HdL Companies

• Learn basic tools and techniques to identify registration errors and simple sales tax reporting issues.
• Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity.
• Cross-reference data from multiple sources including city business license files, telephone directories, individual company websites, business journals, social media, and Google.
• Develop a strong working knowledge of California sales tax reporting regulations and guidelines.
• Develop a strong understanding of the team’s standard operating procedures.
• Performs field canvass of all commercial areas within the boundaries of a new client agency to obtain an accurate, real-time inventory of local business activity.
• Document research and findings within the company’s propriety software application.
• Clearly and concisely articulate recovery opportunities.
• Meet productivity and accuracy goals while being guided by senior team members.

Tax Specialist I – Audit

• 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 proprietary 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.

Tax Specialist I – Audit

Transaction Tax Specialist – I