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CompGeo Finance Occupation Group Benchmark Job Descriptions
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Job Family: Accounting
Benchmark Title: Accountant I Level A (Entry Level 1)
As an entry-level accountant, Accountant I learns to apply the principles, theories, and concepts of accounting to
a specific system. The position is distinguishable from nonprofessional positions by the variety of assignments;
rate and scope of development expected; and the existence, implicit or explicit, of a planned training program
designed to give the entering accountant practical experience.
 
Benchmark Title: Accountant I Level B (Entry Level 2)
Entry-level accountant, applies principles, theories, and concepts of accounting
to a specific system. The position is distinguishable from nonprofessional positions by the variety of
assignments. Performs a variety of accounting tasks such as: examining a variety of financial statements for
completeness, internal accuracy, and conformance with uniform accounting classifications.
 
Benchmark Title: Accountant II Level A (Junior)
At this level, the Accountant II makes practical application of technical accounting practices and concepts beyond
the mere application of detailed rules and instructions. Initial assignments are designed to expand practical
experience and to develop professional judgment in the application of basic accounting techniques to simple
problems. Is expected to be competent in the application of standard procedures and requirements to routine
transactions, to raise questions about unusual or questionable items, and to suggest solutions. Direction
received. Work is reviewed to verify general accuracy and coverage of unusual problems, and to insure conformance
with required procedures and special instructions.
 
Benchmark Title: Accountant II Level B (Junior Level 2)
At this level, the accountant makes practical application of technical accounting practices and concepts beyond the
mere application of detailed rules and instructions. Initial assignments are designed to expand practical xperience
and to develop professional judgment in the application of basic accounting techniques to simple problems. Is
expected to be competent in the application of standard procedures and requirements to routine transactions, to
raise questions about unusual or questionable items, and to suggest solutions. Work is reviewed to verify general
accuracy and coverage of unusual problems, and to insure conformance with required procedures and special
instructions.
 
Benchmark Title: Accountant III (Fully Qualified)
The Accountant III applies well established accounting principles, theories, concepts, and practices to moderately
difficult problems. Receives detailed instructions concerning the overall accounting system and its objectives, the
policies and procedures under which it is operated, and the nature of changes in the system or its operation.
Characteristically, the accounting system or assigned segment is stable and well established (i.e., the basic chart
of accounts, classifications, the nature of the cost accounting system, the report requirements, and the procedures
are changed infrequently).
 
 
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Benchmark Title: Accountant IV (Senior Level-Advanced/Independent Work)
The Accountant IV applies well-established accounting principles, theories, concepts, and practices to a wide
variety of difficult problems. Receives instructions concerning the objectives and operation of the overall
accounting system. Compared with level 3, the accounting system or assigned segment is more complex, i.e., (a) is
relatively unstable, (b) must adjust to new or changing operational environments, (c) is substantially larger or(d)
is complicated by the need to provide and coordinate separate or specialized accounting treatment and reporting
(e.g., cost accounting using standard cost, process cost, and job order techniques) for different internal
operations or divisions.
 
Benchmark Title: Accountants and Auditors
Accountants and auditors help to ensure that organizations are run efficiently, its public records kept accurately,
and its taxes paid properly and on time. They perform these vital functions by offering an increasingly wide array
of business and accounting services to their clients. These services include public, management, and government
accounting, as well as internal auditing. Beyond fundamental tasks of the occupation preparing, analyzing, and
verifying financial documents many accountants now are required to possess a wide range of knowledge and skills.
Accountants and auditors are broadening the services they offer to include budget analysis, financial and
investment planning, information technology consulting, and limited legal services.
 
Benchmark Title: Accountants-All Levels Combined
Accountants analyze financial information and prepare financial reports to determine or maintain record of assets,
liabilities, profit and loss, tax liability, or other financial activities within an organization.
 
Benchmark Title: Billing, Cost, and Rate Clerks
Billing and rate clerks, commonly called billing clerks, compile records of charges for services rendered or goods
sold, calculate and record the amounts of these services and goods, and prepare invoices to be mailed to customers.
Billing and rate clerks review purchase orders, sales tickets, hospital records, or charge slips to calculate the
total amount due from a customer. They must take into account any applicable discounts, special rates, or credit
terms. A billing clerk for a trucking company often needs to consult a rate book to determine shipping costs of
machine parts, for example. A hospitalĘs billing clerk may need to contact an insurance company to determine what
items will be reimbursed and for how much. In accounting, law, consulting, and similar firms, billing clerks
calculate client fees based on the actual time required to perform the task.
 
