Payment Clerk

Position Summary

The Payment Clerk supports the tax payment workflow by using payment documentation to identify the correct taxpayer and/or cause number in the PBFCM tax system. This role is responsible for accurately indexing, storing, and routing payment records in Docu Ware to the appropriate client supervisor. This position does not handle physical payments.

Essential Job Functions

• Review payment documentation and related information to determine appropriate next steps
• Use the PBFCM tax system to identify and confirm taxpayer and/or cause number information associated with each payment
• Index and store payment records in Docu Ware using required fields
• Route and assign indexed payments within Docu Ware to the appropriate client supervisor
• Maintain accurate and consistent indexing to support tracking and timely processing
• Meet daily deadlines related to payment processing workflows
• Correspond with supervisors or team members as needed regarding payment documentation
• Must arrive on time and consistently adhere to assigned work schedule
• Assist with additional clerical, administrative, or operational duties as required by Supervisor or Management

Experience Requirement

• Entry-level position.
• Previous experience in an office setting preferred
• Experience with financial, tax, or payment-related documentation is a plus
• Experience with Docu Ware or document management systems is a plus

Education Requirement

• High school diploma or equivalent

Competencies

Essential Skills

• Strong attention to detail and accuracy
• Ability to follow established procedures and workflows
• Proficiency in Microsoft Office, including Word, Excel, and Outlook
• Ability to manage multiple tasks and meet deadlines
• Punctuality, dependability, and consistent attendance
• Ability to work independently with minimal supervision

Preferred Skills

• Basic understanding of financial or tax-related documents
• Strong organizational skills
• Effective verbal and written communication skills
• Experience with document indexing and electronic filing systems
• Proactive and reliable work ethic

Work Environment

This position involves:

• Sitting at a computer for most of the workday
• On-the-job training
• Performance assessment during the initial employment period
• Ongoing performance reviews
• Reporting to a Supervisor or Manage

Physical Demands

While performing the duties of this job, the employee is regularly required to sit, speak, and hear. The employee may be required to stand, walk, use hands to finger or handle documents, reach with hands and arms, and occasionally stoop, kneel, or crouch. Specific vision abilities required include close vision and the ability to focus on detailed documents for extended periods.