Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
OTHER SKILLS
Timeline
Generic

BENITO NATIVIDAD

Houston,TX

Summary

Results-driven professional with strong analytical and communication skills. Excels in team environments and is committed to achieving positive outcomes. Tactful and confidential, able to handle sensitive information with discretion. Maintains an objective attitude for a respectful approach to colleagues and clients.

Professional with strong background in financial management and compliance, equipped to drive revenue growth and enhance operational efficiency. Known for strategic analysis, tax regulation expertise, and keen problem-solving skills. Proven ability to collaborate effectively within teams, adapt to evolving challenges, and deliver consistent results. Highly reliable and focused on achieving measurable outcomes.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Revenue Officer (GS-1169-11)

Internal Revenue Service
08.2018 - Current
  • Duties: Make initial contact in the field of both business and individual residents, ability to collect unfiled returns and balance due unpaid taxes, as well as to educate taxpayers about their tax filing and of paying requirements.
  • Determines actions necessary to bring both business and taxpayers into full compliance. Takes enforced collection action where appropriate if resolution of the unpaid taxes cannot be meet.
  • Conducts interviews with taxpayers (and/or their representatives) in different environments such as their business location, or office setting as part of the investigative process of collecting delinquent taxes and securing delinquent tax returns.
  • Manages inventory of delinquency cases and completes required case actions in a appropriate manner. Counsels taxpayers on their tax filing, depositing and payment obligations, and provides guidance and service on a wide range of financial problems to assist the taxpayer in developing a plan of action to resolve all delinquencies.
  • Consistently researching IRM policies and procedures, regulations, court decisions, state and local laws, and various Titles of the United States Code. Takes prompt action to resolve account discrepancies and respond to taxpayer and practitioner requests. Works with taxpayers to develop realistic plans to resolve delinquencies.
  • Conducts interviews with taxpayers (and/or their representatives) with the purpose of securing complete financial information and assessing the taxpayer’s ability to pay outstanding tax obligations.
  • Confers with internal and external advisors, specialized appraisers, market analysts or attorneys (Counsel or Department of Justice) regarding case development, issue determination, case processing, coordination, asset valuation and marketability, contract rights, interlocking directorates, land trusts and fraudulent transfers.
  • Analyzes financial statements that include balance sheets, income statements, and profit/loss on accounts involving multiple interrelated entities created to avoid detection of income and conceal assets.
  • Utilized the research tools given to locate assets that taxpayers have attempted to shield from the Internal Revenue Service.
  • As a grade 11 Revenue Officer I am consistently selected to work cases above my pay grade that requires me to have knowledge of advanced technical skills. I frequently assist and work with group members to assist in case resolution and provide step by step instructions to guide them in technical issues.
  • I am currently responsible as an on-the-job instructor (OJI) to several trainees at 2 different locations. I have been selected by the group manager to assist with instructing new group members to develop them on case progression and resolution procedures. I actively identify and help solve work-group issues, regularly sharing new information and instructions on new material within the group.
  • Currently I am the subject matter expert (SME) for the Houston area on our Intergraded Data Retrieval System (IDRS the green bible) in which I have been constantly asked question on how to research and instruct new and fellow Revenue Officers on IDRS. My expertise has allowed me to teach several class (2 per month) to the trainees as they become more proficient on how to research the IDRS system.

Lead Financial Representative (GS-0962-09)