Benchmark Title: Payroll and Timekeeping Clerks
Timekeeping clerks distribute and collect timecards each pay period. These workers review employee work charts,
timesheets, and timecards to ensure that information is properly recorded and that records have the signatures of
authorizing officials. In companies that bill for the time spent by staff, such as law or accounting firms,
timekeeping clerks make sure that the hours recorded are charged to the correct job so that clients can be properly
billed. Payroll clerks, also called payroll technicians, screen timecards for calculating, coding, or other errors.
They compute pay by subtracting allotments, including Federal and State taxes and contributions to retirement,
insurance, and savings plans, from gross earnings. Increasingly, computers are performing these calculations and
alerting payroll clerks to problems or errors in the data. In small organizations or for new employees whose
records are not yet entered into a computer system, clerks may perform the necessary calculations manually.
 
 
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Job Family: Banking
Benchmark Title: Adjustment Clerks
Adjustment Clerks investigate and resolve customers' inquiries concerning merchandise, service, billing, or credit
rating. Examine pertinent information to determine accuracy of customers' complaints and responsibility for errors.
Notify customers and appropriate personnel of findings, adjustments, and recommendations, such as exchange of
merchandise, refund of money, credit to customers' accounts, or adjustment to customers' bills.
 
Benchmark Title: New Accounts Clerks
New Accounts Clerks interview persons desiring to open bank accounts. Explain banking services available to
prospective customers and assist them in preparing application form.
 
Benchmark Title: Tellers
Tellers make up approximately one-fourth of bank employees and conduct most of a
bankĘs routine transactions. Among the responsibilities of tellers are cashing checks, accepting deposits and loan
payments, and processing withdrawals. They also may sell savings bonds, accept payment for customersĘ utility bills
and charge cards, process necessary paperwork for certificates of deposit, and sell travelersĘ checks. Some tellers
specialize in handling foreign currencies or commercial or business accounts.
 
 
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Job Family: Bankng Relationship Management
Benchmark Title: Director, Client Relations-Investment Banking
Director, Client Relations-Investment Banking manges the Client Relations Group for the Investment Banking
function. This involves close and regular interaction with all members of the Relationship Management Team,
Accountants, Clients and various external business contacts (including banks, investment houses, traders, brokers
and property managers/estate agents). Total confidentiality and discretion at all times are essential within the
role. Oversees Liaison with external clients via telephone, email and mail.
 
Benchmark Title: Manager, Client Relations-Business Banking
Manger, Client Relations -Business Banking manages current business banking relationships and seeks new accounts.
They are responsible for a portfolio of large businesses. Familiar with standard concepts, practices, and
procedures within a particular field. Relies on experience and judgment to plan and accomplish goals.
 
Benchmark Title: Manager, Client Relations-Investment Banking
Manager, Client Relations-Investment Banking involves close and regular interaction with all members of the
Investment Banking Relationship Management Team, Accountants, Clients and various external business contacts
(including banks, investment houses,traders, brokers and property managers/estate agents). Primarily responsible
for the more routine of handling client relations for the Investment Banking group. Total confidentiality and
discretion at all times are essential within the role. The Manager, Client Relations-Investment Banking Provides
liaison with external clients via telephone, email and mail and dealing with general queries and making informed
decisions as to which queries can be dealt with and which need to be referred upwards to the relevant Senior
Manager or Director, Client Relations-Investment Banking.
 
Benchmark Title: Manager, Client Relations-Small Business
Manager, Client Relations-Small Business provides financial services to small business customers in order to
increase client satisfaction and portfolio growth. Demonstrates full knowledge of the bank's rules and procedures.
Identifies opportunities to sell other business to enhance customer relationships and boost revenue. May require
NASD series 6 and 63 licenses.
 
