Payment Clerk

Perdue, Brandon, Fielder, Collins and Mott L.L.P. • Houston, TX

3d • Onsite

About The Position

The Payment Clerk supports the tax payment workflow by using payment documentation to identify the correct taxpayer and/or cause number in the PBFCM tax system. This role is responsible for accurately indexing, storing, and routing payment records in DocuWare to the appropriate client supervisor. This position does not handle physical payments.

Requirements

• Entry-level position.
• High school diploma or equivalent
• Strong attention to detail and accuracy
• Ability to follow established procedures and workflows
• Proficiency in Microsoft Office, including Word, Excel, and Outlook
• Ability to manage multiple tasks and meet deadlines
• Punctuality, dependability, and consistent attendance
• Ability to work independently with minimal supervision

Nice To Haves

• Previous experience in an office setting preferred
• Experience with financial, tax, or payment-related documentation is a plus
• Experience with DocuWare or document management systems is a plus
• Basic understanding of financial or tax-related documents
• Strong organizational skills
• Effective verbal and written communication skills
• Experience with document indexing and electronic filing systems
• Proactive and reliable work ethic

Responsibilities

• Review payment documentation and related information to determine appropriate next steps
• Use the PBFCM tax system to identify and confirm taxpayer and/or cause number information associated with each payment
• Index and store payment records in DocuWare using required fields
• Route and assign indexed payments within DocuWare to the appropriate client supervisor
• Maintain accurate and consistent indexing to support tracking and timely processing
• Meet daily deadlines related to payment processing workflows
• Correspond with supervisors or team members as needed regarding payment documentation
• Arrive on time and consistently adhere to assigned work schedule
• Assist with additional clerical, administrative, or operational duties as required by Supervisor or Management

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees