Description
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 Summary
The Auditor I Tax Compliance role is responsible for performing detailed audits of business compliance with local tax regulations including, but not limited to, transient occupancy tax, business license tax, utility user tax, and cannabis tax. This position involves reviewing financial records, verifying the accuracy of tax filings, and preparing audit reports within established timelines. The Auditor I collaborates with internal teams and reports directly to the Tax Audit Manager.
What You'll Do
Perform Local Government Tax Audits & Write Audit Reports
- Conduct desk and field audits of local tax return filings, including regulatory compliance audits and client-requested reviews with a sense of urgency.
- Review financial records, bookkeeping systems, and third-party tax platforms to test the accuracy of tax scenario application.
- Compare invoices, payments, deposits, and supporting documents for accuracy and consistency.
- Trace general ledger activity to source documents and resolve any discrepancies.
- Develop, prepare, and maintain comprehensive reports detailing audit findings, taxpayer compliance recommendations, and corrective actions.
- Research and escalate complex support concerns to the management team when required.
- Continually assess and update the control environment, staying informed of emerging trends and issues.
- Ensure adherence to regulatory and organizational standards throughout audit processes.
- Assist with the training of new team members to ensure audit procedures and best practices.
- Respond to complex, non-standard audit-related inquiries with expert guidance.
Collaborate with Clients & Team Members
- Work closely with Audit Coordinators and other team members to ensure smooth audit performance processes.
- Professionally communicate audit findings to internal and external stakeholders under the supervision of the Tax Audit Manager.
- Meet with clients to clarify audit requirements and present audit results.
- Support outreach efforts and provide input on process improvements and risk mitigation strategies.
Who You Are
- Resourceful, trustworthy in managing confidential information, and team oriented.
- Patient and professional when interacting with clients and colleagues.
- Self-sufficient and able to work effectively in a fast-paced environment.
Your Knowledge & Skills
- Basic understanding of accounting and auditing principles; familiarity with governmental tax regulations a plus.
- Proficient in Microsoft Office (Excel required) and comfortable with computerized accounting systems.
- Strong analytical skills, attention to detail, and organizational ability.
- Excellent written and verbal communication skills; professional and collaborative demeanor.
- Ability to work efficiently in an office environment and to adapt quickly to shifting priorities.
Work Schedule & Minimum Qualifications
- Full-Time, In-Office Role, 40 hours per week, Monday through Friday.
- Bachelor's degree in accounting, finance, or related field preferred, Associate's degree with two years of relevant work experience considered.
Benefits
- Competitive Base Pay
- 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
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