Benchmark Title: Senior Manager Client Relations-Business Banking
Senior Manger, Client Relations -Business Banking manages larger and more comples business banking relationships
and actively seeks new accounts. Responsible for a portfolio of large and complex businesses. Requires extensive
knowledge of standard concepts, practices, and procedures within a particular field. Relies on extensive experience
and judgment to plan and accomplish goals
 
Benchmark Title: Senior Manager, Client Relations-Investment Banking
Senior Manager, Client Relations-Investment Banking involves close and regular interaction with all members of the
Investment Banking Relationship Management Team, Accountants, Clients and various external business contacts
(including banks, investment houses, traders, brokers and property managers/estate agents). Primarily responsible
for the more complex and difficult aspects of handling client relations for the Investment Banking group. Total
confidentiality and discretion at all times are essential within the role. Liaison with external clients via
telephone, email and mail and dealing with general queries and making informed decisions as to which queries can be
dealt with and which need to be referred upwards to the relevant Director, Client Relations-Investment Banking.
 
 
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Benchmark Title: Senior Manager, Client Relations-Small Business
Senior Manager, Client Relations-Small Business provides financial services to small business customers in more
complex environments in order to increase client satisfaction and portfolio growth. Demonstrates extensive
knowledge of the bank's rules and procedures. Identifies opportunities to sell other business to enhance customer
relationships and boost revenue. May require NASD series 6 and 63 licenses.
 
 
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Job Family: Budget Analysis
Benchmark Title: Budget Analyst I (Entry)
Budget Analyst I - as a trainee, performs a variety of clearly-defined tasks assigned to increase knowledge of and
understanding of budget concepts, principles, practices, and procedures. Assists in the development of budgets by
comparing projected costs to prior year expenditures verifying totals and subtotal, preparing budget forms and
schedules; or assists in budget administration by examining and highlighting obvious deviations in reports listing
the status of financial obligations and expenditures. (Terminal positions are excluded.) Work is performed under
close supervision. Assignments are clearly defined, methods are specified, and items to be noted and referred to
supervisor are identified.
 
Benchmark Title: Budget Analyst II (Junior)
Budget Analyst II performs routine and recurring budget analysis duties which typically facilitate more complex
review and analysis performed by supervisors or higher-level budget analysts. Initial assignments are designed to
expand practical experience and to develop judgment in applying basic budget analysis techniques. Follows specific
guidelines and previous budget reports in analyzing budgets for operating programs which are uniform and
repetitive.
 
Benchmark Title: Budget Analyst III (Fully Qualified)
Budget Analyst III Uses a knowledge of commonly used budgetary procedures and practices, regulations, and
organizational policies to analyze budgets for relatively stable operations (for example, minor budget
reprogramming is required two or three times a year). Forecasts funding needs for operating programs with varying
annual requirements for goods, services, equipment, and personnel.
 
Benchmark Title: Budget Analyst IV (Senior/Advanced)
Budget Analyst IV provides analytical support for budgets which require annual modifications due to changing work
processes, resource needs, funding requirements, or fluctuating revenue. Interprets guidelines and precedents and
advises operating managers concerning budgeting policies. May recommend new budgeting techniques.
 
Benchmark Title: Budget Analyst-All Levels Combined
Budget Analysts examine budget estimates for completeness, accuracy, and conformance with procedures and
regulations. Analyze budgeting and accounting reports for the purpose of maintaining expenditure controls. Budget
Analysts examine the budget estimates or proposals for completeness, accuracy, and conformance with established
procedures, regulations, and organizational objectives. Sometimes, they employ cost-benefit analysis to review
financial requests, assess program tradeoffs, and explore alternative funding methods.
 
 
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Job Family: Buyer
Benchmark Title: Wholesale and Retail Buyers, Except Farm Products
Wholesale and Retail Buyers (Except Farm Products), buy merchandise or commodities, other than farm products, for
resale to consumers at the wholesale or retail level, including both durable and nondurable goods. Analyze past
buying trends, sales records, price, and quality of merchandise to determine value and yield. Select, order, and
authorize payment for merchandise according to contractual agreements. May conduct meetings with sales personnel
and introduce new products. Include assistant buyers.
 
