Customer Service Specialist

Summary: HdL Companies is a leader in the financial services sector, helping local governments maximize revenues through various services. The Customer Service Specialist will provide high-quality customer service and manage tax collection and administration services for jurisdictions across multiple states. Responsibilities: - 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 Required 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 - Bilingual in Spanish preferred Required Skills: Customer Service, Data Entry, Excel, Outlook, Word, Local Tax Collection, Taxpayer Communication, Compliance with Local Tax Ordinances, Revenue Reconciliation, Tax Data Analysis, Decision Making Benefits: 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)