Exemption Investigator

November 20, 2022
San Jose, CA
Job Type


Under general supervision, to conduct investigative eligibility and property use studies of various claims for property tax exemption.

Please Note: The written examination for this recruitment is tentatively scheduled for the second week of December 2022.

Covid-19 Risk - Intermediate Risk
Typical Tasks

  • Assists in the processing of various exemption claims;
  • Determines property use and qualifications of exemption claimant;
  • Gathers information and evidence from various sources, internally and externally;
  • Requests information from various sources by mail, telephone, electronic mail, or in person;
  • Schedules appointments;
  • Analyzes and records pertinent information;
  • Locates and searches case files for background information;
  • Inspects and measures buildings and property;
  • Pepares and maintains plot maps indicating church, school, hospital, living quarters or rental uses;
  • Assists claimants with interpretation of regulations and filing of claims and documents;
  • Maintains databases;
  • Calculates exempt and non-exempt portions of both real and personal property through research, including discovery of physical evidence, interviews, appropriate legal statutes, building plans, construction schedules, etc.;
  • May be assigned as a Disaster Service Worker, as required;
  • Performs related work as required.

Employment Standards

Training and Experience Note: Training and experience equivalent to possession of 60 semester college units from an accredited college and one (1) year of investigative, collection, or assessment experience with extensive public contact.

Special Requirements

  • Eligible for California State Board of Equalization temporary certification as an assessment analyst for property tax purposes.
  • Must successfully complete the California State Board of Equalization training program and pass the certification examination within one year from the time the employee is granted temporary certification or vacate the position.
  • Possession of a valid California driver's license prior to appointment and the ability to qualify for and maintain a county Driver's Permit.

Knowledge of:

  • Research methods, including data collection;
  • Record keeping principles and procedures;
  • Principles of customer service;
  • Interviewing and basic investigative techniques;
  • Basic mathematics;
  • Telephone, email and office etiquette;
  • Computer applications such as word processing, spreadsheets and/or databases.

Ability to:

  • Interpret and apply laws, rules and regulations as they relate to property exemption claims and the assessment of property;
  • Make mathematical calculations;
  • Communicate effectively, both orally and in writing;
  • Interpret and apply verbal and written instructions;
  • Interview and elicit information from individuals by telephone, through written correspondence and in person;
  • Analyze confidential, personal information;
  • Make and understand simple scale drawings reflecting the size, shape, dimensions and physical characteristics of real property and improvements;
  • Keep accurate and detailed records;
  • Assemble analyze and draw logical conclusions from data;
  • Establish and maintain effective working relationships with those contacted in the course of business;
  • Prepare correspondence and reports.

Closing Date/Time: 12/5/2022 11:59 PM Pacific

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