tax program technician i resume example with 17+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Reliable employee seeking Tax Program II position. Offering excellent communication and good judgment. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Tax Program Technician position in a call center environment. Ready to help team achieve company goals. Experienced Tax Technician with over 2 years of experience in Franchise Tax Board and over 18 years of customer service experiences in Cache Creek Casino Resort. Excellent reputation for resolving problems and improving customer satisfaction. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

  • Multi-line phone proficiency
  • Accounting familiarity
  • Team-based Approaches
  • Data analysis
  • Federal Funding Sources
  • Program Policy Development
  • Database Management
  • Filing and data archiving
  • MS Office
  • Sorting and labeling
Work History
Tax Program Technician I, 02/2022 - Current
Rooms To Go Gretna, LA,
  • Performed work assignments in areas of audit and collections; answer correspondence regarding such matters as determination of residency and allowable expenses on tax returns; authorize and make allowances of tax credits, incomes, and exemptions; resolve accounting problems resulting from issuance of proposed assessments; abate tax and issue refunds; assess tax and make adjustments to accounts when necessary; prepare complex account resolutions and transactions; and provide assistance with technology applications.
  • Assisted program applicants with form completion, document retrieval and resource management to reduce application delays.
  • Used computers to generate and process automated program forms.
  • Identified issues, analyzed information and provided solutions to problems
  • Managed over 200 Cases per day to meet productivity
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement
  • Exceeded goals through effective task prioritization and great work ethic
Tax Preparer, 01/2012 - Current
Moss Adams Llp Pasadena, CA,
  • Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on return
  • Completing and filing tax documents with appropriate agencies, like IRS, state and local government entities
  • Acting as representative for clients with applicable agencies as required
  • Building customer relationships to promote and expand business
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Facilitated integration of modern tax software with client accounting software.
  • Managed over 40 taxpayers' return per day
Casino Floor Supervisor, 06/2004 - Current
Cache Creek Casino Resort City, STATE,
  • Responsible for cash receipts and ensuring all cash drawers were balanced and all cash management policies were followed
  • Performed administrative supervisory functions and overseeing 5 staffs performance
  • Responsible for managing team of administration professionals to achieve operational objectives
  • Provided guidance and support to employees to ensure duties are performed effectively following company standards and guidelines for operational efficiency
  • Answered questions and helped resolve any problems faced by administration team
  • Ensure inventory is in stock for all departments
  • Assisted in recruiting and training
  • Evaluated staff for their individual annual performance to identify and implement process improvements.
  • Oversaw area games to maintain security and compliance.
  • Interacted with guests to promote positive atmosphere by greeting with friendly tone and wishing good luck.
Tax Technician, 09/2020 - 02/2022
  • Performed by helping people file their tax returns and pay their taxes accurately and timely
  • Managed 30 calls per day to meet productivity
  • Promote self-compliance through education and collaboration
  • Communicate with customers or their representatives through phone, chat, and correspondence contact channels
  • Provide quality services that are easily accessible
  • Identify and pursue taxpayers that fail to file tax returns
  • Identify and pursue withholding agents that fail to withhold
  • Utilize cutting edge contact center technology and best-practice methodologies
  • Detect and prevent refund fraud and identity theft
  • Verify CA regulatory requirements are met before allowing tax professional access to clients' accounts
  • Knowledge and experience in using TPF, TI, CM, ARCS, INC, DMV, E-GATEWAY, and RACKS
  • Processes Personal Income Tax (PIT) returns, payments, and general communication
  • Experience in collecting past due accounts and negotiating skills
  • Create work culture that values employees and their contributions.
  • Oversaw daily operations to ensure high levels of productivity.
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Certificate: Accounting, Expected in 01/2003
Los Rios Community College - Sacramento, CA,
Status -
Bachelor of Science: Liberal Arts And General Studies, Expected in 01/2001
California State University -Sacramento - Sacramento, CA,
Status -

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Resume Overview

School Attended

  • Los Rios Community College
  • California State University -Sacramento

Job Titles Held:

  • Tax Program Technician I
  • Tax Preparer
  • Casino Floor Supervisor
  • Tax Technician


  • Certificate
  • Bachelor of Science

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