Office Support Person VI - Inheritance Tax Clerk

Montgomery County Pennsylvania
Norristown, PA, United States
Full-time

SUMMARY

This position is in charge of docketing of Inheritance Tax, accepting inheritance tax payment and pulling daily Itemization of Inheritance Tax Receipts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Docketing of Inheritance Tax, also accept inheritance tax payment;
  • Docket all County Forms (Inventory, Certification of Notice and Status Report);
  • Pull daily Itemization of Inheritance Tax Receipts;
  • Pull Monthly Report for Inheritance Tax;
  • Prepare and submit the Inheritance Monthly Report and issue to the Register of Wills for certification;
  • Issue the PA Department of Revenue copies of Register of Wills Monthly Report;
  • Daily deposit for inheritance tax payments;
  • Research County files for estate information;
  • Assign file numbers for Non-probate Estates;
  • Verbal, written and telephone contact with customers;
  • Prepare all inheritance documents for scanning;
  • Mail duplicate copy of the Rev-1500 (Inheritance Tax Form) to Bureau of Individual Tax Division;
  • Other duties as assigned.

QUALIFICATION REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High School Diploma;
  • 2 years related experience;
  • Excellent inter-personal skills;
  • Proficient in MS office / Word;
  • Proficient in all Register of Wills Probate data bases and programs;
  • Professionalism in dealing with colleagues, public and Pennsylvania Department of Revenue;
  • Must be able to operate the following equipment :
  • Computer / Printer;
  • Telephone;
  • Copier;
  • Fax;
  • Microfilm Reader / Printer;
  • Adding machine.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; and talk and hear. The employee is occasionally required to use hands to finger, handle or feel objects, tools or controls;

reach with hands or arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and / or move up to 25 pounds.

Specific vision abilities required by this job include close vision, distance vision, color vision and depth perception.

WORK ENVIRONMENT : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

The noise level in the work environment is usually moderate.

3 days ago
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