Lisa Renteria
La Mesa, CA
Summary
Detail-oriented professional with strong multitasking abilities, delivering accurate information and resolving inquiries efficiently. Committed to enhancing operational processes and ensuring compliance with regulatory standards using basic PC software such as Outlook, Microsoft, Excell, Word.
Overview
19
19
years of professional experience
Work History
Business Taxes Representative
California Department Of Tax And Fee Administration
San Diego, CA
04.2022 - Current
- Delivered accurate information to taxpayers regarding tax regulations and compliance requirements.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Assisted in processing tax returns, ensuring adherence to state guidelines and procedures.
- Solve mathematical calculations, install and monitor installment payment agreements.
- Schedule and enforce collection action if agreement defaults.
- Resolved taxpayer inquiries through effective communication and problem-solving techniques.
- Collaborated with team members to streamline operational processes for enhanced efficiency.
- Investigated and resolved accounting, service and delivery concerns.
- Conduct field calls to conduct an assessment of business, ensure compliance and enforce collections.
Tax Technician III
California Department Of Tax And Fee Administration
San Diego, CA
12.2012 - 04.2022
- Reviewed tax documents for accuracy, ensuring compliance with regulatory standards.
- process tax liability demand to ensure debt is paid in full for relief of successor liability.
- Adhere to timely deadlines while setting follow up dates and record monitoring checklists.
- Document case updates on timeframe and progression.
- Respond to internal customer inquiries and authorized personal for case status.
- Trained new staff on tax preparation procedures and software tools.
- Developed training materials for continuous staff education on tax laws.
- Led initiatives to streamline tax processing workflows, improving turnaround times and reducing errors.
- Prepared amended returns when necessary, resolving discrepancies in a timely manner to minimize penalties or interest charges for clients.
Tax Technician II
California Department Of Tax And Fee Administration
San Diego, CA
06.2009 - 12.2012
- Interview customers for permit issuance while reviewing sensitive material and maintaining confidentiality.
- Prepare logs, reports and notate discrepancies and advise of any improvements needed.
- Worked independently and as a team to streamline multiple call switchboard.
- Assisted in resolving taxpayer inquiries, providing accurate information and support.
- Developed training materials for new staff, enhancing onboarding efficiency and knowledge retention.
- Mentored junior technicians, fostering skill development and promoting teamwork within the department.
Tax Technician I
California Department Of Tax And Fee Administration
San Diego, CA
07.2007 - 06.2009
- Maintain and control multiline switchboard, routing calls within allotted time frame.
- Reviewed financial documents for completeness and adherence to guidelines.
- Assisted taxpayers in understanding tax liabilities and filing procedures.
- Managed various tasks simultaneously, effectively prioritizing assignments to meet tight deadlines during peak season.
- Implemented secure document storage solutions that ensured confidentiality and compliance with industry standards for client information protection.
- Supported management with accurate record keeping, data entry, and document preparation.
- Document contacts made and notate all findings for record keeping.
Education
GED -
Grossmont/Cuyamaca College
El Cajon, CA06-2022
High School Diploma -
El Cajon Valley High
El Cajon06-2005
Skills
- Multitask
- Attendance
- Safety habits
- Confidentiality
- English written and oral
- Conduct and absorb formal training
Timeline
Business Taxes Representative
California Department Of Tax And Fee Administration
04.2022 - Current
Tax Technician III
California Department Of Tax And Fee Administration
12.2012 - 04.2022
Tax Technician II
California Department Of Tax And Fee Administration
06.2009 - 12.2012
Tax Technician I
California Department Of Tax And Fee Administration
07.2007 - 06.2009
GED -
Grossmont/Cuyamaca College
High School Diploma -
El Cajon Valley High