Office Support Person IV - Inheritance Tax Clerk

County Of Montgomery - Norristown, PA

Full-time

Norristown, PA

Justice, Public Order, and Safety Activities

About the position

The Office Support Person IV - Inheritance Tax Clerk is responsible for managing the docketing of inheritance tax, processing payments, and generating reports related to inheritance tax receipts. This role involves direct interaction with the public and requires proficiency in various office software and equipment.

Responsibilities

• Docketing of Inheritance Tax and accepting inheritance tax payments.
• Docket all County Forms (Inventory, Certification of Notice and Status Report).
• Pull daily Itemization of Inheritance Tax Receipts.
• Pull Monthly Report for Inheritance Tax.
• Prepare and submit the Inheritance Monthly Report and issue to the Register of Wills for certification.
• Issue the PA Department of Revenue copies of Register of Wills Monthly Report.
• Daily deposit for inheritance tax payments.
• Research County files for estate information.
• Assign file numbers for Non-probate Estates.
• Verbal, written and telephone contact with customers.
• Prepare all inheritance documents for scanning.
• Mail duplicate copy of the Rev-1500 (Inheritance Tax Form) to Bureau of Individual Tax Division.
• Other duties as assigned.

Requirements

• High School Diploma.
• 2 years related experience.
• Excellent inter-personal skills.
• Proficient in MS Office/Word.
• Proficient in all Register of Wills Probate databases and programs.
• Professionalism in dealing with colleagues, public and Pennsylvania Department of Revenue.
• Ability to operate a computer, printer, telephone, copier, fax, microfilm reader/printer, and adding machine.