Accomplished Business Tax Representative with a proven track record at the California Department of Tax and Fee Administration, excelling in tax compliance and client service. Leveraged expertise in tax codes and regulations, alongside strong problem-solving and communication skills, to enhance client satisfaction and streamline processes. Demonstrated ability to manage complex caseloads and improve operational efficiency.
Overview
20
20
years of professional experience
Work History
Business Tax Representative
California Department Of Tax And Fee Administration
03.2014 - Current
Efficiently managed a diverse caseload, prioritizing tasks based on urgency and complexity to meet deadlines consistently.
Conducted thorough research on tax codes and regulations to provide clients with the most current information.
Collaborated with team members to ensure consistent quality of service across all client accounts.
Performed tasks under limited supervision related to income tax compliance such as sales and use tax returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Conducted technical and analytical reviews of sales and use tax returns to check for accuracy and qualified deductions.
Researched technical tax issues to define tax effect or impact of certain tax positions.
Worked closely with taxpayers to properly fill out tax forms and file tax returns electronically.
Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts to uncovered sales and use tax liabilit's.
Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Tax Technician
California Depart of Tax and Fee Administration
03.2005 - 04.2013
Assisted clients in understanding tax regulations and publications.
Managed various tasks simultaneously, effectively prioritizing assignments to meet tight deadlines during peak tax season.
Continually improved efficiency by refining internal processes and implementing new technologies for data management and analysis.
Educated clients on best practices for record-keeping, enabling more efficient future interactions and streamlined services.
Identified potential audit triggers while reviewing sales and use tax returns.
Provided exceptional customer service by promptly addressing client questions and concerns regarding their taxes.
Education
High School Diploma -
Century High School
Santa Ana, CA
06.1994
Skills
Communication
Teamwork orientation
Customer service
Time management
Problem-solving
Written communication
Computer skills
Languages
Spanish
Native or Bilingual
Timeline
Business Tax Representative
California Department Of Tax And Fee Administration
03.2014 - Current
Tax Technician
California Depart of Tax and Fee Administration
03.2005 - 04.2013
High School Diploma -
Century High School
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