Fiscal Associate II

Delaware LLC; Delaware; On-site; USD 45,000 - 65,000; Full time

Job summary

Delaware LLC is seeking a Fiscal Associate II to support complex fiscal/auditing functions related to tax returns and processing. The role involves applying state and federal rules to evaluate positions on returns and may cross-train across tax processing areas.

The position emphasizes data gathering, financial reporting, and coordination with stakeholders while maintaining compliance and accuracy in financial records.

Qualifications

• 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.

Responsibilities

• Reviews source documents to complete purchase orders, ensuring accuracy and approvals.
• Verifies correct classification and coding of transactions.
• Enters and reports on data using commercial and proprietary systems.
• Performs calculations, monitors balances and reports discrepancies.
• Creates and maintains financial records and prepares status reports.
• Delivers excellent customer service to internal and external customers.

Education

Associate's degree or higher in Accounting or related field

Job description

Summary Statement

There are two job openings associated with this posting. The position involves the application of complex fiscal/financial/auditing functions in connection with processing tax returns, including withholding, gross receipts, and other business-related returns. An incumbent is required to have advanced technical knowledge and the ability to apply complex state or federal laws, rules, and regulations to evaluate positions claimed on individual income tax returns. The position may be cross trained through multiple areas involving various tax functions, including personal income tax processing, and in other processing areas, as needed.

Summary Statement

There are two job openings associated with this posting. The position involves the application of complex fiscal/financial/auditing functions in connection with processing tax returns, including withholding, gross receipts, and other business-related returns. An incumbent is required to have advanced technical knowledge and the ability to apply complex state or federal laws, rules, and regulations to evaluate positions claimed on individual income tax returns. The position may be cross trained through multiple areas involving various tax functions, including personal income tax processing, and in other processing areas, as needed.

Essential Functions

• 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.

Job Requirements

JOB REQUIREMENTS for Fiscal Associate II

• 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.

OR

• Possession of an Associate's degree or higher in Accounting or related field.

Additional Posting Information

This position is a classification organized under an exclusive bargaining representative (labor organization) that has been elected by employees as their representative for collective bargaining and other applicable terms and conditions of employment, in accordance with Title 29, Chapter 59 and Title 19, Chapter 13 and 16. This position is covered by a collective bargaining agreement based on its individual terms.

Conditions of Hire

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 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.

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.