MELANIE GARCIA
Auburn,CA
Summary
Results-driven Tax Program Technician with extensive experience at the Franchise Tax Board, excelling in data analysis and customer service. Proven ability to enhance operational efficiency through effective training and quality reviews. Adept at multitasking and documentation, ensuring accurate processing of complex tax returns and financial transactions.
Overview
6
6
years of professional experience
Work History
Tax Program Technician 1
Franchise Tax Board
07.2020 - Current
- I am processing and perfecting tax returns for LLC's, Partnership, and Exempt with thorough analysis , cross reference and by utilizing the procedures set forth by FTB systems. Reviewing,correcting and approving tax assessment's and refunds. Making occasional phone calls to the tax payers regarding payment discrepancies to ensure the monies is handled appropriately to pay off past debts or apply to future estimates. I post and process payments utilizing various systems. I create new accounts in the system with extreme analysis.
Tax Program Techninican 1 (Lead)
Franchise Tax Board
01.2020 - 06.2020
- The primary responsibilities as a lead was the daily set-up of the work, mail to extract with the training and assisting of the seasonal and permanent employees by answering questions and the quality review of their completed work. Cooperatively working with my peers devising a suitable training script and writing training materials., i.e. cheat sheets and instructing the seasonal employees hands on about the rules, methods and processes of properly extracting and processing incoming workloads in an efficient manner.
Tax Program Assistant
Franchise Tax Board
01.2019 - 12.2019
- Analyzing and processing business entity correspondence based on specific process and procedures set forth by FTB including: bankruptcies, probates, liens, statements, filing enforcements, collection of debt, vehicle registration, as well as The Employment Development Department and the Internal Revenue Service forms. Handling large amounts of money with the proper routed location to finalize payments after creating vouchers to go with the personal income tax checks. Associating many different documents after careful cross reference and analysis.
Skills
- Data analysis
- Teamwork and collaboration
- Customer service
- Time management
- Multitasking
- Organizational skills
- Adaptability and flexibility
- Strong problem solver
- Documentation and recordkeeping
- Task prioritization
- Excel spreadsheets
- Adaptability
Accomplishments
Going above and beyond.
Timeline
Tax Program Technician 1
Franchise Tax Board
07.2020 - Current
Tax Program Techninican 1 (Lead)
Franchise Tax Board
01.2020 - 06.2020
Tax Program Assistant
Franchise Tax Board
01.2019 - 12.2019
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