Summary
Overview
Work History
Skills
Timeline
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Noelani Kakalia

Citrus Heights,CA

Summary

  • Excel in problem solving, analytical, decision-making, and organzational skills
  • Strong communication skills, both written and verbal
  • Efficient in handling simultaneous projects and meet deadlines effectively
  • Excellent customer service
  • Ability to manage multiple priorities
  • Ability to work in a team environment and lead a team

Overview

12
12
years of professional experience

Work History

Tax Technician

Franchise Tax Board
Sacramento, California
05.2025 - Current
  • Developed procedures for tracking changes in relevant legislation that could affect taxation policies.
  • Communicated effectively with clients via phone or email regarding questions or concerns about their taxes.
  • Identified potential tax savings opportunities for clients based on their individual circumstances.
  • Completed day-to-day duties accurately and efficiently.
  • Analyzed wage garnishments and court orders to ensure proper deduction amounts were taken from employee paychecks.
  • Maintained accurate records of customer interactions for future reference.
  • Utilized knowledge base to answer inquiries from customers quickly and effectively.
  • Participated in daily huddles with team members in order to discuss common goals and objectives.
  • Maintained records of customer interactions, transactions, comments and complaints.
  • Collaborated with colleagues across the organization on special projects relating to taxation matters.
  • Prepared various reports that summarize analysis results related to taxation issues.
  • Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
  • Researched complex tax issues in order to provide accurate advice and guidance.
  • Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.

Member Service Representative III

Schools First Credit Union
Roseville, California
03.2022 - 07.2023
  • Adhered to all applicable policies, procedures, regulations, and laws.
  • Monitored compliance with organizational security protocols when interacting with members.
  • Assisted colleagues with tasks as needed during peak times of activity.
  • Maintained accurate records of member interactions and transactions.
  • Provided guidance to members on how best to use products or services offered by the organization.
  • Performed cash handling duties such as deposits and withdrawals for members' accounts.
  • Responded promptly to emails from members seeking assistance.
  • Processed loan applications and documented loan decisions according to policy requirements.
  • Participated in team meetings to discuss customer service strategies and goals.
  • Followed up with customers after their interaction with the organization's services.
  • Attended training sessions regularly to stay abreast of changes in company policies or procedures.
  • Researched complex issues related to accounts or services provided by the organization.
  • Handled customer complaints in an efficient and courteous manner.

MEMBER SERVICE SPECIALIST I

Golden 1 Credit Union
Sacramento, CA
11.2017 - 12.2021
  • Responded promptly to emails from members requesting assistance with banking products or services.
  • Maintained accurate records of all transactions according to established procedures.
  • Processed cash withdrawals and deposits including checks for accuracy before posting them into the system.
  • Reviewed applications submitted by prospective members for completeness and accuracy prior to approval.
  • Explained various types of accounts available to customers in order to meet their individual needs.
  • Mentored junior team members and managed employee relationships.
  • Exceeded established service goals while leveraging customer service, sales and employee management best practices.
  • Supported sales team members to drive growth and development.

SALES ASSOCIATE

Massage Envy
Roseville, CA
12.2013 - 12.2015
  • Upsold additional items based on customer interests and needs.
  • Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
  • When future members come into the clinic to get their first ever massage, we talk about our memberships and how they can save money.
  • We tell all our prospects that depending on their medical coverage, massage therapy can be covered.
  • Organized stockroom shelves according to size, color or style.

Skills

  • Word
  • Excel
  • Power Point
  • Taxpayer information
  • Microsoft Outlook
  • PIT Billing Compliance and Collection Bureau procedure guide
  • Taxpayer Folder
  • Case Management
  • Integrated Nonfiler Compliance

Timeline

Tax Technician

Franchise Tax Board
05.2025 - Current

Member Service Representative III

Schools First Credit Union
03.2022 - 07.2023

MEMBER SERVICE SPECIALIST I

Golden 1 Credit Union
11.2017 - 12.2021

SALES ASSOCIATE

Massage Envy
12.2013 - 12.2015

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Noelani Kakalia