Trang (Ivy) Tran
Sacramento,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Consistently follow established procedures and policies, making sure to perform functions and duties under the guidance of the Department. Have a strong foundation of Accounting/technical matters allowing myself to work more independently and become more proficient with my work. Gain confidence working more complex assignments independently. Get along with everyone and are very personable. Participates in teams and workgroups within the branch/department. Communicate with customers/externals and/or upper managements professionally.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Tax Auditor
State Of California Department Of Tax And Fee Administration
10.2019 - Current
- Enhanced tax compliance by conducting thorough audits and identifying discrepancies in financial records.
- Communicated and resolved technical and controversial tax matters with professional judgment.
- Made on-site visits to inspect business operations, activities and validity of business tax records, examining and assessing locally-situated personal property.
- Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
- Reviews proposed transaction and use tax liabilities initiated by Local Revenue Branch staff, makes changes as needed, including, but not limited to local and district re allocations, and issues determinations; resolves unapplied payments; resolves return suspense items,; provides assistance to lower level staff; timely completes and process billings, return review and analysis, re allocations, refunds, performs return maintenance based on investigation findings, process relief from penalty cases and other assignments.
- Analyzes sales and use tax return and schedules to determine acceptability of deductions, local and district tax reporting/allocation and proper tax computation. Initiates assignments and investigates cases as assigned. Interprets and applies sales and use tax law, transaction law, regulation and annotations to ensure taxpayers compliance and addresses taxpayer inquiries.
- Resolves identified questionable return problems through telephone contact, written correspondence, including replies and follow-ups to initial correspondence, and issue determinations.
- Process return and payment maintenance to establish and adjust taxpayer assessments for tax, interest and/or penalty. Professionally communicates, both orally and in writing, with taxpayers and district office staff to resolve return reporting issues, assists with return preparation and local tax and district tax reporting; addresses questions relating to the billing, adjustment, analysis, delinquency maintenance.
- Responsible for reviewing the work of professional staff and complex cases, as well as working independently and completing special projects of the most complex nature and assisting staff at all levels in the Branch. The incumbent acts as a Lead on large complex projects and assumes responsibility for completion of work.
- Responsible for evaluating issues, law and information maintained in the System.
- Responsible for answering questions of management, other California Department of Tax and Fee Administration (CDTFA) units, local jurisdictions and their representatives, and other State agencies.
Assistant Accountant Trainee
California Energy Commission
02.2018 - 08.2019
- Prepare payroll accounts receivable notices, reversals, and payments received from the
State Controller’s office (SCO); issue vendor name and number on notice, identify a
program code based on the payroll unit number, and record payroll Accounts
Receivable (PAR); record State Controller’s Office Transfer-State Share ARO; record
State Controller’s Office Collection of PAR; Create Customer for Employee;
• Reconcile outstanding payroll accounts receivable received from State Controller’s
Office against the Aging Report. Analyze and work with Human Resources Branch
(HRB) to identify and correct discrepancies. Verify HRB sent the first collection letter
and send follow up collection letters in accordance with current collection methods.
Follow up with HRB if the payroll accounts receivable is to be payroll deducted, but
have not received the funds.
Reconcile monthly outstanding receivables (revenues, reimbursements, etc.) list from A/R Unit and program staff to corresponding general ledger account balances;
• Reconcile monthly the appropriations and fund balances for less difficult funds between
the SCO and Departmental records; analyze, research, and correct reconciling
differences;
• Reconcile General Cash balances for assigned fund(s); research and resolve
differences.
• Research and resolve accounting transaction errors on error file list.
• Analyze budget reports for overspending and inactivity of accounts. - Enter invoices into FI$CAL in accordance with FI$CAL procedures.
- Assist the Analysis with procurement process.
- Received, open, and stamp mails for the variety of recipients such as Encumbrances, Energy Agreement, new Customer invoices by Contracts, Grants and Loans, and other miscellaneous documents, special deposit fund, Cash State.
- Gather, classify, review, and record financial transactions accurately and timely ensuring that all pertinent laws, regulations and generally accepted accounting principles are allowed from other agencies such as SCO, Treasure Office.
- Utilize MS Office to analyze and research invoices issue identified in reports and logs.
- Contact other units of the Office of Administrative Services and various vendors on issues relating to the payment of invoices.
- File invoices for archiving.
- Performs general accounting duties including processing and tracking of invoices.
- Participate in process improvement teams, staff meetings, document work processes, and contribute to Department, Branch, and Unit goal by continually improving work processes.
- Perform a variety of other support services as needed for the Accounting office.
Accounting Student Help
Folsom Lake College
11.2017 - 05.2019
- Balancing daily cash.
- Making the daily deposits from Admission & Record office, Business Services office's transactions.
- Prepare and maintain change fund for revolving fund operations.
- Preparing and analyzing the daily direct deposits for office.
- Collecting, counting, and analyzing the weekly parking revenue as well as Go Print at Folsom Lake College main campus and Rancho Cordova Center.
- Serve as a backup to process the daily bank deposit by balancing all receipts (checks and cash) and prepare the bank deposit slips for review.
- Use a variety of computer accounting and office software program.
- Debit and credit accounts and report in some cases to supervisors.
- Compile the reports and tables, prepare and balance the bank deposits.
- Perform all related duties as required.
Education
Associate of Arts - Accounting
Cosumnes River College
Sacramento, CA05.2019
Skills
- Continuous Learning Attitude
- Tax Compliance Expertise
- Accounts payable, accounts receivable
- Billing experience
- Analytical experience
- Experience presenting, training, and or facilitating meetings
- Written communication skills
- Experience with Developing/Enhancing Accounting/Auditing System
- Extensive Customer Service
- Self-motivated, with a strong sense of personal responsibility
- Worked effectively in fast-paced environments
- Skilled at working independently and collaboratively in a team environment
- Proven ability to learn quickly and adapt to new situations
Accomplishments
Achieved the 2021 Superior Accomplishment Awards by producing the highest billing record for Revenue Team and Local Revenue Branch at California Department of Tax and Fee Administration
Certification
Basic Accounting
Advanced Accounting
Excel Intermediate II: Building Charts
Excel Intermediate II: Formulas
Advanced Excel for Auditors
Basic Sales and Use Tax Law
Basic Sales and Use Tax Auditing
Timeline
Associate Tax Auditor
State Of California Department Of Tax And Fee Administration
10.2019 - Current
Assistant Accountant Trainee
California Energy Commission
02.2018 - 08.2019
Accounting Student Help
Folsom Lake College
11.2017 - 05.2019
Associate of Arts - Accounting
Cosumnes River College
Basic Accounting
Advanced Accounting
Excel Intermediate II: Building Charts
Excel Intermediate II: Formulas
Advanced Excel for Auditors
Basic Sales and Use Tax Law
Basic Sales and Use Tax Auditing
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