Ulises M.

Associate Tax Auditor at California Franchise Tax Board
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Contact Information
us****@****om
(386) 825-5501
Location
Sacramento, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Experience

    • United States
    • Government Administration
    • 700 & Above Employee
    • Associate Tax Auditor
      • May 2022 - Present

    • Tax Auditor
      • Aug 2018 - May 2022

    • Staff Accountant
      • Sep 2015 - Aug 2018

      • Completed internal audit/reconciliations for all client accounts utilizing data obtained from third-party payment processing databases and bank statements • Managed Accounts Payable and Accounts Receivable • Reconciled corporate credit cards, bank statements, and balance sheet accounts • Recorded month end journal entries (deferred revenue, prepaid expenses, accrued interest, COGs) • Managed fixed assets and recorded depreciation • Managed and maintained capital leases • Completed financial and accounting projects to support third-party financial audit (PBC list) • Analyzed customer contracts for invoicing and revenue recognition in accordance with GAAP • Prepared various financial reports for senior management • Calculated and processed commission statements • Reviewed and approved all employee expense reports • Created various policies and processes resulting in employee efficiency • Managed/processed all purchase orders and requests Show less

    • United States
    • Accounting
    • Accountant
      • Apr 2012 - Aug 2015

      • Independently analyzed complex business accounts for multiple clients including review of bank records and accounting records to ensure compliance with GAAP and government agencies • Prepared Profit and Loss Statements for all clients using QuickBooks on a monthly basis • Examined financial records and created detailed financial reports • Performed all payroll functions for a diverse client base while adhering to federal and state regulations and deadlines • Calculated and filed both state and federal payroll taxes for all clients • Calculated and filed California sales and use taxes for all clients • Prepared and calculated personal, corporate income taxes, and 1099's within federal and state mandated timeframes • Maintained and completed general ledgers for multiple business types Show less

    • United States
    • Computers and Electronics Manufacturing
    • 700 & Above Employee
    • Senior Technical Analyst and Mentor
      • Apr 2010 - Mar 2012

      • Supervised and trained newly hired individuals for success on the job including best business practices while emphasizing ethics • Engineered training tools using both Microsoft and Apple applications increasing team efficiency • Administered and orchestrated weekly team meetings • Demonstrated consistent high performance as measured by productivity, efficiency, work organization, and customer satisfaction • Completed various training and continuing education regarding new updates and efficiency implementations • Effectively resolved a wide variety of issues with a diverse set of customers in a timely manner • Ability to work well within a team and coordinate with team members to maintain proper work flow Show less

    • Bail Agent
      • Jul 2003 - May 2010

      • Managed client account receivables and facilitated $155k in collections annually • Direct sales associated with Temporary Sureties $75k-$150k monthly in Bonds • Assisted on completion and maintenance of general ledgers • Created innovative revenue system that increases the overall growth of the organization • Ensured timely payments of vendor invoices • Develop budget for advertising campaigns allocating funds necessary • Independently managed business office including all business activities and closing duties Show less

Education

  • California State University of Sacramento
    Bachelor of Science, Business Administration; Finance and Risk Management/Insurance

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