What are the responsibilities and job description for the Audit Services Coordinator I position at Hinderliter de Llamas & Associates?
Audit Services Coordinator I (Part-Time)
100 - Audit Services – Brea, California
Position Overview
The Audit Services Coordinator I is an entry-level position providing 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 Supervisor, this position will develop foundational knowledge of the California Department of Tax and Fee Administration (CDTFA) reporting regulations and case submittal process, and the operational functions of the Audit team.
Job Responsibilities
- Learn and develop solid working knowledge of California sales, use, and transactions tax reporting regulations and guidelines.
- Assist with processing outgoing petition forms & related correspondence for submittal to the CDTFA.
- Assist with conducting quality control on outbound transmittal forms to ensure accuracy and thoroughness in both form and content.
- Processes incoming correspondence from the CDTFA, including the accurate logging of return dates and comments, electronic archiving, and further routing and follow-up on cases requiring additional attention.
- Process Work Authorizations prior to billing and conduct follow-up with client agencies.
- Effectively communicates via email and phone with CDTFA supervisors and staff regarding inaccuracies or discrepancies in their responses.
- Monitors pending case inventory and conduct inquiries to the CDTFA regarding aging cases.
- Assists in preparing and maintaining revenue recovery and case tracker reports using Excel, including pivot tables, to track incoming CDTFA correspondence, outbound case volume, and case value.
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 CDTFA sales, use, and transactions tax regulations.
- Computer skills: Comfortable using standard office software, including Microsoft Office; capable of learning a variety of software programs including HdL sales and property tax applications.
- 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 work 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 Brea, CA position is expected to be between $25 to $27 per hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.
Salary : $25 - $27