Account Clerk Job Description Template [11 Excellent Samples]

A good account clerk can be the key to a successful business. Account clerks keep accurate records of all transactions made by a company and ensure that the company is complying with the financial rules and regulations that apply to it. They also manage cash flow and handle customer complaints, among other things.

Account clerk job descriptions often include information about what kind of personality traits are desirable in an employee who will take on this role, along with details about how much education they need to have in order to do the job well.

As you can see below, this sample template includes all of these things:

Accounting Clerk (Episode 116)
Gain insights into the responsibilities of an account clerk.
Understand the qualifications and skills required for the role.
Learn about the key tasks involved in managing financial records.
Discover the importance of attention to detail in account clerk duties.
Explore sample job descriptions for reference and inspiration.
Understand the significance of organizational skills in the role.
Learn about the importance of accuracy in financial reporting.
Get ideas for effectively communicating with internal and external stakeholders.
Understand the role of an account clerk in supporting the finance team.
Gain insights into the potential career growth opportunities for account clerks.

#1 Account Clerk Job Description Sample Template

Job Title: Accounts Clerk

Reports To: Accounting Manager

Job Overview:

The accounts clerk is responsible for receiving payments from customers and depositing them into the company’s bank account. They are also responsible for handling customer disputes, as well as contacting clients about any issues with their orders.

Responsibilities and Duties:

Processes invoices and billing statements, including entering data into the accounting system.

Prepares a variety of financial reports, such as balance sheets and income statements.

Assists with payroll, including processing time cards and payroll checks.

Reviews financial information to ensure it is accurate and up-to-date.


In order to be a qualified Account Clerk, you must be:

-Able to work in a fast-paced environment

-Able to prioritize tasks

-Able to communicate with other departments and clients

-Have an understanding of the field of accounting

Desirable Characteristics:

-Ability to work in a fast-paced environment

-Able to take on multiple projects at once

-Excellent communication skills (written, and verbal)

-Punctual and reliable


We offer the following benefits to account clerks:

Competitive salary

Medical and dental coverage, with 100% of premiums paid by the company

Life insurance, with $50,000 in coverage at no cost to you

10 paid holidays per year, plus 5 floating holidays that you can use whenever you want (if available)

401(k) plan with a company match up to 3% of your salary

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#2 Account Clerk Job Description Sample Template

Title: Accounts Clerk

Reports To: Finance Manager Job


A position as an Accounts Clerk is a good fit for someone who has some experience in accounting and would like to apply their knowledge to a business setting. 

An Accounts Clerk usually works in a bank or finance office, processing and maintaining records of financial transactions and accounts. They may also perform some basic bookkeeping tasks, such as posting payments and withdrawals from customers’ accounts.

An Accounts Clerk should possess excellent written communication skills, as they will often be required to communicate with clients about their finances via letters or emails. They must also have a high level of organization, as they will often be tasked with compiling large amounts of data into reports that can then be used by management for decision-making purposes.

Responsibilities and Duties:

– Responsible for managing the accounts payable process including vendor contract management, account reconciliation, payments, and bank reconciliations.

– Assist with the preparation of financial statements, special reports, and tax returns.

– Assist in forecasting monthly cash flow requirements and monitoring accounts receivable aging reports.


* Must have at least 2 years experience in an accounts-related role

* Must be able to work well with others in a team setting

* Must be able to work well under pressure and deadlines

Desirable Characteristics:

-Excellent communication skills

-Self-motivated and hardworking

-Strong attention to detail


We offer competitive pay and a benefits package that includes:

-Health, dental, and vision insurance

-Paid time off

-401k plan with company match

#3 Account Clerk Job Description Sample Template

Job Title: Account Clerk

Reports To: Finance Manager

Job Overview:

The Account Clerk is responsible for maintaining the books for multiple companies and for making sure that all transactions are recorded accurately. They are also responsible for handling customer accounts, including processing payments and deposits. 

