Experience

• 

  Internal Revenue Service

  • Santa Ana, California, United States

  • Tax Compliance Officer

    • Sep 2019 - Present
    • Santa Ana, California, United States

    Planned, coordinated, and conducted taxpayer audits.Conducted interviews: face to face, over the phone, correspondence.Analyzed financial documents to verify amounts claimed on tax returns.Reviewed transactions to ensure compliance with the Internal Revenue Code.Questioned taxpayers and/or their power of attorneys concerning examination issues.Determined adjustments and assessed penalties.Performed legal research and explained tax law.Investigated possible fraudulent activities.Prepared workpapers and a final report that recorded the actions taken in the case and stated the findings of the examination.

• 

  Ultimate Software

  • Santa Ana, California, United States

  • Tax Operator

    • Jul 2019 - Aug 2019
    • Santa Ana, California, United States

    Utilized multiple computer systems, databases, and screens to process tax returns.Verified the entry of data for accuracy and entered missing data.Met and/or exceeded established daily and weekly productivity goals.

• 

  Wagner Kirkman Blaine Klomparens & Youmans LLP

  • Mather, CA

  • Legal Extern

    • Aug 2017 - Nov 2017
    • Mather, CA

    Researched and analyzed applicable tax and securities regulations for planned transactions.Performed oral presentations and submitted memos on deadlines.Drafted an employment agreement.

• 

  California Franchise Tax Board

  • Sacramento, California

  • Legal Intern

    • May 2017 - Aug 2017
    • Sacramento, California

    Authored and submitted Opening Briefs to the Board of Equalization.Investigated taxpayer returns concerning: accuracy, fraud, and the absence of a return.Participated in the Ask A Legal Expert program.Conducted legal research pertaining to individual and corporate taxpayer cases.

• 

  Home Run Park Inc.

  • Anaheim, CA

  • Operations Manager

    • Aug 2013 - Aug 2015
    • Anaheim, CA

    Modernized store operating procedure.Conducted inter-divisional communication between Home Run Park Inc. and www.cheapbats.com.Supported sales teams with information pertaining to the rules of local leagues, product arrivals, and future discount sales.Refined the training program for new employees.Operated the Store Manager training program.

• 

  Prudential Financial

  • Ontario, CA

  • Financial Professional Associate Program

    • Feb 2013 - Jul 2013
    • Ontario, CA

    Managed a book of business selling insurance.Proficient in running illustration and database software.Analyzed clients' insurance needs and annuity possibilities.Assessed cross selling opportunities with existing clients.Conducted marketing campaigns including: mail, phone, and canvassing.Trained in Index Universal Life, Variable Life, Term Life, Annuities, and Managed Money.

• 

  Home Run Park Inc.

  • Store Manager

    • Jan 2012 - Jan 2013

    Managed a 10 man sales team through product orientations and evaluations.Resolved customer complaints and facilitated warranty returns.Calculated three segments of daily accounting.

  • Sales Associate

    • Jun 2009 - Dec 2011

    Top sales associate of 2010.Developed customer service relationships with the surrounding community.Negotiated purchases with local youth leagues.Specialized in selling baseball and softball bats.