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HdL Companies · 1 week ago

Data and Client Support Specialist I

Brea, CA, US

Full-time

Hybrid

New Grad, Entry Level

$20.54/hr - $23.62/hr

HdL Companies is a leader in the financial services sector, helping local governments maximize revenues through research and software solutions. The Data and Client Support Specialist I role involves analyzing sales tax data, confirming business information, and preparing client reports using proprietary software.

ConsultingFinancial ServicesGovernmentInformation TechnologySoftware

Responsibilities

Analyze sales and use tax data to identify aberrations and potential causes and implications

Cross-reference account data to confirm location address and type of business from a variety of sources (including corporate websites, Yelp, Google Earth, etc.)

Create geo-targeted area for an agency based on client address boundaries or shapefiles

While keeping track of specific client report requests, prepare and print report packets for quarterly client meetings utilizing our proprietary software

Test software enhancements

Qualification

ExcelOrganizational skillsInterpersonal skillsAttention to detailCommunication skills

Required

Working knowledge of MS office, with strong Excel skills

Enjoy working with numbers

Strong organizational skills in managing multiple tasks

Strong interpersonal and communications skills

Follow standardized processes

Efficiently work independently, with high attention to detail, thoroughness and accuracy

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](https://urldefense.com/v3/__https:/www.hdlcompanies.com/about/careers__;!!L8-7AA!Ux7IGpcmNl39a-ZWWBJEJF57KJqEcljWtYNswUp-ZOAG3UAxrWU-eTuvaSgIY0THLuMFkPZuPUOiJjRjw8GzsPsl4G0ctkzVMg$))