Dynamic TE Technician with the IRS, recognized for enhancing data accuracy and driving process improvements. Expert in quality control and staff training, with a proven ability to manage multiple tasks under pressure. Proficient in Microsoft Office and committed to client privacy compliance, consistently exceeding performance metrics.
Knowledgeable background in client financial counseling and track record of effectively managing client accounts and billing processes and options. Demonstrated ability to provide compassionate financial guidance, ensuring clients understand their financial responsibilities and payment options. Proven skills in financial analysis.
Overview
22
22
years of professional experience
Work History
TE Techniciah
Internal Revenue Service, IRS
Austin, TX
07.2018 - Current
Speak with and inform taxpayers via phone and mail regarding tax laws in the following programs: Refund Holds, ASFR, TDI Core, TDI Returns, ASFR 971 returns, AM 18 credit transfers, withholding compliance and installment agreements.
Managed approximately 60+ incoming calls, emails and faxes per day from customers.
Research accounts, interpret tax laws and updated taxpayer accounts, input necessary codes, make credit transfers, input installment agreements and send out letters via postal correspondence.
On the job instructor and trainer for new hires
Evaluated team performance regularly, providing constructive feedback and targeted coaching for improvement.
Conducted quarterly employee review status
Emailed employees unportable and age lists, requesting to fix and respond status of account by EOD
Contributed to ongoing process improvements by identifying inefficiencies and suggesting innovative solutions.
Assisted team with questions regarding tax laws for different programs
Daily assignment of associate work duties and programs to be worked that day
Managed project timelines effectively, meeting or exceeding deadlines consistently while maintaining high-quality standards.
Conducted regular team meetings to encourage collaboration, share updates, and address concerns.
Collaborated with other departments to ensure seamless integration of services and support across the organization.
Data Transcriber
Internal Revenue Service, IRS
Austin, TX
02.2004 - 07.2018
Located and corrected data entry errors and reported to management.
Verified accuracy of data before transcribing.
Collaborated with team members to complete large-scale transcription projects within tight deadlines.
Leveraged strong analytical skills to identify patterns and trends in data, enhancing the overall value of transcribed information for decision makers.
Consistently met or exceeded performance metrics for both speed and accuracy in assigned transcription tasks.
Enhanced data accuracy by diligently transcribing information from various sources.
Elevated the overall quality of work products through ongoing self-assessment, peer feedback, and active participation in professional development opportunities.
Assisted in training new hires on company-specific transcription standards, tools, and best practices.
Education
No Degree - History
The University of Texas At Dallas
Richardson, TX
No Degree - History
Texas State University
San Marcos, TX
Skills
Great attention to detail, QA review & Quality control
Works Well Under Pressure
Multitasking and organizational skills
Written/Verbal communication
Staff education and training
Highly motivated to learn new tasks
Typing 65WPM, 10 key by touch, E-Fax trained, multi-phone line trained, facsimile and copier trained
Client privacy compliant, updated on all training modules/compliance laws
Microsoft Office, Excel,Power Point, Sharepoint, SERP, IRM
Willing to work remote, on site or Hybrid hours/flexible hours ok
Educated on language interpreter phone line and iPad