Account Clerk II

Account Clerk II

Salary

$63,150.88 - $76,196.64 Annually

Location

Throughout the County of Santa Clara, CA

Job Type

Full-Time

Job Number

26-D97-A

Department

County-Wide Recruitment

Opening Date

10/02/2026

Closing Date

10/16/2026 11:59 PM Pacific

Bargaining Unit

02

• Description
• Benefits
• Questions

Description

Under supervision, to compile, verify, and summarize moderately complex accounting and financial data from a wide variety of sources for an accounting operational unit.

NOTE: Candidates who meet the employment standards will be invited to take the Written Examination tentatively scheduled for the week of November 9, 2026. The exam date(s) 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.

• Balances cash book figures;
• Corrects imbalance errors by initiating journal entries within strict guidelines;
• Assists in finding reasons for imbalances;
• May perform timekeeping functions, including collecting and tracking hours worked, implementing labor agreements and applicable laws and ordinances involving payments, deductions, differentials, overtime, reimbursements, etc., assigning costs to appropriate cost centers, researching imbalances and errors in posting and initiating corrective action, and reviewing and releasing payroll to the Controller-Treasurer Department;
• Performs accounts payable functions; conducts research, such as checking invoices against services rendered and contractual agreements, completing appropriate forms and documentation, and ensuring sales tax is properly charged or accrued;
• Performs accounts receivable functions; researches files for payment responsibility from other County departments, bills appropriately, adjusts invoices, and applies payments; collects revenue received, accepts and records payments from clients, departments, and agencies; reviews and researches accounts where overpayments or underpayments have been received, initiates appropriate corrective action, and maintains records;
• Manages accounts assigned to a department or division, including monies received for services provided to clients;
• May offer orientation and answer procedural questions for new employees and coworkers;
• Creates and maintains databases necessary to track accounting functions; collects and summarizes activity data from several sources;
• Checks journal entry detail, deposit information, and other hard-copy materials against computer printout for accuracy; researches and balances discrepancies;
• May gather statistical information on units of service provided or persons served by a department;
• Verifies payments for compliance with Federal and State laws, grant requirements, and County ordinances;
• Furnishes public, departments, and agencies with information by searching for and explaining applicable laws, regulations, policies, and procedures covering specialized fiscal processes or rules, including explaining fiscal services provided by the County, and explaining Federal and State regulations as they apply to specialized fiscal functions;
• Disburses payments to appropriate accounts and prepares summary reports for revenue distribution;
• Operates financial management and/or accounting software and other computer systems or applications;
• Orient new system users;
• May be assigned as a Disaster Service Worker (DSW), as required*;
• Performs other related duties, as required.

Employment Standards

Sufficient education, training, and experience to demonstrate the ability to perform the above tasks, plus 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,

and

Two (2) years of work experience performing accounting clerical duties

OR

One (1) year of work experience equivalent to an Account Clerk I in the County of Santa Clara.

Twelve (12) semester units (fifteen (15) quarter units) in accounting and/or auditing may substitute for one year of the experience performing accounting clerical duties. Units may not substitute for the experience equivalent to Account Clerk I 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;
• Office practices and procedures, including accounting systems;
• 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.

Ability to:

• Prepare and maintain moderately complex financial or statistical data and records;
• Prepare accurate accounting reports and summaries;
• Understand departmental controls, procedures, and various County contracts pertaining to clerical maintenance of varied sets of budget accounts;
• Reconcile accounts and reconstruct moderately complex accounting record trails to locate and correct errors or ascertain reasons for imbalance;
• Work independently, establish work priorities, and meet deadlines while utilizing sound judgement in performing duties;
• Perform computations rapidly and accurately;
• Identify and notify supervisor and manager of potential discrepancies or violations of generally accepted accounting and financial management practices and procedures;
• Operate standard office equipment, including 10-key, calculators, and computers, with speed and accuracy;
• 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.

The County offers comprehensive first-class medical, dental, and vision benefits plans for County employees and their dependents, including plans with no deductibles, no co-pays, no co-insurance, and no prescription drug co-pays. Learn more here.

