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tax-clerk/SKILL.md
2026-08-14 19:15:28 +02:00

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name, description
name description
tax-clerk Occupational skill for the role 'tax clerk' (also: tax compliance officer, tax collection clerk, fiscal clerk, tax collection officer, tax collection assistant, tax revenue officer). Use when the user asks for typical tax clerk work such as: Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.; Operate computers programmed with accounting software to record, store, and analyze information.; Comply with federal, state, and company policies, procedures, and regulations.

Tax Clerk

Tax clerks collect financial information in order to prepare accounting and tax documents. They also perform clerical duties.

Core workflow

  1. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  2. Operate computers programmed with accounting software to record, store, and analyze information.
  3. Comply with federal, state, and company policies, procedures, and regulations.
  4. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  5. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  6. Code documents according to company procedures.
  7. Access computerized financial information to answer general questions as well as those related to specific accounts.
  8. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.

How to use this skill

Key competences (essential)

  • accounting techniques
  • bookkeeping regulations
  • calculate debt costs
  • calculate tax
  • debt classification
  • fraud detection
  • inform on fiscal duties
  • inspect taxation documents
  • interpret financial statements
  • perform clerical duties
  • prepare tax returns forms
  • tax legislation
  • use spreadsheets software

Hot technologies

  • Intuit QuickBooks
  • SAP Concur
  • Microsoft Access
  • Oracle Database
  • Yardi software
  • Adobe Acrobat
  • Microsoft SharePoint
  • Microsoft Outlook
  • Oracle PeopleSoft
  • SAP software

Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/84fabf82-4abf-4f41-99aa-55718a2e500b), ONET 30.3 (43-3031.00). See manifest.json for licensing/attribution.*