California Department of Tax & Fee Administration (CDTFA)
Davis,CA
27
years of professional experience
Dedicated and experienced tax professional with 26 years of service in California state government. Proven track record of professional growth, sound judgment, and commitment to public service.
Work History
Business Taxes Specialist
26 Years 11 Months
California Department of Tax & Fee Administration (CDTFA) | 01.1999 - 12.2025
Twenty-seven years of increasingly responsible experience in state service at the CDTFA and previously at the State Board of Equalization (SBOE). Held various positions as Business Taxes Representative, Business Taxes Compliance Specialist, Business Taxes Specialist I and Business Taxes Specialist II. Familiar with all aspects of Sales and Use Tax Law, sales and use tax returns, compliance and audit functions, and the use of proprietary tax software. Interaction with taxpayers and their representatives, CDTFA staff as well as management. Worked in field offices as well as in the Tax Policy Bureau at CDTFA headquarters. Formulated tax policies and procedures, and analyzed new tax legislation. Final review of claimed use tax exemptions for the purchase of vessels and aircraft. Reviewed federal income tax returns submitted by taxpayers with regard to claimed exemptions as well as during the course of tax compliance functions.
Analyzed tax returns, licenses, and fee records to ensure compliance with state regulations.
Interpreted tax laws and CDTFA policies to resolve customer and business account issues.
Reviewed audit files and supporting documentation for accuracy, completeness, and procedural consistency.
Education
MA - History
CSU Sacramento | Sacramento, CA | 01-2001
Certificate - Accounting
Mission College | Santa Clara, CA | 01-1987
Skills
Tax preparation
Corporate tax knowledge
Audit management
Document management
Tax software systems
Tax policy analysis
Tax compliance
Microsoft Office Suite proficiency
Expert problem solving
Analytical thinking
Customer relations
Timeline
Business Taxes Specialist
California Department of Tax & Fee Administration (CDTFA)