Audit Services Coordinator I - Military veterans preferred

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 900 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 

The Audit Services Coordinator I provides administrative support to the Audit Team. This role is responsible for processing petitions, tracking case inventory, and assisting with revenue recovery reports. Under the direction of the Audit Services Manager, this position will develop foundational knowledge of the HDL Texas Sales Tax Audit and case submittal process, and the operational functions of the Audit team.

Job Responsibilities

• Learn and develop strong working knowledge of Texas sales and use tax reporting regulations and guidelines.
• Processes outgoing case submission forms & related correspondence for submittal to the Texas Comptroller of Public Account (TCPA).
• Conduct quality control on outbound case submission forms to ensure accuracy and thoroughness in both form and content.
• Processes incoming correspondence from the TCPA, including the accurate logging of return dates and comments, electronic archiving, and further routing and follow-up on cases requiring additional attention.
• Effectively communicates via email and phone with TCPA allocation department regarding inaccuracies or discrepancies in their responses.
• Communicates with team members regarding disclaimed and agreed cases; ensures that any necessary appeals are submitted on a timely basis.
• Monitors pending case inventory and conducts inquiries to the TCPA regarding aging cases.

• Prepares and maintains revenue recovery and case tracker reports using Excel, including pivot tables, to track incoming TCPA correspondence and outbound case volume; presents summaries to the Audit Team during weekly and bi-weekly meetings.
• Assists with special projects related to suspect audits and archives as needed.

Skills and Qualifications

• Communication skills: Able to communicate clearly and professionally, both verbally and in writing, with internal and external stakeholders.
• Analytical skills: Able to understand and apply TCPA sales and use tax regulations.
• Computer skills: Comfortable using standard office software, including Microsoft Office; capable of learning a variety of software programs including HdL sales tax applications.
• Strong organizational skills: Able to manage case inventory and documentation efficiently.
• Receptiveness to feedback: Open to constructive feedback and demonstrates a willingness to learn and grow.
• Teamwork: Works well within a team, taking directions from senior team members and contributing positively to the overall team dynamic.

Education and Experience

• Bachelor’s degree in accounting, business administration, finance, public administration, or a related field preferred.
• A minimum of three years of relevant experience in administrative support, tax compliance, finance, or paralegal may be considered in place of a degree.
• Experience in document and case management is beneficial.
• Familiarity with sales, use, and transactions tax reporting concepts is beneficial.
• Experience within a government agency or tax consulting environment is beneficial.

Compensation

The starting base salary for this Austin, Texas position is expected to be between $21.45 to $24.67 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)