Accounting Technician II - Treasurer Tax Collector

About the role

This is a departmental promotional opportunity with the San Joaquin County Treasurer Tax Collector to fill one full-time Accounting Technician II vacancy and to establish an eligible list which may be used to fill future vacancies. To qualify, candidates must be currently employed by the San Joaquin County Treasurer Tax Collector and meet all eligibility requirements for promotional opportunities.

Typical duties

• Provides supervision, training, and/or lead direction to an assigned unit of clerical and/or accounting clerical employees engaged in performing duties related to assigned functions; serves as resource person to supervised employees; answers questions regarding procedures, rules, regulations, assists employees with difficult work.
• Maintains a set of complex financial and statistical records by posting transactions to journals and ledgers; adjusts accounts according to established procedures; prepares worksheets, trial balances, and financial statements.
• Supervises and participates in the gathering, compiling and evaluation of financial, statistical, and operational data for reports to County, state, and federal agencies.
• Maintains cost accounting records by supervising and participating in the computing, allocating, and posting of costs to various accounts; computes and allocates charges and depreciation costs; prepares summaries and cost statements.
• Projects financial needs based on past or projected expenditures, salaries, wages, and operating costs.
• Examines documents, records, forms, and computer print-outs for accuracy, completeness, and conformance to applicable rules and regulations; reconciles departmental accounting records with those of the County Auditor-Controller.
• Assists administrative personnel in analyzing statistical and financial data and in preparing special reports; furnishes information by searching for and abstracting specialized or technical data; sends materials and form letters or composes routine letters.
• Identifies, researches, and take corrective actions to resolve issues related to area of assignment; integrates financial system changes and necessary staff training in response to changes in regulations and programs.
• Serves as liaison with internal departmental customers or external direct customers to resolve issues and/or provide information; provides explanations of laws, regulations, policies, or procedures.
• May prepare and maintain personnel and payroll records.
• May prepare financial or statistical worksheets, requisitions, forms, form letters, and miscellaneous reports; operates adding machines, calculators, microfiche readers, computer terminals, and cash registers.

Minimum qualifications

PLEASE NOTE: This is a department promotional opportunity. Qualified applicants must currently be employed with the San Joaquin Treasurer Tax Collector and meet the promotional eligibility requirements as stated in Civil Service Rule 10, Section 3-Eligibility for Promotional Examinations.

Either Pattern I
Experience: Two years as an Accounting Technician I in San Joaquin County service.

OR Pattern II
Experience: Two years experience equivalent to an Accounting Technician I in San Joaquin County service; OR five years of responsible journey level technical financial or fiscal statistical record keeping experience.

Substitution:
a) One year of business training in an approved vocational training program may substitute for one year of the above required experience; or
b) Completion of 30 semester/45 quarter credit units at an accredited college or university may substitute for one year of the above required experience.

License:
Possession of a valid California driver's license if required by the nature of the assignment.

Knowledge

• Principles and practices of bookkeeping
• Methods of compiling, computing, and presenting statistical and financial information
• Principles and techniques of supervision and training
• Basic principles of staff planning and utilization
• Mathematics
• Record keeping principles and techniques
• Filing systems and procedures
• Methods of locating and verifying information
• Principles and techniques of effective oral and written communications
• Basic public relations techniques
• Modern office procedures, practices, and equipment including computers and applicable software applications such as spreadsheets, databases, and electronic data processing systems
• Basic spelling, punctuation, and grammar
• Basic principles for processing payroll and personnel records may be required for some positions

Ability

• Train and supervise others; plan, schedule, evaluate, and assign work
• Evaluate and establish clerical and clerical accounting procedures
• Read, understand, and apply written regulations and other job related materials
• Understand and follow detailed instructions
• Code and sort items into categories
• Review work for accuracy and procedural conformance
• Maintain confidentiality of information
• Operate office equipment including computers and supporting word processing, spreadsheet, and database applications
• Adapt to changing technologies and learn the functionality of new equipment and systems
• Use adding machine and calculator
• Communicate effectively with others, both orally and in writing
• Work neatly, accurately and systematically
• Prepare financial and statistical reports, charts, and graphs

Physical/mental requirements

• Mobility: Frequent operation of a data entry device and sitting for long periods of time; occasional standing for long periods of time, walking, pushing/pulling, bending/squatting, driving, and climbing stairs
• Lifting: Frequently 5 lbs or less; occasionally 5 to 30 lbs
• Visual: Constant use of overall vision and reading/close-up work; frequent need for color perception, hand/eye coordination, and field of vision
• Dexterity: Frequent holding, reaching, grasping, repetitive motion, and writing
• Hearing/Talking: Frequent hearing of normal speech, hearing on the telephone, talking in person and on the telephone
• Emotional/Physiological Factors: Frequent decision making, concentration, and working alone; occasional public contact
• Special Requirements: Some assignments may require occasional working weekends, nights, and/or occasional overtime
• Environmental Conditions: Occasional exposure to noise, dust, and poor ventilation

Benefits

• Health Insurance: Choice of three health plans: Kaiser Plan, Select Plan, and Premier Plan. Employees pay a portion of the premium. Dependent coverage is available.
• Dental Insurance: Choice of two plans: Delta Dental and United Health Care-Select Managed Care Direct Compensation Plan. No cost for employee only coverage; dependent coverage available at employee's expense.
• Vision Insurance: Coverage through Vision Service Plan (VSP). No cost for employee only coverage; dependent coverage available at employee's expense.
• Life Insurance: County-provided coverage based on continuous service: $1,000 (1-3 years), $3,000 (3-5 years), $5,000 (5-10 years), $10,000 (10+ years). Additional term life insurance may be purchased at group rate.
• 125 Flexible Benefits Plan: Voluntary program allowing pre-tax dollars for health-related expenses (Health Flexible Spending Account $2,550 annual limit with $500 carry over) and dependent care costs (Dependent Care Assistance Plan $5,000 annual limit).
• Retirement Plan: Covered by the County Retirement Law of 1937 (SJCERA).
• Deferred Compensation: Section 457 plan. Annual contribution of $22,500 or 100% of includible compensation, whichever is less. Individuals age 50+ may contribute up to $30,000. Roth IRA (after tax) also available.
• Vacation: Maximum earned vacation: 10 days/year up to 3 years; 15 days after 3 years; 20 days after 10 years; 23 days after 20 years.
• Holidays: 14 paid holidays each year (effective July 1, 2017).
• Sick Leave: 12 working days annually with unlimited accumulation. Sick leave incentive: 8 hours administrative leave if leave balance equals at least one-half of cumulative eligible accrual and employee is on payroll entire calendar year.
• Bereavement Leave: 3 days paid leave for death of qualifying family member; 2 additional days of accrued leave for death of spouse, domestic partner, parent or child.
• Merit Salary Increase: New employees receive starting salary (first step). After 52 weeks (2080 hours) on each step, eligible for merit increase.

Salary: $5,243.05 - $6,327.96/month* (Includes 4% salary increase effective July 2026 and an additional 4% increase effective July 2027.)