SALES TAX - SPECIALIST I

LAFOURCHE PARISH SCHOOL BOARD

SALES TAX DEPARTMENT

JOB DESCRIPTION

JOB TITLE: Specialist I

REPORTS TO: Manager

EDUCATION/EXPERIENCE:

1. Associate's degree in business administration, computer technology or related field

2. Two (2) years data processing experience

SUBSTITUTIONS:

1. High school diploma or equivalent with Data Processing Technology or related certifications may substitute for

associate's degree

2. High school graduate or equivalent with two (2) additional years in administrative assistant or data processing may

substitute for associate degree

KNOWLEDGE/SKILLS:

Intermediate knowledge MS Office as currently used by the Department

Intermediate knowledge MS Office as currently used by the Department

Ability to operate 10-key by touch

Ability to operate office computers and equipment

Ability to bend, lift approximately 30 pounds and stand for longer periods of time

SPECIFIC JOB DUTIES:

Collection Division: Applications

Create new application folders

Contact older taxpayers to acquire an update applications with proper signature pages

Collection Division: Batch Entry

Repetitive keypunching of sales tax returns and related documents in accordance with established guidelines

Work is reviewed for accuracy and speed of the assignments accomplished

Balancing daily work, sales tax, hotel/motel entry with Accountant

Collection Division: Mail-outs

Monthly processing and mailing of sales tax and hotel/motel returns to taxpayers

Assist in mailing sales tax returns, hotel/motel forms, applications and delinquent notices

Collection Division: Maintenance of Taxpayer Accounts

Mail follow up letters to taxpayers, sales tax form, correct remit address, etc.

Collection Division: Taxpayer Assistance

Responsible for assisting taxpayers over the counter with applications, payment of taxes, boat sales, issuing tax clearances, and any general sales tax questions

Compliance Division: Delinquent Accounts

Processing delinquent billing by printing, verifying, mailing to taxpayers, and scanning if applicable. Follow-up with contacting all taxpayers with 30 day delinquent tax notices

Assist with the collection of delinquent accounts

Communicate with delinquent taxpayers

Financial Division: Cash Management

Receives sales tax payments (cash, checks or money orders); Balancing

cash drawer daily and responsible for own cash

Administration: Retention

Purge and shred inactive taxpayer account folders yearly

ADDITIONAL DUTIES:

Collection Division: Incoming Mail

Assists in opening mail and data entry of tax returns when necessary

Collection Division: Laws

Review professional accounting journals, new regulations and changes in state and local law

Collection Division: Taxpayer Assistance

Greets guest at window in a professional manner

Field phone calls from taxpayers with questions on completing tax returns

Assists taxpayers in the filing of sales & use tax returns and occupancy tax returns

Compliance Division: Coordinate with Other Taxing Agencies

Works with other tax collecting agencies; including, but not limited too, local taxing agencies, Louisiana Department of Revenue, Louisiana Commissioner of the Office of Alcohol and Tobacco Control (ATC), and Office of Motor Vehicles

Compliance Division: Educate Taxpayers

Educate taxpayer regarding compliance with state statutes and local tax ordinances

Financial Division: Cash Management

Prepare Deposits

Administration: Policy Manuals

Develop, analyze internal processes and recommend and implement

procedural or manual changes

Administration: Retention

Scanning all applicable documents into the document storage in order to maintain permanent records as per the board approved retention policy

Maintains filing and files in appropriate manner as it relates to your position

Administration: Special Task

Performs all other duties as assigned by immediate supervisor or by Superintendent

EMPLOYMENT TEST:

MS Office as currently used by the Department

10 Key