They must be able to translate financial information into business terms that can be understood by non-financial professionals. They should be able to work independently, but they may also be required to work with other departments such as sales and marketing.

Responsibilities and Duties:

1. Assist in the preparation of financial statements, including balance sheets and income statements.

2. Assist in the preparation of budgets and cash flow projections.

3. Assist with monthly accounting cycle by processing invoices, account reconciliations, and other related activities.

4. Prepare reports on various aspects of the company’s finances, as requested by management or shareholders.

5. Maintain records of all financial transactions for a given period (e.g., month or quarter).


-2 years of accounting experience

-Experience using QuickBooks to create and maintain financial reports

-Experience managing an inventory system

Desirable Characteristics:

– A passion for numbers and data

– Able to work independently

– Excellent communication skills

– Great attention to detail


– Medical Insurance

– Dental Insurance

– Vision Insurance

– Life Insurance

– 401k Plan

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#4 Account Clerk Job Description Sample Template

Job Title: Account Clerk

Reports To: Director of Finance and Operations

Job Overview: The Account Clerk is responsible for maintaining all accounting records, including reconciling accounts and preparing financial statements. They are in charge of financial reporting and record-keeping, as well as assisting with company audits.

Responsibilities and Duties:

1. Keep track of inventory on a daily basis.

2. Ensure that all clients’ orders are processed and delivered in a timely fashion.

3. Prepare reports detailing the amount of inventory in stock and how many items have been sold during the day or week, depending on the company’s needs and goals.

4. Transmit information about new products and services to clients as soon as they are introduced by management so that customers can be made aware of them quickly and easily


* Strong analytical skills, with the ability to make quick decisions and work independently

* Ability to work well under pressure, prioritizing tasks and meeting deadlines as necessary

* Excellent communication skills, both written and verbal

Desirable Characteristics:

-Humble with a strong work ethic

-Hardworking, energetic, and enthusiastic

-Proactive and self-driven


• Competitive Benefits Package

• Flexible work schedule

• Tuition assistance

• Paid time off

#5 Account Clerk Job Description Sample Template

Job Title: Accounts Clerk

Reports To: Vice President of Operations

Job Overview:

The Accounts Clerk is responsible for maintaining the accounts for various clients and keeping detailed records of each transaction. The Accounts Clerk will also be responsible for sending out statements and processing payments received from customers.

Responsibilities and Duties:

* Processes customer sales orders and payments, including credit card transactions.

* Records customer account information in the company’s database and provides records to customers upon request.

* Sends invoices to customers for products and services provided by the company.

* Keeps track of changes to customer accounts, such as changes in address, phone number or e-mail address.


-Must be able to work in a fast-paced environment

-Must have excellent attention to detail

-Must be able to prioritize multiple tasks and meet deadlines

-Must have experience with Microsoft Office Suite (Word, Excel, PowerPoint)

Desirable Characteristics:

-Organized and detail-oriented

-Attentive to the needs of others

-Willing to take ownership of projects


  • Competitive salary, bonus, and benefits package
  • Flexible work hours
  • Paid vacation days and public holidays

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#6 Account Clerk Job Description Sample Template

Job Title: Accounts Clerk

Reports To: Chief Financial Officer

Job Overview: 

This position is responsible for the overall accounting function of the company. The Account Clerk will be responsible for balancing all accounts, reconciling transactions, managing accounts payable, and assisting with tax filings.

Responsibilities and Duties:

-Prepare journal entries, reconciliations, and account coding.

-Handle cash receipts, disbursements, and deposits.

-Review bank statements and reconciled accounts.

-Assist in the month-end closing process.


