Job Summary:
Performs various data analysis and research for client jurisdictions to identify possible misallocation of payments for local sales and transaction taxes. Work will include communication with businesses to discuss payment transactions and business activity details.
Duties and Responsibilities:
- Assist in the review and analysis of various data to develop leads for misallocated sales tax based on data from the California Department of Tax and Fee Administration (CDTFA).
- Monthly review of sales tax permit and payment reports to identify anomalies (either no payment and/or an increase/decrease) and potential misallocations, thus generating leads for further investigation.
- Coordinate with senior audit staff to confirm if there was an error and obtain required information and documentation from the business taxpayer, as applicable.
- Contact businesses/tax preparers, when necessary, to discuss potential reporting misallocation and/or deficiency of sales tax payments.
- Prepare written documentation of the facts of the sales tax transaction which serves as the basis for a misallocation petition to the state CDTFA.
Education and Experience:
- 3-5 years’ experience in accounting, bookkeeping, audit, customer service, or data analysis
- Knowledge of sales and use tax is beneficial, but not required
- Strong computer skills, including Word, Excel, Internet, and proprietary software
Knowledge, Skills and Abilities:
- Strong research and analytical skills
- Strong communication skills, both orally and in writing
- Self-driven and curious with ability to review data, find leads, pursue leads, and document them in order to ultimately generate revenue for the client and the company
Work Environment
The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual work station, using telephone and computer
Physical Demands
- Must be able to remain in a stationary position for most of the day
- Constantly operates a computer and other office machinery
- The person in this position frequently communicates via telephone
Neumo Summary:
With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States.
Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more.
Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment.
Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.
Skills Required
- 3-5 years of experience in accounting, bookkeeping, audit, customer service, or data analysis
- Knowledge of sales and use tax
- Strong computer skills, including Word, Excel, Internet, and proprietary software
- Strong research and analytical skills
- Strong oral and written communication skills
- Ability to review data, find and pursue leads, document findings, and work independently
- Ability to remain stationary and operate a computer and office machinery for most of the day
What We Do
Governments today face plenty of hurdles: outdated tech, tight budgets, and talent shortages—all while communities expect increasingly better service. Neumo steps up alongside government leaders with modern software and support, simplifying interactions to strengthen trust and enhance efficiency for the people they serve.
