Payment Clerk

Position Summary

The Payment Clerk is responsible for supporting the tax payment process by reviewing payment documentation to accurately identify the correct taxpayer or case number within the firm's tax system. This role includes indexing, storing, and routing payment records electronically without handling physical payments.

Key Responsibilities

• Examine payment documents and related data to determine subsequent actions needed.
• Utilize the PBFCM tax system to verify taxpayer or cause number details linked to each payment.
• Accurately index and file payment records in DocuWare, ensuring all required information fields are completed.
• Assign and forward indexed payment files to the corresponding client supervisor within DocuWare.
• Maintain consistent and precise indexing for effective tracking and prompt payment processing.
• Achieve daily processing deadlines as per payment workflow schedules.
• Communicate with supervisors or team members concerning payment documentation when necessary.
• Adhere strictly to the scheduled work hours and demonstrate punctuality.
• Provide support with additional clerical or administrative tasks as directed by supervisors or management.

Experience and Education

• This is an entry-level role suitable for candidates with little or no prior experience.
• Previous office experience is advantageous.
• Experience working with financial, tax, or payment documents is beneficial.
• Familiarity with DocuWare or similar document management platforms is preferred.
• Minimum educational requirement is a high school diploma or its equivalent.

Competencies and Skills

• Strong focus on detail and accuracy in tasks.
• Ability to follow established processes and workflows effectively.
• Proficient in Microsoft Office tools including Word, Excel, and Outlook.
• Capable of handling multiple duties and meeting deadlines.
• Dependable, punctual, and consistent attendance record.
• Function independently with minimal oversight.
• Basic understanding of financial or tax-related paperwork is a plus.
• Excellent organizational and communication abilities, both verbal and written.
• Experienced in document indexing and electronic filing is advantageous.
• Demonstrates a proactive and reliable approach to work.

Work Environment and Physical Requirements

• The position primarily involves sitting at a computer station throughout the workday.
• Includes on-the-job training and performance evaluations during initial employment.
• Ongoing reviews of work performance with reports to supervisors or management.
• Physical activities include the ability to sit, speak, hear, and occasionally stand or walk.
• Manual handling of documents and occasional bending or crouching may be necessary.
• Visual requirements involve close focus on detailed documents over extended periods.