JEW PRAJANTASEN
Sacramento
Summary
Working knowledge and experienced with tax preparation and compliance, focusing on accurate and timely filings, and supported taxpayers and representatives through complex tax issues. Utilizes strong analytical skills to interpret tax regulations and apply them effectively. Adaptability in changing workloads and prepared to contribute to a dynamic team.
Overview
12
12
years of professional experience
Work History
Tax Technician, Withholding Services and Compliance Section
FRANCHISE TAX BOARD
06.2023 - Current
- Applied policies and procedures when examining data and records while assisting taxpayers and their representatives on call.
- Performed transactions in the accounting systems to ensure correct withholding amount applied to taxpayer accounts.
- Get Most Urgent in Case Management to process and rework assignments, split, or merge correspondences, assignment holds, and create cases.
- Placed 60-day suppression to applicable tax year to existing balance due, and for payments that were intended for business entities tax systems.
- Created and sent notifications, such as discrepancies, interest, missing forms, and payments.
- Located missing forms and payment checks in Taxpayer Folder and Withholding at Source Systems for resolution.
- Received inbound fax in Outlook and converted files to Portable Document Format and uploaded to taxpayers or business entities account or attached to case.
Customer Service Specialist, Tax Practitioner Hotline
FRANCHISE TAX BOARD
03.2023 - 06.2023
- Communicated both orally and in writing to the tax practitioner professionals.
- Provided pre-filing tax information to assist tax practitioners and others in determining filing requirements.
Tax Technician, Taxpayer Services Center Section
FRANCHISE TAX BOARD
10.2018 - 03.2023
- Resolved complex technical questions via phone and written inquiries through correspondences for Personal Income Tax and Business Entities and ensuring procedures are followed.
- Used Case Management to communicate. Created Internal Support Request for lead, liaison, and data inspector when further action is needed in Cases Technical Support.
- Emphasized the importance of the protest and appeals process to dispute the Notice Proposed Assessment audit findings to the taxpayer.
- Deferred cases to allow additional time for taxpayers and business entities to file tax returns if reasonable, and disallowed grant referrals due to history of noncompliance.
- Educated taxpayers the steps to dissolve, surrender, or cancel a California business entity for both Franchise Tax Board and Secretary of State.
- Provided all payment arrangement options to taxpayers such as, informal 90-day payment arrangements, formal installment agreements, and hardship procedures involving Earnings Withholding Orders for Taxes and Orders to Withhold and released and modified them to reflect a revised amount due when procedures permit.
Receptionist, Front Counter
CALIFORNIA BOARD OF ACCOUNTANCY
03.2018 - 09.2018
- Greeted customers, determined the reason for their visit, and directed them to the appropriate staff member.
- Accessed the Consumer Affairs Database and provided callers with information related to California Board of Accountancy licenses by typing in codes to access license status, date of licensure, address, license number, and existence of disciplinary action in license's file.
- Responded to inquiries and resolved or escalated issues to management personnel to ensure client satisfaction.
- Typed, and verified address changes in the Consumer Affairs Systems from general correspondences and renewal applications, requested duplicate renewals for expired licenses.
Exam Clerk, Examination Unit
CALIFORNIA BOARD OF ACCOUNTANCY
02.2017 - 02.2018
- Opened, logged, filed, distributed college and university transcripts to the Exam unit.
- Collated examination information and application packets, prepared address labels, and mail packets.
- Processed examination applications and pulled files for repeat sitters and made new files for first time sitters.
- Answered calls, and document messages for exam staff members, and responded to simple inquiries, and transferred calls to the appropriate unit.
Seasonal Clerk, Cite and Fine Unit
BOARD OF BARBERING AND COSMETOLOGY
08.2016 - 02.2017
- Data entry of Inspection Reports on all applicable screens and searched for unlicensed establishments compliance by using the Breeze system.
- Updated records by inputting the current licensing information into the Breeze system.
- Provided support for inspectors in the field via telephone by reviewing existing citation, licensing, and payment records via Breeze system.
- Filed inspection reports, citations, and various documents into the establishment file folders, and sorted incoming daily activity reports and filed into the appropriate binders.
Renewal Clerk, Licensing Renewal Unit
BOARD OF REGISTERED NURSING
07.2013 - 08.2014
- Assisted customers at the Board's public counter who have inquiries or problems related to the license applications, renewals, examination, continuing education or other Board programs.
- Evaluated applications for registered nurse applicants seeking endorsement licensure into California from out of state, and registered nursing applicants seeking licensure through the licensing examination.
- Issued interim permit to examination applicants only if applicable and identified prior convictions that may be a basis for license denial and referred convictions to enforcement.
- Issued temporary license to endorsement applicants either through the mail or over the counter after verifying out of state license is current, clear, and active.
Education
Associate of Arts Degree - Social Sciences
Sacramento City College
CA12.2007
High School Diploma - undefined
Valley High School
CA06.1998
Skills
- Computer proficiency
- Excel
- Outlook
- Customer Service Skills
- Taxpayer Information System
- Taxpayer Folder
- Account Receivable Management System
- Word
- PowerPoint
- Microsoft Teams
- Business Entities Tax System
- Case Management
- Non-Compliance System
- Lexis Nexis
Timeline
Tax Technician, Withholding Services and Compliance Section
FRANCHISE TAX BOARD
06.2023 - Current
Customer Service Specialist, Tax Practitioner Hotline
FRANCHISE TAX BOARD
03.2023 - 06.2023
Tax Technician, Taxpayer Services Center Section
FRANCHISE TAX BOARD
10.2018 - 03.2023
Receptionist, Front Counter
CALIFORNIA BOARD OF ACCOUNTANCY
03.2018 - 09.2018
Exam Clerk, Examination Unit
CALIFORNIA BOARD OF ACCOUNTANCY
02.2017 - 02.2018
Seasonal Clerk, Cite and Fine Unit
BOARD OF BARBERING AND COSMETOLOGY
08.2016 - 02.2017
Renewal Clerk, Licensing Renewal Unit
BOARD OF REGISTERED NURSING
07.2013 - 08.2014
High School Diploma - undefined
Valley High School
Associate of Arts Degree - Social Sciences
Sacramento City College