#2024-19, Financial Clerk

**Job Posting #: 2024-19**
**Job Title: Financial Clerk - Taxes**
Department: Financial Services
Reports To: Deputy Treasurer / Manager, Financial Services
Directly Supervises: None.
Status: 14 Month Contract
Hours per Week: 35

**Salary**: $50,005.34 - $60,781.56
**Application Due Date: Sunday, April 7, 2024**

Position Summary

This position provides support in property taxation services, assisting in the billing
and collection of taxes and maintenance of property tax accounts. Including the
coordination and administration of property taxes

Role Specific

**Responsibilities**:
Property Tax Billings:
1. Assist in the preparation of the Interim and Final property tax bills.
2. Prepare, print, sort and mail property tax Reminder Notices monthly.
3. Assist in the preparation of Supplemental/Omitted property tax bills as

required.
4. Assist in processing tax adjustment for all approved Municipal Applications

process changes in in property status, including new and revised assessment
and other information affecting tax collection.

5. Process any tax adjustments necessary, including:
5.1 NSF tax payments;
5.2 Penalty/interest adjustments;
5.3 Transfers from one account to another;
5.4 Preparing refunds; and
5.5 Other miscellaneous adjustments as required.

6. Coordinate with the building and planning departments as it relates to the
property roll changes; development, severances and permits.

Collection of Tax Arrears
7. Prepare monthly listing of arrears and outstanding taxes for review by

Treasurer.
8. Assist in collecting arrears, actively works to reduce and collect taxes before

proceeding to tax registration.
9. Assist Treasurer in the Tax Sales process as necessary.
10. Balance the property tax sub ledger accounts to the General Ledger accounts

on a monthly basis.
11. Calculate penalties and interest on a monthly basis according to procedures

outlined in the tax by-law and the Municipal Act.
12. Download and process electronic bill payments for taxes and utility accounts

received from various financial institutions.
13. Maintain all mortgage company records.

14. Maintain all pre-authorized payment plan, including pre-authorized payment
notifications bi-annually to registrants.

15. Prepare and process pre-authorized payments and forward to the bank for
processing, twice monthly and on instalment due dates.

16. Maintain e-bill enrolments.
17. Update taxpayer address changes in Keystone and notify MPAC.
18. Update ownership changes in Keystone in accordance with transfer

documents from lawyers and the bi-weekly Municipal Sales Listings.
19. Assist in closing the tax sub ledger at year-end and open the new year’s tax

sub ledger.
20. Maintain local improvement charges and district/area charges on tax

accounts.
21. Maintain properties with charitable rebates as required.

Customer Service Taxation
23. Prepare and verify tax certificates as requested by various lawyers and

mortgage companies.
24. Perform cashier functions such as accepting, balancing and processing

payments for tax and water payments, recreation program registrations and
facility rentals and general receipts which involves cash handling and
balancing cash drawer.

25. Prepare tax statements for taxpayers as required.
26. Respond to inquiries from lawyers and mortgage companies.
27. Provide information to taxpayers regarding tax incentive programs.

Other Duties
28. Maintain property files; includes file creation for new and deleted rolls.
29. Provide relevant material to auditors as required.
30. Take bank deposits to the bank as required.
31. Assist the Treasurer/ Director of Financial Services in other functions and

processes as may be assigned.
32. Make updates as needed to the website’s Financial Services page.

General Duties and Accountabilities

1. Provide and maintain a high degree of confidentiality and security of
information at all times. Where information is developed prior to staff/public
release, ensure confidentiality of information provided to produce content for
Council and other sensitive information sources._ _

2. Work in compliance with the _Occupational Health and Safety Act_, and other
applicable legislation, department policies/procedures/practices, operational
guidelines, and perform safe work practices._ _

3. Perform other duties as may be assigned in accordance with department and
corporate objectives.

Required Certifications and/or Health and Safety Requirements
- None.

Education, Skills and Experience

1. Diploma in business, accounting or related discipline preferred, or an
equivalent combination of education and experience.

2. 2 years’ in an accounting/bookkeeping function, with experience in Tax
Collections, preferably in a municipal environment.

3. Completion of Municipal Tax Administration Program preferred.

4. Working knowledge of finance and accounting transactions (posting,
documenting, controlling, and reporting) in area of specialty

and office equipment.

6. Strong skills in co