 
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Job Family: Clerical - Accounting
Benchmark Title: Accounting Clerk I (Entry)
Performs very simple and routine accounting clerical operations, for example, recognizing and comparing easily
identified numbers and codes on similar and repetitive accounting documents, verifying mathematical accuracy, and
identifying discrepancies and bringing them to the supervisor's attention. Supervisor gives clear and detailed
instructions for specific assignments. Employee refers to supervisor all matters not covered by instructions. Work
is closely controlled and reviewed in detail for accuracy, adequacy, and adherence to instructions.
 
Benchmark Title: Accounting Clerk II (Junior)
Performs one or more routine accounting clerical operations, such as: examining,
verifying, and correcting accounting transactions to ensure completeness and accuracy of data and proper
identification of accounts, and checking that expenditures will not exceed obligations in specified accounts;
totaling, balancing, and reconciling collection vouchers; posting data to transaction sheets where employee
identifies proper accounts and items to be posted; and coding documents in accordance with a chart (listing) of
accounts. Employee follows specific and detailed accounting procedures. Completed work is reviewed for accuracy and
compliance with procedures.
 
Benchmark Title: Accounting Clerk III (Fully Qualified)
Uses a knowledge of double entry bookkeeping in performing one or more of the following: posts actions to journals,
identifying subsidiary accounts affected and debit and credit entries to be made and assigning proper codes;
reviews computer printouts against manually maintained journals, detecting and correcting erroneous postings, and
preparing documents to adjust accounting classifications and other data; or reviews lists of transactions rejected
by an automated system, determining reasons for rejections, and preparing necessary correcting material. On routine
assignments, employee selects and applies established procedures and techniques. Detailed instructions are provided
for difficult or unusual assignments. Completed work and methods used are reviewed for technical accuracy.
 
Benchmark Title: Accounting Clerk IV (Senior/Advanced)
Maintains journals or subsidiary ledgers of an accounting system and balances and reconciles accounts. Typical
duties include one or both of the following: reviews invoices and statements (verifying information, ensuring
sufficient funds have been obligated, and if questionable, resolving with the submitting unit, determining accounts
involved, coding transactions, and processing material through data processing for application in the accounting
system); and/or analyzes and reconciles computer printouts with operating unit reports (contacting units and
researching causes of discrepancies, and taking action to ensure that accounts balance). Employee resolves problems
in recurring assignments in accordance with previous training and experience. Supervisor provides suggestions for
handling unusual or nonrecurring transactions. Conformance with requirements and technical soundness of completed
work are reviewed by the supervisor or are controlled by mechanisms built into the accounting system.
 
Benchmark Title: Accounting Clrk-All Levels Combined
Update and maintain one or more accounting records, including those which tabulate expenditures, receipts, accounts
payable and receivable, and profit and loss. Demonstrate wide range of skills and knowledge from full-charge
bookkeepers who can maintain an entire company?s books to accounting clerks who handle specific accounts.
 
 
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Benchmark Title: Bill and Account Collectors
Bill and Account Collectors locate and notify customers of delinquent accounts by mail, telephone, or personal
visit to solicit payment. Duties include receiving payment and posting amount to customer's account; preparing
statements to credit department if customer fails to respond; initiating repossession proceedings or service
disconnection; keeping records of collection and status of accounts. Bill and Account Collectors are subject to
strict federal and state guidelines regarding condut of tasks and duties including respectful and legal treatment
of debtors.
 
Benchmark Title: Bookeepers/Accounting/Audit Clerks III (Fully Qualified)
Update and maintain one or more accounting records, including those which tabulate expenditures, receipts, accounts
payable and receivable, and profit and loss. Demonstrate wide range of skills and knowledge and may act as
full-charge bookkeepers who maintain an complete financial books. May act as lead over other accounting clerks. In
large offices and accounting departments, accounting clerks have more specialized tasks. Their titles often reflect
the type of accounting they do, such as accounts payable clerk or accounts receivable clerk.
 
Benchmark Title: Bookeeping/Accounting/Audit Clerks I (Entry)
Update and maintain one or more accounting records, including those which tabulate expenditures, receipts, accounts
payable and receivable, and profit and loss. Demonstrates routine set of skills and knowledge from bookkeepers who
can maintain an full set of organization financial records and may assist accounting clerks who handle specific
accounts.
 
