Job Details

Account Specialist IV

  2021-04-15     Santa Cruz County Office of Education     400 Encinal Street     $4,680 to $5,143 per month with earning potential up to $5,917 per month month  

Application Procedures: Applicants must apply on-line at This position closes on April 14, 2021

This job announcement may include additional descriptors regarding the position. Please read the full job description at Applicants are encouraged to attach a résumé to the application material. Qualified applicants will be invited to a written examination (50%). Those passing the written examination will be invited to an oral examination covering the knowledge and skills required (50%). An eligibility list will be established and the top ranks of candidates will be interviewed for final consideration and appointment. The eligibility list established will remain in effect for a period of six (6) months unless it no longer exists due to an insufficient number of available candidates.

Salary: $4,680 to $5,143 per month with earning potential up to $5,917 per month, effective July 1, 2020. (Salary range placement will depend on education and experience. The Santa Cruz County Office of Education provides an Associate Degree stipend of $375 or a Bachelor’s stipend of $750 or a Master’s Stipend of $1,500 per year for eligible employees. The stipend amount will be prorated based upon FTE.)

Benefits: Employees assigned to this schedule are entitled to receive vision, dental and medical plans for the employee and their dependents. Employees have a choice between the following: 1) three HMOs; 2) two  PPOs; 3) one catastrophic or 4) Kaiser. Each plan may have an employee premium contribution amount for which the employee can utilize a tax sheltered Section 125 Plan. Retirement benefits are accrued through the Public Employee Retirement System (CalPERS). CalPERS members are required to pay their portion of the retirement plan. The employee also receives long-term disability insurance and life insurance.

The current position will be assigned to the Accounts Payable desk within the Business Department: The Account Specialist IV is an entry-level position consisting of the following desk positions: Accounts Payable Audit/Accounts Receivable, Allocation and Tax Revenue Distributions, County Service Fund Support, Payroll, Payroll Support and Purchasing. This position performs complex and responsible clerical or accounting duties in the assigned area of responsibility. Incumbent’s duties involve the application of bookkeeping principles and skills, organization of information, and maintaining of specialized accounts/information where recorded transactions are variable and subject to irregularities in method of disposition. Procedures are generally established and are regulated by law and administrative requirements. Incumbents are expected to be a primary resource in the area of assignment or activity. Incumbents are expected to identify those problems which require attention from supervisory personnel and to use good judgment in applying accounting or administrative procedures to remaining problems.

Essential Duties: Receive, process, verify, audit and file financial forms and documents and prepare journal entries. Compile, check and review payroll taxes, deductions and taxable wages. Research, compile, prepare and revise accounting data and documents; prepare and maintain a variety of financial and statistical reports, statements, files and reports related to accounts, funds, income, expenditures, transfers, journal entries and assigned activities. Prepare and maintain logs, records, and statistical data in the area of assignment. Interpret and evaluate financial statements, records and reports to assure accuracy, completeness and compliance with established guidelines, rules, regulations, and procedures; identify, investigate and resolve discrepancies. Monitor payroll and retirement documents and data for compliance with federal, state and local laws, rules, regulations, policies and procedures. Audit payroll transactions for school districts and resolve discrepancies; review, balance, and prepare federal and state tax reports and make necessary deposits and payments. Audit and process all pay history adjustments for school districts in the County. Balance and audit W-2s and process prior period adjustments for all school districts in the County. Prepare and assist in the preparation of State-mandated reports in accordance with established timelines as assigned. Answer questions regarding financial rules and regulations, accounting procedures, account balances, and related matters, resolve problems. Reconcile trust funds and bank statements. Prepare and type warrants. Interpret and comply with new tax and retirement laws and regulations. Input and update a variety of financial and statistical data in an assigned computer system; establish and maintain automated records and files; prepare spreadsheets and generate computerized reports, statements and documents; assure accuracy of input and output; and coordinate with Information Technology in establishing controls. Comply with the Santa Cruz County Office of Education board policies and administrative regulations. Prepare and make deposits. Serve as backup for other accounting personnel as needed. File and process routine documents. May answer telephones. Perform other job-related tasks as required.

Knowledge of—Methods, procedures and terminology used in accounting, payroll and retirement. Principles and techniques involved in payroll preparation and processing. Principles and techniques involved in retirement account preparation and processing. Accounting procedures as they relate to various federal, state, local, and school district policies and regulations. Analysis, use and interpretation of accounting and financial data, methods, practices, procedures and terminology used in bookkeeping and financial record keeping. Policies and objectives of assigned programs and activities. Data control procedures and data entry operations. General accounting and business functions, general ledger accounting and preparation of financial statements/accounting reports and records for an educational organization. Oral and written communication skills. Interpersonal skills including tact, patience and courtesy. Mathematical computations.

Skill and Ability to—Perform a variety of accounting duties in support of assigned accounts and budgets. Operate a computer and assigned software, standard office machines, calculator with speed and accuracy, and type at a speed of 35 words per minute. Establish and maintain financial and accounting records. Reconcile, balance, verify, and adjust assigned accounts. Compile information for general journal entries and calculate, post and adjust journal entries including income and expenditures. Interpret and apply pertinent payroll, retirement, and tax laws, rules, regulations, and procedures. Perform responsible clerical accounting work using independent judgment and initiative. Determine steps or procedures used to assemble, organize and prepare data for records and reports. Provide technical accounting for assigned functions to assure accuracy of financial transactions and compliance with established accounting principles, standards and requirements. Understand and implement time management tools to ensure efficiency. Post data and make mathematical calculations rapidly and accurately. Compare names and numbers rapidly and accurately detect, correct, or report errors efficiently. Perform routine and repetitive work to completion. Attend meetings, conferences, classes and in- service training.

Education and Experience: Any combination of education and experience equivalent to two years of college with major course work in accounting or related field and three years of experience. Equivalent to the completion of two years of college coursework in accounting or in a related field and three years of responsible job experience. Experience in a school district or in a county office of education is preferred.

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