Guardianship Auditor

Inspector General for Clay County Clerk of Court & Comptroller

GENERAL DESCRIPTION OF DUTIES

Complete required guardianship annual audits to comply with the Clerk’s oversight duties in the protection of the ward’s well-being and the ward’s assets pursuant to Chapter 744 F.S. Responsible for auditing work such as examining, evaluating, and appraising guardianship files and records to ensure compliance with all applicable Statutes, rules, orders and other judicial directives. Formulate conclusions and communicate matters of non-compliance, and other insufficiencies and discrepancies to the Inspector General and Court through concise written documentation and provide additional data as needed. Prepare orders itemizing non-compliance issues and submit to court for review and signature. Issue non-compliance orders to respective attorney and guardian, and monitor files for timely and appropriate response. Work closely with Inspector General on non-compliance issues and Level II and III audits.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The list of essential functions as outlined herein are intended to be representative of the tasks performed within this classification. The omission of an essential function does not preclude management from assigning duties not listed if such functions are a logical assignment to the position.

  • Audit initial inventory, annual and final accounting filed by guardians and determine guardian’s compliance with all statutory requirements.
  • Analyze records and input data into various spreadsheets and software applications and/or forms for audit documentation and monitoring purposes.
  • Formulate conclusions and report findings to the Inspector General and Court for review and further instructions.
  • Research Florida Statutes, Rules of Court, Administrative Orders, and memoranda related court records and other reference material to support and document written findings presented to the court for review.
  • Prepare review memorandum, and forward case records to the assigned judge for approval or further judicial action.
  • Prepare orders on review or other documents as directed by the Inspector General.
  • Provide customer assistance to the legal community, guardians, and individuals requesting technical information relative to the Clerk’s document review procedures and related judicial requirements via telephone or in person. Notify Inspector General of complex issues requiring administrative intervention.
  • Perform related work as assigned or required.

KNOWLEDGE, SKILLS AND ABILITIES 

Knowledge of auditing and accounting practices and procedures.
Knowledge of Florida Statutes and Florida Probate Rules and departmental rules and regulations pertaining to probate related work.
Ability to objectively and independently conduct audits and develop recommendations regarding guardianship accountings.
Knowledge of organizational policies, procedures, rules and regulations.
Ability to perform mathematical calculations and analysis.
Ability to understand and carry out complex oral and written instructions.
Ability to use a calculator, PC, word processing and spreadsheet software and general office equipment.
Ability to maintain effective working relationships with attorneys, judges, co-workers, and the general public.
Ability to research legal resources material when analyzing guardianship records to meet judicial compliance requirements.
Must be alert to the possibility of fraud, errors, and non-compliance in relation to guardianship records.
Ability to gather factual evidence to ensure findings are adequately supported and documented when reporting to the court.
Ability to use sound judgment when communicating findings to other employees, members of the public and legal community.
Ability to work with confidential and/or sensitive data while complying with state and federal guidelines and legal advice restrictions for the Clerk & Comptroller’s office.
Ability to sit for long periods of time while concentrating on repetitious or complex tasks.
Ability to work within time constraints and workload surges.
Ability to work in a fast-paced environment with frequent interruptions while maintaining speed and accuracy.
Ability to operate office equipment and work with court files.
Ability to type with reasonable speed and accuracy.
Travel for training opportunities may be required depending on workload.

EDUCATION AND/OR EXPERIENCE

Education:

Graduation from an accredited college or university with a bachelor’s degree in accounting or a related field.
A basic level of proficiency using Microsoft Office products (Word, Excel, PowerPoint).
Experience:

Two years of experience in auditing or reconciling financial, medical, or other technical records.
One year of experience in reviewing, drafting, or creating legal forms is desirable

An equivalent combination of education, training and experience may be substituted at the Clerk’s discretion.

Qualifications:

A valid Florida Driver’s License or Florida Identification is required for the hiring process.
Acceptable completion of fingerprinting and criminal background check.

For additional information and to apply for this job please visit https://clayclerk.bamboohr.com/jobs/view.php?id=41

To apply for this job please visit clayclerk.bamboohr.com.