Jamie Perron
San Jose
Summary
I am a well versed employee that has worn several hats during my time with the California Department of Tax and Fee Administration. This has allowed me to be able to help train new staff, teach training classes and help my my fellow co-workers each and everyday. I bring a wealth of knowledge and experience. I have the ability to multi-task and stay on top of current events. I am also not afraid to ask when I do not know the answer so that I am better prepared for next time. I am detailed, organized and a hard worker. I look forward to new challenges.
Overview
3
3
years of professional experience
Work History
Business Taxes Compliance Specialist I
CDTFA
San Jose, CA
11.2024 - Current
- Work on opened SQR's that have been programmed to make sure that what is being done matches the request
- Review and trouble shoot emails from staff with questions concerns on how our system is functioning
- Determine if an SQR is needed or staff needed guidance on how to proceed.
- Hold meetings with business to discuss current functionality and possible new functions. Is it a want or a need.
- Train new testers on our systems and how to test SQR's
- Advise staff and bi-weekly CPOC calls of changes that have migrated into our system.
- Recently worked on Legislation for a brand new Account Type
- Held meetings with business to determine guielines for the new program type
- Met with each department to determine wants and needs
- Requested screen shots with all new language and paths the customer would take when registering
- Met deadlines given for implementation
Business Taxes Compliance Specialist
California Department Of Tax And Fee Administration
San Jose, CA
05.2023 - Current
- CPOC conference calls (bi-weekly)
- Assist other offices with CROS related issues
- Assist staff daily in the office with CROS related questions or problems
- Work daily in continuing to test SQR's and open SQR's as are needed.
- Discuss possible solutions to problems in CROS to find a resolution
- Qualified Trainer taught CT-1 & Cashiering
- Reviewed online applications
- Assist taxpayers with completely returns online and paper
- Assist with amending returns online/paper
- Account maintenance, close outs, start date changes, address changes, adding sites, update phone numbers, add officers or members etc.
- Work on accounts with Delinquencies (possible revocation)
- Work on active/close out accounts balances from $10,000.00 - $199,000.00
- Assist with negotiating payment plans
- Send levies for outstanding balances
- A/G Referrals for out of state liens
- Successor Billings
- Review accounts that have received funds from offsets (FTB, EDD)
- Trained new staff
- Write off accounts with balances that are no longer collectible
- Review registration applications placed on hold due to balance being over $500
- Tax Adviser
- Remote Agent
- Attorney General Referral for out of state liens
- Successor Billings
Education
High School Diploma - Accounting
De Anza College
Cupertino, CAAccounting
West Valley College
Saratoga, CASkills
- Information Gathering
- Compliance Oversight
- Compliance Knowledge
- Risk Management
- Training and Presentations
- Compliance Reviews
- Document Review
- Controls Tests
Timeline
Business Taxes Compliance Specialist I
CDTFA
11.2024 - Current
Business Taxes Compliance Specialist
California Department Of Tax And Fee Administration
05.2023 - Current
Accounting
West Valley College
High School Diploma - Accounting
De Anza College