The County also offers generous paid time off with significant vacation, sick time, and 13 paid County holidays annually! Details are included in the Memorandum of Understanding/Agreement with the bargaining unit applicable to the job classification.

In addition to the amazing perks above, the County also offers the additional benefits below.

Retirement Benefits

The County offers robust retirement plans including a 457(b) Deferred Compensation Plan (similar to the private sector's 401(k) plan) and the CalPERS pension plan. In addition to lifetime retirement income available through the CalPERS pension plan, the 457(b) Deferred Compensation plan provides a great way to save for retirement and supplement the defined benefit pension available to employees. These plans help our employees build a plan for their future and contribute to their family's long-term financial well-being.

Health Flexible Spending Account

The Health Flexible Spending Account (HFSA) empowers employees to manage healthcare expenses efficiently with tax-free contributions (up to $3,200 for the 2024 calendar year). Secure tax-free solutions for your healthcare expenses and enjoy the flexibility to manage your healthcare finances effectively with the HFSA.

Dependent Care Assistance Program (DCAP)

The Dependent Care Assistance Program (DCAP) enables employees to utilize tax-free funds for dependent care services, facilitating a convenient and cost-effective approach for managing your dependent care expenses. The County also offers the Employee Childcare Assistance Plan, an employer-funded DCAP, for employees with annual income under $120,000.

Life and AD&D

The County offers life and disability benefits including Life Insurance, Accidental Death and Dismemberment (AD&D) Insurance, Long-Term Disability insurance, California State Disability Insurance, and Integration with Leave. These benefits ensure financial security and income support when you and your family need it most.

Employee Assistance Program (EAP)

The County prioritizes employee mental health and well-being and offers a top-tier Employee Assistance Program (EAP) through Concern providing confidential counseling sessions covering stress, anxiety, relationships, grief, as well as financial/legal services, personal coaching, child and elder care referrals, and comprehensive crisis support.

Employee Wellness

The Employee Wellness Program offers free wellness programing, fitness classes and resources; including Elevate My Wellness an all-in-one platform designed to elevate your well-being journey.

Education Reimbursement

A generous Learning and Employee Development program is available, including Education Reimbursement for employees seeking additional training and professional development.

NOTE: 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.

01

Please answer the following questions. Completion of the following supplemental questions is REQUIRED and is an integral part of the evaluation process. Initially, it will be used to determine minimum qualifications. For those applicants meeting the employment standards, this information will be critical in the subsequent competitive assessment to identify those candidates to be invited to continue in the examination process. Your responses to the questions may also be reviewed and scored in a Competitive Rating evaluation process based on pre-determined rating criteria. Your answers should be as complete as possible, as no additional information will be accepted from applicants once the Competitive Rating evaluation has begun. A response of "see resume" or "see application" will deem your application incomplete.

Include a detailed description of your work experience in the following format for EACH employer referenced, in each answer:

a) Employer name(s)

b) Job title(s)

c) Start/end dates of employment

d) Total hours worked per week

e) Description of task(s) performed

Do you understand the requirement to provide complete answers in order to determine relevant experience for each area in question?

• Yes
• No

02

What is the highest level of education you have completed?

• High School or GED equivalent
• College (1 to 29 semester units / 1 to 44 quarter units)
• College (30 to 59 semester units / 45 to 89 quarter units)
• College (60 to 89 semester units / 90 to 134 quarter units)
• College (90 to 119 semester units / 135 to 179 quarter units)
• College (120 or more semester units / 180 or more quarter units)
• Associates Degree
• Bachelors Degree
• Masters Degree
• Doctoral Degree
• None of the above

03

Do you possess twelve (12) semester units or fifteen (15) quarter units of college level accounting and/or auditing?

• Yes
• No

04

Please list the accounting and/or auditing courses you have completed.

Responses must include the following required information:

• Name of school or educational institution
• The number of semester or quarter units (specify which) per course.

If no courses were completed, type N/A.

05

How many years of experience do you have performing accounting clerical duties?

