Managed the security segment of the project to ensure security measures were in place to support and protect BOCA users.
Company Name - Senior Tax Compliance Representative, LeadCity, State04/2012 - 08/2017
Maintained ACES in support of the program area.
Made recommendations based on analysis and past experience to streamline the collection process in ACES.
Worked with third party vendors, developers, and stakeholders to ensure services were met.
Processed incident reports (IR) to change/correct logics within ACES.
Tested configurations, documented business processes, and interfaced ACES with vendors' systems.
Developed and tested test scenarios for system test, service packs, system upgrade, and IR.
Maintained business processes and system documentation such as job aids, letters, and business documentation.
Facilitated and scribed meetings.
Led and completed numerous initiatives.
The Single Point of Contact for Collection processes.
Of Major Projects.
Collection Reports: Created documentation to define all collection queries, cubes, reports, and business processes for record keeping and the Collection Division (CD).
1735 Leads Discovery: Created a discovery query to locate corporations that are potential for California Unemployment Insurance Code (CUIC) section 1735 assessment.
Field Call Leads Discovery: Created a discovery query to locate active employers with locations that can possibly be physically served by Field Collectors.
California e-Recording Transaction Network Authority (CeRTNA) Liens: Developed, tested, and migrated the CeRTNA lien process onto ACES to prepare counties with electronic lien filings.
Knowledge Extraction Engines (KXEN) Collection Scoring: Developed, tested, and migrated the implementations of the KXEN to extract and analyze information from ACES to best predict the highest probability of revenue from collection cases based on a specific collection plan.
Company Name - Tax Compliance RepresentativeCity, State01/2009 - 04/2012
Worked with taxpayers to comply with the CUIC.
Interpreted the CUIC to taxpayers and/or their representatives.
Assessed responsible parties under the CUIC section 1735.
Lead of the Sunshine committee that fostered a positive environment.
Analyzed and skip-traced collection cases through internal/external programs.
Reviewed financial and legal documents.
Initiated involuntary actions authorized by the CUIC.
Facilitated and scribed meetings.
Participated in new employees training as a trainer.
Made financial adjustments (i.e., refunds, estimated assessments, etc.).
Team Project: DIR Collection Subsystem.
Worked with vendors, developers, and stakeholders to implement the DIR Collection subsystem in ACES.
Created and tested test scenarios to implement the DIR Collection subsystem.
Wrote DIR Collection job aids, memorandums, and business processes.
Company Name - Assistant Manager AssociateCity, State10/2007 - 11/2008
Interpreted Bank of America policies and procedures to consumers.
Developed procedures and processes to meet/exceed quarterly sales and customer service goals.
Demonstrated Bank of America core values thru providing excellent customer service and generating sales.
Coached employees and prioritized their workloads.
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California State University Of Sacramento
Job Titles Held:
Tax Administrator I
Senior Tax Compliance Representative, Lead
Tax Compliance Representative
Assistant Manager Associate
Bachelor of Science : Marketing And General Management
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