Out of State Compliance Specialist
Company Description
DH Wine Compliance is a full-service alcohol compliance firm located in Santa Rosa, California. We specialize in licensing, reporting, and consulting services for the wine industry. With over 200 years of combined experience, our team is knowledgeable in all areas of alcohol compliance. We provide expert assistance in obtaining and maintaining permits, licenses, reporting & consulting. Our focus is on delivering exceptional customer service and expertise to our clients.
Summary
An Out of State Compliance Specialist is the point of contact for their assigned client portfolio. Responsibilities include managing the relationship, projects involving preparation, maintenance, submission and organization of monthly, quarterly, semi-annual, and annual reporting.
Essential Duties & Responsibilities
- Successful and proactive management of assigned client portfolio with varied workload and deadlines.
- Maintain client’s out of state tax accounts.
- Data Entry, preparation and submission of various monthly, quarterly, semi-annual, and annual reports.
- Track, record, and reconcile billable time.
- Continued education, regulatory research and analysis
- Identify opportunities for department process and infrastructure improvements
- Participates in training programs and presentations
- Build and maintain professional working relationships with clients and cross-functional teams.
- Other projects and duties as assigned.
Required Education and/or Experience
- Minimum of 2+ years’ of Out of State Wine Reporting experience.
- Ability to work independently or as part of a team.
- Experience working with cross functional teams and range of experience levels, capabilities and working styles.
- Strong relationship building skills with the ability to listen, evaluate, advise, and influence.
- Required Knowledge, Skills, & Abilities
- Microsoft Office 365, Outlook, Word, Excel, Adobe Acrobat
- Must have more than basic excel experience (formulate, concatenate, sort, filter, etc)
- Ship Compliant Experience Required
- Netsuite Experience a plus
- Superior attention to detail with ability to proofread and identify minute discrepancies
- Strong business acumen while maintaining client centered approach.
- Exceptional listening, verbal and written communication skills
- Excellent analytical and problem-solving skills
- Self-management, time management and the ability to prioritize competing assignments.
- Self-reflective and personally accountable.
- Timely and comprehensive communicator
- Superior research and analytical skills
- Knowledge of principles and practices of organization, planning, records management, and general administration
- Potential extended hours during peak reporting periods
Benefits Package
- 10 Paid Annual Holidays
- Medical, Dental, Vision Benefits with employer contribution
- 2 weeks’ paid time off first year which increases with tenure
- 1 week Paid Sick Leave
- Flexible Spending Accounts
- 401K with employer match 90 days
- Employee Assistance Program
- Monthly contribution toward mental and physical health activities
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands and/or fingers to handle or feel. The employee frequently is required to sit. The employee is occasionally required to stand, walk, climb, stoop, kneel, talk or hear, and taste or smell. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision.
Work Environment
- This position primarily operates in a remote/work from home or a professional office environment
- Occasional travel by car; must have a valid driver’s license and provide own