-Accounting degree or equivalent experience

-2 years of accounting experience

-Ability to work in a fast-paced environment

Desirable Characteristics:

• Strong desire to work in a fast-paced environment

• Strong attention to detail, with the ability to multi-task and work under pressure of deadlines while maintaining a high quality of work

• Ability to work independently and make decisions

• Excellent verbal and written communication skills


-Competitive salary

-Paid vacation

-Health insurance

-Employee discount

#7 Account Clerk Job Description Sample Template

Job Title: Accounts Clerk

Reports To: Financial Manager

Job Overview:

The Accounts Clerk is responsible for maintaining records and accounts of sales, purchases, and cash flow. This position requires strong attention to detail and an ability to work independently. 

The ideal candidate will be knowledgeable in Microsoft Excel and Quickbooks. This position reports directly to the Financial Manager and must be able to communicate effectively at all levels within the organization.

Responsibilities and Duties:

• Prepares financial statements by inputting and verifying data in the accounting system.

• Compiles and analyzes financial data to prepare budgets, forecasts, and other reports.

• Prepares account reconciliation statements to ensure that transactions are posted correctly.

• Performs general clerical duties such as answering telephones, filing documents, processing mail, or performing other office tasks as assigned.


– A minimum of 3 years experience in accounting, finance, and/or accounts payable

– Excellent communication skills, both written and oral

– Proficient with Microsoft Office applications (Word, Excel, and Outlook)

Desirable Characteristics:

-Must be an excellent problem solver

-Must be a team player who can work well with others, but also works well independently

-Must have a great attitude, and be able to adapt quickly to new situations

-Must be able to work under pressure and tight deadlines


1. Competitive salary

2. Flexible working hours

3. Regular training and skill enhancement

4. Paid leaves

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#8 Account Clerk Job Description Sample Template

Job Title: Accounts Clerk

Reports To: Finance Director

Job Overview: 

The Accounts Clerk is responsible for processing all payments and invoices, as well as handling any issues that arise with payments. They will also be responsible for updating the company’s books, including creating purchase orders and reconciling accounts.

Responsibilities and Duties:

-Accounting and tax preparation

-Authorizing payments, bills, and invoices

-Processing payroll and benefits

-Maintaining inventory records

-Managing cash flow through financial reporting


-Perform accounting records entry as needed in QuickBooks and/or Sage 50 Accounts.

-Assist with the preparation of financial statements, including internal reporting for corporate governance purposes.


-Must be a college graduate

-Must have two years experience in a similar role

-Must be proficient in Microsoft Office applications

Desirable Characteristics:

-Adapts to changes in work settings, as well as to changes in the types of tasks assigned.

-Takes responsibility for own actions, works quickly, and takes pride in work.

-Demonstrates initiative and creativity when faced with new or difficult problems.

-Works well with others; exhibits flexibility and openness to different points of view.


-401(k) plan with company match, annual bonus, and profit-sharing

-Paid time off and paid holidays

-Medical, dental, and vision benefits

-Excel spreadsheets for all your financial needs

#9 Account Clerk Job Description Sample Template

Job Title: Accounts Clerk

Reports To: Finance Manager

Job Overview:

The accounts Clerk will be responsible for processing invoices and managing accounts, including posting payments and reconciling accounts. This position will also be working closely with the Finance Manager to ensure that all of the financial records are properly kept and filed.

Responsibilities and Duties:

– Account preparation and entry of data.

– Reconciliation of accounts and bank statements.

– Preparation of journal entries.

– Analysis of financial information, tax returns, cash flow reports and business reports.


• Must have excellent math and data organization skills

• Must have strong communication skills

• Must be able to work in a fast-paced environment

Desirable Characteristics:

The ideal candidate for this role would be someone who is:

-A self-starter and team player. The individual must be able to work independently and as part of a team. They should be comfortable working in a fast-paced environment and be willing to take on new responsibilities as they arise.

-A good communicator. The individual must be able to communicate effectively both orally and in writing, in order to effectively communicate with their coworkers, clients, and other stakeholders of the company.

-A good listener. Communication goes both ways, so being able to listen attentively is just as important as being able to speak well. A person who can do both well will be able to understand what others are saying and appreciate their point of view.

