California Department of Tax and Fee Administration
06.2024 - Current
Executed audits following standards and regulations to verify accurate reporting by businesses to state and federal authorities.
Perform audit procedures such as observing the taxpayer's operations, examining the books and records, conducting specialized tests and sampling of transcripts, and preparing reconciliations and verification comments.
Identified discrepancies in accounting records related to taxes owed or overpaid.
Compiled audit reports detailing findings and communicated results to taxpayers.
Attended appeals conferences to discuss audit disagreements with taxpayers.
Educated taxpayers on tax processes resolving inquiries to improve compliance understanding.
Audit and Assurance Internship
Pisenti and Brinker, LLP
01.2023 - 04.2024
Performed testing on financial line items, including bank reconciliations, inventory counts, and accounts payable/receivable.
Prepared financial statements, compilations, GAAS, and EBPs to support audit work.
Sorted audit files and updated checklists to support compliance and accuracy.
Gained hands-on experience by developing technical skills while performing tasks within a team under close coaching and supervision.
Temporary Tax Client Coordinator
Pisenti and Brinker, LLP
02.2023 - 04.2023
Entered Individual and Trust Tax documents into WorkFlow system for accurate record-keeping.
Organized tax workpapers and documents from taxpayers for streamlined access.
Administrative Assistant
ACES, ABA
06.2021 - 02.2023
Organized client files and records while coordinating assessments for clinical staff to enhance service delivery.
Verified completeness and accuracy of records for Area Director to ensure compliance and informed decision-making.
Facilitated office administration, customer service, data protection, and technological tasks to support operational efficiency.
Education
Bachelor of Science - Business Administration with Accounting Concentration
Sonoma State University
Rohnert Park, CA
05-2024
Skills
■ Proficient in Microsoft Office Suite and Adobe software applications
■ CaseWare Working Papers, CCH Axcess Workflow, Suralink, QuickBooks
■ Customer Relationship Management, CROS
Timeline
Tax Auditor
California Department of Tax and Fee Administration
06.2024 - Current
Temporary Tax Client Coordinator
Pisenti and Brinker, LLP
02.2023 - 04.2023
Audit and Assurance Internship
Pisenti and Brinker, LLP
01.2023 - 04.2024
Administrative Assistant
ACES, ABA
06.2021 - 02.2023
Bachelor of Science - Business Administration with Accounting Concentration