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Compliance Specialist
5570 Skylane Blvd, Ste C, Santa Rosa, Ca Santa Rosa, CA 95403 US
Job Description
Compliance Reporting Specialist
Santa Rosa, CA- Hybrid
Temp to Hire
Compensation: $30--$35 per hour
Summary:
The Out of State Compliance Reporting Specialist serves as the primary liaison for a designated client portfolio, responsible for managing relationships and overseeing projects involving preparation, maintenance, submission, and organization of regulatory reports on a monthly, quarterly, semi-annual, and annual basis.
Essential Duties & Responsibilities:
Experience/Education:
Required Knowledge:
Santa Rosa, CA- Hybrid
Temp to Hire
Compensation: $30--$35 per hour
Summary:
The Out of State Compliance Reporting Specialist serves as the primary liaison for a designated client portfolio, responsible for managing relationships and overseeing projects involving preparation, maintenance, submission, and organization of regulatory reports on a monthly, quarterly, semi-annual, and annual basis.
Essential Duties & Responsibilities:
- Successfully manage an assigned client portfolio, ensuring proactive communication and meeting varied workload and deadlines.
- Maintain and manage clients’ out of state tax accounts.
- Perform data entry, prepare, and submit various regulatory reports according to specified timelines.
- Track, record, and reconcile billable time related to reporting activities.
- Conduct ongoing regulatory research and analysis to ensure compliance.
- Identify opportunities for process improvements within the department.
- Participate in training programs and presentations as required.
- Develop and maintain professional relationships with clients and cross-functional teams.
- Undertake additional projects and duties as assigned.
Experience/Education:
- Minimum of 2 years experience in Out of State Wine Compliance Reporting.
- Ability to work independently and collaboratively within a team environment.
- Experience working with diverse teams of varying experience levels and working styles.
- Strong skills in relationship building, with the ability to listen, evaluate, advise, and influence.
- Required Knowledge, Skills, & Abilities:
Required Knowledge:
- Proficient in Microsoft Office 365 (Outlook, Word, Excel), Adobe Acrobat.
- Advanced Excel skills (formulas, concatenation, sorting, filtering, etc.).
- Experience with Ship Compliant software is required; Netsuite experience is a plus.
- Exceptional attention to detail with the ability to identify and correct minute discrepancies.
- Strong business acumen while maintaining a client-centered approach.
- Excellent verbal and written communication skills.
- Superior analytical and problem-solving abilities.
- Effective self-management, time management, and prioritization skills.
- Self-reflective, personally accountable, and proactive in communications.
- Proficient in research methodologies and analytical techniques.
- Knowledgeable in organization, planning, records management, and general administration principles.
- Willingness to work extended hours during peak reporting periods.
If you are interested in learning more please apply to this job ad.
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Discover your next career adventure in beautiful Santa Rosa, California! Nestled in the heart of Sonoma County, Santa Rosa offers a perfect blend of stunning natural beauty, a thriving arts and culture scene, and world-renowned vineyards just waiting to be explored. Boasting an array of job opportunities in various industries, from tech startups to renowned healthcare providers, Santa Rosa is the ideal place to grow both personally and professionally. Don't miss out on the chance to work in a vibrant city known for its delectable cuisine, breathtaking parks like Spring Lake and Trione-Annadel State Park, and cultural landmarks such as the Luther Burbank Center for the Arts and the Charles M. Schulz Museum. Check out our listings and take the first step towards a fulfilling career in Santa Rosa today!