Permit Verification Specialist (Hybrid)

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

This position will review local sales and use tax data to verify accuracy and identify opportunities for client revenue recovery or enhancement. This position also conducts field canvasses when onboarding new clients. This is a direct revenue generating position reporting to the Senior Audit Services Supervisor.

Primary Responsibilities

• Independently analyzes California Department of Tax & Fee Administration (CDTFA) registration data to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity
• Cross-references data from a variety of sources, including (but not limited to) city business license files, telephone directories, individual company websites, business journals, Yelp and Google
• Compare & analyzes large data sets to isolate opportunities for revenue recovery
• Perform initial research of discrepancies to further refine potential lead lists
• Performs field canvasses of all commercial areas within the boundaries of a client agency to obtain an accurate, real-time inventory or local business activity
• Documents research and findings within company’s proprietary software applications

Qualifications

• Strong research & analytical skills; ability to identify relevant trends, anomalies, & opportunities within large datasets with a very high degree of accuracy and attention to detail

• Focus and determination, ability to review large volumes of data and to meet or exceed weekly productivity targets with minimal supervision

• Skill to use a variety of software programs, including HdL sales & property tax applications, Internet browsing & Microsoft Excel

• Clean DMV, reliable car, current proof of insurance

• Positive attitude, strong work ethic, and a commitment to team and company-wide goals & objectives

Education and Experience

• High school Diploma
• Proficiency in Microsoft Office Suite required

Compensation

The starting base salary for this Brea, CA position is expected to be between $23.00 to $26.00 /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

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