Focused Tax Analyst proudly offering many years' experience in finding opportunities to automate tax processes. Considered a valuable asset in terms of tax knowledge and auditing procedures. Dedicated to working as part of an effective team and promoting exceptional planning and time management skills. Experienced in analyzing and processing tax returns and related documents. Proficient in applying tax laws, regulations, and policies to ensure accurate and timely tax assessments. Skilled in conducting audits, resolving taxpayer inquiries, and maintaining confidential taxpayer information.
Overview
24
24
years of professional experience
Work History
Revenue Tax Officer
Louisiana Department Of Revenue
New Orleans, LA
01.2015 - Current
Assessed the impact of changes in taxation policies on clients' accounts.
Researched potential deductions, exemptions and credits available to taxpayers.
Maintained up-to-date knowledge of relevant legislation, regulations and procedures.
Prepared detailed reports on delinquent accounts and recommended appropriate action for collections.
Resolved disputes between taxpayers and the government concerning taxation issues.
Maintained up-to-date knowledge of current tax laws and regulations.
Investigated taxpayer complaints regarding discrepancies in payments or billing errors.
Monitored payments made by taxpayers to ensure compliance with agreed-upon terms.
Interacted regularly with representatives from other government agencies.
Analyzed financial data from various sources to identify potential areas of noncompliance.
Identified discrepancies between reported income and actual income levels for individuals or businesses.
Participated in training sessions designed to increase understanding of revenue policies, procedures, systems, and tools.
Negotiated repayment arrangements with customers in order to resolve outstanding debt issues.
Reviewed documentation submitted by taxpayers in order to validate claims for deductions or credits.
Educated taxpayers on their rights and responsibilities when it comes to paying taxes.
Verified accuracy of financial documents such as income tax returns, balance sheets, and bank statements.
Assisted taxpayers with inquiries related to their accounts, payment plans, and other financial matters.
Developed strategies for collecting overdue taxes while minimizing costs associated with collection efforts.
Handled the collection of delinquent taxes and other debts owed to the government.
Performed research activities as needed in order to verify information provided by taxpayers or other entities.
Provided guidance to taxpayers on filing requirements, payment options, and applicable laws and regulations.
Garnished bank accounts and wages and seized personal property if necessary.
Recommended offer acceptances and installment payment plans.
Levied salaries, wages and bank accounts.
Prepared administrative reports and assembled case files for closure.
Informed taxpayers of rights under law and provided guidance and service to assist in resolving tax problems.
Interacted with taxpayers, attorneys, accountants, and representatives to collect on delinquent taxpayer accounts and secure late returns.
Set up and monitored payment plans and processed payments.
Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
Checked completeness of information when processing applications and transactions.
Answered questions from taxpayers and assisted individuals with completing tax forms.
Reviewed historical data to check compliance with internal and regulatory standards.
Conferred with taxpayers and representatives to discuss issues, laws, and regulations related to returns and address problems.
Discussed and explained various tax forms with taxpayers.
Conducted independent field audits and investigations of income tax returns to verify information provided.
Administrative Assistant to the Executive Director
Louisiana Department Of Revenue
New Orleans, LA
03.2014 - 01.2015
Developed and maintained databases to track projects and activities.
Greeted visitors in a professional manner while providing excellent customer service.
Compiled reports as requested by the Executive Director.
Assisted with onboarding new employees by ensuring that all paperwork was completed correctly prior to start date.
Performed data entry tasks into various databases when necessary .
Prepared agendas, presentations and other materials for meetings and events.
Processed incoming mail including sorting, distributing items appropriately or forwarding them to the proper department and individuals.
Managed office supply inventory levels to ensure adequate stock is available at all times.
Collaborated with internal departments in order to resolve any issues or concerns within a timely manner.
Assisted with budgeting tasks such as tracking expenses, reconciling accounts and preparing invoices.
Organized and maintained filing system for Executive Director's documents.
Coordinated special projects at the direction of the Executive Director.
Created PowerPoint presentations for executive level meetings and conferences.
Scheduled and coordinated meetings, events and travel arrangements for Executive Director.
Produced written correspondence such as memos, letters, forms, contracts upon request from the Executive Director or other senior management staff members.
Maintained confidential records related to personnel files and organizational policies.
Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
Maintained company confidence and protected business operations by keeping sensitive information confidential.
Set up meeting and event logistics for senior management and updated calendars.
Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
Managed and tracked expenses to meet company budget requirements.
Tackled and addressed top-level, high-priority issues with professional administrative discretion.
