Summary
Overview
Work History
Education
Skills
Awards
Timeline
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Philip Dalhaus

Bakersfield

Summary

Results-driven legal professional with extensive experience at the Franchise Tax Board, excelling in legislative research and document proofreading. Demonstrated strong analytical skills and attention to detail while managing confidential information and ensuring compliance. Proven ability to communicate effectively and prioritize tasks, contributing to streamlined legal processes and enhanced stakeholder engagement.

Overview

6
6
years of professional experience

Work History

Legal Secretary

Franchise Tax Board (FTB)
07.2023 - Current
  • Company Overview: Legal Division - Legal Secretary
  • Serve as a liaison between attorneys, auditors, and internal/external stakeholders, ensuring timely and accurate responses to inquiries
  • Proofread and review legal documents such as memos, docketed protests, and appeal briefs, collaborating with attorneys by recommending revisions before sending documents to the Office of Tax Appeals (OTA) and power of attorney representatives
  • Facilitate communication and scheduling between attorneys and external stakeholders by sending Notices of Prehearing Conferences via mail and secure encrypted email
  • Conduct legal research on California Code of Regulations, Revenue and Taxation Code, and Internal Revenue Code to verify citations in legal documents
  • Maintain electronic tracking systems for legal case statuses through Professional Audit Support System (PASS) event logs, recording progress notes to facilitate case management
  • Identify and recommend revisions for discrepancies in legal documents (e.g., incorrect legislative code sections, dollar amounts, dates, formatting, etc.)
  • Manage confidential documents (e.g., Federal Taxpayer Information exhibits), ensuring compliance with confidentiality protocols
  • Legal Division - Legal Secretary

Office Technician (Typing), Timekeeper

Franchise Tax Board (FTB)
11.2021 - 06.2023
  • Company Overview: Legal Division - Office Technician (Typing), Timekeeper
  • Served as a liaison between Legal management and personnel to process and track Request for Personnel Action (RPA) packets
  • Maintained Microsoft Excel tracking logs for RPAs from creation to HR approval and implementation
  • Provided guidance to the Legal Division's Chief Counsel on completing necessary documentation for RPAs via Microsoft Outlook communication
  • Assisted in handling confidential RPAs related to hiring, retirements, merit salary adjustments, probation reports, and leave balances
  • Utilized TimePortal database to track employee time reporting and accruals
  • Legal Division - Office Technician (Typing), Timekeeper

Office Technician (General)

Employment Development Department
06.2020 - 11.2021
  • Company Overview: Office Technician (General)
  • Provided customer service answering telephone inquiries, assisting claimants with unemployment benefit questions
  • Practiced extreme discretion when discussing politically sensitive and confidential claimant information with the public
  • Researched and interpreted policies to inform the public of eligibility requirements
  • Input and maintained data in tracking logs, ensuring compliance with procedural requirements
  • Utilized database systems to track and manage claims, ensuring timely and accurate processing
  • Office Technician (General)

Service Expert Supervisor & Lead

24 Hour Fitness
12.2018 - 03.2020
  • Company Overview: Service Expert Supervisor & Lead
  • Replied to telephone inquiries regarding billing by researching customer accounts, resolving discrepancies, and providing accurate responses
  • Managed customer service operations, training team members on customer relationship management (CRM) software and customer engagement
  • Verified employee work hours, managed time and labor data, and ensured labor budget compliance
  • Resolved customer service issues using interpersonal and conflict resolution skills
  • Maintained inventory management and administrative records
  • Drove membership sales by engaging with prospective clients and providing tailored recommendations
  • Coordinated, facilitated, and executed promotional events to attract new members and boost engagement
  • Service Expert Supervisor & Lead

Education

Bachelor's of Arts Degree - Communication Studies

California State University Bakersfield
Bakersfield, CA
06-2025

Associate's Degree - Communication Studies for Transfer (CSU GE)

Cosumnes River College
Sacramento, CA
01.2023

Skills

  • Communicate effectively
  • Strong analytical and problem-solving skills
  • Legislative research and interpretation
  • Manage multiple assignments
  • Prioritize tasks
  • Work independently
  • Prepare reports
  • Proofread legal documents
  • Ensure adherence to policies
  • Discretion in handling confidential and sensitive issues
  • Strong attention to detail
  • Maintain tracking systems
  • Proficient in Microsoft Office
  • Proficient in Word
  • Proficient in Excel
  • Proficient in Outlook
  • Proficient in Teams
  • Proficient in PowerPoint
  • Proficient in Zoom
  • Proficient in Adobe Acrobat Professional

Awards

  • Franchise Tax Board - 2023 & 2024 Employee Recognition Program Awards
  • Employment Development Department - 2020-2021 California Workforce Connection Customer Service Award
  • 24 Hour Fitness - 2019 District-Wide MVP Award for Top Performing Service Expert Lead

Timeline

Legal Secretary

Franchise Tax Board (FTB)
07.2023 - Current

Office Technician (Typing), Timekeeper

Franchise Tax Board (FTB)
11.2021 - 06.2023

Office Technician (General)

Employment Development Department
06.2020 - 11.2021

Service Expert Supervisor & Lead

24 Hour Fitness
12.2018 - 03.2020

Bachelor's of Arts Degree - Communication Studies

California State University Bakersfield

Associate's Degree - Communication Studies for Transfer (CSU GE)

Cosumnes River College

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Philip Dalhaus