Benchmark Title: Bookeeping/Accounting/Audit Clerks II (Junior)
Update and maintain one or more accounting records, including those which tabulate expenditures, receipts, accounts
payable and receivable, and profit and loss. Demonstrate wide range of skills and knowledge from full-charge
bookkeepers who can maintain an entire company?s books to accounting clerks who handle specific accounts. In large
offices and accounting departments, accounting clerks have more specialized tasks. Their titles often reflect the
type of accounting they do, such as accounts payable clerk or accounts receivable clerk.
 
Benchmark Title: Bookeeping/Accounting/Audit Clerks IV (Senior/Advanced)
Update and maintains multiple accounting records, including those which tabulate
expenditures, receipts, accounts payable and receivable, and profit and loss. Demonstrates extensive range of
accounting clerical skills and knowledge and may act as full-charge bookkeepers who maintain more complex financial
books. May act as supervisor over other accounting clerks and lead clerical human resource.
 
Benchmark Title: Bookkeeping/Accounting/Audit Clerks - All Levels Combined
Bookkeeping, Accounting, and Auditing Clerks compute, classify, and record numerical data to keep financial records
complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial
data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings
pertaining to business transactions recorded by other workers.
 
 
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Job Family: Economics
Benchmark Title: Urban and Regional Planners
Planners develop long-term and short-term plans to use land for the growth and revitalization of urban, suburban,
and rural communities, while helping local officials make decisions concerning social, economic, and environmental
problems. Because local governments employ the majority of urban and regional planners, they often are referred to
as community, regional, or city planners.
 
 
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Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
Financial Analysts conduct quantitative analyses of information affecting investment programs of public or private
institutions. Financial analysts, also called securities analysts and investment analysts, work for banks,
insurance companies, mutual and pension funds, securities firms, and other businesses, helping these companies or
their clients make investment decisions. Financial analysts read company financial statements and analyze commodity
prices, sales, costs, expenses, and tax rates in order to determine a companyĘs value and project future earnings.
They often meet with company officials to gain a better insight into a companyĘs prospects and to determine the
companyĘs managerial effectiveness. Usually, financial analysts study an entire industry, assessing current trends
in business practices, products, and industry competition.
 
Benchmark Title: Financial Examiners
Financial Examiners enforce or ensure compliance with laws and regulations governing financial and securities
institutions and financial and real estate transactions. May examine, verify correctness of, or establish
authenticity of records.
 
Benchmark Title: Financial Specialists, All Others NEC Combined
Financial Specialists analyze financial data, compile reports and prepare recommendations to management. Financial
Specialists develop business plans and forecasts budget comparisons, profit analysis, and other financial reports.
 
Benchmark Title: Personal Financial Advisors
Personal financial advisors generally assess the financial needs of individuals,
providing them a wide range of options. Personal financial advisors, also called financial planners or financial
consultants, use their knowledge of investments, tax laws, and insurance to recommend financial options to
individuals in accordance with their short-term and long-term goals. Some of the issues that planners address are
retirement and estate planning, funding for college, and general investment options. While most planners offer
advice on a wide range of topics, some specialize in areas such as retirement and estate planning or risk
management.
 
 
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Job Family: Loan and Credit
Benchmark Title: Credit Analysts
Credit Analysts analyze current credit data and financial statements of individuals or firms to determine the
degree of risk involved in extending credit or lending money. Prepare reports with this credit information for use
in decision-making. Credit Analysts investigate credit records and related data. Credit Analysts conducts initial
research, gathers pertinent information, and analyze results. They recommend financial decision based upon
findings. Credit Analysts may initiate loan documents or organize supporting data.
 
Benchmark Title: Credit Authorizers
Credit Authorizers, Checkers, and Clerks authorize credit charges against customers' accounts. Investigate history
and credit standing of individuals or business establishments applying for credit. May interview applicants to
obtain personal and financial data; determine credit worthiness; process applications; and notify customers of
acceptance or rejection of credit.
 
