Gina Glaves
Roseville
Summary
Skilled in financial analysis and regulatory compliance, bringing solid background in identifying discrepancies and ensuring accuracy. Strong focus on team collaboration and delivering results with adaptability to changing needs. Expertise in tax laws, auditing procedures, and financial reporting, combined with reliable work ethic and analytical mindset. Known for precision, integrity, and effective communication skills.
Overview
17
17
years of professional experience
Work History
Associate Tax Auditor(ATA)
CDTFA
04.2024 - Current
- Conducted thorough audits of tax returns to ensure compliance with state regulations.
- Analyzed financial records and identified discrepancies impacting tax assessments.
- Collaborated with team members to streamline audit processes, enhancing efficiency.
- Prepared detailed audit reports summarizing findings and recommendations for improvement.
- Train, assist, and guide new and current staff on procedures, policies, and work assignments.
- Independently handle complex and high-dollar sales and use tax cases.
- Review staff work for accuracy, completeness, and timeliness.
- Collaborate with management and other CDTFA departments to resolve local and district tax issues.
- Communicate with taxpayers, tax professionals, CDTFA staff, and management both orally and in writing.
- Create and process CDTFA-75 case assignments.
- Process BTFD requests from other departments.
- Prepare revenue adjustment worksheets for negative notification fund transfer requests.
- Clear suspended returns prior to unload for processing and funding.
- Participate in special projects related to local and district tax discrepancies.
- Interpret and apply sales and use tax law, local tax law, regulations, and annotations.
- Educate and assist taxpayers and tax professionals with filing and amending returns.
- Maintained up-to-date knowledge of tax laws and regulations to support audit activities.
Tax Auditor(TA)
CDTFA
08.2022 - 03.2024
- Analyzed financial records for accuracy, identifying discrepancies and recommending corrective actions.
- Collaborated with taxpayers to gather necessary documentation and clarify tax-related inquiries.
- Reviewed tax returns for completeness and adherence to regulatory standards, ensuring timely submissions.
- Review, analyze, research, and adjust tax returns to ensure proper allocation of local and district taxes.
- Assist Local Revenue Branch (LRB) staff with work assignments, procedures, and questions.
- Resolve unapplied payments and suspense items.
- Work on special projects involving local and district tax discrepancies.
- Handle high-dollar accounts with accuracy and attention to detail.
- Conducted account research and prepared preliminary work papers and schedules.
Business Taxes Representative (BTR)
BOE/CDTFA
10.2010 - 08.2022
- Managed customer inquiries and resolved account issues efficiently.
- Collaborated with cross-functional teams on complex cases and provide recommendations for resolution.
- Analyzed data to identify issues and inform decision-making strategies.
- Developed training materials for onboarding new representatives and enhancing team performance.
- Implemented process improvements to streamline operations and increase productivity.
- Mentored junior staff, providing guidance on best practices and procedures.
- Participate in special projects including DMV, process mapping, and remote agent assignments.
- Analyze and review sales and use tax returns for compliance.
- Communicate with taxpayers and district offices verbally and in writing.
- Regularly use PC software, Compliance Policy and Procedures Manual, and BOE/CDTFA systems.
- Participate in special projects including DMV, process mapping, and remote agent assignments.
- Perform return maintenance and process relief from penalty cases, billings and refunds.
- Work independently and collaboratively as a team player with sound judgment.
Tax Technician II
BOE
05.2009 - 10.2010
- Analyze and verify tax returns and e-file submissions.
- Train and assist coworkers on new returns and e-file procedures.
- Create and assign e-file work to Tax Technicians and Business Tax Representatives in TEALE.
- Perform advanced tasks including sorting, correcting, and processing tax returns.
- Maintain precise records of e-file inventory.
- Support the Customer Call Center as a remote agent during peak filing periods.
- Revise routing guides and procedure manuals to maintain accurate and continuous workflow.
Education
No Degree - Accounting
American River College
Sacramento, CANo Degree - Business Law/Accounting
Sacramento City College
Sacramento, CANo Degree - Business Math/Accounting
Consumnes River College
SacramentoSkills
- Time management
- Continuous learning attitude
- Strong analytical mind
- Tax compliance expertise
- Sales & Use Tax Law Interpretation
- Staff Training & Mentorship
- TEALE & CDTFA Systems
- Revenue Adjustments & Reallocations
- Independent & Team-Based Work
- Written & Verbal Communication
Timeline
Associate Tax Auditor(ATA)
CDTFA
04.2024 - Current
Tax Auditor(TA)
CDTFA
08.2022 - 03.2024
Business Taxes Representative (BTR)
BOE/CDTFA
10.2010 - 08.2022
Tax Technician II
BOE
05.2009 - 10.2010
No Degree - Accounting
American River College
No Degree - Business Law/Accounting
Sacramento City College
No Degree - Business Math/Accounting
Consumnes River College