7/1/55 or active duty for more than 180 consecutive days other than for training, any part of which occurred during the period beginning 2/1/55 and 10/14/76 or active duty during the Gulf War sometime between 8/2/90 - 1/2/92 or active duty in a campaign or expedition for which a campaign badge has been authorized or active duty for which more than 180 consecutive days other than for training, any part of which occurred during the period beginning 9/11/2001 and ending on the date prescribed by the Presidential proclamation or by the law as the last date of operation Iraqi Freedom. Do any of these apply?

• Yes
• No

03

Are you a current City of Richmond employee

• Yes
• No

04

Employees in this job classification are designated ESSENTIAL PERSONNEL and must be available to report to work during disasters, inclement weather, and other declared emergencies. Are you available and willing to work under these conditions?

• Yes
• No

05

Which answer best describes your highest level of education?

• High School Diploma/GED
• Some college
• Associate Degree in Business, Accounting, or a related field
• Bachelors Degree in Business Administration, Finance, Accounting, or related field
• Masters/ Advanced Degree
• None of the above

06

Which best describes your years of experience in business tax administration, revenue operations, or a related government finance function?

• Less than one year of experience
• One to three years of experience
• Three to five years of experience
• More than five years of experience

07

Which best describes your experience managing escalated taxpayer or customer inquiries in a tax or government finance environment?

• No experience
• Beginner experience - assisted with routine inquiries under direct supervision
• Intermediate experience - independently resolved escalated taxpayer or customer issues
• Advanced experience - regularly triaged and resolved complex escalated matters and documented outcomes

08

Select all of the experiences below that you have related to business tax administration. (Check all that apply)

• Reviewing, verifying, and processing new business applications or registrations
• Processing business license renewals and account updates
• Performing compliance checks to confirm business registration, licensing, or tax filing status
• Analyzing accounts and processing corrections or adjustments in a business tax or billing system
• Monitoring required filings and reconciling accounts for business taxes ( e.g., BPP, BPOL, Admissions, Meals, Transient Occupancy)
• None of the above

09

Which best describes your experience interacting with business owners, CPAs, attorneys, or other third-party representatives to resolve tax issues or secure documentation?

• No experience
• Beginner experience - assisted with basic communications under direct supervision
• Intermediate experience - independently communicated with business owners or representatives to resolve routine issues
• Advanced experience - regularly engaged with business owners and third-party representatives to resolve complex tax matters and coordinate documentation

10

Which best describes your knowledge of City ordinances, State statutes, or regulations governing business taxes or related local excise taxes?

• No knowledge
• Basic knowledge - general awareness of business tax law and procedures
• Intermediate experience - applied relevant statutes or ordnances in a work setting
• Advanced experience - regularly interpreted and applied City/State business tax law, including advising tax payers or staff

11

Which best describes your experience performing data quality checks, reconciling account discrepancies, and maintaining accurate audit trails in a tax or billing system?

• No experience
• Beginner experience - performed basic data entry or account lookups
• Intermediate experience - independently identified and resolved data discrepancies or reconciliation issues
• Advanced experience - led data quality reviews and ensured system accuracy and compliance with records management requirements

12

Which best describes your experience communicating complex business tax information to non-tax experts?

• No experience
• Beginner experience - occasionally communicates complex information to non-tax experts online or over the phone
• Intermediate experience - occasionally communicates complex information to non-tax experts in person
• Advanced experience - handles escalated complex business tax related communication for non-tax experts

13

What is your level of proficiency using Microsoft Office Suite (Word, Excel, Outlook)?

• No experience
• Beginner experience
• Intermediate experience
• Advanced experience

14

This role operates in an environment with frequent process changes, new technology implementations, and ongoing improvement initiatives. Please describe your comfort level working in a setting where procedures, systems, and expectations may evolve regularly.

Required Question

Employer City of Richmond

Address 900 East Broad Street

Suite

Richmond, Virginia, 23219

Phone (804) 646-5660

804-646-5660

Website https://www.rva.gov/