Transaction Tax Specialist — Brea, CA at HdL Companies

About the Company

The HdL Companies help cities, counties, and special districts maximize revenues through research, financial analysis, and specialized software. As a leader in the financial services sector, we serve over 900 local governments nationwide. Leveraging our talented team and leading-edge systems, our discovery efforts have recovered over $3 billion for our partners.

Our Core Values

Our team aspires to:

Deliver Excellence In Everything: We anticipate needs and passionately pursue extraordinary service.
Do The Right Thing: We act with integrity, respect, and accountability in the best interests of our company and clients.
Foster Relationships: We build lasting trust through collaboration and inspire continuous improvement.
Give Generously: We share our time and resources with teammates, clients, and communities.
Enjoy The Journey: We celebrate successes and find fulfillment in our work.
Be Authentic, Grateful, and Humble: We remain thankful for our achievements and never take them for granted.

About the Role

The Transactions Tax Specialist I is an entry-level, direct revenue-generating position based in our Brea, CA office. You will assist in generating transactions tax audit leads by reviewing data to verify accuracy and identify opportunities for client revenue recovery. This role is designed to build foundational knowledge in California transactions tax reporting regulations while working closely with senior team members.

Work Environment

We offer a flexible work environment that encourages collaboration across offices and remote teams. While this role is based in Brea, CA, new hires complete an introductory period after which a hybrid schedule is required: 2 days per week in the office, with other days available for remote work.

Hiring Process

Candidates selected for an interview will be guided through our standard evaluation process, which includes discussions with senior team members to assess fit and potential for growth within the organization.

Work location

Work model: Hybrid

540, Coyote Canyon Way, Downtown Brea, Brea, Orange County, California, 92821, United States

Brea, California

Key Responsibilities

check_circleReview CDTFA transactions tax data to verify accuracy of reported tax allocations
check_circleAcquire and assemble retail transaction data from multiple sources including CDTFA records and business journals
check_circleMeet productivity and accuracy goals while assisting with generating transactions tax audit leads
check_circleDevelop working knowledge of California transactions tax reporting regulations and standard operating procedures
check_circleIdentify citywide district tax reporting issues by confirming point of delivery or place of first use
check_circleDocument research findings and prepare written inquiries or petitions for submission to state agencies

Requirements

verifiedHigh school diploma or equivalent
verifiedAssociate degree or coursework in accounting, finance, business administration, public administration, or related field preferred
verified1-2 years of experience in data analysis, research, or related work preferred
verifiedExperience working with financial or business data in a professional setting
verifiedFamiliarity with transactions tax or sales tax reporting concepts
verifiedExperience within a government agency or tax consulting environment
verifiedMicrosoft Office proficiency
verifiedAbility to communicate clearly and professionally
verifiedBasic research and analytical skills

Nice to Have

An associate degree or coursework in accounting, finance, business administration, public administration, or a related field. 1-2 years of experience in data analysis, research, or related work. Experience in working with financial or business data in a professional setting. Familiarity with transactions tax or sales tax reporting concepts. Experience within a government agency or tax consulting environment.

Benefits & Perks

check_circleOpportunity to participate in 401kcheck_circleMedical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Programcheck_circlePaid time off for Vacation, Sick and Holidayscheck_circleEmployee Stock Ownership Plan (ESOP)

Skills, education and keywords

Skills: Microsoft Office, Data Analysis, Research, Transactions Tax, Sales Tax Reporting, Accounting, Finance, Business Administration, Public Administration.

Education: High school diploma or equivalent is required; Associate degree or coursework in accounting, finance, business administration, public administration, or related field is preferred.

Frequently asked questions about Transaction Tax Specialist I at HdL Companies

What does a Transaction Tax Specialist I at HdL Companies do?expand_more

Day-to-day, the Transaction Tax Specialist I at HdL Companies will review cdtfa transactions tax data to verify accuracy of reported tax allocations; acquire and assemble retail transaction data from multiple sources including cdtfa records and business journals; meet productivity and accuracy goals while assisting with generating transactions tax audit leads; and develop working knowledge of california transactions tax reporting regulations and standard operating procedures.

What are the requirements for this Transaction Tax Specialist I role?expand_more

To qualify for the Transaction Tax Specialist I at HdL Companies position, applicants should have: High school diploma or equivalent; Associate degree or coursework in accounting, finance, business administration, public administration, or related field preferred; 1-2 years of experience in data analysis, research, or related work preferred; Experience working with financial or business data in a professional setting; Familiarity with transactions tax or sales tax reporting concepts; and Experience within a government agency or tax consulting environment.

Where is the Transaction Tax Specialist I role at HdL Companies located?expand_more

Transaction Tax Specialist I at HdL Companies is based in 540, Coyote Canyon Way, Downtown Brea, Brea, Orange County, California, 92821, United States. This is a hybrid role.

Is this Transaction Tax Specialist I job remote, hybrid, or on-site?expand_more

HdL Companies has listed this Transaction Tax Specialist I role as hybrid.

How much experience is required for this Transaction Tax Specialist I role?expand_more

Transaction Tax Specialist I at HdL Companies typically requires 1–2 years of relevant experience at the entry level level.

What skills do you need for the Transaction Tax Specialist I role at HdL Companies?expand_more

Key skills for Transaction Tax Specialist I at HdL Companies include Microsoft Office; Data Analysis; Research; Transactions Tax; Sales Tax Reporting; Accounting; Finance; and Business Administration.

What education is required for Transaction Tax Specialist I at HdL Companies?expand_more

Educational requirements for this role: High school diploma or equivalent is required; and Associate degree or coursework in accounting, finance, business administration, public administration, or related field is preferred.

What category does the Transaction Tax Specialist I role belong to?expand_more

Transaction Tax Specialist I at HdL Companies is part of the accounting & finance job category on Recrutus.

Transaction Tax Specialist I