Sales and Use Tax Specialist Resume

Desired Industry: Accounting/Bookkeeping	SpiderID: 12656
Desired Job Location: Dallas, Texas	Date Posted: 5/9/2007
Type of Position: Full-Time Permanent	Availability Date: 6/1/07
Desired Wage: 55,000.00
	U.S. Work Authorization: Yes
Job Level: Experienced with over 2 years experience	Willing to Travel: Yes, 25-50%
Highest Degree Attained: Other	Willing to Relocate: Undecided

Objective:
To obtain a position in which my accounting and tax preparation experience plus strong analytical and organization skills can be used to increase team and unit productivity and enhance customer satisfaction.

Experience:
Business Taxes Compliance Specialist
10/2004 – Present
CA State Board of Equalization, Sacramento, CA
As a lead capacity, holding the knowledge of the organization, programs, operations, laws, rules, policies, procedures, processes, goals & objectives of the Board of Equalization (Board). Research complex CA Sales & Use Tax or other tax program legal questions.
Duties Including
• Formulate memorandums to the Board’s Legal Division requesting opinions relating to taxability and other issues.
• Organize and review sensitive taxpayer and other correspondence relating to billing, analysis, delinquency, maintenance and return processing.
• Prepare, in addition to assisting staff, with standard and custom written taxpayer and other correspondence relating to the Sales & Use Tax Law/Regulations.
• Approve and evaluate the work of staff performing analysis activities of the Section.
• Interpret Sales and Use Tax and other Laws and Regulations relating to the analysis activities of the section.
• Provide technical, procedural and analytical assistance relating to the analysis activities of the section.
• Examine, recommend and approve action on relief of penalty/interest cases.
• Perform most difficult account reconstruction/reconciliation assignments.
• Assist taxpayers with completing CA Sales & Use Tax returns, understanding reporting basis, understanding the CA Sales & Use Tax Laws & Regulations by accompanying the Electronic Funds & E-Filing programs offered with the Board.
• Perform special assignments including updating form/manual clearances and Legislative Change Analysis.
• Act as a lead liaison for the state’s Electronic Funds Transfer (EFT) program.
• Instruct while coaching other staff with mandated policy and procedures.
• Provide training on operational areas. Handle organizational duties related to attendance and leading team activities.

Business Taxes Representative
10/1996 – 10/2004
CA State Board of Equalization Sacramento, CA
Duties Including
• Analyze Sales & Use Tax returns and schedules to determine acceptability of deductions, district taxes, reporting/allocation and proper return computation.
• Authenticate and apply sales and use tax law, transactions tax law, regulations and annotations to ensure taxpayer’s compliance on top of addressing taxpayer inquires.
• Resolve identified questionable return problems through professional telephone contact, written correspondence and issuance of determinations.
• Perform return and payment maintenance adjusting tax, interest &/or penalty.
• Resolve unapplied payments.
• Provide information, process and maintain Electronic Funds Transfer (EFT) applications.

Education:
National University
Sacramento, CA
Business Administration (In process)

Inter-Agency Classes
*Sales and Use Tax Law*
*Collections*
*Bankruptcy*

Skills:
Micro Soft Office * MS Word * MS Excel * MS Access * MS Outlook *

Reference:
Derek Criswell, CPA
Moss Adams LLP
(209) 482-8286

David Maslin
CA State Board of Equalization
(916) 324-2069

Joyce Vincenty
CA State Board of Equalization
(916) 324-2375

Lupe Contreras
CA State Board of Equalization
(916) 323-0179

Candidate Contact Information:

Name: Debbie Fosha
Street: -	Phone: 916-690-7593
City: Celina	Fax: -
State: Texas
Zip: -
Web Site: