Detail-oriented Tax Technician II with expertise in client communication and compliance checks. Proven ability to assist clients with tax preparation while ensuring data accuracy and regulatory adherence.
Overview
3
3
years of professional experience
Work History
Tax Technician II
California Department Of Tax And Fee Administration
Riverside
01.2023 - Current
Communicated with clients to clarify tax-related questions.
Followed established procedures for data entry and compliance checks.
Communicated effectively with clients via phone or email regarding questions or concerns about their taxes.
Assisted clients with the preparation of quarterly estimated taxes.
Sorted incoming mail by size and destination for efficient processing.
Maintained cleanliness and organization of work area to enhance productivity.
Assisted in training new staff on mail handling procedures and safety protocols.
Education
Associate of Science - Social And Behavorial Science
Riverside City College
Riverside, CA
06-2023
Skills
Data entry
Compliance checks
Client communication
Customer relationship management
Regulatory knowledge
Problem solving
Attention to detail
Time management
Team collaboration
Training support
Process improvement
Document organization
State and local taxation
Tax return review
Ethical standards
Document review
Affiliations
I have picked up a new hobby of competing in bodybuilding. I like the challenge of the sport. I have noticed a new form of self-discipline and self-control that I have. I used it in other areas of my life to help me succeed.
I enjoy going to the river with family and friends. I love doing roadtrips and traveling. I enjoy summer at the beach and winters in the mountains.
Accomplishments
I received an award for great customer service
Timeline
Tax Technician II
California Department Of Tax And Fee Administration
01.2023 - Current
Associate of Science - Social And Behavorial Science
Business Taxes Compliance Specialist at California Department of Tax and Fee AdministrationBusiness Taxes Compliance Specialist at California Department of Tax and Fee Administration
Business Tax Representative at California Department Of Tax And Fee AdministrationBusiness Tax Representative at California Department Of Tax And Fee Administration
Business Taxes Representative at California Department Of Tax And Fee AdministrationBusiness Taxes Representative at California Department Of Tax And Fee Administration