Account Clerk I/II - Sales Tax

Under the general direction and supervision of the Accounting Supervisor – Sales tax, the Account Clerk I/II is an entry level position supporting the Sales Tax division of Finance. This position interfaces with the public for sales tax inquiries and general assistance while enforcing the applicable KPB Sales Tax Code and policies. In addition, the Account Clerk I/II assists with the administration for the Utility Special Assessment Districts and Road Improvement Assessment Districts.

High school diploma or GED; one year of experience in data entry/clerical work which included accounting. Must be able to operate 10-key by touch, minimum 8,000 KPH ; type 35 wpm; and familiarity with computers/spreadsheet programs. Must have prior experience in customer support roles.; Must have clear and effective communication skills. Must be effective working independently with minimum supervision.

Account Clerk I: Requires basic ability to complete Essential Functions tasks 1-12 below.

Account Clerk II: Account Clerk I in good standing with the Borough may be bumped-up to an Account Clerk II at the discretion of the Department Head once they are able to appropriately and fully complete Essential Function tasks listed on 13-20 below.

Account Clerk I:

1.Responsible to analyze and prepare each incoming sales tax return for completeness and accuracy. Work with other departments within the finance department and contact business owners regarding information verification as needed.

2.Responsible for the input of sales tax returns, resale and exempt applications, business registrations, group codes and other miscellaneous data using scan station and imaging verification process. Reconciles output with source documents and processes correspondence as needed.

3.Reviews returned mail and corrects the sales tax system addresses when necessary.

4.Is required to meet numerous monthly deadlines as established and stated in the KPB Sales Tax Code and Policies.

5.Responsible for maintaining files and records systems for all batches and correspondence for the sales tax division. Prepares all documents for transfer to records management using an on-line system. Compiles logs and prepares batches for microfilming and imaging.

6.Must be aware of all changes, potential changes and their applicability to the KPB Sales Tax Code and Policies in order to provide accurate information to the public. Disseminates sales tax information to the business community and other interested parties according to the KPB Sales Tax Code and Policies.