Summary
Overview
Work History
Skills
Timeline
Generic

Jaspreet Shergill

Yuba City

Summary

Dynamic Tax Technician with expertise in California tax compliance at the Franchise Tax Board, adept at resolving complex taxpayer discrepancies and enhancing voluntary compliance. Proven skills in account analysis and exceptional customer service, ensuring accurate billing and effective communication. Recognized for maintaining confidentiality and delivering timely solutions in high-pressure environments.

Overview

9
9
years of professional experience

Work History

Tax Technician

Franchise Tax Board
Sacramento, California
05.2024 - Current
  • Researched and resolved taxpayer account discrepancies by reviewing tax returns, payment histories, notices and applicable FTB procedures.
  • Applied knowledge of California Revenue and Taxation Code to support accurate processing and taxpayer compliance.
  • Educated taxpayers on filing requirements, payment options, and compliance obligations through written and verbal correspondence.
  • Performed account maintenance tasks, including updating addresses, applying payments and initiating adjustments based on verified documentation.
  • Responded to a high volume of inquiries with professionalism and accuracy, demonstrating strong interpersonal and customer service skills.
  • Utilized FTB internal systems (e.g., TI, INC, ETS) to document case notes, access account information and monitor collection activities.
  • Identified potential cases of non-compliance or underreporting, and referred complex issues to senior staff or auditors for further investigation.
  • Handled sensitive taxpayer information with strict confidentiality and attention to legal and procedural compliance.
  • Collaborated with cross-functional teams to ensure the timely resolution of outstanding taxpayer issues and promote voluntary compliance.

Office Administrator

Carizma Auto Spa
Cameron Park
03.2020 - 04.2024
  • Conduct financial analysis to ensure accurate billing and compliance with policy requirements
  • Resolve client account discrepancies and propose corrective action plans.
  • Coordinate closely with internal teams to prioritize tasks, review performance metrics, and resolve high-priority issues.
  • Maintain detailed documentation, including payroll and tax-related personnel records.
  • Respond to inquiries and correspondence in a timely and professional manner, supporting issue resolution and stakeholder satisfaction.

Accounting Bookkeeper

Basra Trucking Inc
Yuba City, California
01.2017 - 03.2024
  • Performed in-depth analysis of asset expenditures, depreciation schedules, and financial statements to support compliance with accounting standards.
  • Reconciled subsidiary ledgers, reviewed liabilities, and investigated high-dollar account variances.
  • Created cost-benefit reports and provided recommendations based on KPI and variance analysis.
  • Supported audit preparation and collaborated with management on financial planning strategies.
  • Maintained confidentiality and accuracy in handling sensitive financial and tax-related data.

Skills

  • Account Analysis & Financial Investigations
  • Debt Collection & Payment Resolution
  • California Tax Compliance (PIT/BE)
  • Asset Research & Seizure Review
  • Invoice & Payment Processing
  • Written & Verbal Taxpayer Communication
  • Policy Interpretation & Application
  • Recordkeeping & Documentation
  • Microsoft Office & Google Suite
  • Staff Coordination & Customer Service
  • Time Management & Prioritization

Timeline

Tax Technician

Franchise Tax Board
05.2024 - Current

Office Administrator

Carizma Auto Spa
03.2020 - 04.2024

Accounting Bookkeeper

Basra Trucking Inc
01.2017 - 03.2024

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Jaspreet Shergill