Summary
Overview
Work History
Education
Skills
Awards And Affiliations
Timeline
Generic

Albertha Walley

Boston,MA

Summary

Experience in GAAP accounting/financial principles, forecasting, budget analysis, and auditing Knowledgeable of Massachusetts laws, legal codes, court procedures, precedents, government regulations, and executive orders Strong research and results-oriented project manager with excellent customer service skills Sharp analytical, quantitative, negotiating, critical thinking skills and self-starter Excellent interpersonal, written, and verbal communication skills

Professional with strong background in tax analysis and compliance review. Proven track record in ensuring accuracy and adherence to complex regulatory standards. Known for excellent teamwork and adaptability, driving effective collaboration and results. Skilled in data analysis, problem-solving, and regulatory research, always dependable under shifting priorities.

Overview

20
20
years of professional experience

Work History

Tax Examiner 11 Trustee Contact Center

Massachusetts Department of Revenue
01.2020 - Current
  • Provide technical assistance by explaining Health Insurance Responsibility Disclosure (HIRD) related issues, as well as state tax laws, regulations, and policies
  • Participate in testing the HIRD application, making sure all fields work properly for end-user, and made suggestions to enhance the application
  • Provide technical assistance on Paid Family and Medical Leave and Short-term Room Occupancy laws and policies
  • Manage work log from the e-messaging queue within two to three business days-calling taxpayers to complete cases if needed
  • Provide resolution to incoming calls on average 30-45 calls per day with only 1% of the calls elevated/transferred out for a resolution
  • Managed high-volume caseloads, maintaining organization and prioritization to meet deadlines.

Practice Assistant II (Part-Time), Radiology Department

Brigham and Women's Hospital
03.2005 - Current
  • Manage all aspects of patient scheduling, registration, and billing system; process lab requisitions and requests for diagnostic studies in the Emergency Department and nineteen off-site locations
  • Lead training and orientation for new/current staff and provide cross-coverage
  • Take complete and accurate information from callers, prioritizes information, and facilitate the communication of information to the appropriate medical person/area
  • Enforce HIPPA guidelines of patient privacy and confidentiality
  • Analyzed practice performance metrics regularly, identifying areas needing improvement or opportunities for expansion.

Tax Examiner 1 (Seasonal), Trustee Contact Center

Massachusetts Department of Revenue
10.2018 - 07.2019
  • Provided technical assistance by explaining Health Insurance Responsibility Disclosure related issues, as well as state tax laws, regulations, policies, and make outgoing calls on delinquent accounts-increasing compliance rate by 45%
  • Managed work log from the e-messaging queue within two to three business days-calling taxpayers to complete cases if needed
  • Educated the taxpayers and/or representatives on business tax forms, laws, policies, and assessments
  • Provided resolution to incoming calls on average 35-48 calls per day with only 2% of the calls elevated/transferred out for a resolution
  • Educated taxpayers about their rights and obligations under the law, fostering a positive relationship between government agencies and constituents.
  • Responded to taxpayer questions and helped individuals complete and file tax documentation.

Tax Examiner 1 (Seasonal), Contact Center

Massachusetts Department of Revenue,
11.2016 - 08.2018

• Collected over $2.5 million in tax liabilities from mostly delinquent accounts

  • • Analyzed financial accounts, tax returns, and related documents to determine the proper tax obligation and made appropriate recommendations for personal income and business taxes
  • • Educated the taxpayers and/or representatives on various tax forms, laws, policies, and assessments

• Negotiated and established Small Payment Agreements and recommended release of bank and wages levies

  • Investigated and pursued delinquent accounts.

Education

B. S. - Business Administration

Northeastern University
Boston, MA
05.1999

Skills

  • MassTaxConnect
  • GeniSys
  • Mirror
  • PeopleSoft Enterprise
  • GCOM
  • SEC Edgar
  • Bloomberg
  • MS Office 365
  • Adobe Acrobat Pro

Awards And Affiliations

  • Recipient of the 2020 DOR Commonwealth Citation for Outstanding Performance
  • Partners in Excellence Award
  • State Street Corp Americas Service Provider Award

Timeline

Tax Examiner 11 Trustee Contact Center

Massachusetts Department of Revenue
01.2020 - Current

Tax Examiner 1 (Seasonal), Trustee Contact Center

Massachusetts Department of Revenue
10.2018 - 07.2019

Tax Examiner 1 (Seasonal), Contact Center

Massachusetts Department of Revenue,
11.2016 - 08.2018

Practice Assistant II (Part-Time), Radiology Department

Brigham and Women's Hospital
03.2005 - Current

B. S. - Business Administration

Northeastern University
Albertha Walley