Accounting Technician (Revenue)

Accounting/Bookkeeping Position

The purpose of this classification is to perform accounting/bookkeeping work, process financial documentation, and maintain financial records for the Revenue Department.

Essential Functions

• Processes a variety of documentation associated with department operations, within designated timeframes and per established procedures; receives, reviews, records, types, and/or distributes documentation; enters data into computer systems; logs, tracks, or maintains records regarding department activities; compiles data for further processing or for use in preparation of department reports; maintains computerized and/or hardcopy records.
• Provides information/assistance to vendors, customers, taxpayers, City departments/employees, and others regarding accounts payable and accounts receivable issues, customer accounts, invoices, fee schedules, deadlines, documentation, policies/procedures, or other issues; researches status of customer accounts; assists in resolving billing/account discrepancies; responds to routine questions or complaints; researches problems and initiates problem resolution.
• Prepares or completes various forms, reports, correspondence, lists, checks, purchase orders, expense reports, bank deposits, or other documents.
• Performs imaging/scanning of financial records for archival purposes; indexes imaged records for historical retrieval; maintains index of records scanned; assists in disposing of records that have met retention schedule requirements. Performs general/clerical tasks, which may include making copies, sending/receiving faxes, or processing incoming/outgoing mail.
• Provides assistance for general financial operations as needed; assists auditors and other departments by providing requested information and retrieving required records.
• Communicates with supervisor, employees, other departments, banking personnel, vendors, taxpayers, auditors, the public, outside agencies, and other individuals as needed to coordinate work activities, review status of work, exchange information, or resolve problems.
• Maintains a comprehensive, current knowledge of applicable laws/regulations; maintains an awareness of new trends and advances in the profession; attends workshops and training sessions as appropriate.
• Maintains file system of departmental records; prepares departmental files; sorts/organizes documents to be filed; files/scans documents in designated order; retrieves/replaces files; conducts records maintenance activities in compliance with guidelines governing record retention.
• Operates a personal computer, scanner, postage machine, shredder, general office equipment, or other equipment as necessary to complete essential functions, to include the use of word processing, spreadsheet, database, e-mail, Internet, or other computer applications.
• Performs other related duties as assigned.

Assigned to Revenue Division

• Establishes and maintains taxpayer files, business license accounts, and other databases; prints and mails annual tax forms, delinquent notices, and/or renewal notices on taxes and business and liquor licenses.
• Processes and posts payments for sales and use taxes, business licenses, and other miscellaneous taxes; groups payments into batches for processing; prepares and reconciles daily batch reports
• Provides information to the general public regarding billing and filing procedures and fee schedules; researches customer accounts to determine status of payments
• Receives various incoming license applications/renewals; reviews applications for accuracy and completeness; verifies compliance with City, County, and State code; confirms regulatory and zoning compliance and qualifications; acquires State background checks; routes applications for approval; issues temporary licenses for temporary and commercially sponsored events.

Knowledge, Skills and Abilities:

• Knowledge of simple arithmetic functions.
• Skill in the operation of equipment, machinery, tools, and/or materials used in performing essential functions.
• Ability to review, classify, categorize, prioritize, and/or analyze data. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships.
• Ability to provide guidance, assistance, and/or interpretation to others regarding the application of procedures and standards to specific situations.
• Ability to utilize a wide variety of reference and descriptive data and information.
• Ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, profit and loss, ratio and proportion.
• Ability to carry out instructions furnished in written, oral, or diagrammatic form. Involves semi-routine standardized work with some latitude for independent judgment concerning choices of action.
• Ability to exercise judgment, decisiveness and creativity in situations involving evaluation of information against measurable or verifiable criteria.

Minimum Qualifications

Education and Experience: High school diploma or equivalent; supplemented by vocational/technical training in accounting or bookkeeping; supplemented by two (2) years previous experience and/or training involving bookkeeping, accounts payable, accounts receivable, office administration, and personal computer operations; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job.

Licenses or Certifications: Valid State of Alabama driver's license.

Additional Information

Physical Demands: The work is light work which requires exerting up to 20 pounds of force. Work requires ability to exert very moderate physical effort, typically involving some combination of stooping, kneeling, crouching and crawling, and which may involve some lifting, carrying, pushing and/or pulling of objects and materials of moderate weigh. Some tasks require the ability to perceive and discriminate visual cues or signals. Some tasks require the ability to communicate orally.

Work Environment: Work is performed in an office environment. Essential functions are regularly performed without exposure to adverse environmental conditions.