Fiscal Associate II

Summary Statement

This position involves the application of complex fiscal, financial and auditing functions in connection with reviewing and processing documents and assisting taxpayers in the Public Service area. Advanced technical knowledge and the ability to apply complex state and federal laws, rules, and regulations to evaluate taxpayer accounts and respond to taxpayer questions is desired. The ability to multi‑task between in‑person taxpayer customer service and inbound taxpayer phone calls is important.

This position may be cross‑trained in other functional areas, including collections, income tax, gross receipts, and withholding tax processing.

• Reviews forms and source documents such as bills, receipts, invoices, claims, or service contracts to complete purchase orders; confirms accuracy, completeness, required documentation and approvals in compliance with applicable procedures, practices and standards.
• Verifies or determines correct classification and coding of transactions.
• Uses commercial and proprietary automated information systems and computer software to enter, update, modify, delete, retrieve and report on data.
• Uses standard formulas to perform and verify calculations; monitors balances and identifies and reports discrepancies.
• Creates and maintains financial records, documents and files.
• Prepares reports and summaries on the status of accounts or other financial data.
• Participates in recommending changes to internal procedures, forms, or process enhancements.
• Gathers and compiles data for higher‑level staff.
• Performs general office work and functions as assigned such as preparing correspondence and distributing documents.
• May perform payroll entries and process payroll in automated information systems.
• Delivers excellent customer service to internal and external customers and the public in person, electronically, or by written communication.
• Communicates and interacts effectively with people across cultures, ranges of ability, genders, ethnicities, ages, and races.

• Six months’ experience in processing accounting, auditing or payroll transactions following applicable laws, rules, regulations, standards, policies and procedures.
• Six months’ experience in determining compliance of financial transactions with required documentation, computations, codes, signatures, rules or regulations.
• Six months’ experience in preparing financial reports such as combining and presenting financial data from multiple sources in an organized format.
• Possession of an Associate’s degree or higher in Accounting or a related field.

• Applicants must be legally authorized to work in the United States. The State of Delaware Executive Branch participates in the Federal E‑Verify system where the State will provide the federal government with each new hires Form I-9 information to confirm that you are authorized to work in the U.S. For more information refer to our job seeker resources.
• Applicant must complete a satisfactory criminal background check, reference checks, confirmation of compliance with federal and state tax laws, and any other required condition of employment.
• All new hires are required to report to the Statewide New Employee Orientation (SNEO) on their first day of employment. Sessions are held at designated locations in Kent or New Castle County.

• Health Benefits, Dental Insurance, Vision Insurance

• Disability Insurance, Group Universal Life Insurance

• Retirement Benefits, Deferred Compensation

• Training and Development Programs

• Paid Leave, Paid Holidays, Paid Parental Leave, Alternative Work Schedules

• Flexible Spending, Pre‑Tax Commuter Benefits, Accident and Critical Illness Insurance

Visit Statewide Benefits for more information!

• Accommodations are available for applicants with disabilities in all phases of the application and employment process.
• Individuals who use TDD may request auxiliary aid or service by calling (800) 232‑5470 or by visiting
• If you need assistance with an accommodation under the Americans with Disabilities Act (ADA) or general applicant support, you may call (302) 739‑5458 or email jobs.
• The State of Delaware is an Equal Opportunity employer and values a diverse workforce. We strongly encourage and seek out a workforce representative of Delaware including race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression.