BRIAN C. HILL

• 40 hours per week

Duties, Accomplishments, and Related Skills:

• Reviews and analyzes internal documents and/or taxpayer returns, prepares coded entries to amend and complete records, refers questionable returns and documents to appropriate areas to determine corrective action.
• Processes individual or small business returns and cases that involve relationships among different accounts that span more than a single tax period. Requests and interprets taxpayer information. Perfects documents and initiates research to correct missing or inaccurate account information, inquiries to third parties, and changes to taxpayer accounts to correct errors.
• Compiles and maintains functional and/or assigned area records or reports to provide status of work.
• May serve as a technical advisor, on-the-job (OJT) coach, on-the-job instructor (OJI), classroom instructor, and reviewer to provide technical assistance on systemic problems and inconsistencies in the Internal Revenue Manuals (IRM).
• Experience performing a variety of miscellaneous tasks involving researching and processing financial documents, reviewing information, and determining corrective action on accounts, researching for missing/unclear accounting information, and reviewing financial documents submitted for completeness.
• Practical knowledge of accounting, budget, or other financial management related functions with procedural knowledge in carrying out the goals of the Return Integrity Verification Operation (RIVO) Centralized Evaluative Review (CER).
• Practical knowledge of and skill in applying the methods, precedents, and guidelines related to individual and business tax law, the Internal Revenue Manual (IRM), Internal Revenue Code (IRC), Internal Revenue Service(IRS), pre-refund and identity theft, regulations, practices, tax forms, notices, bills, and other documents to fully advise the taxpayer of required documentation to support credits taken on their tax return, methods for computing taxable income, changes to tax returns including amended returns, and compliance requirements for meeting tax obligations. This includes knowledge of and skill in reviewing technical information updates to maintain a current knowledge of tax law and internal processing procedures.
• Practical knowledge of RIVO programs, policies, and procedures, as well as certain aspects of the technical and theoretical fundamentals of tax law related to RIVO programs, organization functionality, and familiarity with IRS organization to know the parameters, rules and regulations of the work performed.
• Practical knowledge of meeting and dealing tactfully with individuals on controversial or sensitive matters, and the ability to communicate effectively, both orally, and in writing, to prepare and present reports, draft proposals, conduct presentations, coordinate work processes, and provide constructive feedback.
• Practical 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 to assess the accuracy of the product being reviewed.
• Knowledge of available on-line systems, research materials, technology, tools, and processing procedures, e.g., data security, knowledge of codes, their interrelationship and function to work cases to perform research, review and resolve issues.
• Knowledge of investigative techniques and procedures sufficient to extract information from a variety of sources and make a determination as to the appropriateness and quality of information sources.
• Knowledge of methods and techniques in recognizing and reacting to significant tax issues and enforcement changes to alert management of the changes that will impact the campus and the quality of service.
• Practical knowledge of quality assurance methods, principles, and practices, as well as understanding of a variety of quality assurance reports.
• Practical knowledge of all types of tax returns, supporting documents, forms, tax computations, and interest and penalty computations (including restricted interest) to verify that corrections and alterations to tax modules were completed in accordance with the approved guidelines, and the effect of these options on the taxpayer liability.
• Practical knowledge and skill in analyzing information acquired via research to determine if a case was worked accurately, e.g., perform trend analysis to identify and address recurring issues with quality coding to provide feedback to IRM authors based on trends identified.

Projects:

RAMP Project (3/15/2024-11/30/2024).

RIVO FRE Analyst Project (03/15/2024-11/30/2024).

Stewardship:

NTEU Chapter 72 Union Steward (05/17/2024-Present).

