60 lines
2.7 KiB
Markdown
60 lines
2.7 KiB
Markdown
---
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name: tax-clerk
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description: "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."
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---
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# Tax Clerk
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Tax clerks collect financial information in order to prepare accounting and tax documents. They also perform clerical duties.
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## Core workflow
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1. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
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2. Operate computers programmed with accounting software to record, store, and analyze information.
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3. Comply with federal, state, and company policies, procedures, and regulations.
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4. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
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5. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
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6. Code documents according to company procedures.
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7. Access computerized financial information to answer general questions as well as those related to specific accounts.
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8. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
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## How to use this skill
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- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
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- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
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- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
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- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
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- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
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## Key competences (essential)
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- accounting techniques
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- bookkeeping regulations
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- calculate debt costs
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- calculate tax
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- debt classification
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- fraud detection
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- inform on fiscal duties
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- inspect taxation documents
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- interpret financial statements
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- perform clerical duties
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- prepare tax returns forms
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- tax legislation
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- use spreadsheets software
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## Hot technologies
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- Intuit QuickBooks
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- SAP Concur
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- Microsoft Access
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- Oracle Database
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- Yardi software
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- Adobe Acrobat
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- Microsoft SharePoint
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- Microsoft Outlook
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- Oracle PeopleSoft
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- SAP software
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---
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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/84fabf82-4abf-4f41-99aa-55718a2e500b), O*NET 30.3 (43-3031.00). See manifest.json for licensing/attribution.*
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