What are the responsibilities and job description for the Account Clerk I/II - Sales Tax position at KENAI PENINSULA BOROUGH?
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.
7.Researches overdue sales tax accounts when needed and relays information to owners of businesses. Responds to correspondence received via adjustments and/or additional correspondence to business owners.
8.Answers telephone and provides information to the public with regard to the KPB Sales Tax Code and Policies, filing returns and/or applications, including explaining ramifications of becoming delinquent and computing applicable penalties, interest, fees and taxes due.
9.Review various publications and verify that businesses are in compliance with the KPB Sales Tax Code and Policies, including contacting unregistered businesses.
10.Assists in the administration and public inquiry of Utility Special Assessment Districts and Road Improvement Districts including billing, assessing penalties, interest and costs, processing correspondence letters and notices, processing statements, processing lien release documents and correspondence. Assisting with collection efforts of any delinquent accounts. Public inquiry is to include answering questions regarding billing, penalties and costs as they relate to each account or district and providing pay-off information when instructed.
11.Assists with year-end dissemination of sales tax collection information to adequately determine the borough’s sales tax receivable for financial reporting purposes.
12.Assists sales tax division staff as needed.
Account Clerk II – Sales Tax:
13.Understands the electronic transaction process and is able to troubleshoot technology issues with the tax payers.
14.Understands sales tax code applicable to remote sales, and is able to determine physical presence, identify the reporting agency and taxing jurisdiction.
15.Receive, update and process newly registered businesses as well as resale certificate applications, exempt certificate applications and owner-builder certificate applications on a weekly basis.
16.Recognize allowable group codes in correlation to business activities and other miscellaneous data. Reconciles output with source documents and processes correspondence as needed. Recognize the requirement of adjustments to accounts when necessary. Composes correspondence with businesses, files any correspondence and other supporting records in change batch for imaging and microfilming.
17.Conduct interviews and provides assistance to business owners in person or via telephone, with regard to interpretation of the KPB Sales Tax Code and Policies, filing returns and/or various applications, including explaining ramifications of becoming delinquent and computing applicable penalties, interest, fees and taxes due.
18.Reconciles the following general ledger accounts: sales tax refund account and sales tax credit account on a monthly basis.
19.Reviews the Scheduler to ensure timely application of the batch process for penalties, interest, and fees on delinquent sales tax accounts.
Other Functions:
1.Acts as Senior Account Clerk – Sales Tax
2.Other related duties as assigned.
While performing the duties of this job, the employee is frequently required to communicate orally and to use hands and fingers dexterously to operate office equipment; regularly required to sit; and occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally transport up to 30 pounds. Specific vision abilities require close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Examination: Related skills tests as required.
Salary : $27