• 40 hours per week

Duties, Accomplishments, and Related Skills:

• Examine and analyze Forms W-7, Form W-7 COA, FA-DAS, CP Notices, 2848, W-2 and 1040 series returns, as well as several other IRS Forms
• Review and evaluate applications and supporting identification documents for completeness and accuracy and input application into Real-Time System
• Research both RTS and IDRS for applicant history
• Process correspondence by pre-screening and analyzing case information to finalize applications.
• Identify duplicate applications and perform necessary steps to avoid duplicate ITIN assignments.
• Edit W7 applications and tax returns to reflect assigned ITINs or rejected applications.
• Access relevant systems to view and update taxpayers' applications regarding status of the case and to make applicant adjustments.
• Review taxpayer documentation in conjunction with tax laws to determine if documentation supported income on return and tax liability.
• Act on indications of tax fraud and use tools such as Department of Homeland Security Fraudulent Document Training to recognize indications of questionable documentation.; make determinations and use sound judgment concerning taxpayer data.
• Flag identification documents as questionable and suspend applications until further documentation is sent in.
• Initiate correspondence to taxpayers to explain what is needed to complete their application, explain options available to resolve their problems or questions, and make sure taxpayers understand their responsibilities.
• Mail all original documents back to taxpayers ensuring strict disclosure guidelines are followed and compose correspondence indicating originals are enclosed.
• Process and route referrals to appropriate team for processing corrections to resolve issues on accounts.

Details (Selected for additional assignment/s):

• Selected for Cart Perfection Special Detail team called the Special Detail Unit (SDU).
• Selected for Pii Special Detail

• Held sole responsibility for the development, coordination, monitoring, and evaluation of each course taught.
• Effectively implemented best training practices and adult learning principles in planning and creation of instructional material; evaluated student learning and modified instructional methods and strategies as appropriate to meet diverse learner needs.
• Presented personally created course content to several classes of fifty or more students per class via in-person and/or virtual setting per semester.
• Selected and developed instructional materials though extensive research; planned and organized instruction to enhance student learning; created appropriate assignments to encourage student learning, development of communication skills, and higher order thinking; and used available instructional technology, as appropriate
• Used a variety of proven methods of engagement and assessment that facilitated student mastery of the content
• Daily delivered course content of countless research studies representative of statistical data; thereby creating a framework for students to create their own research studies with my supervision
• Taught students how to perform a multitude of statistical analyses utilizing the software platform Statistical Package for the Social Sciences (SPSS)
• Provided students constructive, encouraging, and corrective feedback
• Evaluated student learning by creating and applying course competencies thereby accurately evaluating student progress and mastery of the course content
• Was accessible to students in-person, through e-mail, wireless/cellular technology, or scheduled office hours including arranging, when necessary, additional time for appointments
• Prepared and distributed syllabi in accordance with established procedures and guidelines and followed the published final exam schedule
• Maintained accurate records of students’ academic standing; promptly provided final grades, attendance, and other information as required by administration
• Respected the confidentiality on a daily basis of student information; refrained from discussing or releasing such information except within recognized limits
• Complied with all university academic policies and regulations in accordance with university bylaws.

Courses taught:

· First semester (August 2020-December 2020) taught 1 class being, Intro to Psychology.

· Second semester (January 2021-May 2021) taught 3 classes being; 2 classes of Intro to Statistics, and 1 class of Research Methods.

· Third Semester (August 2021-December 2021) taught 3 classes being; 1 class of Intro to Psychology, 1 class of Intro to Statistics, and 1 class of Research Methods.

· Fourth Semester (January 2022-May 2022) taught 3 classes being; 2 classes of Intro to Statistics, and 1 class of Research Methods.

• Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
• Upheld classroom routines to support student environments and maintain consistent schedules.
• Kept students on-task with proactive behavior modification and positive reinforcement strategies.
• Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
• Provided instruction for students in core subject areas.

• Attended class lectures and wrote notes accordingly
• Graded assignments and recorded attendance for class lecture
• Hosted office hours and tutored students due to difficult course content.
• Provided support during classes, group lessons, and classroom activities.
• Supported student learning objectives through personalized and small group assistance.

• Assisted with collecting research articles and entering patient data into the database.
• Held 1-hour long counseling sessions for patients
• Assisted chronic pain patients undergoing rehabilitation therapy and yoga..
• Sorted, organized, and maintained files.

• Displayed excellent customer service when greeting customers and accepting donations.
• Assisted in loading and unloading of transport trucks.
• Sorted and performed quality control measures of donated items.
• Prepared shipments of items for transport to alternate locations.
• Maintained organized and clean worksite.