Income Tax Specialist I

City of Grand Rapids
View Business Info
Job Description

Apply Now

Nature of Work

This is advanced and lead/supervisory administrative support work. The employee is responsible for performing complex clerical work, operating with a high degree of independence over specified, standardized activity areas. 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.  The employee is expected to demonstrate considerable independent judgment and knowledge in performance of assigned duties. The employee is expected to perform daily work with minimum supervision, referring only highly unusual problems or incidents to the supervisor. The employee may give guidance and assistance to other employees.

ESSENTIAL DUTIES & RESPONSIBILITIES 

The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by employees in this job. Employees may be requested to perform job-related tasks other than those specifically presented in this description.

  • Prepares and/or records bills, claim listings, receipts, statistical activity reports, and other related bookkeeping items.

  • Balances cash receipts, receives and disburses money according to proper procedures; makes bank deposits; records financial transactions; assigns account numbers; and reconciles errors in various accounts.

  • Checks and recounts money; sells and records various licenses; updates and verifies financial history records and customer addresses; makes change and cashes checks according to established procedures.

  • Makes journal entries; prepares disbursement vouchers; maintains petty cash accounts; and records accounts payables and receivables.

  • Reviews purchase orders, claims and warrants; issues credits resulting from errors or changes in policies; enters checks in journal and records deposits.

  • Sorts, checks, verifies and enters items into records; dates, computes, files and indexes various departmental items.

  • Contacts individuals who have submitted insufficient fund checks; attempts to secure proper payment and forwards appropriate information to enforcement authorities.

  • Prepares and/or assists in preparing monthly and biweekly payrolls and records; balances year to date payrolls; verifies time sheets and distributes paychecks.

  • Prepares a variety of statistical and other financial reports such as general income tax forms related to residency status.

  • Performs other related duties as assigned.

Minimum Training and Experience

  • Graduation from high school, preferably supplemented by business/financial-related courses

--AND--

  • Five years of general clerical or office experience

--OR--

  • Any equivalent combination of training and experience

Preferred:

  • Spanish speaking

  • Previous income tax experience 

Other Necessary Qualifications
Knowledge of:

  • Bookkeeping practices, techniques and terminology

  • Basic accounting and income tax principles and practices

  • Standard office procedures, practices and equipment

  • Payroll practices and procedures 

Ability to:

  • Maintain complex financial records and to prepare financial reports accurately

  • Understand and follow complex oral and written instructions

  • Communicate effectively, both orally and in writing

  • Establish and maintain effective working relationships with other employees and the general public

  • Prepare reports, maintain records, and make arithmetic computations

  • Make independent decisions in accordance with departmental policies and procedures

  • Operate a calculator, computer and other office equipment accurately and efficiently

  • Work tactfully and courteously with the public and with other employees

Contact Information