Benchmark Title: Loan Counselors
Loan Counselors provide guidance to prospective loan applicants who have problems qualifying for traditional loans.
Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
 
Benchmark Title: Loan Officers
Loan Officers evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise
borrowers on financial status and methods of payments. Include mortgage loan officers and agents, collection
analysts, loan servicing officers, and loan underwriters
 
Benchmark Title: Senior Credit Analyst
Senior Credit Analysts research and examine credit risks, assessing credit history, and approving or disapproving
credit. May work with accounts receivable department. Senior Credit Analysts are familiar with credit concepts,
practices, and procedures. Senior Credit Analyst rely on experience and judgment to accomplish goals. Senior Credit
Analysts may report to an executive or a manager.
 
 
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Job Family: Purchasing
Benchmark Title: Procurement Clerks
Procurement clerks compile requests for materials, prepare purchase orders, keep
track of purchases and supplies, and handle inquiries about orders. Usually called purchasing clerks or purchasing
technicians, they perform a variety of tasks related to the ordering of goods and supplies for an organization and
make sure that what was purchased arrives on schedule and meets the purchaserĘs specifications.
 
Benchmark Title: Purchasing Agents, Except Wholesale/Retail/Farm
Purchasing Agents, Except Wholesale, Retail, and Farm Products purchase machinery, equipment, tools, parts,
supplies, or services necessary for the operation of an establishment. Purchase raw or semi-finished materials for
manufacturing. Include contract specialists, field contractors, purchasers, price analysts, tooling coordinators,
and media buyers.
 
 
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Job Family: Real Estate
Benchmark Title: Appraisers, Real Estate
Appraisers and Assessors of Real Estate appraise real property to determine its fair value. May assess taxes in
accordance with prescribed schedules.
 
Benchmark Title: Brokers, Real Estate
Real Estate Brokers are independent businesspeople who sell real estate owned by
others; they also may rent or manage properties for a fee. When selling real estate, brokers arrange for title
searches and for meetings between buyers and sellers wherein details of the transactions are agreed upon and the
new owners take possession of the property. Brokers supervise agents who may have many of the same job duties.
Brokers also manage their own offices, advertise properties, and handle other business matters. Some combine other
types of work, such as selling insurance or practicing law, with their real estate business.
 
Benchmark Title: Sales Agents, Real Estate
Real estate agents usually are independent sales workers who provide their services to a licensed real estate
broker on a contract basis. In return, the broker pays the agent a portion of the commission earned from the
agentĘs sale of the property. Most sales agents sell residential property. A small number, usually employed in
large or specialized firms, sell commercial, industrial, agricultural, or other types of real estate. Every
specialty requires knowledge of that particular type of property and clientele. Selling or leasing business
property requires an understanding of leasing practices, business trends, and the location of the property. Agents
who sell or lease industrial properties must know about the regionĘs transportation, utilities, and labor supply.
 
Benchmark Title: Title Examiners and Abstractors
Title Examiners, Abstractors, and Searchers search real estate records, examine titles, or summarize pertinent
legal or insurance details for a variety of purposes. May compile lists of mortgages, contracts, and other
instruments pertaining to titles by searching public and private records for law firms, real estate agencies, or
title insurance companies.
 
 
Copyright(c) 1997-2011 ICT/Clayton Wallis - All Rights Reserved World Wide - Reproduction/Distribution Prohibited
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CompGeo Finance Occupation Group Benchmark Job Descriptions
Individual Job/Job Family Salary Surveys: CompGeo Online Associate Finance Salary Reports
Detailed Occupation Wide Pro Salary Surveys: CompGeo Pro Occupation Group - CompGeo Pro Salary Forecast Reports
CompGeo Occupation Group: Finance ---- Occupation Wide Salary Forecasts >>
Job Family: Tax
Benchmark Title: Assessors
Assessors appraise real and personal property to determine its fair value. May assess taxes in accordance with
prescribed schedules
 
Benchmark Title: Tax Examiners, Collectors, and Revenue Agents
Tax Examiners, Collectors, and Revenue Agents determine tax liability or collect
taxes from individuals or business firms according to prescribed laws and regulations.
 
Benchmark Title: Tax Preparers
Tax Preparers prepare tax returns for individuals or small businesses but do not
have the background or responsibilities of an accredited or certified public accountant.
 
 
Copyright(c) 1997-2011 ICT/Clayton Wallis - All Rights Reserved World Wide - Reproduction/Distribution Prohibited
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