Dynamic tax professional with extensive experience at the Department of the Treasury, Internal Revenue Service. Proven expertise in tax compliance and audit management, successfully resolving disputes and optimizing client savings. Strong leadership and communication skills, adept at mentoring teams and enhancing workflow efficiency through innovative problem-solving strategies.
Overview
24
24
years of professional experience
Work History
Internal Revenue Agent - Team Coordinator
Department of the Treasury, Internal Revenue Service
Buffalo, NY
08.2008 - Current
Managed and conducted thorough audits to ensure compliance with federal tax laws and regulations.
Analyzed complex financial data to identify discrepancies and potential tax compliance issues.
Collaborated with taxpayers and internal IRS specialists to resolve disputes and provide expert guidance on tax matters.
Developed comprehensive reports detailing audit findings and recommendations for corrective actions.
Identified potential areas of non-compliance by analyzing financial statements and related documents.
Managed multiple audit cases simultaneously while maintaining high standards of quality and efficiency in case resolution.
Tax Supervisor
Freed Maxick CPA's
Buffalo, NY
12.2004 - 07.2008
Supervised tax preparation processes for individual and corporate clients, ensuring compliance with regulations.
Mentored junior staff in tax laws and procedures, fostering professional development and accuracy.
Led audits and reviews of tax returns, identifying discrepancies and implementing corrective actions.
Developed strategies to optimize tax savings for clients while maintaining regulatory compliance.
Staff Accountant
Hockey Western New York, LLC (Buffalo Sabres)
Buffalo, NY
09.2003 - 11.2004
Managed accounts payable and receivable processes, ensuring timely and accurate transactions.
Reconciled general ledger accounts and box office ticket sales reports, maintaining financial accuracy and compliance with accounting standards.
Prepared monthly financial statements, providing insights for management decision-making.
Implemented process improvements that enhanced efficiency in financial reporting workflows.
Accounts Payable Manager
IBM Corp
Endicott, NY
09.2001 - 09.2003
Led accounts payable team, ensuring timely processing of invoices and payments.
Implemented process improvements that enhanced workflow efficiency and reduced errors.
Managed vendor relationships, negotiating terms to optimize payment schedules.
Developed and maintained financial reports for management review and decision-making.
Education
BBA - Accounting
Niagara University
Niagara Falls, NY
06-2001
Skills
Tax compliance
Financial analysis
Audit management
Dispute resolution
Proficient in Excel and broad range of tax software
Teamwork/Collaboration
Adaptability
Problem-Solving
Leadership
Customer Service
Communication
Timeline
Internal Revenue Agent - Team Coordinator
Department of the Treasury, Internal Revenue Service