Dynamic Tax Examiner Technician with the IRS, skilled in recordkeeping and documentation. Proven ability to enhance operational efficiency through strong leadership and excellent communication skills. Adept at identifying discrepancies and ensuring compliance, contributing to accurate tax assessments and improved taxpayer relations. Proficient in Microsoft Office and data entry, thriving in fast-paced environments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Tax Examiner Technician
Internal Revenue Service, IRS
10.2023 - Current
Review individual and business tax filings for accuracy, identifying discrepancies, errors, and potential fraud through detailed analysis and cross-system verification.
Conduct in-depth research using multiple IRS computer applications to validate income, deductions, and reported figures.
Verify income reporting/underreporting, calculate tax liabilities, adjustments, penalties, and refunds based on tax code and regulatory compliance.
Prepare documentation and make adjustments to taxpayer accounts in accordance with federal guidelines.
Ensure taxpayer compliance with federal, state, and local tax laws; initiate audits or investigations for questionable or high-risk returns.
Draft and issue official notices regarding underpayments, incorrect reporting, and required taxpayer actions.
Clerk-OA/Back up Lead/ Lead
Internal Revenue Service, IRS
03.2015 - 09.2025
Processed tax returns efficiently, ensuring accuracy and compliance with federal regulations.
Maintained detailed records of taxpayer interactions using IRS software systems.
Type corresponding letters to tax payers with missing or incorrect information.
Inputting daily Huddle reports, Correspondence reports & UPC weekly reports in a timely manner for work load inventory.
Assisted in resolving taxpayer inquiries, providing clear information on tax regulations.
Collaborated with team members to improve workflow processes for document processing.
Led cross-functional teams to enhance operational efficiency and drive project completion.
Mentored junior staff, fostering skill development and enhancing team performance.
Coordinated resource allocation to ensure timely project execution and goal attainment.
Established key performance indicators to measure success and identify improvement areas.
Facilitated training sessions to promote adherence to company policies and procedures.
Assisted with new hire processing and existing training programs.
Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Led team by answering complex customer questions and mentoring personnel one-on-one.
Conducted regular reviews of operations and identified areas for improvement.
Mail Clerk /Back up Lead
Internal Revenue Service, IRS
03.2008 - 01.2015
Processed and sorted incoming mail to ensure timely distribution across various departments.
Maintained organized filing systems for sensitive documents in compliance with federal regulations.
Coordinated interdepartmental communications to facilitate seamless information flow and document exchange.
Trained new staff on mail handling procedures, improving team performance and consistency in operations.
Safeguarded sensitive information through proper handling of confidential correspondence according to company policies.
Contributed to a positive work environment through maintaining a clean, organized, and safety-compliant mailroom facility.
Processed and organized incoming mail for distribution to appropriate departments.
Take attendance and calculate entire units tags of mail & documents completed daily for inventory updates.
counsel employees/ Correct employees mistakes by giving them proper feed back and correct protocol.
Service Deli Clerk/Store Opener
Vons
09.2007 - 12.2008
Assisted customers with product selection and inquiries to enhance shopping experience.
Maintained cleanliness and organization of deli area, ensuring compliance with health standards.
Operated slicing machines and scales to prepare and package deli products efficiently.
Collaborated with team members to manage inventory levels and restock products as needed.
Demonstrated strong knowledge of food handling procedures, maintaining high-quality standards for all prepared items.
Made food according to standard recipes with requested changes for customer satisfaction.
Managed perishable inventory efficiently by rotating stock regularly according to expiration dates and seasonal demands to minimize spoilage rates.
Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer
Kept kitchen, counter and dining areas cleaned and sanitized.
Properly labeled and stored food and fresh ingredients in cooler or freezer to optimize freshness.
Greeted customers at counter to fulfill requests and answer questions.
Kept drawer balanced by accurately processing cash, credit and debit payments.
Education
Basic
SOUL High School
Fresno, CA
06-2005
Skills
Recordkeeping and documentation
Payment plan processing
Deduction legitimacy
Basic accounting principles
Microsoft Word, Excel, Outlook, Teams, Telework
Data Entry & 10-Key Proficiency
Multi-Line Phone Sys
tem Operation
Strong Leadership & Team Collaboration
Excellent Communication Skills
Fast-Paced Environment Adaptability
Typing Speed: 35 WPM
Certification
5 Year Recognition certificate, I.R.S - 2013
Classroom Instructor Training Certificate, I.R.S - November 25, 2014
Performance Award, I.R.S. - 2015
Certificate of No Errors, I.R.S - 2018
Languages
English
Full Professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved.