Tax Clerk

Full Job Description

GENERAL STATEMENT OF DUTIESPerforms complex clerical/accounting duties requiring thorough knowledge of laws and procedures relating to tax collection; processes and maintains a variety of records and documents; performs related work as required.

Includes detailed recordkeeping and considerable customer service at the counter, on the telephone, by e-mail and/or fax.SUPERVISION RECEIVEDWorks under the direction or supervision of the Senior Tax Clerk or Tax Office Supervisor, who sets goals, assigns work, and reviews performance to insure conformity to departmental and legal requirements.SUPERVISION EXERCISEDSupervision of other employees is not a normal responsibility of this classification but may act as a lead worker for temporary employees during peak periods.

Requirements

Performs complex clerical/accounting duties requiring thorough knowledge of laws and procedures relating to tax collection; processes and maintains a variety of records and documents; performs related work as required.

Includes detailed recordkeeping and considerable customer service at the counter and on the telephone.

Requires knowl­edge of tax regulations and procedures, tax filing sys­tems and accounts classifications, and standard office ma­chines and practices; maintains proficiency in keyboarding skills; operates a calculator and makes arithmetic calculations of a moder­ately complex nature; communicates effectively in both oral and written form; establishes and maintains effective working relationships with other staff and the public.

Provides customer service to the public over the telephone and in person by providing information related to property, taxes and assess­ments; answers inquiries, computes interest and discounts, gives pay-off information, and searches records for information.

Receives and posts payments made via cash or checks; issues receipts; completes daily balance sheet; prepares deposits; reconciles records between FIMS and ORCATS.

Processes refunds due to overpayments and/or orders received; sets up refund files; contacts affected parties; sets up refund batches; balances records between FIMS and ORCATS; posts refunds to accounts.

Monitors personal property and mobile home status to collect taxes; answers inquiries, prepares releases, files judgments, releases judg­ments, prepares warrants, and prepares pay-off notices.

Develops and prepares computerized notices and letters.

Trains temporary employees to process payments, maintain records and answer basic taxpayer questions.

Files documents; disposes of documents according to archive guidelines.

Maintains and continually updates addresses and mortgage files.

Enters data into computer system (payments, foreclosures, bankrupt­cies, refunds, other data); completes forms.

Performs general office duties related to answering phones, typing, making copies, filing, and distributing mail.

Performs miscellaneous support functions (mailings, copy work, etc.) Maintains files.

Attends meetings and trainings, as required.

Performs other duties as assigned by the supervisor.

Qualifications

EXPERIENCE AND TRAINING

1. Graduation from high school, preferably supplemented by courses in general office procedures; AND
2. Two (2) years of progressively responsible office experience; including a minimum of one (1) year experience in accounting, bookkeeping, or cashiering; OR
3. Any satisfactory combination of work, education, training, or experience relevant to the position, as determined by Marion County.

SPECIAL REQUIREMENTS

• The finalist for this position will be required to pass a criminal history background check; however, conviction of a crime may not necessarily disqualify an individual for this position.
• This assignment is represented by a union.
• This is a full-time position, which is eligible for overtime.
• Work Schedule: Monday - Friday, 8:00 a.m. - 5:00 p.m. with flexibility depending upon the needs of the department and program.

KNOWLEDGE, SKILL AND ABILITIES
Knowledge of: general Oregon property tax regulations and procedures; basic alphabetic and numeric filing systems and accounts classifications; modern office procedures; accounting and bookkeeping practices; and basic cash handling methods and procedures. Skills to: utilize Microsoft Office software; utilize assessment and taxation software applications; utilize standard e-mail systems; operate standard office machines; manage multi-line phones; keyboard at an acceptable rate; make arithmetic calculations of a moderately complex nature; operate a 10-key calculator efficiently; input information and post payments with a high degree of accuracy and speed; balance cash items; and prepare deposits. Ability to: communicate effectively in both oral and written form; establish and maintain effective working relationships with other staff and the public; diffuse angry or disgruntled individuals visiting the office; and provide excellent customer service.

PHYSICAL REQUIREMENTS
Stands; sits; moves about the work area; bends forward; stoops; climbs 1 floor of stairs; reaches overhead; lifts and carries up to 20 lbs.; pushes and pulls up to 35 lbs.; moves carts weighing up to 35 lbs.; operates a keyboard; speaks clearly and audibly; reads a 10 pt. font; hears a normal speech level; may have daily or frequent exposure to common chemical elements, such as those found in fabrics, carpeting, building materials, paints, solvents, finishes, perfumes, fragrances, toiletries, cleaning supplies, office supplies (including toner), animals or animal dander, and other organic or synthetic materials or compounds, which may produce an allergic reaction to people with chemical sensitivities.