LEONEL RUIZ
Oxnard
Summary
Professional with strong background in tax law, auditing, and financial analysis. Proven ability to ensure compliance and identify discrepancies through thorough evaluations and precise documentation. Known for effective teamwork, adaptability, and delivering consistent results. I've worked in various team projects (Bakersfield Project, Oil & Gas Project, STARS, Syndicated Conservation Easement, Criminal Tax Evasion). Dependable, analytical, and committed to integrity in all tasks.
Overview
14
14
years of professional experience
Work History
Program Specialist I
Franchise Tax Board
04.2019 - Current
- Independently handle complex and sensitive audit cases within the Individual and Pass-Through Entity Audit Bureau.
- Assists in developing and conducting technical training.
- Provide guidance and technical support on cases to ensure accuracy and consistency with departmental standards.
- Communicate determinations or project findings in a clear, concise, and well-organized manner.
- Handle multiple assignments and adapt to changing priorities.
Associate Tax Auditor
Franchise Tax Board
12.2013 - 03.2019
- Independently plan, organize and conduct multiple complex tax audits and complete them in an efficient manner
- Obtain and analyze facts and make appropriate determinations that are fair and impartial
- Research and apply related federal and state tax law, regulation, rule and policy to identified audit issues
- Communicate and discuss audit findings in writing and verbally with taxpayer and representative throughout the audit procedure
- Work on some of the program's special programs, as needed
- Determine the correct tax liability and provide great customer service
Tax Auditor (Range A & B)
Franchise Tax Board
06.2011 - 12.2013
- Independently planned, organized and conducted multiple tax audits and complete them in an efficient manner
- Obtained and analyze facts and made appropriate determinations that were fair and impartial
- Researched and applied related federal and state tax law, regulation, rule and policy to identified audit issues
- Communicated findings in writing and verbally in a complete and concise manner
- Determined the correct tax liability and provided great customer service
Tax Professional
Express Tax
01.2011 - 05.2011
- Administered office functions such as data entry, telephone support, filing, and scheduling
- Managed Accounts Receivable/Accounts Payable
- Prepared personal income tax returns and assisted in preparing business tax returns
- Managed confidential correspondence
Education
Bachelor of Science - Business Administration - Concentration in Accounting
California State University of Long Beach
05.2010
Skills
- Auditing Techniques
- Investigative abilities
- Teamwork and Collaboration
- Detailed documentation
- Tax Compliance Expertise
- Excellent verbal and written communication skills
Objective
Program Specialist II, Franchise Tax Board
Timeline
Program Specialist I
Franchise Tax Board
04.2019 - Current
Associate Tax Auditor
Franchise Tax Board
12.2013 - 03.2019
Tax Auditor (Range A & B)
Franchise Tax Board
06.2011 - 12.2013
Tax Professional
Express Tax
01.2011 - 05.2011
Bachelor of Science - Business Administration - Concentration in Accounting
California State University of Long Beach
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