-Organized and detail-oriented. This role requires accurate record keeping, so it’s important that this person has strong organizational skills and pays attention to details so that they can keep everything organized properly at all times—even when there are multiple things happening at once!


-Competitive pay

-Flexible work schedule

-Gym membership and other perks

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#10 Account Clerk Job Description Sample Template

Job Title: Account Clerk

Reports To: Finance Manager

Job Overview:

This role is responsible for managing the accounts payable process in a timely and accurate manner. The job entails handling requests from various departments within the company, as well as vendors and suppliers, to ensure that payments are made on time.

Responsibilities and Duties:

  • Processes account payable data in a timely manner.
  • Receives, sorts and distributes incoming mail.
  • Prepares invoices and maintains customer files.
  • Prepares letters, reports, and other documents using word processing equipment or computer software.
  • Provides general administrative support to company staff, including data entry and record keeping.


  • A candidate who is qualified for this job will have the following skills:
  • Strong communication and customer service skills
  • Ability to work in a fast-paced environment
  • 3Accuracy and attention to detail
  • Detail-oriented


-Team player, selfless

-Excellent attention to detail

-Strong analytical skills, problem-solving skills

-Good communicator


Here at [company name], we believe in our employees. That’s why we’re proud to offer a comprehensive benefits package that includes:

-Health Insurance

-Life Insurance

-Dental Plan

-Retirement Plan

#11 Account Clerk Job Description Sample Template

Job Title: Accounts Clerk

Reports To: Accounting Manager

Job Overview: 

This position is responsible for keeping track of all company expenses. In this role, you will be responsible for maintaining the books and records of expenses incurred by the company. You will also be in charge of making sure that all payments are made correctly and on time, as well as processing vendor invoices.

Responsibilities and Duties:

-Receive payments from customers and record them in the computerized accounting system.

-Handle customer complaints, credit requests, and account inquiries.

-Verify credit applications, using computerized credit-reporting services.

-Contact delinquent customers by phone or letter to encourage payment.

-Resolve billing errors and make adjustments to records as needed.


A degree in accounting or finance;

Experience with Excel and Word;

Experience with QuickBooks Online and Google Sheets;

Excellent communication skills;

Desirable Characteristics:

We’re looking for someone who is:

-A quick learner and problem solver

-A team player with a positive attitude

-Able to work independently, but also as part of a larger team


-Competitive compensation package

-Professional development opportunities

-Benefits for you, your family, and your pet(s)

Further Reading

Here are some additional resources for further reading on the topic of account clerk job descriptions:

Accounting Clerk Job Description – Workable
A comprehensive guide that provides insights into the responsibilities, qualifications, and skills required for an accounting clerk position.

Account Clerk Job Description – Indeed
This resource offers a concise overview of the duties and responsibilities of an account clerk, along with information about required qualifications and skills.

Accounting Clerk Job Description – Best Job Interview
An informative article that highlights the key responsibilities, qualifications, and competencies of an accounting clerk, along with tips for writing an effective job description.


What are the primary responsibilities of an account clerk?

An account clerk is responsible for tasks such as managing financial records, processing invoices, reconciling accounts, and assisting with financial reporting.

What qualifications and skills are required to become an account clerk?

Typically, employers seek candidates with a high school diploma or equivalent, basic accounting knowledge, proficiency in relevant software, attention to detail, and strong organizational skills.

What is the average salary of an account clerk?

The average salary of an account clerk varies depending on factors such as location, industry, and level of experience. It typically ranges from [insert average salary range here].

Are there any advancement opportunities for account clerks?

Yes, account clerks can advance to higher-level positions such as senior account clerk, accounting assistant, or even accounting supervisor, by gaining experience and further developing their skills.

How can I write an effective job description for an account clerk position?

To write an effective job description for an account clerk position, focus on clearly outlining the key responsibilities, required qualifications, and desired skills. Be specific and concise, emphasizing the essential tasks and competencies necessary for success in the role.