Policy & Research Fellow - Office of the Treasurer & Tax Collector (9922)

Specific information regarding this recruitment process is listed below:
• Application Opening: Wednesday, September 16, 2026
• Application Deadline: Wednesday, October 7, 2026, 11:59PM (PST)
• Hourly Pay Rate: $29.8750
• Recruitment ID: TEX-9922- 167020

This is a Temporary Exempt (TEX) position. Pursuant to the City & County of San Francisco Charter, Section 10.104.18, this position shall be exempt from competitive civil service selection, appointment and removal procedures. The person serving in this position shall serve at the pleasure of the Appointing Officer.

This is a temporary, part-time position, up to 20 hours per week

To be considered for this position, applicants are required to complete the following at the time of application submission:

• Apply to this posting and submit your SmartRecruiters application.
• Upload most updated resume and cover letter during the application submission process.

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.

Section Description
The San Francisco Economic Justice Center brings together more than 20 years of first-in-the-nation work to strengthen the financial foundations of families and communities. Housed in the Treasurer’s Office, the Center develops and scales practical, people-centered solutions—redesigning systems so families can start saving early for the future, residents can access safe banking and trusted financial guidance, and unfair fines, fees, and debt no longer trap people in poverty.

Working across city departments, we test new ideas, share what works, and change how public systems operate so they support stability, dignity, and opportunity instead of creating barriers. What began as local innovation has helped shape policy across the country—showing how local government can change the odds and expand opportunity for San Franciscans. Learn more on our website.

The Policy & Research Fellow will work with the San Francisco Economic Justice Center, housed within the Office of the Treasurer & Tax Collector. The fellow will conduct research, analyze legislation, develop media briefings, draft communication materials, and will assist with implementation of programs geared towards supporting low-income individuals. This position is available as a part-time position (up to 20 hours per week) through June of 2027, with possibility to extend pending additional funding.

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

Research/Analysis (40%)

Projects can be developed in partnership with the fellow, based on their content area interests and desires. Potential research topics may include the following:

• Researching topics related to youth financial inclusion and asset building to support EJC initiatives
• Researching and analyzing financial fraud and scams and studying best practices to protect consumers in San Francisco.
• Researching safe and affordable financial services for consumers often excluded from mainstream financial services.
• Analyzing quantitative and/or qualitative survey data.
• Developing clear and concise graphics and summaries of research and/or data analysis. 
• Other research and data analysis topics as assigned

Legislative Advocacy, Tracking, and Media Briefs (35%)

Part of our work includes legislative advocacy, so it is critical for us to stay up to date on local, state, and federal legislation related to our work. Potential tasks may include:

• Tracking specific California bills that we’ve cosponsored, generally support, or opposed.
• Tracking local ordinances, state legislation, and/or federal legislation that could impact the work we do or the people we serve.
• Developing media briefings about relevant issue areas.
• Creating letters of support for relevant legislation.

Administration (25%)

Program administration plays a vital role in carrying out our various programs. Potential administrative tasks could include:

• Organizing and updating department’s library of research articles and reports
• Taking and distributing meeting notes.
• Scheduling and coordinating research interviews, focus groups, or other related meetings as needed.
• Drafting or improving communications materials.

• Possession of a Baccalaureate degree from an accredited college or university with major coursework in policy, public or business administration, accounting, finance, economics, social sciences, education or related fields, or other subject areas closely related to a specific departmental program or function; AND
• Possession of or in the process of completing a graduate degree from an accredited college or university with major coursework in policy, public or business administration, accounting, finance, economics, social sciences, education or related fields, or other subject areas closely related to a specific departmental program or function; AND
• At least 1 year (2 – 3 preferred) of full-time equivalent experience performing professional-level management and/or administrative/research duties in functional areas such as: policy analysis, program/office/operations management or administration, and/or other closely related functional areas.

Desirable Qualifications:
The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

• Strong ability to take initiative on new projects and conduct independent research.
• Detail-oriented with excellent time-management skills and ability to follow through on projects.
• Interest and experience in local government, research, or analysis positions.
• Excellent analytic skills and ability to synthesize and translate complicated material into clear and simple language.
• Experience speaking to a variety of audiences regarding financial information and related complex matters.
• Strong design skills and ability to create compelling visuals.
• Experience managing social media and other communications outlets.
• Experience establishing, promoting, and maintaining professional, cooperative-working relationships with those contacted throughout the course of work.
• Demonstrated interest in moving forward policy or programmatic reforms. Candidates directly impacted by issue areas strongly encouraged to apply.

Verification
Every application is reviewed to ensure that you meet the minimum qualifications as listed in the job ad. Review SF Careers Employment Applications for considerations taken when reviewing applications.

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://careers.sf.gov/knowledge/experience-education.

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 may 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 or disqualification.

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

The selection process will include evaluation of applications in relation to minimum requirements. Applicants meeting the minimum qualifications are not guaranteed advancement to an interview. Depending on the number of applicants, the Department may establish and implement additional screening mechanisms to comparatively evaluate the qualifications of candidates. If this becomes necessary, only those applicants whose qualifications most closely meet the needs of the Department will be invited for an interview.

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

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
• 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 “Apply Now" button and follow instructions on the screen
• To be considered for this position, applicants are required to complete the following at the time of application submission:
  • Upload most updated resume and cover letter during the application submission process
• Computers are available for the public (9:00 a.m. to 4:00 p.m. Monday through Friday) to file online applications in the lobby of the Department of Human Resources at 1 South Van Ness Avenue, 4th Floor and at the City Career Center at City Hall, 1 Dr. Carlton B. Goodlett Place, Room 110.
• Ensure your application information is accurate, as changes may not be possible after submission. Your first and last name must match your legal ID for verification, and preferred names can be included in parentheses. Use your personal email address, not a shared or work email, to avoid unfixable issues.
• 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.
• Recruitment Analyst Information: If you have any questions regarding this recruitment or application process, please contact, Jo Jackson at josephine.serra@sfgov.org.
• 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.