Transaction Tax Specialist I

Company Overview

The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector and serving over 900 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners.

Core Values

HdL team members individually and collectively aspire to the following core values:

• Deliver Excellence In Everything – We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do.
• Do The Right Thing – We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions.
• Foster Relationships – We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress.
• Give Generously – We give generously of our time and resources with our teammates, clients and communities. We impart information for best practices, encourage professional development, and support charitable community organizations.
• Enjoy The Journey – We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients.
• Be Authentic, Grateful, and Humble – We are thankful for the success we have achieved individually and as a company and never take it for granted.

Location Profile

We offer a flexible work environment that allows our employees to collaborate across offices and remote teams. All new hires must complete an introductory period after which 2 days per week are required in the office, other days may be remote. This role is based in our Brea, CA location.

Position Overview

The Transactions Tax Specialist I is an entry-level role responsible for assisting with generating transactions tax audit leads. The primary focus is to review transactions tax data to verify accuracy and identify opportunities for client revenue recovery or enhancement. The position involves working closely with senior team members and is designed to build foundational knowledge in California transactions tax reporting regulations. This is a direct revenue generating position reporting to the Lead Transactions and Use Tax Analyst.

Job Responsibilities

• Learn basic tools and techniques to confirm point of delivery or place of first use in retail transactions to identify simple citywide district tax reporting issues.
• Review California Department of Tax and Fee Administration (CDTFA) transactions tax data under the guidance of senior team members to confirm reported tax allocations accurately reflects district tax rates.
• Ensure the timely and thorough review of transactions tax data with a primary focus on citywide transactions tax districts.
• Acquire and assemble point of delivery or place of first use data on California retail transactions from a wide variety of sources (CDTFA sales, use, and transactions tax records, city/county business license data, internet, business journals, etc.).
• Develop a strong working knowledge of California transactions tax reporting regulations and guidelines.
• Develop a strong understanding of the team’s standard operating procedures.
• Document research and findings within the company’s propriety software application.
• Prepare written inquiries/petitions/spreadsheets (along with supporting documentation) for submittal to the appropriate State agencies.
• Meet productivity and accuracy goals while being guided by senior team members.

Skills and Qualifications

• Communication skills: Able to communicate clearly and professionally, both verbally and in writing, with team members.
• Research & analytical skills: Capable of conducting basic research to identify inconsistencies between multiple datasets.
• Computer skills: Comfortable using standard office software, including Microsoft Office; capable of learning a variety of software programs including HdL sales and property tax applications.
• Receptiveness to feedback: Open to constructive feedback and demonstrates a willingness to learn and grow.
• Teamwork: Works well within a team, taking directions from senior team members and contributing positively to the overall team dynamic.

Education and Experience

• High school diploma or equivalent is required.
• An associate degree or coursework in accounting, finance, business administration, public administration, or a related field is preferred.
• 1-2 years of experience in data analysis, research, or related work is preferred.
• Experience in working with financial or business data in a professional setting is beneficial.
• Familiarity with transactions tax or sales tax reporting concepts is beneficial.
• Experience within a government agency or tax consulting environment is beneficial.

Compensation

The starting base salary for this Brea, CA position is expected to be between $24.00 to $28.00 per hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law. Benefits Competitive Base Pay Opportunity to participate in 401k Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program Paid time off for Vacation, Sick and Holidays Employee Stock Ownership Plan (learn more about the HdL ESOP at: https://www.hdlcompanies.com/about/careers)

Key skills/competency

• Transaction Tax Specialist
• Data Analysis
• Research
• California Tax Regulations
• CDTFA
• Revenue Recovery
• Financial Analysis
• Client Revenue Enhancement
• Government Operations
• Entry-Level