Compliance Specialist

Hinderliter de Llamas & Associates•Winston-Salem, NC

16h•$18 - $20

About The Position

HdL Companies is a financial services company serving more than 600 local governments nationwide. Its work includes research and discovery, financial and economic analysis, and software supporting local government operations. The Compliance Specialist represents a client and responds to taxpayer inquiries through email, phone, fax, and other channels. The role researches inquiries, processes correspondence and forms, maintains taxpayer account information and documentation in a proprietary system, and works to meet department productivity and quality standards. The position requires professional communication, attention to detail, sound judgment, and the ability to learn and apply complex concepts, including municipal codes and business models relevant to discovery work. The specialist follows standard procedures while identifying opportunities to improve the client and taxpayer experience.

Requirements

High school diploma or equivalent.
Professional and respectful communication with taxpayers, clients, and team members.
Ability to maintain a deep understanding of complex municipal codes.
Working knowledge of business models in key discovery types.
Experienced client services skills.
Ability to solve problems of moderate scope and complexity.
Good judgment and ability to work as a strong team player.
Ability to adapt to changing priorities and influence priorities and decisions.
Excellent attention to detail, accuracy, and consistency.
Ability to recognize potential problems and provide alternatives that satisfy long-range plans.
Strong verbal and written communication and interpersonal skills.
Excellent organizational skills, including the ability to multitask, set priorities, and follow up promptly.
Ability to learn and apply complex concepts in new situations.
Ability to work independently and in a team environment while making sound decisions.

Nice To Haves

Sales experience.

Responsibilities

Manage a large volume of inbound and outbound calls in a timely manner.
Follow standard operating procedures.
Research inquiries and provide solutions.
Keep the pipeline full and work to improve the process.
Record work and results accurately and promptly.
Represent the client by addressing or resolving taxpayer inquiries through email, phone, fax, and other channels.
Process inbound correspondence and forms.
Resolve problems using standard procedures and look for ways to improve the overall client experience.
Update, maintain, or access taxpayer accounts, transactions, or documents in a proprietary system.
Ensure required documentation is received and completed correctly.
Complete basic training successfully.
Identify qualified targets for Discovery.
Meet department productivity and quality standards.