• No experience
• Less than one year
• One to less than two years
• Two to less than three years
• Three to less than four years
• More than four years

06

Describe your experience performing accounting clerical duties.

Responses must include the following required information:

• Your job title(s)
• Start/end date(s)
• Hours worked per week
• Detailed description of tasks performed.

If none, type N/A.

07

How many years of work experience do you have equivalent to an Account Clerk I in the County of Santa Clara?

View Account Clerk I Job Specification Here: Account Clerk I

• None
• Less than one year
• One to less than two years
• Two to less than three years
• Three or more years

08

Describe your work experience equivalent to an Account Clerk I in the County of Santa Clara.

View Account Clerk I Job Specification Here: Account Clerk I

Responses must include the following required information:

• Your job title(s)
• Start/end date(s)
• Hours worked per week
• Detailed description of tasks performed.

If none, type N/A.

09

Select the following applications in which you have experience in:

• Adobe Acrobat
• Hyperion
• Cognos
• Microsoft Access
• Microsoft Excel
• ASAP (Accounting System and Procurement)
• SBP (Systems Applications Products for Budgeting & Planning for Public Sector)
• TCAS (Tax Collection Apportionment System)
• Teller (Cashiering System)
• TIS (Tax Information System)
• ARIBA system (Accounting System and Procurement)
• KRONOS
• Microsoft Outlook
• Microsoft Powerpoint
• Jabber
• OneNote
• Sharepoint
• DocuSign
• None of the above

10

Please describe your experience with the above applications you selected.

Responses must include the following required information:

• Your job title(s)
• Start/end date(s)
• Hours worked per week
• Detailed description of tasks performed.

If none, type N/A

11

Some assignments may require the possession of a valid California license. Do you currently hold a valid California Drivers License?

• Yes
• No

12

Please complete this survey carefully. Your responses may determine whether or not you will be referred for a specific department and/or location. Please place a mark next to the location(s) in which you would be willing to work.

• Supervisorial District 1
• Supervisorial District 2
• Supervisorial District 3
• Supervisorial District 4
• Supervisorial District 5
• Clerk of The Board
• County Executive
• Risk Management
• Controller - Treasurer Department
• Department of Tax and Collection
• Local Agency Formation Commission
• County Clerk - Recorder
• Assessor
• Procurement
• County Counsel
• Employee Services Agency
• Fleet Services
• Registrar Of Voters
• Technology Services & Solutions
• Office Of Supportive Housing
• County Communications
• Dept of Child Support Services
• District Attorney
• Public Defender
• Pre-Trial Services
• Sheriffs Office
• Sheriff-Doc Contract
• Department of Correction
• Probation
• Planning & Development
• Dept of Environmental Health
• Agriculture & Environmental Mgmt
• Facilities
• Medical Examiner/Coroner
• Public Health
• Vector Control District
• Custody Health Services
• Behavioral Health Services
• Community Health Services
• Emergency Medical Services
• Social Services Agency
• Roads Department
• Airports
• County Library District
• Parks & Recreation
• Valley Health Plan
• Hospital System - Valley Medical Center
• Hospital System - OConnor
• Hospital System - Saint Louise Regional
• Hospital System - De Paul Medical Center
• Hospital System - Regional Medical Center
• Office of Reentry Services

13

How did you find out/hear about this job?

• In Person Job Fair
• Contacted by County Recruiter
• Email Newsletter
• Virtual Event
• Community Event
• Social Media: Facebook or Instagram
• County of Santa Clara Job Interests Email Notification
• Student Career Center
• Handshake
• Professional Association
• Contacted by an External Staffing Firm
• Hospital Website
• Search Engine (Google, Bing, online search, etc.)
• Governmentjobs.com
• LinkedIn
• Indeed
• Employee Referral: Friends, Families and Coworkers
• County of Santa Clara Career Website
• Other (Specify in the next question)

14

How did you find out about this job? If "Other" is selected: Please describe how you heard about this job.

Required Question

Employer County of Santa Clara

Address 70 W. Hedding Street

8th Floor, East Wing

San Jose, California, 95110

Phone (408) 299-6816

Website http://www.sccjobs.org/