Internal Revenue Service
02.2010 - 07.2018
  • Conduct telephone interviews with a wide range of individuals with varying degrees of understanding within the established laws, rules and regulations.
  • Responsible for securing delinquent tax returns and having them processed and performing a technical review of collection activities to determine compliance. documents to and from as needed to other Departments.
  • Review individual circumstances and goals and advises on the most advantageous ways to meet them.
  • Elicit sensitive, personal information to ensure compliance with reporting and disclosure requirements.
  • Make determinations and use judgment concerning controversial matters in reporting as appropriate the degree to which the individual understood their responsibilities and whether error reflect honest mistakes or fraudulent intent.
  • Develop, analyze and evaluate information involving the research of records and the nature of each inquiry including the way it was presented in order to form and advice, and answer inquiries, or resolve problems related to the unique circumstances of each individual or fulfill regulatory requirements.
  • Knowledge of financial/managerial accounting and banking principles, terminology practices and methods to analyze financial records.
  • Explain what future actions are necessary to achieve voluntary compliance by computing and/or advising on tax liability and probably assessment of taxes in cases involving: varied sources of income, including self-employment, itemized personal and business expense deductions, or carryover/carryback of capital losses and investment credit from prior years, or comparable issues requiring reference to the tax code and precedents.
  • Serve as a worklead assisting at one time 18 customer service employees (CSR), each CSR is skilled differently with a diverse programs and assignments.
  • Perform account maintenance when an internal request are received through transcripts or as requested by outside departments, such as requests from the tax advocates (ATAO) to correct the taxpayer’s account.
  • When the CSR’s work their paper cases, their focus is on tax advocate requests (ATAO), math. error responses (MATH), Identity Theft (IDT1,3,8), penalty abatements (PLTY), locating misapplied payments (PYMT), taxpayer requests (TPRQ), loose forms (LSFM), internal requests generated by transcripts (IRRQ), Form 4442 (TWRQ), MFT 31 transcripts (REFM) Injured Spouse (DMFC) in which as lead I have to know all.
  • Continually coaching on how to resolve complex technical issues regarding taxpayer accounts by researching the Internal Revenue Manual (IRM), providing feedback on cases through Correspondence Images System (CIS) in Accounts Management Service (AMS) and include IRM references as guidance for the CSR’s to comprehensively close their cases and know a resolution can be obtained.
  • As worklead, its crucial to keep abreast on all issues outside of the teams hands in addition to their questions, manual refunds, erroneous refunds, routing of Form 3210, monitor the fax box for the team and associate information received with their respective CSR, provide backup to the manager and assist with action items that cannot be resolve. Action items can vary from providing a rebuttal to a CER/PAS error to resolving account freezes to the common unpostable on an account.
  • IDTVA workload AP235 Lead Gate- I assist other CSR’s around the nation on an ongoing bases to find a solution and remedy for questions asked by the taxpayers. I teach how to research and locate the problem and how to ask the correct question and how to answer the taxpayer in a logical and layman terms.0
  • Initiate contact with other offices by mail or phone, e.g., other agencies, work units, institutions, or employers, to verify supporting information regarding cases and securing information when not received by the individual. Contact involves resolving issues and providing information intended to enhance customer satisfaction and increase voluntary compliance through initial and complete contact resolution. I have repeated opportunity to impact the public’s perception of the Agency through on-going one-on-one contact.
  • Workload is often sporadic, random and can possess a high degree of urgency. Work involves a high degree of judgment, initiative, persuasiveness, or ingenuity to make determinations related to individual situations. I exercise judgment and resourcefulness, as well as a great deal of tact and restraint in determining facts, or in developing a different approach or line of questioning for each unique contact situation. Guidelines are subject to major and frequent change and are often vague, ambiguous, and cannot cover all possible situations. This involves a high degree of interpretation and requires me to go beyond providing specific information to specific questions. I can develop solutions to problems for which no instructions exist and provide information to assist individuals in understanding the full range of alternatives available and repercussions. I operate substantially without supervisory direction or control in their day-to-day contact work. Work is reviewed for effectiveness, accuracy and completeness through general observation and periodic monitoring of contacts, review of written work products, and discussion of problems observed or the kinds of problems that are referred for assistance. Comprehensive knowledge of and skill in applying the methods, precedents, and guidelines related to individual and business tax law, the IRM, the IRC, IRS collection techniques and enforcement actions, regulations, practices, tax forms, notices, bills, and other documents to fully advise the taxpayer of options available for meeting tax obligations. This includes knowledge of and skill in reviewing technical information updates in order to maintain a current knowledge of tax law and internal processing procedures. I have skills in effectively and professionally communicating specialize information orally or in writing with internal and external customers.
  • I have knowledge of IRS principles, practices, and procedures including taxpayer rights, enforcement policies and practices, payment processing and pertinent appeal procedures, as well as knowledge of service center and district office operations, processing and procedures. I utilize inventory management procedures to control casework and conduct research.

Education

Associate of Science - Business

Blinn College
Bryan, Texas

Bachelor of Business Administration - undefined

Texas A&M University
College Station, Texas
01.2008

Skills

  • Experienced with legal research applications

Accomplishments

  • Supervised team of 12 staff members.
  • Documented and resolved high income tax compliance which led to successful recovery of tax revenue.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Certified [Job Title], [Company Name] - [Timeframe]

OTHER SKILLS

Languages: Bilingual—English & Spanish

Timeline

Revenue Officer (GS-1169-11)

Internal Revenue Service
08.2018 - Current

Lead Financial Representative (GS-0962-09)

Internal Revenue Service
02.2010 - 07.2018

Bachelor of Business Administration - undefined

Texas A&M University

Associate of Science - Business

Blinn College

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