Client Advisor at Hinderliter de Llamas & Associates in Houston, Texas

Job Description:

Position Title: Client Advisor

Requisition ID: 1207


Location: Houston, TX, US

Salary_Range: $63,000.00 To $72,000.00 Annually


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.

Job Responsibilities

• Serve as primary point of contact for specific sales and use tax consulting services clients as assigned by the Director of Client Services to ensure high quality, responsive services are provided consistent with client contract.
• On-board new sales and use tax consulting services clients and serve as primary point of contact to internal personnel regarding service delivery.
• Maintain working knowledge of current and proposed Texas sales and use tax taxability rules and reporting requirements, client website portal, sales and use tax reports package, and forecasting/budgeting resources to support client consultations.
• Train authorized client users to access website portal, run reports, and interpret data to support client’s related revenue-management strategies and decisions.
• Proactively advise key client contacts regarding sales and use tax developments of interest.
• Attend meetings with clients and governing boards either virtually or in person to present and provide consultation regarding sales and use tax, including but not limited to data variances, taxpayer compliance issues and related mitigation strategies, and general and client-specific sales and use tax trends for forecast/budget purposes.
• Collaborate with internal research teams regarding client-specific taxpayer reporting issues or abnormalities identified in sales and use tax data. Attend and contribute to routine monthly meetings with research team regarding noteworthy client-specific taxpayer developments. Follow up on any related assigned tasks and monitor follow up activities of others to ensure client interests are satisfied.
• Review client invoices to ensure compliance with client contract and documentation requirements and resolve any deficiencies with internal staff prior to client distribution. Cooperate with accounting team to address any post-distribution invoice issues.
• Coordinate ad-hoc reports and special projects in response to client requests. Collaborate with internal staff to refine report/project criteria, develop scope of work and associated costs, manage established timelines, finalize client-facing work product, and provide follow-up consultation with client.
• Develop working knowledge of unique, client-specific reports, assist with completion of reports, and interface with key client contacts as determined appropriate in consultation with the assigned primary client services manager.
• Collaborate with Director of Client Services and other members of the client services team to develop or refine client services team management tools to promote team efficiency.
• Collaborate with Business Development regarding contract renewals and/or service line enhancements and coordinate implementation of related service changes or additions.
• Attend and participate in tradeshows and conferences to support client outreach and business development objectives.
• Other duties as assigned by the Director of Client Services.

Skills and Qualifications

• Well-honed verbal and written communication skills
• Professional engaging demeanor
• Proficient user of Microsoft Office applications, including creating spreadsheets and manipulating/analyzing data in Excel
• Available to undertake client service-related business travel as needed
• 
  

Education and Experience

• Minimum of 5-years experience working directly with governmental entities delivering high impact solutions, either in a consulting role or account management practice
• Project management experience and/or Sales support experience
• Working knowledge of Microsoft Office products and the ability to learn other software programs quickly as required
• Well-developed interpersonal skills and confident oral and written communicator
• Professional demeanor both in person and on the phone with a customer service orientation
• High integrity, with an ambitious and passionate attitude
• 
  

Benefits

1. Competitive Base Pay
2. Opportunity to participate in 401k
3. Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program
4. Paid time off for Vacation, Sick and Holidays
5. Employee Stock Ownership Plan (learn more about the HdL ESOP at: https://www.hdlcompanies.com/about/careers)

PI258669339

Salary:

$63,000.00

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