How to hire a charge account clerk

How to hire a charge account clerk, step by step

Here's a step-by-step charge account clerk hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a charge account clerk job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new charge account clerk
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the charge account clerk you need to hire. Certain charge account clerk roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect charge account clerk also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   Here's a comparison of charge account clerk salaries for various roles:

   Type of Charge Account Clerk	Description	Hourly rate
   Charge Account Clerk	Bookkeeping, accounting, and auditing clerks produce financial records for organizations. They record financial transactions, update statements, and check financial records for accuracy.	$18-34
   Bookkeeper	Bookkeepers are employees who are in charge of the company's general ledger. They are well-versed in basic accounting principles, and they apply these in their work... Show more	$14-25
   Controller	Controllers are employees in the accounting department who manage the finances of the organization. They are involved in the budget setting activity at the start of the company's fiscal year... Show more	$33-69

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Audit Procedures
   • Reconciliations
   • Sage
   • Cash Management
   • Journal Entries
   • Fixed Assets
   • Bank Reconciliations
   • General Ledger
   • Payroll Reports
   • Audit Reports
   • CPA
   • Bank Accounts
   • Sales Tax Returns
   • Balance Sheet Accounts

   Check all skills

   Responsibilities:

   • Utilize QuickBooks for managing resources, creating reports, and keeping company's books.
   • Maintain and control general ledger accounts and business transactions for company including bank reconciliations and month end reporting.
   • Compile financial statements, supervise the bank reconciliations, prepare GAAP packages and assist in establishing the sub-recipients grant monitoring system.
   • Pass the CPA exam on first attempt and promote early to in charge status.
   • Review and prepare client financial statements including footnotes, ensuring compliance with GAAP and other professional standards.
   • Prepare financial statements and relate disclosures under GAAP.

3. Make a budget

   Including a salary range in your charge account clerk job description is one of the best ways to attract top talent. A charge account clerk can vary based on:

   • Location. For example, charge account clerks' average salary in west virginia is 50% less than in california.
   • Seniority. Entry-level charge account clerks 46% less than senior-level charge account clerks.
   • Certifications. A charge account clerk with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a charge account clerk's salary.

   Average charge account clerk salary

   $52,622yearly

   $25.30 hourly rate

   ---

   Entry-level charge account clerk salary

   $38,000 yearly salary

   Updated December 16, 2025

4. Writing a charge account clerk job description

   A good charge account clerk job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a charge account clerk job description:

   Charge account clerk job description example

   :
   
   The In-Charge Accountant is an individual who has demonstrated the ability to carry out the duties of a Staff Accountant and other more complex situations and engagements. In addition, they take responsibility for routine engagements. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of staff level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines.
   
   Essential Functions:
   
   Records transactions in ledgers and prepares trial balances and financial statements using computer programs. Reconciles accounts. Meets time and budget constraints and client deadlines. Performs computations of accruals, property, and equipment, and calculates depreciation expense. Prepares required schedules for same. Calculates payroll tax, sales, or other local tax (if applicable), and prepares returns as needed. Prepares personal tax returns in an accurate and timely manner. Prepares business tax returns in an accurate and timely manner. Follows review notes, making corrections as requested and minimizing future incidents of corrections. Assists with proofing financial statements, tax returns and other documents. Assists in the supervision and training of Staff Accountants. Communicates with client and team members, as requested, in an efficient and professional manner. Prepares 1040NR tax returns as needed. Prepares FIRPTA applications as needed. Exchanges and translates foreign financial documents in the reporting of foreign bank, financial accounts, and foreign assets (FBAR) as needed. Conducts research as needed. Other Functions:
   
   Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document. Assumes primary responsibility (under supervision) for small engagements and those of a recurring nature. Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position). Understands the importance of practice development and establishes relationships in local civic, charitable, business, and other organizations. Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization. Other duties as may be assigned. Required Experience and Skills :
   
   Proficiency with computer tax programs, spreadsheets, and word processing. Demonstrates sound critical thinking, professional judgment, and decision-making skills. Current knowledge of accounting principles and federal, state, and local tax regulations. Effective verbal and written communication skills. Conducts themselves with integrity in a responsible, professional manner and appearance. Excellent organizational and time management skills. Required Education: Bachelor’s in accounting or related field
   
   Required Experience: 2 years progressive experience in public accounting
   
   License/Certification: CPA or Enrolled Agent preferred
   
   Working Requirements:
   
   Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely. Occasional overtime is expected throughout the year and heavy overtime is required from January through April. Flexible work from home options available.

   Copy this example

   

5. Post your job

   There are a few common ways to find charge account clerks for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your charge account clerk job on Zippia to find and recruit charge account clerk candidates who meet your exact specifications.
   • Use field-specific websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit charge account clerks, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new charge account clerk

   Once you have selected a candidate for the charge account clerk position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new charge account clerk. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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