Districtwide Tax Processing Specialist 1.0 FTE

Fayette County Public Schools, KY


JOB DESCRIPTION - Tax Processing Specialist


To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the job description.

Tax Processing Specialist

Job Class Code: 8165


Position Type: Hourly


Job Type: Classified


Pay Grade*: G 05


(*salary calculations are based on verified education and related experience levels)


Reports To: Superintendent's Designee


Supervises: N/A


Work Calendar Name: 12 month hourly FT


Days in work calendar: 256

JOB SUMMARY

To process the occupational license tax returns and payments to individual taxpayer accounts; verifying and ensuring the accuracy of accounts.

ESSENTIAL JOB FUNCTIONS

• Perform complex and advanced level clerical accounting duties in support of the Occupational License Tax Rules and Regulations voted upon by the Board of Education.
• Verify the accuracy of deposits made by the depository bank; confirm and maintain lock-box information; authenticate internal collection forms, quarterly payment coupons and year-end tax returns remitted by taxpayers.
• Batch checks, cash, and electronic payments for entry into the tax processing system; assign batch identification and validation numbers to both the tax form and payment.
• Correspond with vendors (LFUCG, payroll processing companies, banks, etc.) by telephone, fax, mail, and e-mail substantiating taxpayer account information and verifying appropriate corrections.
• Post validated and batched payments to taxpayer accounts; investigate accounts in question to ensure accuracy and completeness.
• Produce and prepare warrants for payments; update taxpayer transaction file.
• Prepare and maintain a variety of reports regarding taxpayer account status; audit reports regarding taxpayer accounts by the depository bank or LFUCG.
• Communicate with the accounting department regarding deposits and debits posted to the bank statement.
• Coordinate the processing of individual collections and the recording of corporate and individual occupational license tax refunds with the auditing staff.
• Receive, sort, and distribute a large volume of incoming mail.
• Operate computer programs, electronic payment processing equipment, 10-key calculator, mail opening machine, fax machine, copy machine, etc.
• Demonstrates the ability to communicate in more than one language or the willingness to learn to communicate in more than one language at the novice level of proficiency.
• Performs other duties as assigned.
• Maintains regular attendance.

KNOWLEDGE AND ABILITIES

KNOWLEDGE OF:

• Basic accounting practices, procedures and terminology.
• Financial and statistical record-keeping techniques.
• Modern office practices, procedures and equipment.
• Data processing applications to accounting functions.
• Correct English usage, grammar, spelling, punctuation and vocabulary.
• Telephone techniques and etiquette.
• Interpersonal skills using tact, patience and courtesy.
• Operation of a computer terminal.

ABILITY TO:

• Apply bookkeeping and financial record-keeping principles to the maintenance of assigned accounting records.
• Maintain financial records, review and verify data and prepare accurate reports.
• Learn to apply and explain rules, regulations, policies and procedures involved in assigned activities.
• Compare numbers and detect errors efficiently.
• Make arithmetic computations with speed and accuracy.
• Operate standard office machines such as typewriter, calculator, copier, computer terminal, personal computer and microcomputers.
• Meet schedules and timelines.
• Work confidentially with discretion.
• Communicate effectively both orally and in writing.
• Establish and maintain cooperative and effective working relationships with others.
• Perform statistical typing accurately.

QUALIFICATIONS

Education and Experience:

• High school diploma or G.E.D. Certificate
• Two years of increasingly responsible financial record-keeping experience including experience with automated record-keeping systems.

Licenses or Certifications:

• N/A

Special Requirements:
Must take all required clerical assessments and earn a passing score.

PHYSICAL DEMANDS

• Work is performed while standing, sitting and/or walking.
• Requires the ability to communicate effectively using speech, vision and hearing.
• Requires the use of hands for simple grasping and fine manipulations.
• Requires bending, squatting, crawling, climbing, reaching.
• Requires the ability to lift, carry, push or pull light weights, up to 30 pounds.

Job Description Creation Date:


04/2002


Revision Dates:


7/2011
7/2012
10/2017
12/2024

The Fayette County Board of Education is an Equal Opportunity Employer. The Superintendent shall adhere to a policy of equal employment opportunity in all personnel matters. No person shall be subjected to discrimination in regard to employment, retention, promotion, demotion, transfer or dismissal because of race, color, religion, sex (including sexual orientation or gender identity), genetic information, national or ethnic origin, political affiliation, age or disabling condition or limitations related to pregnancy, childbirth, or related medical conditions.

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