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- AUDIT SERVICES: Verifies by audit, the accuracy of investment calculations by comparing broker amounts with source documents prepared by the Investment Officer, audits bank reconciliation to ensure they are completed timely, audits department trust funds to ensure they are balanced monthly, audits lockbox services and processes bank deposits on a daily basis. Provides system support for the department as well as providing departmental administrative support. Review and adjustment for annual audits - deferred compensation, retirement administration and departmental.
- DEFERRED COMPENSATION: Administers (with consultation of the Advisory Committee) the County’s Deferred Compensation Plan, maintenance of all deletions, changes, and additions in bi-weekly amounts by use of deduction reports; coordinates and monitors payout requests; prepares statements for the Advisory Committee, and audits participant and asset accounting. The Treasurer-Tax Collector is the Administrator of the Kern County Deferred Compensation Plan.
- SPECIAL SERVICES: Investigation and taxpayer assistance; summary judgment (unsecured taxes); seizure and sale (unsecured taxes); bulk transfers (inventory transfers); bankruptcy (automatic stay) - files both Secured and Unsecured claims in bankruptcy proceedings and appears in court as required to verify claims. Conducts field investigations and seizes property for sale.
- TECHNOLOGY SERVICES: Provides strategic plan and program review; systems analysis, design, development, implementation, support and management for the Treasurer/Tax Collector's information, data processing telecommunications and computer based office Systems. Provides and manages process improvements and automation through technology and or business partner relationships.
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