Transaction Tax Specialist – I

HdL Companies

Entry-level role at HdL Companies assisting in generating transactions tax audit leads. Focus on verifying accuracy of transactions tax data and collaborating with senior team members.

Posted 5/13/2026full-timeBrea • California • 🇺🇸 United StatesJunior💰 $24 - $28 per hourWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

High school diploma or equivalent is required
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.

Benefits

Comp & perks

Competitive Base Pay
Opportunity to participate in 401k
Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program
Paid time off for Vacation, Sick and Holidays
Employee Stock Ownership Plan (learn more about the HdL ESOP at: https://www.hdlcompanies.com/about/careers)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisresearchtransactions tax reportingsales tax reportingfinancial data analysisbusiness data analysisdocumentation preparationspreadsheet preparation

Soft Skills

attention to detailtime managementcommunicationteam collaborationproblem-solving