Conducted research and collected and analyzed data to prepare reports and documents.
Leveraged word processing software to create proposals, letters and memos.
Followed proper accounting and bookkeeping procedures to support audits.
Executed on-time, under-budget projects by solving complex issues for senior leadership.
Coordinated travel arrangements and completed expense reports for travel reimbursement.
Sorted and distributed incoming faxes, letters and emails for office distribution.
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Set up workshops, conferences and meetings by scheduling and reserving rooms and preparing supplies.
Provided product shipment logistical support and quality control by coordinating with vendors, resulting in increased revenue.
Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
Composed, edited and typed complex memos and reports with job-related software.
Handled incoming calls and directed callers to appropriate department or employee.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Legal Secretary
Kehart, Trimble, Wise, Anderson & Booth
Decatur, IL
04.2008 - 07.2013
Managed dates for all asbestos cases, as well as preparing certificates of service and mailings to numerous co-defendants
Organized case files by creating and maintaining document filing systems for easy retrieval of information.
Coordinated court filings including scheduling hearings, filing deadlines and calendaring events.
Transcribed dictation from audio recordings into written form utilizing digital recording equipment.
Prepared correspondence, memos, reports and other legal documents using Microsoft Word.
Answered incoming calls from clients and attorneys to provide assistance or route calls to appropriate personnel.
Scheduled depositions, mediations and arbitrations with parties involved in litigation cases.
Greeted visitors to the office in a professional manner while providing support to attorneys as needed.
Maintained attorney calendars by keeping track of appointments, meetings and conferences.
Photocopied all correspondence, documents and other printed materials.
Checked office supplies stock and placed orders to maintain levels.
Coordinated and scheduled meetings and telephone conferences.
Processed summonses, subpoenas and complaints.
Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
Received and disbursed incoming mail.
Sorted and distributed incoming faxes, letters and emails for office distribution.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Coordinated multiple schedules using online calendaring system.
Facilitated communications by forwarding emails, transferring calls and filing documents.
Took detailed notes in meetings and disseminated information afterward.
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Processed electronic or physical court filings for attorney's practice.
Head Bartender
HT's
Tovey, IL
04.2007 - 04.2008
Worked part-time while attending school
Checked inventory as well as cleaning and organizing special events
Trained any new employees
Handled all cash.
Cashier and Stocker
Dollar General
Taylorville, IL
01.2005 - 01.2007
Helped clients, handled cash, general cleaning and stocked shelves.
General and Assistant Manager
Kentucky Fried Chicken
Decatur, IL
01.2001 - 01.2005
Started as a shift manager and was promoted
Worked all stores in Decatur area
Did inventory count as well as ordering
Prepared employee schedules and hiring
Prepared deposits and balanced all cash daily, as well as reports
Handled all customer complaints.
Education
Bachelor of Arts - Interdisciplinary Studies
Lindenwood University
Saint Charles, MO
12-2024
Legal Secretary -
Sparks Business College
Shelbyville, IL
Accounting -
University of Illinois at Springfield
Springfield, IL
Accounting -
Lindenwood University
St. Charles, Missouri
Some College (No Degree) - Accounting
Northwestern State University of Louisiana
Natchitoches, LA
Skills
QuickBooks
Balancing checkbooks
Taxes
Tax Return Preparation
Proficient in Word
Proficient in Excel
Regulations and compliance
Multi-state tax review
Organizational abilities
Verbal and written communication
Tax Return Filing
Research and documentation
Proficient in Outlook
Affiliations
Former Professional Dart Player, Won 1st and second place Women's Events in 2021 at World Bullshooter Championships In Chicago
Received ILCRA scholarship for court reporting
Volunteered to be a mentor at Lindenwood in the Fall of 2024
References
References available upon request.
Timeline
Revenue Tax Officer
Louisiana Department Of Revenue
01.2015 - Current
Administrative Assistant to the Executive Director
Louisiana Department Of Revenue
03.2014 - 01.2015
Legal Secretary
Kehart, Trimble, Wise, Anderson & Booth
04.2008 - 07.2013
Head Bartender
HT's
04.2007 - 04.2008
Cashier and Stocker
Dollar General
01.2005 - 01.2007
General and Assistant Manager
Kentucky Fried Chicken
01.2001 - 01.2005
Bachelor of Arts - Interdisciplinary Studies
Lindenwood University
Legal Secretary -
Sparks Business College
Accounting -
University of Illinois at Springfield
Accounting -
Lindenwood University
Some College (No Degree) - Accounting
Northwestern State University of Louisiana
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