Kuldeep Shergill

**** ******* *** *** *****, Ca *5757

209-***-**** Cell, 916-***-****

adsn8f@r.postjobfree.com

PROFILE

Organized, self-motivated, and detail oriented with over 13 years of experience in government accounting and auditing. Analysis and monitoring with a specialization in interpretation and application of government tax laws and regulations. Confident and effective team player with exceptional communication and interpersonal skills. Proficient in project management and knowledgeable in creating detailed reports, documents, and presentations.

EDUCATION

1994 - 1998 Bachelor of Science, Business Administration, Accounting/Finance

San Jose State University (San Jose, California)

PROFESSIONAL EXPERIENCE Employment Development Department

10989 Trade Center Dr Rancho Cordova, Ca 95670

Accountant Trainee September 2020 – (still employed in this classification)

Duties and Responsibilities of Position:

●Under the close supervision of the Senior Accounting Officer (Supervisor), As the Accountant Trainee. I performed entry level professional program accounting work related to the Claims Processing and Benefit Payment Control activities, which included fraud prevention and detect,establishment of overpayments, employer and claimant assistance, and maintenance of employer and claimant accounts, to ensure the integrity of the Unemployment Insurance (UI) Trust Fund.

●On a daily basis I made routine monetary eligibility determinations and adjustments, as they related to the various Claims Processing and Benft Pmt Control workload processes. I utilized a variety of databases and analyzed information obtained from a variety of Federal, State, and Departmental sources to determine the appropriate action, as it relates to the UI and Disability Insurance (DI) programs.

●I learned to flexible and to adapt failry quickly to frequent workload changes based on organizatinal needs

●Reviewed, analyzed, and adjusted routine case assignments for accuracy and completeness. Identifies irregular items that need further action. Made decisions, based on facts and through accurate interpretation and application of the resources provided, and took appropriate action.

●Researched, followed up, and resolved customer claim inquiries. Adviseed customers of changes in processes. Investigates wage credits. Identifies questionable individuals, fraudulent documentation, and makes routine monetary eligibility determinations, based on facts and through accurate interpretation of the resources provided.

●Assisted with training and reviewing of the supervisor’s subordinate staff’s work, once trained. Maintained records and statistical reports. Identifies, documents, and recommends improvements to systems and procedural issues. Prepared and updated procedures. Assisted with other UI Branch workloads, when priority workloads are backlogged.

Employment Development Department

10989 Trade Center Dr Rancho Cordova, Ca 95670

Accountant I Specialist - May 2020-September 2020(Promoted to Accountant Trainee)

Duties and Responsibilities of Position:

●Under the direct supervision of the Senior Accounting Officer (Supervisor), As the Accountant I Specialist I performed routine and complex semi-professional accounting work and account maintenance functions related to the Claims Processing and Benefit Payment Control activities that include fraud prevention and detection, establishment of overpayments, employer and claimant assistance and maintenance of employer and claimant accounts to ensure the integrity of the Unemployment Insurance (UI) Trust Fund.

●I worked on the more difficult monetary eligibility determinations and adjustments as they relate to the various Claims Processing and Benefit Payment control workload processes, and utilized a variety of databases, analyzed information obtained from a variety of Federal, State and Departmental sources in determining the appropriate action to take as it relates to the Unemployment Insurance (UI) and Disability Insurance (DI) programs. In this position I learned quickly that I had to be flexible and adaptable to frequent workload changes based on organizational workload priorities

●Analyzed and reviewed wage information for routine case assignments for accuracy and completeness, identify irregular wage items and process required wage adjustments, elevate cases where appropriate. Made decisions based on available wage information and through accurate interpretation and application of the information provided, and take appropriate action. Reviewed reporting documents received from employers and claimants to determine monetary eligibility, calculated and processed wages adjustments in the recomputation of UI and DI claims, and the establishment of UI fraud overpayments due to improper benefit payments.

