Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
21
21
years of professional experience
Work History
Tax Analyst
Internal Revenue Service
08.2020 - Current
Developed and interpreted program planning guidance for the Office of Tax Shelter Administration, enhancing operational effectiveness.
Streamlined data processing for Forms 8886, Forms 3115 and Forms 8023, ensuring accuracy and compliance through rigorous analysis and coordination with cross-functional teams.
Utilized advanced Excel functions and SQL to extract, clean, and validate data, resulting in improved reporting accuracy for stakeholders and upper management.
Collaborated with Research, Applied Analytics & Statistics (RAAS) to optimize documentation processes, reducing processing time by 20%.
Analyzed tax issues and made recommendations for remediation to management.
Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Cashier
Lowes Home Improvment
07.2018 - 11.2020
Greeted customers entering store and responded promptly to customer needs.
Delivered prompt, friendly service to customers daily, resulting in positive feedback and improved customer satisfaction scores.
Assisted customers with product returns, exchanges, and special orders while adhering to company policies.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Quality Analyst
Internal Revenue Service-Federal Government
04.2015 - 08.2020
Analyzed closed tax cases to identify inefficiencies, leading to the implementation of best practices that improved service delivery metrics.
Analyzed quality and performance data to support operational decision-making.
Created and revised procedures, checklists and job aids to reduce errors.
Developed and maintained quality assurance procedure documentation.
Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
Provided detailed reports on quality metrics to senior management, enabling informed decision-making regarding process improvements.
Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
Identified process inefficiencies through meticulous data analysis, leading to streamlined operations and increased productivity.
Prepared comprehensive reports for upper management, highlighting systemic issues and recommending actionable solutions.
Conducted detailed evaluations of Taxpayer Advocate Service (TAS) programs, ensuring compliance with federal guidelines and enhancing overall service quality.
Associate Advocate
Internal Revenue Service
05.2009 - 04.2015
Provided expert advocacy for taxpayers, resolving complex issues through effective communication with IRS operational divisions.
Maintained up-to-date knowledge of applicable laws and regulations.
Conducted thorough research, contributing to successful outcomes in complex cases.
Developed and implemented corrective action plans, significantly reducing processing delays for hardship cases.
Prepared clear and concise communications to taxpayers, ensuring compliance with legal standards and enhancing customer satisfaction.
Developed strong relationships with clients through regular updates on their cases'' progressions and attentive service provision.
Organized and maintained case files, ensuring easy access to crucial information for team members.
Increased overall team efficiency by mentoring junior associates on best practices.
Managed a high-volume caseload while consistently meeting deadlines and maintaining attention to detail.
Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
Delivered friendly service and offered expert support in every interaction.
Tax Technician
Internal Revenue Service
01.2005 - 05.2009
Managed a portfolio of 50 large corporations, proactively identifying and resolving tax-related issues, resulting in enhanced client relationships.
Streamlined tax preparation processes, resulting in faster turnaround times for clients.
Prepared amended returns when necessary, resolving discrepancies in a timely manner to minimize penalties or interest charges for clients.
Contributed to the training of new staff members, cultivating a culture of continuous learning and teamwork within the organization.
Implemented secure document storage solutions that ensured confidentiality and compliance with industry standards for client information protection.
Maintained up-to-date knowledge of changing tax laws, ensuring accurate and compliant filing practices.
Provided exceptional customer service by promptly addressing client questions and concerns regarding their taxes.
Conducted thorough reviews of tax filings and notices, ensuring accuracy and compliance with IRS regulations.
Led training sessions for team members, improving overall departmental efficiency and knowledge retention.