MORTGAGE TAX  CLERK                                               0271

 

 

DISTINGUISHING FEATURES OF THE CLASS

An employee of this class examines in detail all mortgages, agreements and deed papers recorded in the County Clerk's Office to determine the mortgage tax due and maintains mortgage tax records.  The employee supervises a number of clerical employees.  Work is performed under the general supervision of the Chief Deputy County Clerk and in compliance with New York State Mortgage Tax Law.  All records are audited by the State and County Departments of Audit and Control.  Does related work as required.

 

TYPICAL WORK ACTIVITIES

            Examines deeds, mortgages, contracts, leases and other legal documents for taxability under tax law; computes and marks amount of tax payables where applicable, examines sworn statements of facts for compliance with pertinent statutes;

            Supervises bookkeeping and reconciling of daily balance of fees collected with cash record; keeps mortgage tax accounts and compiles data required for monthly reports;

            Composes correspondence pertaining to mortgage tax work; explains mortgage tax decisions to recorders of documents;

            Balances monthly bank statements of account and draws checks against them as directed.

 

FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

Thorough knowledge of the laws, rules and regulations relating to the recording of mortgages; good knowledge of modern office practices, procedures and machines; good knowledge of business and accounting procedures; ability to plan, supervise and review the work of subordinate personnel in a manner condu­cive to full performance and high morale; ability to analyze legal papers, compute mortgage taxes and prepare accounting reports; ability to follow complex written and oral instructions; ability to interpret and explain regulations and to set up practicable working procedures; physical condition commensurate with the demands of the position.

 

MINIMUM QUALIFICATIONS

            PROMOTIONAL

            One (1) year of permanent competitive status as an Administrative Assistant or Princi­pal Account Clerk; or,

            Two (2) years of permanent competitive status as a Principal Office Assistant or Senior Account Clerk.

 

R 3/6/23

SUFFOLK COUNTY

Competitive