Tax Clerk Job Description

Tax Clerk Job Description

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Tax clerk provides administrative support for the Tax department including the use of Microsoft Suite (Word, Excel, and Power Point), database administration, and calendar coordination.

Tax Clerk Duties & Responsibilities

To write an effective tax clerk job description, begin by listing detailed duties, responsibilities and expectations. We have included tax clerk job description templates that you can modify and use.

Sample responsibilities for this position include:

Resource should have some basic accounting experience/understanding and basic Excel skills
Process Journal Entries to the General Ledger and Account Reconciliations
Maintain reconciliation of subsidiary details to general account balances
Process escrow disbursements on Miser loan records
Review weekly open item reports and contact the taxing authorities to obtain the amount due on accounts that we have not received disbursement listings or bills on
Research delinquent status for non-escrow accounts
Assist with preparing indirect tax registration and renewal applications
Create real estate tax and mortgage insurance, mortgage insurance, trailers on loan record in INSIGHT
Create and/or update the tax record with the tax service company, Core Logic on new loans
Confirm and update real estate tax and mortgage insurance information on loan record as bills/invoices become available

Tax Clerk Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Tax Clerk

List any licenses or certifications required by the position: BSI, LCCI, LCC, W9

Education for Tax Clerk

Typically a job would require a certain level of education.

Employers hiring for the tax clerk job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Accounting, Business, Business/Administration, Finance, Real Estate, Performance, Technical, Associates, Department of Education

Skills for Tax Clerk

Desired skills for tax clerk include:

Accounting sufficient to allow for completing tax remittances
Excel
Microsoft Excel
PowerPoint
Department policies and procedures and utilizes a general understanding of other department’s functions
Excel and Outlook
Excel and other Microsoft programs
High level of comfort researching information on the Internet
IDS
MS Word

Desired experience for tax clerk includes:

Proactive, strong sense of responsibility, self-disciplined, self-motivated with ability to work effectively under pressure
Ability to think independently and to solve problems
Students in
Ability to work in a team environment independently
Experience using standard office machines (e.g., calculators, multifunction printers, ) required
Process escrow disbursements and remit payments to municipalities and mortgage insurance companies via ACH, wire or check

Tax Clerk Examples

1

Tax Clerk Job Description

Job Description Example
Our company is hiring for a tax clerk. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for tax clerk
  • Apply standardized rules and procedures required to process tax returns and inquires as they occur
  • Utilize tax software program to electronically file state and Federal income tax returns
  • Transmit tax returns electronically
  • File copies of completed tax returns
  • Assist with mailing out returns, payments
  • Complete business license returns
  • Sync with operations locations on headcount, vehicle count, , for filings (relates to business license returns)
  • Pull annual gross receipt information - some business license returns are based on gross receipts and are calculated using prior years’ gross receipts
  • Property tax assistance – works with Property Tax Analyst in compiling information, entering tax bills, processing payment batches
  • Process check request batches for all return types (sales tax, property tax, business license tax) - This role acts as the liaison between AP and the rest of my team for submitting check requests
Qualifications for tax clerk
  • Professional accounting, tax or administrative office experience
  • Team oriented with a sense of urgency
  • Knowledge of Basic Income Tax Preparation Procedures
  • Skill in Utilizing Tax Software Programs
  • Knowledge of General Clerical Procedures
  • Position requires a background investigation
2

Tax Clerk Job Description

Job Description Example
Our company is looking for a tax clerk. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for tax clerk
  • Issuance of resale/exemption certificates to AP/Procurement personnel based on requests
  • Various duties include researching delinquent tax notices received along with escrow duties that include paying the taxes and insurance for loans with escrow
  • Input and track loans and parcels in Lereta Tax Tracking System
  • Work with lenders concerning any letters mailed, payments made and return receipts from County Chancery or City Clerks for delinquent taxes
  • Prepares and files sales tax returns
  • Prepares business license renewals
  • Verifies status of resale certificates via state web sites
  • Inputs and changes customer tax status
  • Coordinates with branch personnel to obtain updated resale certificates
  • Prepares reports to process sales tax credits
Qualifications for tax clerk
  • Core Logic Tax Escrow Agent
  • 2+ years accounting administrative support experience with experience in a public or private tax department a plus, but not required
  • The position requires a background investigation
  • The position requires the Volunteer Income Tax Assistance (VITA) Training
  • Physical Demands-Specific vision abilities required by this job include close vision, and ability to adjust focus
  • Must be extremely detail oriented with the ability to maintain focus on repetitive tasks
3

Tax Clerk Job Description

Job Description Example
Our company is growing rapidly and is looking for a tax clerk. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax clerk
  • Assists in gathering information to prepare for sales tax audits
  • Assists branches with sales tax issues
  • Prepare and file sales and use tax returns and ensure accuracy
  • Assist with global indirect tax return preparation
  • Maintain documentation of customer exemptions
  • Answer general sales and use tax questions via phone, email, and in person
  • Work with external contacts to resolve time-sensitive issues
  • Organize and maintain filing of invoices and statements
  • Document and assist in tax rebate processes
  • Prepare and file annual business licenses
Qualifications for tax clerk
  • 2 years of college or AA in Accounting related subjects
  • High School graduation or equivalent (GED or other certificate)
  • A team player, with good interpersonal skills and a great attitude, work ethic and willingness to learn
  • Three years of clerical and/or customer service experience
  • Previous accounting experience is strongly preferred
  • Ogden, UT 233 vacancies
4

Tax Clerk Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of tax clerk. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax clerk
  • Assist with preparing annual state reconciliation to W-2 totals
  • Assist with filing state & local income tax returns
  • File & complete business licenses
  • Respond to fed & state payroll / Tax notices
  • Assist with tax departments help desk issues
  • Organize loose documents in alpha numeric order
  • File, maintain, and organize tax folders
  • Assist with archiving tax returns in document management system
  • Cover phones for lunch at front desk
  • Prepare spreadsheet for KS Department of Revenue deliveries - tax returns, payments and vouchers
Qualifications for tax clerk
  • Four-year degree in Finance / Accounting preferred or equivalent experience
  • Candidate will be required to work with field staff across the country and provide excellent customer service  
  • Ability to efficiently manage a tax calendar and complete all monthly tasks in addition to other duties as assigned
  • Bachelor’s degree in Accounting or related discipline preferred
  • Previous clerical and customer service experience
  • Previous experience with SAP or similar accounting system
5

Tax Clerk Job Description

Job Description Example
Our company is growing rapidly and is hiring for a tax clerk. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for tax clerk
  • Processing 300-500 property tax returns
  • Works closely with county via phone to assist with filing documentation
  • Broadcast financial information to journals and ledgers
  • Patch up discrepancies by checking all possible sources of disagreement, reconstructing probable actions, and recognizing the effect on other accounts
  • Produce statements and reports that require utilization of a wide range of sources
  • Communicating directly with clients to help address tax issues
  • Assisting senior accounting staff as needed
  • Set up and manage all client hard-copy files
  • Maintain client forms and ensure all logs are completed
  • Service existing accounts, obtain new tax clients, and establish new accounts by planning and organizing daily schedule to market on existing or potential clients
Qualifications for tax clerk
  • Knowledge of host system COCC, is preferred
  • Must have working knowledge of computers and all applicable software including Microsoft Office Suite
  • Apply appropriate communication and customer service skills to ensure positive interactions with internal and external stakeholders
  • Adapt communication style in order to educate, influence, or negotiate
  • Read/comprehend, write, perform basic mathematics calculations, and reason and analyze
  • Work at a computer station and view a computer screen for extended periods of time

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