Customer Service Representative - Tax Operations - Military veterans preferred

2025-05-14
Hinderliter de Llamas & Associates
Other

/yr

  employee   contract


Fresno
California
93720
United States

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Company Overview

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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 800 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.

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Core Values

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HdL team members individually and collectively aspire to the following core values:

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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.

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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.

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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.

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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.

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Enjoy The Journey – We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients.

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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.

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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.Ā 


Compensation

The starting base salary for this Fresno, CAĀ position is expected to be between $17.00 andĀ $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.Ā 

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BenefitsĀ 

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







Equal employment opportunity, including veterans and individuals with disabilities.

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