Customer Service Representative - Tax Operations at Hinderliter de Llamas & Associates
Fresno, CA 93650
About the Job
Position Title: Customer Service Representative - Tax Operations
Requisition ID: 1199
Position Type: Full Time
Location: Hinderliter de Llamas & Associates Fresno, CA TFA, Fresno, CA, US
Salary_Range: $17.00 To $20.00 Hourly
Description:
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 to 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.
Job Responsibilities
We’re seeking a positive, self-driven, detail-oriented individual, with a dedication to providing high-quality customer service and accurate data entry. This position will be providing local tax collection and administration services for jurisdictions in multiple states. The individual holding this position must be a quick learner and will be responsible for sales/use and lodging tax collections; taxpayer notification and communication; compliance and education; and database management.
- Provide customer service to taxpayers, businesses, and the public, primarily via phone and email.
- Process and review tax returns, forms, applications, and payments daily.
- Notify, review, and resolve outstanding taxpayer compliance issues.
- Thorough knowledge, interpretation, and application of the local tax and business license ordinances.
- Reconcile and report on all tax revenue activities monthly.
- Resolve revenue discrepancies through identification, explanation, and communication procedures.
- Analyze and review taxpayer data for refunds and potential audits.
Skills and Qualifications
- Strong computer, clerical, and technical skills with demonstrated proficiency in Excel, Outlook, and Word.
- Excellent verbal and written communication skills and ability to manage a large call volume.
- Exceptional customer service skills and ability to de-escalate sensitive issues while upholding City standards and requirements.
- Proven high level of accuracy and review in data entry and analysis.
- Ability to work independently with strong organizational, decision-making, interpersonal, and conflict-resolution skills.
- Ability to work effectively and complete tasks in a timely manner despite a heavy workload, frequent interruptions, and other occurrences inherent to this position.
Preferred Qualifications
- Previous revenue or tax collection experience.
- Knowledge and experience in the application and interpretation of local government ordinances and government-imposed transaction-based taxes and fees.
Compensation
The starting base salary for this Fresno, CA position is expected to be between $17.00 and $20.00 per hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.
Benefits
- 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)
Compensation details: 17-20 Hourly Wage
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