Individual Tax Advisory Specialist - Internal Revenue Service, IRS - Palm Springs, CA
(2022-02)
- Advise taxpayers in meeting their federal tax obligations; provide taxpayer assistance on tax law inquiries, filing requirements, status, and web-based filing.
- Perform research, analysis, and necessary computations to recommend adjustments to customers' accounts.
- Provide technical tax law advice on newly enacted legislation, complex tax law issues, referrals, changes in regulations, and policies.
- Operated as a one-person TAC office, responsible for opening and closing the TAC securely, assuring that all alarms are active, and securing file rooms that contain PII and finances.
- Advised clients on tax-efficient investing strategies in order to maximize returns while minimizing tax liabilities.
- Communicated effectively with a wide range of clients, from high-net-worth individuals to institutional investors.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Maintained accurate records of all client transactions and filings.
- Provided exceptional customer service, addressing client concerns and questions promptly.
Employment Program Representative I - Employment Development Department - Riverside, CA
(2020-07 - 2022-07)
- EPR in UI assists customers in filing UI benefit claims, authorizes payment, or provides information on claim status.
- EPR independently reviews, investigates, and determines if an individual is eligible or ineligible to receive UI benefits in accordance with UI laws, rules, regulations, and procedures.
- EPR informs customers and employers of their rights and responsibilities under the UI program.
- Services are provided by telephone in a non-public, call-center environment that includes the use of automated data systems, gathering pertinent data, and communicating factual and procedural information clearly, verbally, and in writing.
- Retrieving information from other software systems (e.g., databases, spreadsheets, graphics, and word processing).
- Gathering, organizing, and/or maintaining information, and/or determining its importance and accuracy, and communicating it by a variety of methods.
- Performing office automation duties, utilizing word-processing equipment and/or software to edit and/or create documents and correspondence.
- Creating and/or maintaining spreadsheets and/or databases; responding to inquiries by phone and/or in writing.
- Reviewing and/or screening applications for benefits to ensure the validity of the documentation submitted.
- Providing information and/or assistance on applications for benefits, maintaining subject matter files, technical instructions, and/or operating procedures.
Warehouse Ambassador - Wayfair - Perris, CA
(2019-02 - 2020-04)
- Utilized RF scanning devices to track movement of goods in the warehouse.
- Maintained cleanliness of the warehouse environment, including sweeping, mopping, and dusting.
- Loaded outgoing shipments onto trucks to ensure timely delivery.
- Assisted in training new employees on proper safety procedures within the warehouse.
- Unloaded trucks using a hand truck or pallet jack.
- Operated forklifts safely for moving large loads throughout the facility.
- Delivered or routed materials to departments using a hand truck, conveyor, or sorting bins.
- Packed, sealed or affixed postage to prepare materials for shipping.
- Operated lift and hand trucks to transfer materials to and from target areas.
- Assisted in packaging and labeling of products for shipment.
- Loaded and unloaded shipments from trucks and picked up and moved heavy packages and items using forklifts.
- Followed proper safety protocols when operating machinery in the warehouse.
- Ensured safety policies were followed at all times while working in the warehouse environment.
- Assisted in packaging and labeling of products for shipment, adhering to company standards.
- Operated forklift trucks, pallet jacks, and other material handling equipment safely and efficiently.
- Utilized hand-held scanners to locate and pick orders from shelves.
- Followed safety procedures while working in the warehouse environment.
- Organized order picking by utilizing bin locations, product codes, and other identifying information.
- Maintained cleanliness of the warehouse area by sweeping floors, dusting shelves, and removing debris.
- Trained new employees regarding warehouse procedures and standards.
Tax Examining Technician - Internal Revenue Service, IRS - Fresno, CA
(2018-02 - 2018-08)
- Reviews of tax returns for accuracy and completeness, reviews and codes tax returns for computer processing, resolves errors, and corresponds with taxpayers to obtain any missing information.
- Examine tax returns to determine if deductions and credits should be allowed. Work with federal, state, and local governments.
- Report any adjustments or corrections tax examiners make to the states, which include analyzing problems to identify significant factors, and recognizing solutions.
- Processed requests for abatements or refunds according to established policies and procedures.
- Provided guidance to taxpayers on filing requirements, payment options, filing deadlines.
- Assisted taxpayers in understanding their rights and responsibilities under the law.
- Utilized computer software programs such as Microsoft Excel to manage data efficiently.
- Analyzed financial documents, such as bank statements, pay stubs, and W-2s to verify income reported on tax returns.
- Attended meetings with senior management personnel as needed.
- Answered questions from taxpayers and assisted individuals with completing tax forms.
- Set up and monitored payment plans and processed payments.
- Discussed and explained various tax forms with taxpayers.
IT Tech - Robert Half Technology - Ontario, CA
(2017-04 - 2018-02)
- Contracted IT Repair Tech for the Unified School District of Redlands, California.
- Other duties are to service and maintain computer systems and associated peripherals, such as printers and scanners.
- Performs skilled duties in computer repair, tablet repair, and system configuration.
- Installs and upgrades software, including the operating system and general-purpose applications.
- Make site visits to fix, upgrade, or troubleshoot computer software and hardware issues.
- Used the ticketing service system to escalate customer service needs.
- Completed day-to-day duties accurately and efficiently.
- Conducted testing of software and systems to ensure quality and reliability.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Worked on the SBCUSD project, Windows OS upgrade, and OS system configuration.
IT Field Service Technician - Intratek Computer - Irvine, CA
(2015-09 - 2015-12)
- Worked on the SBCUSD project, Windows OS upgrade, and OS system configuration.
- Installs and upgrades software, including operating systems and general-purpose applications.
- Make regular visits to fix, upgrade, or troubleshoot computer software and hardware issues.
- Conducted regular maintenance checks on systems to ensure optimal performance levels are met.
- Provided assistance to other technicians in resolving complex technical problems encountered during service calls.
- Maintained positive working relationship with fellow staff and management.
- Set up equipment for employee use, performing or properly installing cables, operating systems or software.
- Installed and performed minor repairs to hardware, software or peripheral equipment.
IT Technician - A2z It - Murrieta, CA
(2015-03 - 2015-09)
- Desktop VoIP phone installations.
- PC testing and validation.
- Device labeling and tagging.
- Printer, scanner, and fax disconnect, move, and reconnect.
- Peripheral reconfiguration.
- PC, server, and peripheral cleaning.
