Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Danielle Phillips

Danielle Phillips

Covington,KY

Summary

Accomplished Tax Examiner with a proven track record at the IRS, adept in auditing techniques and maintaining client confidentiality. Excelled in resolving complex tax issues and fostering positive relationships, demonstrating exceptional research skills and effective communication. Achieved significant improvements in taxpayer compliance and case management efficiency.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Tax Examiner

IRS
06.2024 - 02.2025
  • Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines.
  • Conducted comprehensive audits, uncovering hidden assets or unreported income to ensure proper taxation was enforced according to regulations.
  • Resolved complex tax issues through diligent research and effective communication with taxpayers.
  • Educated taxpayers about their rights and obligations under the law, fostering a positive relationship between government agencies and constituents.
  • Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
  • Kept case data and contact information up to date to expedite proceedings.

Customer Service Representative

Spectrum
07.2023 - 02.2024
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

Customer Account Manager

Aaron’s Furniture
06.2018 - 07.2023
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Established performance and service goals and held associates accountable for individual performance.
  • Performed duties and provided service in accordance with established operating procedures and company policies.

Education

Bachelor Of Accounting - Accounting

Eastern Kentucky University
Richmond, KY

Associate Of Applied Science - Business Administration/ Accounting

Gateway Community And Technical College
Covington, KY
05.2018

High School Diploma -

Dixie Heights High School
Edgewood, KY
06.2012

Skills

  • Recordkeeping and documentation
  • Payment plan processing
  • Deduction legitimacy
  • Basic accounting principles
  • Auditing techniques
  • Client confidentiality
  • Audits
  • Data interpretation
  • Research
  • Tax compliance
  • Software applications
  • Taxpayer investigation
  • Case management skills
  • Verbal and written communication
  • Research and documentation
  • Tax research
  • Regulations and compliance
  • Skilled in software

Certification

Payroll Accounting Specialist

Financial Perspectives

Timeline

Tax Examiner

IRS
06.2024 - 02.2025

Customer Service Representative

Spectrum
07.2023 - 02.2024

Customer Account Manager

Aaron’s Furniture
06.2018 - 07.2023

Bachelor Of Accounting - Accounting

Eastern Kentucky University

Associate Of Applied Science - Business Administration/ Accounting

Gateway Community And Technical College

High School Diploma -

Dixie Heights High School

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Danielle Phillips