Tax Specialist
4 weeks ago
This is an advanced and lead/supervisory administrative support role that involves performing complex clerical work with a high degree of independence. The primary focus of the position is on clerical accounting and other procedural income tax financial transaction work involving the preparation, maintenance, and review of general income tax forms, financial information, and/or related records or documents.
Key Responsibilities- Prepare and/or record bills, claim listings, receipts, statistical activity reports, and other related bookkeeping items.
- Balance cash receipts, receive and disburse money according to proper procedures; make bank deposits; record financial transactions; assign account numbers; and reconcile errors in various accounts.
- Check and recount money; sell and record various licenses; update and verify financial history records and customer addresses; make change and cash checks according to established procedures.
- Make journal entries; prepare disbursement vouchers; maintain petty cash accounts; and record accounts payables and receivables.
- Review purchase orders, claims, and warrants; issue credits resulting from errors or changes in policies; enter checks in journal and record deposits.
- Sort, check, verify, and enter items into records; date, compute, file, and index various departmental items.
- Contact individuals who have submitted insufficient fund checks; attempt to secure proper payment and forward appropriate information to enforcement authorities.
- Prepare and/or assist in preparing monthly and biweekly payrolls and records; balance year-to-date payrolls; verify time sheets and distribute paychecks.
- Prepare a variety of statistical and other financial reports such as general income tax forms related to residency status.
- Graduation from high school, preferably supplemented by business/financial-related courses.
- Five years of general clerical or office experience.
- Any equivalent combination of training and experience.
- Medical, dental, and vision starting on Day 1.
- 6% employee 401a contribution with employer matching (6% or 7% based on bargaining unit).
- Employee & Employer contributions to Retiree Health Savings Account.
- Voluntary benefits such as term life insurance, flexible spending accounts, accidental insurance, disability insurance, and deferred compensation plan options.
- Twelve Paid Holidays.
- Paid Vacation and Sick Time.
- Paid parking (if applicable).
- Employee Home Ownership Incentive.
- Tuition Reimbursement and professional development opportunities.
- Paid Parental Leave.
- Employee Assistance Program with free mental health counseling.
- Comprehensive Wellness program with a health and wellness incentive.
- Employee Discounts and Perks.
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Estate Planning Tax Specialist
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