Transaction Tax Specialist I

Hinderliter de Llamas & Associates•Brea, CA

10h•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

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.

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.