
Dynamic Tax Law Specialist with expertise in tax research, regulatory compliance, and case management. Proven ability to interpret policies and provide effective tax advisory services, ensuring adherence to statutory provisions.
Advised the field on penalty and interest issues and responded to inquiries from taxpayers and revenue agents.
Researched tax documentation, evaluating application of rules and regulations related to penalty and interest determinations to ensure compliance with statutory provisions and policy requirements.
Interpreted the substance of current and new regulations, policy guidance, advisories and administrative rulings.
Prepared cases for referral to Appeals and prepared recommendations for IRS Counsel.
Coordinated collection of unpaid liabilities with Financial Management Services (FMS) and IRS Counsel, providing feedback and composing written responses to examiners and managers while preparing explanations for taxpayers and their representatives.
Prepared Title 26 referrals for appropriate business units based on Title 31 examination cases. Acted as a contact point for program related inquiries. Provided technical, clerical and managerial personnel with guidance and feedback on program operations and results. Prepared program results as required and interpreted the substance of current regulations, policy guidance and advisories.
Followed applicable procedures for case assembly and processing. Reviewed the aspects of the case, determined if all modules of the taxpayer account are correct and that all required case actions are completed in each situation. Reviewed and completed all assessment documentation for the assessing official.
Delivered written and oral guidance to the financial community, including banking associations, industry and trade groups, and law enforcement and regulatory agencies.
Assisted team by completing various tasks to enhance overall project goals.