Stephanie Rivera
Auditor
Fresno,CA
Summary
Tax Auditor with 3 years of experience in utility users tax and 7 years of experience in property tax. Reviews accounting practices and financial records to verify conformity to legal requirements and uncover errors or misrepresentation.
Overview
8
8
years of post-secondary education
19
19
years of professional experience
Work History
Utility Users Tax Auditor
MuniServices | Avenu Insights & Analytics
Fresno, CA
07.2017 - Current
- Performed examination of taxpayer records for compliance under direction of supervisor and management.
- Gained understanding of local tax ordinance language by City and State.
- Prepared for audit reviews by reviewing tax returns, prior audit reports and other available data preliminary to the audit review.
- Met with taxpayers to discuss audit procedures, answers questions, and obtains necessary information and records.
- Examined and verified taxpayers’ business and financial records.
- Prepared workpapers and schedules supporting all adjustments, compute assessments.
- Reviewed and discussed audit findings with taxpayer and/or representative to illustrate how local tax laws and rulings apply to taxpayer’s specific operations and support audit findings.
- Prepared statistical and narrative reports explaining and supporting audit findings.
Production Supervisor
MuniServices | Avenu Insights & Analytics
Fresno, CA
01.2002 - 07.2017
- Understand, recognize and apply the concepts and terminology used: County Assessor’s data, Tax Rate Areas (TRA), Assessor Parcel Number (APN), annexations, State Board of Equalization (SBOE), Franchise Tax Board (FTB), Geo districts, Redevelopment Area (RDA), Standard Industry Codes (SIC), Geographic Information Systems (GIS), business names, and doing-business-as (DBA).
- Analyze, translate, document, map and create/adjust address ranges for annexations per TRA Change notices provided by the SBOE.
- Evaluate, standardize and geo-code data to provide results to the following departments: Business License Tax, Property Tax, Sales Tax, Geo-based Revenue Information Product, Sales Tax Analysis Reporting Service and Utility Users.
- Direct production and identify bottlenecks and provide resolution.
- Supervised, trained and mentored new/tenured employees on processes and procedures referencing to MuniServices’ proprietary software: Annexation Manager, Address Range Maintenance, and Exception Resolution.
- Evaluate, document, update and/or create training manuals for standardization/coding procedures.
- Ensure production priorities are met for internal business unit customers.
Education
Bachelor of Science - Accountancy
California State University - Fresno
Fresno, CA 08.2004 - 05.2012
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Skills
Leadership
undefinedQuote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Utility Users Tax Auditor
MuniServices | Avenu Insights & Analytics
07.2017 - Current
Bachelor of Science - Accountancy
California State University - Fresno
08.2004 - 05.2012
Production Supervisor
MuniServices | Avenu Insights & Analytics
01.2002 - 07.2017
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