Andrea Perez Richards
Carmichael,California
Summary
Adept Tax Technician with a proven track record at the State of California, Franchise Tax Board, showcasing expertise in tax compliance and controversy resolution. Leveraged financial reporting skills and exceptional problem-solving abilities to enhance audit processes and client support. Demonstrates strong organizational and communication skills, ensuring high levels of customer satisfaction and compliance.
Overview
8
8
years of professional experience
Work History
Tax Technician 1
State of California, Franchise Tax Board
06.2021 - Current
- Collaborates with auditors and supervisors to conduct case preparation activities, including researching, analyzing, compiling, and presenting data to support audit findings and create comprehensive audit packages
- Assists with the intake, review, and processing of claims cases
- Assists management with preparing reports, creating cases in the case management system, and performing other assigned support tasks
- Developed an in-depth understanding of the latest tax laws and regulations
Patient Service Clerk
Perfect Union
03.2020 - 06.2021
- Created a welcoming, warm, and safe environment that patients/guests feel comfortable learning about and purchasing products at dispensary
- Suggested and prescribe items to customers
- Educated patients/guests on products and uses
- Ensured compliance with all HIPAA regulations regarding patient privacy
- Utilized problem-solving abilities to resolve complex issues related to billing and payment processing
- Exhibited effective communication skills when interacting with diverse populations in a professional manner
Server
BJs Brewhouse
07.2017 - 03.2020
- Provided excellent customer service by greeting guests, taking order accurately, and addressing special requests
- Delivered food and beverages efficiently, ensuring quality and presentation met restaurant standards
- Handles customers complaints diplomatically, resolving issues to ensure guests satisfaction
- Processed payments, balances cash drawers, and operated POS systems with accuracy
Education
Master of Arts (M.A.) - Education
California State University-Sacramento
Sacramento, CA12.2024
Bachelor of Science - Women's Studies
Sacramento State University
Sacramento05.2020
Skills
- Financial reporting
- Tax compliance expertise
- Financial record keeping
- Microsoft Excel and financial reporting tools
- First Aider/CPR certified
Timeline
Tax Technician 1
State of California, Franchise Tax Board
06.2021 - Current
Patient Service Clerk
Perfect Union
03.2020 - 06.2021
Server
BJs Brewhouse
07.2017 - 03.2020
Master of Arts (M.A.) - Education
California State University-Sacramento
Bachelor of Science - Women's Studies
Sacramento State University