Business Outreach 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 600 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.

Position Overview

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.

Job 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 propriety 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.

Skills and Qualifications

Education and Experience

Compensation

The starting base salary for this Brea, CA position is expected to be between $23.00 to $26.45 hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.

Benefits