Business Outreach Specialist I

Hinderliter de Llamas & Associates•Brea, CA

1d•$24 - $27•Hybrid

About The Position

The Business Outreach Specialist I is an entry-level role responsible for assisting in outreach efforts to California businesses. The primary focus is to work with the private sector business community to solicit and confirm basic business information in support of audit case resolution and client revenue enhancement. This role will also assist in reviewing sales tax data to identify simple reporting issues or registration errors. The position involves working closely with team members and is designed to build foundation knowledge in California sales tax reporting regulations. This is a direct revenue generating position reporting to the Associate Director of Tax Recovery Services.

Requirements

Communication skills: Able to communicate clearly and professionally, both verbally and in writing, with small business owners and personnel.
Research & analytical skills: Capable of conducting basic research to identify inconsistencies between small 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 direction from senior team members and contributing positively to the overall team dynamic.

Nice To Haves

An associate degree or coursework in business administration, accounting, finance, public administration, or a related field is preferred.
Minimum of 1 year of experience in customer service, data collection, research, or related outreach roles is preferred.
Experience working with small businesses or in a role involving public communication is beneficial.
Familiarity with sales and use tax concepts or experience within a government agency or tax consulting environment is advantageous but not required.

Responsibilities

Learn and apply tools and techniques to identify sales tax recovery opportunities.
Develop outreach strategies to gather non-sensitive business information.
Initiate basic telephone & email outreach, primarily focused on small California businesses, to obtain and verify information about operations. No sales or telemarketing, information is used to verify local sales tax allocation amongst various California jurisdictions.
Ensure the timely and thorough resolution of sales tax audit leads with a primary focus on registration errors and simple sales tax reporting issues.
Build relationships with small business owners and tax preparers.
Develop a strong working knowledge of California sales tax reporting regulations and guidelines.
Develop a strong understanding of the team’s standard operating procedures.
Acquire and assemble location and operations data on California businesses from a wide variety of sources (California Department of Tax and Fees Administration (CDTFA) sales, use, and transactions tax records, city/county business license data, internet, business journals, etc.).
Document research and findings within the company’s proprietary software application.
Prepare written inquiries/petitions (along with supporting documentation) for submittal to the appropriate State agencies.
Meet productivity and accuracy goals while being guided by senior team members.