To contribute in an environment where I can fully utilize and enhance my skill-set to accomplish the company/department goals as well as further enhance my personal growth.
Overview
13
13
years of professional experience
Work History
Senior Compliance Representative (FCACB)
Franchise Tax Board
10.2020 - Current
Skip and Scope using knowledge from BETS, TI, ARCS, TPF, CM, INC, DMV, SOS,CROS, ACES, FIRM, EDD, BOE, and Lexis Nexis system.
Knowledge of MS Office (Outlook, Excel & Word applications).
Knowledge of Top 500 delinquent taxpayers, able to determine next course of action for gaining compliance
Knowledge of basis/assessments for the liabilities; review, identify, analyze, determines effective action and ability to exercise good judgment and tact to gain taxpayers compliance.
Maintain an inventory of 100+ PIT and BE collection accounts and utilizes available resources including field visits to obtain contact and assets information for collection actions.
Excellent analytical, time management, written and oral communication, organizational skills and multi-task.
Ability to work independently to provide technical support and resolve complex technical legal collection issues.
Change Champion for EDR2
Maintain positive work relationships; possess excellent leadership, empowerment, motivational, delegation, communication and interpersonal skills.
Ability to review balance sheets, calculate penalty and interest, analyze financial statements and recommend payment arrangements, and issue assessments for missing years.
Advise, assist and explain various provisions of basic business and commercial laws and regulations administered by the department and in the corporation and personal tax returns.
Stock Coordinator for FCACB, inquire about the status of funds captured from all brokerage companies
Committee member for Wellness for State of CA Franchise Tax Board
SME for TOP 500 lien project, to ensure all appropriate tax liens have been filed prior to vetting
Volunteered at LAC/DRC for the Winter Storms to assist the survivors, and aid in informing taxpayers on next steps, delaying legal actions, and send necessary correspondence for 12+ hours a day
All Staff committee member, presented to over 300 people in a virtual setting
Medical Logistician/Supervisor (Sergeant)
United States Air Force
01.2013 - Current
Perform and manage preparation and maintenance of manual and mechanized accountable medical materiel records, and requisitioning, receiving, storing, issuing, safeguarding and accounting for supplies and equipment.
Process and monitor requests for contracts. Implement and direct medical materiel activities for inventory control, accounting, financial planning, and management of supplies and equipment.
Performs and monitors computer operations
Ensure that subordinates’ needs are taken care of by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results; conducting training; implementing enforcing systems, policies, and procedures
Compliance Representative (STRIKE TEAM)
Franchise Tax Board
05.2019 - 09.2020
Determine if accounts are collectible and initiate adjustments and abatements; if uncollectible, recommend discharges
File, Amend Withdraw Creditor’s Claims with various Courts inside/outside California
Able to listen carefully and give full attention to what others are saying, asking appropriate questions and not interrupting at inappropriate times
Check for Real Property using Lexis Search and file liens in the appropriate county
Able to manage multiple or competing priorities in order to complete tasks within established time-frames
Able to quickly learn new information and retain information that has been presented previously to successfully perform duties
Able to work cooperatively and productively as a member of a team to achieve a common goal, and to increase efficiency and effectiveness
Knowledge of basic Personal Computer (PC) functions and Microsoft Office applications, including Word and Excel
Knowledge of collection procedures and resources, including the Collections Procedure Manual (CPM), the RACK, and Resource and Development Guide (R&D Guide)
Knowledge of Franchise Tax Board (FTB) programs, computer systems, and databases (e.g., Taxpayer Information [TI], Accounts Receivable Collection System [ARCS], Integrated Nonfiler Compliance system [INC], Case Management [CM],Taxpayer Folder [TPF], Lexis-Nexis, etc.)
Skills to interact tactfully and diplomatically with a variety of audiences, including frustrated, angry, or otherwise emotional individuals on the phone or in person
Compliance Representative (Field Collector)
Franchise Tax Board
01.2018 - 05.2019
Scope and Skip using knowledge from INC, BETS, CROS, TI, ARCS, TPF, CM, INC, DMV, SOS, ACES, FIRM, EDD, BOE, and Lexis Nexis system.
Knowledge of MS Office (Outlook, Excel & Word applications).
Provide excellent customer service to tax payers to gain compliance.
Knowledge of basis/assessments for the liabilities; review, identify, analyze, determines effective action and ability to exercise good judgment and tact to gain taxpayers compliance.
