Part-Time Government Refund Clerk

Siegel Jennings•Blawnox, PA

6d•Hybrid

About The Position

Are you extroverted bookkeeper type? We are seeking a tenacious, detail-oriented, highly accountable Part-Time Government Refund Clerk to join our team. This role is responsible for following up to confirm and obtain tax refunds our clients are due from government bodies when we successfully conclude a case. The position requires an outgoing self-starter type personality. The ideal candidate will be a curious, persistent and problem-solver. The position offers a high degree of flexibility after training in the office, with one day per week in our Blawnox, PA office and the balance of hours remote.

Requirements

High school diploma or equivalent
Strong attention to detail and organizational skills
Excellent communication and customer service skills
Ability to work independently and manage time effectively
Professional who can build relationships with both internal and external stakeholders which will include government taxing authorities, clients, attorneys, and other internal staff

Nice To Haves

1+ years of experience in bookkeeping preferred
Proficiency in Microsoft Excel along with Outlook and Teams preferred. Ability to prepare Excel spreadsheets to mathematically calculate and reconcile amounts to the penny

Responsibilities

Calculate tax refunds
Follow up with government taxing bodies for timely issue of refunds
Perfectly reconcile tax refunds issued against client records as to what refunds are due
Build and maintain constructive relationships with governmental agencies
Demonstrate excellent communication, problem-solving, and listening skills
Provide customer service regarding refund status issues
Manage multiple tasks, files, and information in an organized and efficient manner
Under supervision of attorney, contact both government bodies (tax collectors, tax claim directors) and clients by phone and email as needed to ensure payment of outstanding refunds
Perform administrative and clerical tasks such as data entry, sending reminders, uploading documents, and contacting stakeholders to discuss refund and account statuses
Keep attorneys and AR Department apprised of status of refund collection process and any ongoing issues
Work collaboratively with accounting department to ensure accuracy in finances
Generate and deliver reports as required