Senior Account Clerk

September 9, 2023
San Jose, CA
Job Type



Under general supervision, to independently perform a wide variety of accounting-related duties for a department or agency.

COVID-19 Risk Tier - Department-specific determination based on each specific position

NOTE: Candidates who meet the employment standards will be invited to take the Written
Examination tentatively scheduled for Wednesday, October 11, 2023. The exam date may change based on the number of applicants and room availability.
Typical Tasks

The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

  • Performs a wide variety of technical/complex financial/accounting duties requiring the application of broad and complex specialized knowledge, including accounts payable/receivable, purchasing, timekeeping, and budgeting petty cash;
  • Prepares, processes, and reviews complex fiscal and financial records, statements, and transactions involving a broad range of accounting documents and details;
  • Summarizes and consolidates records and assimilates information collected into reports or permanent records;
  • Prepares claims for reimbursement from other agencies;
  • Researches, analyzes, and resolves a variety of difficult problems independently through review of a variety of records;
  • Exercises initiative in anticipating or identifying problems or errors and following up to resolve; forecasts impact of potential actions/decisions;
  • Researches and makes recommendations on how to resolve complex customer service problems with other County employees and supervisors, referring to rules, regulations, policies, and procedures to meet customer needs;
  • Interprets, enforces, and carries out existing policies, procedures, and regulations relative to financial record-keeping activities for a wide variety of complex contracts and agreements to determine their provisions and regularly apply them in varied and/or difficult circumstances;
  • Provides information to the public or County staff that requires use of judgment and interpretation of moderately complex policies, procedures, and regulations;
  • Interfaces with others in an advisory role in areas within their area of expertise;
  • Provides information or explanation of complex accounting systems or procedures to other employees or non-County organizations or individuals;
  • Audits and verifies various information, including source data as well as manual and computer-produced reports;
  • Reviews the work of lower level Account Clerks;
  • As necessary, performs any departmental Account Clerk duty;
  • May perform lead functions over other employees, including training and assigning, distributing, and adjusting workloads;
  • May be assigned as a Disaster Service Worker (DSW), as required*;
  • Performs other related duties, as required.

Employment Standards

Sufficient education, training, and work experience necessary to demonstrate the ability to perform the above tasks, and the possession and direct application of the following knowledge and abilities:

Training and Experience Note: The required knowledge and abilities are attained through training and experience equivalent to the possession of a high school diploma,


Three (3) years of work experience performing accounting clerical duties, of which two (2) years of work experience must be equivalent to an Account Clerk II in the County of Santa Clara.

Twelve (12) semester units (fifteen (15) quarter units) in accounting or auditing may substitute for one year of the experience performing a wide variety of accounting clerical duties. Units may not substitute for the experience equivalent to Account Clerk II in the County of Santa Clara.

Special Requirements

  • *As a condition of employment, pursuant to California Government Code Sections 3100-3109 and Local Ordinance, all County of Santa Clara employees are designated Disaster Service Workers. A DSW is required to complete all assigned Disaster Service Worker-related training, and in the event of an emergency, return to work as ordered.

Knowledge of:

  • Clerical accounting principles, terminology, and methods, including general bookkeeping procedures;
  • Specific County of Santa Clara accounting systems, procedures, regulations, and source documents, including expenditure, revenue, general ledger, and related accounting procedures, and the interrelationship of internal and external record-keeping systems;
  • Specific County and departmental policies, procedures, and functions;
  • Customer service principles, including effective communication and the handling of irate and distressed people;
  • Common computer systems and applications;
  • Business mathematics to perform calculations and create statistical reports;
  • Principles and techniques of staff leadership and training.

Ability to:

  • Understand and maintain financial /accounting files or other financial record-keeping systems;
  • Prepare routine and special financial reports;
  • Apply and explain moderately complex policies and procedures;
  • Analyze financial record-keeping problems and suggest corrective actions;
  • Prepare and analyze financial reports;
  • Perform computations rapidly and accurately;
  • Operate standard office equipment, including 10-key, calculators, and computers, with speed and accuracy and troubleshoot simple problems;
  • Lead and train subordinate staff;
  • Work independently, establish work priorities, and work under deadlines and/or stressful conditions;
  • Reason logically and perform research to solve difficult inquiries or problems;
  • Identify and notify supervisor and manager of potential discrepancies or violations of generally accepted accounting and financial management practices and procedures;
  • Establish and maintain effective working relationships with those contacted in the course of work, at all levels, including colleagues, the public, and representatives of other agencies;
  • Communicate effectively, both orally and in writing;
  • Create and maintain databases;
  • Elicit information from inside and/or outside sources.

Benefit and Retirement information may vary from bargaining unit to bargaining unit. Due to changes in State Law, current pension provisions described in the union contracts are not automatically applied. Specific pension benefits for new hires who start on or after January 1, 2013 may be different than indicated in the union contracts.

Click here to access all Memoranda of Understanding and most recent Summary of Changes.

Closing Date/Time: 9/21/2023 11:59 PM Pacific

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