Tax Clerk Job Description
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:
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:
Desired experience for tax clerk includes:
Tax Clerk Examples
Tax Clerk Job Description
- 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
- 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
Tax Clerk Job Description
- 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
- 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
Tax Clerk Job Description
- 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
- 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
Tax Clerk Job Description
- 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
- 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
Tax Clerk Job Description
- 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
- 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