Results-focused, self-motivated professional with over 24 years of practical experience in efficient tax administration with excellent ability to work independently and in a team environment assuming leadership roles. Achieved a Bachelor of Science degree in Accounting and a CPA certification.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Program Specialist II
California Franchise Tax Board (FTB)
Houston, TX
04.2015 - Current
Conduct tax return examinations of the largest most complex global corporations from commencement to completion.
Lead junior team members through examinations of tax issues requiring critical and analytical judgement.
Promote outstanding customer service, taxpayer compliance and collaboration to efficiently meet deadlines and complete audit assignments.
Contribute to the professional development of junior team members by mentoring, monitoring and teaching.
Collaborate with several of the organization’s units and divisions to effectively resolve sensitive and controversial tax issues.
Established, launched and lead technical forums to promote knowledge transfer among colleagues.
Use online tax libraries and other internal resources to develop expertise on emerging tax issues regarding various industries using critical thinking.
Provide expert level analysis and reports on ample tax resolutions.
Uphold the organization’s policies and procedures, code of ethics and business conduct.
Program Specialist I
California Franchise Tax Board
San Jose, CA/Houston
06.2005 - 03.2015
Conducted and led junior team members through complex audits of large multi-state and multinational corporations.
Worked efficiently either independently or as part of audit teams assuming leadership roles.
Mentored less experience staff and contributed to their professional development.
Collaborated with various units of the organization to resolve tax controversies.
Communicated efficiently, with tax professionals, managers, supervisors, and colleagues.
Tax Auditor & Associates Tax Auditor
California Franchise Tax Board
San Jose, CA
01.2001 - 05.2005
Conducted audits of mid-size multi-state corporations.
Assisted in the development and mentorship of new hires.
Adhered to the organization’s code of ethics, policies and procedures.