Position SummaryThe 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.Essential Job FunctionsReview payment documentation and related information to determine appropriate next stepsUse the PBFCM tax system to identify and confirm taxpayer and/or cause number information associated with each paymentIndex and store payment records in DocuWare using required fieldsRoute and assign indexed payments within DocuWare to the appropriate client supervisorMaintain accurate and consistent indexing to support tracking and timely processingMeet daily deadlines related to payment processing workflowsCorrespond with supervisors or team members as needed regarding payment documentationMust arrive on time and consistently adhere to assigned work scheduleAssist with additional clerical, administrative, or operational duties as required by Supervisor or ManagementExperience RequirementEntry-level position.Previous experience in an office setting preferredExperience with financial, tax, or payment-related documentation is a plusExperience with DocuWare or document management systems is a plusEducation RequirementHigh school diploma or equivalentCompetenciesEssential SkillsStrong attention to detail and accuracyAbility to follow established procedures and workflowsProficiency in Microsoft Office, including Word, Excel, and OutlookAbility to manage multiple tasks and meet deadlinesPunctuality, dependability, and consistent attendanceAbility to work independently with minimal supervisionPreferred SkillsBasic understanding of financial or tax-related documentsStrong organizational skillsEffective verbal and written communication skillsExperience with document indexing and electronic filing systemsProactive and reliable work ethicWork EnvironmentThis position involves:Sitting at a computer for most of the workdayOn-the-job trainingPerformance assessment during the initial employment periodOngoing performance reviewsReporting to a Supervisor or ManagePhysical DemandsWhile performing the duties of this job, the employee is regularly required to sit, speak, and hear. The employee may be required to stand, walk, use hands to finger or handle documents, reach with hands and arms, and occasionally stoop, kneel, or crouch. Specific vision abilities required include close vision and the ability to focus on detailed documents for extended periods.
Job Posted by ApplicantPro
Payment Clerk • Houston, TX, USA
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