Jyotika Kohli

* Working assigned personal income tax and business income tax complex manual process accounts.

* Educating taxpayers on how to be resolve personal income tax and business income tax issues.

* Communicating clearly verbally on the phone, in writing and during field visits to taxpayers home and businesses.

*Assisting taxpayers professionally with courtesy and respect.

* Issuing appropriate collections action and collecting the correct tax owed after due process has been met.

* Working the public counter at the Sacramento Field Office, assisting taxpayers on tax and non-tax debt.

* Performing accurate transactions to make adjustments or correct accounts using Franchise Tax Board systems .

* Initiating and generating the correct correspondence related to each taxpayers account, and then sending the correspondence and communicating with the taxpayer in a timely manner, meeting deadlines.

* Extensive experience in making good judgement on the appropriate way to handle complex accounts and deriving good results without escalation. Providing excellent customer service, adhering to taxpayer bill of rights. Following and implementing departmental procedures.

* Team player in assisting team members on their assigned accounts, when team members need assistance.

* Assisting on projects , creating Power Points for meetings.

* Communicating with third-parties such as banks, employers, tax professionals, power of attorneys to furnish information. Also communicating with departments within Franchise Tax Board such as Audit, Bankruptcy , Decedent, Lien unit requesting information or providing information for account tax resolution.

* Woking in the contact center assisting Tax Professionals and Power of Attorney's on the phone, through email.

* Assisting with personal income taxes , business taxes in resolving tax issues. Educating by explaining notices, filing requirements, options for tax resolution.

*Performing accurate transactions using Franchise Tax Board Systems.

* Setting up Installment Agreements.

* Communicating with other departments within Franchise Tax Board such as the audit department for accurate information on complex accounts.

* Woking in the contact center assisting personal income tax and business income on the phone, through email and chat.

* Assisting the public from all backgrounds with courtesy, respect and professionalism.

* Assisting personal income taxpayers , business income taxpayers in resolving tax issues.

* Educating taxpayers by explaining notices, filing requirements, options for tax resolution.

*Performing accurate transactions using Franchise Tax Board Systems.

*Setting up Installment Agreements.

*Assisting taxpayers on creating a MyFTB account.

*Referring taxpayers to access resources on our website at ftb.ca.gov

* Communicating with other departments within Franchise Tax Board such as the audit department for accurate information on complex accounts.

* Facilitated smooth transitions between school settings or grade levels by providing guidance and support during times of change for autistic learners.

* Enhanced student understanding of autism by developing tailored lesson plans and educational materials.

* Provided crisis intervention support as needed, helping maintain a calm atmosphere conducive to learning.

* Tracked student progress using data-driven methods, informing adjustments to instructional approaches as needed.

* Set up meetings and met with teachers and parents on student curriculum plan, goals, reports and progress.

* Maintained confidentiality in handling sensitive information while performing administrative tasks.

* Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.

* Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.

* Expedited document processing with accurate data entry and timely filing.

* Managed staff payroll.