●In this Accountant 1Specialisr position I researched, followed-up, and resolved customer inquiries. Advice customers of changes to the process, investigated missing payments and wage credits to determine if reported information is correct and take action to update and maintain employer and claimant accounts as needed. Investigated questionable or fraudulent documentation and make logical determinations based on the information provided. Elevated calls from irate customers.

●Trained staff, answers questions. Provided input to management by identifying, documenting, and making recommendations to system and procedural problems. Develops and writes procedures, creates test scenarios and prepares reports as necessary.

●Participated on special projects or assignments, working independently or in a team environment, to improve quality services to our customers and to improve processes. Provided feedback to the project leader and manager on a continuous basis regarding status of assignments.

●Other duties as assigned. This includes assisting with other UI Branch workloads when priory workloads are backlogged.

American Income Life 2140 W Grant Line Rd Tracy, Ca 95377

Life and Accident Insurance Agent - October 2017 - April 2018

Duties and Responsibilities of Position:

●Responsible for responding to complex inquiries and complaints on insurance products services,

●Answered phones calls and inquiries that come in from members relating to insurance inquiries, enrollment, and questions about the health plans.

●Resolved complex inquiries and complaints from customers.

●Performed research to resolve customer problems

●Managed and prioritized a high volume of inbound and outbound calls to union members.

●Provided excellent customer service to our members.

●Provided guidance and assistance to less experienced staff on policies and procedures new or enhanced services and/or procedural changes.

Merchants Accounting Services Inc. 1880 Valley Pleasant Way Oakland, Ca 94516

Bookkeeper/Accounting Assistant - January 2015 - January 2017

Duties Responsibilities of Position:

Reconciled customer's bank account and performed weekly bank reconciliations.

●Generated an income statement.

●Generated a balance sheet.

●Recorded daily Sales from POS system.

●Tracked and reconciled all cash and credit card receipts on a weekly basis.

●Tracked sales and use tax liability in order to file all required reports with the State Board of Equalization. Processed all payments according to the due date.

State Board of Equalization 450 N Street Sacramento, Ca 95814

Business Taxes Specialist 2007-2010

Duties Responsibilities of Position:

●Independently maintained the FUN system, setting up new tax rates, changes to existing tax rates, and/or taxing jurisdictions that become newly active or are relatively inactive.

●Acted as a highly skilled technical specialist to independently maintain the FUND System, with up to date information received from local jurisdictions (such as warrant and legal addresses, media and resolution information). Coordinated with the State Controller's Office regarding Electronic Fund Transfers and warrants.

●Effectively handled questions of management, other Board of Equalization units, Franchise Tax Board, other state agencies, local jurisdictions and their representatives regarding allocation of sales, use, and local tax.

Senior Tax Auditor 2002-2007 -

●Provided training classes to Tax Auditor and Tax Technician staff in the area of new or revised procedures, laws, regulations, allocation guidelines and tax return processing.

●Worked independently on special projects relating to complex sales and use tax reporting requirements and issues resulting from changes in laws, regulations, or procedures.

●Performed supervisory back-up duties during supervisor absence.

Tax Auditor 1998-2002

●Performed audits of Sales & Use Tax returns to verify accuracy of reporting taxable transactions.

●Performed analytical and critical examination of books and records.

● Conducted specialized accounting tests and sampling of transactions.

●Examined financial and business records of taxpayers to determine correct amounts of taxes that were owed to the Board of Equalization.

●Examined taxpayer records to determine if purchases and sales were subject to tax.

● Wrote letters to suppliers and manufacturers to determine taxability of purchases.

●Complied appropriate audit packages and working papers to send to the taxpayers. Wrote custom audit reports detailing all aspects of the audit procedures conducted and the findings achieved.

●Communicated with taxpayers and/or their representatives of audit results. Conducted exit conferences with taxpayers.

References Available Upon Request

Contact this candidate