Maintain an inventory of 100+ PIT and BE collection accounts and utilize available resources including field visits to obtain contact and assets information for collection actions.
Excellent analytical, time management, written and oral communication, organizational skills and multi-task.
Ability to work independently to provide technical support and resolve complex technical legal collection issues.
Ability to adjust to changing priorities to achieve goals and meet deadlines and operational needs.
Maintain positive work relationships; possess excellent leadership, empowerment, motivational, delegation, communication and interpersonal skills.
Ability to review balance sheets, calculate penalty and interest, analyze financial statements and recommend payment arrangements, and issue assessments for missing years.
Advise, assist and explain various provisions of basic business and commercial laws and regulations administered by the department and in the corporation and personal tax returns
Experience in writing warrants and policies and procedures of executing the warrant
Experience in face to face contact with Taxpayers and providing excellent customer service and maintaining professionalism when assisting irate taxpayers.
Oakland District Office’s representative for Our Promise Campaign
Assisted taxpayers at the Public Counter
Tax Technician (Range B) Business Entity Section
Franchise Tax Board
11.2016 - 01.2018
Trained in BETS, CM, TPF, PASS and Secretary of State
Answer incoming calls from the exempt organizations ACD phone line
Provide information on exempt organization forms and filing requirements
Processed 3500/3500A applications into PASS and BETS for tax exemption
Review auditors’ screening sheets for pre-screened applications
Use PASS to prepare letters and Case Management to update organizations’ cases
Make necessary adjustments to correct penalties and/or interest
Familiar with FTB pipeline process and FTB disclosure policies
Real Estate Office Manager
Intero Real Estate
10.2012 - 11.2016
Regularly assessing office productivity and making team adjustments as needed
Directing all office staffing the processing and submitting of payroll
Conducting interviews and hires and training new office team members
Implementing and maintaining company protocols to ensure smooth daily activities
Established Contacts with vendors in high volume environments
Executed daily operations to maintain the highest quality work and standards set
Directed Hiring and assignment of personnel- coordinated brick, roof and cornice colors
Held weekly team meetings
Created 1099s and reports for accountants to review
Carried out payable/ receivable duties
Inventory control, scheduling, and staffing
Investigated and resolved and quality and services complaints by customers
Tax Program Technician II (IVS)
Franchise Tax Board
10.2014 - 10.2016
Responsible for training and developing new hire teams 10-15 people to maintain a high level of production
Communicating the importance of accuracy through quality review reports using the EDR tools such as Return Analysis, Case Management, TI, wage waver, and Return Validation workload as well as Easy Amend EITC workload.
Responsible for hands on training, quality reviewing each employees’ work and providing positive and constructive feedback, fielding questions and assisting multiple employees at the same time, and provide progress reports to supervisors, OSM’s, and Administrators.
Attend lead meetings to review procedural updates, coaching and instructing new hires in the training room environment
Releasing monetary transactions, having user’s route complex assignments for me to analyze and create solutions, providing feedback to analysts and other leads about system issues, performing complex TI transactions and post processing.
Education
Bachelor of Science - Criminal Justice
CSU Sacramento
Sacramento
01.2017
Administration of Justice A.A.-Transfer Degree - Social Sciences A.A. Degree
Sacramento City College
Sacramento
01.2015
Skills
Microsoft Word
Microsoft Excel & PowerPoint
Microsoft Outlook
Type 65-70 wpm, 10-Key
Personal Qualities and Achievements
13 Year of Perfect Attendance (K-12), Recognized by Mayor of Sacramento with Achievement Award, Effective Communication, Highly Motivated, Dedicated/Reliable
Timeline
Senior Compliance Representative (FCACB)
Franchise Tax Board
10.2020 - Current
Compliance Representative (STRIKE TEAM)
Franchise Tax Board
05.2019 - 09.2020
Compliance Representative (Field Collector)
Franchise Tax Board
01.2018 - 05.2019
Tax Technician (Range B) Business Entity Section
Franchise Tax Board
11.2016 - 01.2018
Tax Program Technician II (IVS)
Franchise Tax Board
10.2014 - 10.2016
Medical Logistician/Supervisor (Sergeant)
United States Air Force
01.2013 - Current
Real Estate Office Manager
Intero Real Estate
10.2012 - 11.2016
Administration of Justice A.A.-Transfer Degree - Social Sciences A.A. Degree