Enthusiastic Business Taxes Representative with expertise in sales and use tax. Driven to assist the state of California in collecting revenue through sales and use tax. Assisting customers and providing the best customer service to taxpayers at the same time.
Overview
8
8
years of professional experience
Work History
Business Taxes Representative
California Department Of Tax And Fee Administration
01.2023 - Current
Initiate contact with taxpayers to collect sales tax owed to California and arrange for taxpayers to file past due tax returns.
Utilize skip tracing methods such as telephone, internet, email, and address searches to locate taxpayers.
Utilize databases such as CROS, CLEAR to research information on taxpayers.
Initiate collection action, such as a levy.
Interact with taxpayers in the local office when they come in for assistance.
Assist the Customer Service Center as a remote agent, answering calls from taxpayers during peak times.
Negotiate deadlines with taxpayers for filing and payment.
Return Analytics Project
California Department Of Tax And Fee Administration
08.2024 - 11.2024
Analyzed and compared income tax returns to sales and use tax returns.
Reviewed taxpayer documents such as bank statements, federal income tax returns, profit and loss statements, and sales and use tax returns.
Referred taxpayers for audit and billing.
Familiarized myself with different business industries.
Part of a team that billed about $8 million in additional sales tax due, with $1.5 million in sales tax paid at the end of the project.
Business Taxes Representative
California Department Of Tax And Fee Administration
12.2021 - 12.2022
Team lead for tax technicians in the Customer Service Center.
Evaluated calls of tax technicians on a quarterly basis to ensure they were providing accurate information to taxpayers.
Utilized a system called Live Chat to message taxpayers in real time and answer simple sales and use tax questions.
Responded to webmail from taxpayers through email.
Communicated with other units within the agency through email and TEAMS message.
Answered incoming questions from tax technicians through the agent assistance phone line.
Tax Technician I/II
California Department Of Tax And Fee Administration
08.2019 - 12.2021
Assisted taxpayers with preparing their sales and use tax returns.
Reviewed taxpayer accounts to determine best course of action for resolving delinquencies and balances due.
Applied sales and use tax law to taxpayer inquiries and situations.
Explained sales and use tax law to taxpayers.
Assisted taxpayers with reviewing their sales and use tax return as a way to reduce filing errors.
Answered moderate to difficult sales and use tax questions from taxpayers.
Student Auditor
Franchise Tax Board
01.2017 - 08.2019
Determined which taxpayers qualified to use Head of Household filing status based on Federal State Audit Manual and Procedural Manual.
Reviewed taxpayer correspondence.
Approved/Denied taxpayer claims for Head of Household filing status.
Billed taxpayers for additional tax and penalties.
Educated taxpayers on the Head of Household filing requirement.
Education
Bachelor of Science - Finance
California State University - Sacramento
Sacramento, CA
05.2019
Skills
Customer Satisfaction
Detail oriented
Analytical
Customer Service
Problem solving
Critical Thinking
Timeline
Return Analytics Project
California Department Of Tax And Fee Administration
08.2024 - 11.2024
Business Taxes Representative
California Department Of Tax And Fee Administration
01.2023 - Current
Business Taxes Representative
California Department Of Tax And Fee Administration
12.2021 - 12.2022
Tax Technician I/II
California Department Of Tax And Fee Administration
08.2019 - 12.2021
Student Auditor
Franchise Tax Board
01.2017 - 08.2019
Bachelor of Science - Finance
California State University - Sacramento
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