David Warren Weaver
Everett
Summary
Dynamic Program Manager with extensive experience at the IRS, leading nationwide teams to enhance compliance and customer service. Proficient in Microsoft Excel and skilled in fostering employee engagement. Successfully delivered tailored training programs and developed strategic operational reviews, significantly improving team performance and stakeholder satisfaction.
Overview
21
21
years of professional experience
Work History
Program Manager
IRS - EO R&A Area 4 (Knowledge Management)
Seattle
03.2023 - Current
- Company Overview: This is a federal job
- I manage a nationwide organization consisting of 4 groups with various Exempt Organization subject matter expertise
- Facilitated monthly staff meetings with meaningful agenda topics such as organizational updates, priorities, employee engagement/satisfaction items, and improving customer service
- I meet monthly with each of frontline managers and staff assistant to discuss group metrics & operations
- On a quarterly basis, facilitated Area wide townhalls to foster open communication with frontline employees and share organizational updates
- Emphasized the completion and publishing of Exempt Organization Technical Guides (TGs)
- My personal contributions in the TG process includes two quality reviews & edits, establishment of clear deadlines for TG completion, approvals, and facilitation of the publishing process and steps
- Oversaw Knowledge Management technical support of compliance Issue Identification (IID)
- Delivered first ever KM in-person CPE in June of ‘24
- Led a team to draft a new & improved Knowledge Base (KB) demonstration (road show) to be used to improve customer’s knowledge and familiarity with access and content
- Established and led a team to draft survey questions that are used by TE/GE Knowledge Management (KM) to secure customer feedback to improve service to our stakeholders
- Delivered tailored training that met their needs in form of CPE, workshops, Chats, and formal training such as Employer Retention Credit (ERC) and Specialty Employment Tax Application (SETA)
- Oversaw the development and delivery of 'Professional Written Communication Using Plain Language CPE' that was delivered to most of the TE/GE Business Operating Division in FY ’24 and ’25
- Oversaw the delivery of technical topic roundtables monthly to EO Determinations
- Oversaw the drafting and publishing of the EO Determinations Roundtable Standard Operating Procedures (SOP), which formalizes the procedures for planning, preparing and delivery of EO Determinations Roundtables
- Timely complete all group operational reviews, typically prior to the beginning of the 4th quarter of the FY, providing my subordinate managers timely quality evaluative feedback and meaningful action items to improve group operations
- Built a collaborative team comprised of managers and staff assistants which I led through analyzing and reviewing current TE/GE KM duties for purposes of tracking direct knowledge management costs
- Assigned direct cost activities with tracking codes
- Built job aids and crosswalks for employees and implemented the use of tracking codes in FY ‘24
- This is a federal job
- Supervisor: Stephen Martin (513) 295-6830
- Okay to contact this Supervisor: Yes
Program Manager
IRS-Federal, State, Local & Employment Tax (FSL/ET)
Seattle
06.2019 - 03.2023
- Company Overview: This is a federal job
- Managed a nationwide program (Federal, State, Local Governments & Employment Tax - FSL/ET) which consisted of five regional examination groups specializing in employment tax compliance
- Led FSL/ET through the pandemic years (2020 & 2021), which involved navigating through a complete shutdown of compliance activities and 100% telework for employees for an extended period
- Promoted employee engagement through regular and effective communication with managers and employees via senior staff meetings, all employee townhalls and one-on-one briefing discussions
- Training and developmental needs for all levels of employees and managers were identified and promoted through the Leadership Succession Review (LSR) process and coordinating with employees in achieving career goals
- Supported the hiring process by facilitating the onboarding, orientation, and training of new grade 13 revenue agents through leading interview panels and serving as the selecting official
- Oversaw the interviewing and selection of new grade 14 agents for the program, which was a newly created position
- Supported effective and efficient program management through annual group operational reviews of each regional group to verify that managers were meeting their performance responsibilities, duties and managerial commitments
- Implemented a just-in-time (JIT) inventory ordering system in our program and the use of an unopened case inventory analysis that is prepared weekly
- Promoted top level customer service in our program by ensuring FSL/ET employees offered taxpayers virtual ways to interact if face-to-face communication is not feasible
- Moved the program efficiently to a more virtual outreach program utilizing electronic media and communication tools to reach a maximum audience
- This is a federal job
- Supervisor: Stephen Chamberlin (636) 255-1290
- Okay to contact this Supervisor: Yes
Supervisory Internal Revenue Agent
IRS - Exempt Organizations Examinations
Seattle
05.2012 - 06.2019
- Company Overview: This is a federal job
- Managed 3 separate TE/GE (EO) Internal Revenue Agents groups in the Pacific Coast Area since 2012
- Held monthly group meetings
- Monitored agent workloads & assigned examination cases based on priority, availability, grade level & agent experience and/or expertise
- Regularly provided concurrence/non-concurrence to agents on various issues as well as audit expansions, priorities/inventory management via regular manager concurrence and/or other meetings
- Participated in every examination closing conference with the agent & taxpayer and communicate closing process & time frame
- Promoted career advancement and engagement via annual Career Learning Plan discussions with each employee
- Developed a recordation plan for entire group prior to the beginning of each fiscal year
- Selected as On-the-Job Training (OJT) Coordinator for Pacific Coast Area FY17 EO Exam New Hires
- This is a federal job
- Supervisor: Paul Marmolejo (559) 367-9232
- Okay to contact this Supervisor: Yes
Internal Revenue Agent
IRS - Exempt Organizations Examinations
Seattle
09.2004 - 05.2012
- Company Overview: This is a federal job
- Reviewed Forms 990, and other related information to determine full compliance using the most effective avenue for investigation
- Completed package audit requirements including review of Forms 941, 940, w-2, w-3, 1099, and 1096 to determine employment tax liabilities
- Reviewed organization's employees’ handbooks and payroll including Forms 1099 and successfully completed worker classification issue
- Reviewed organization's activities including reimbursement policies to determine tax consequences of accountable and non-accountable plans
- Determined consequences of payments of $600 or more to LLC's, attorneys, medical payments and other non-corporations to determine need to backup withhold
- Reviewed Exempt Organization operations to determine type of exempt activities to certify continuity of exempt status
- Conducted a thorough pre-audit using several IRS software (IDRS, YK1, Accurint, Lexis Nexis) to construct and update detailed audit plans throughout the examination process
- Used excellent communication and investigative skills to conduct interviews to develop pertinent information from exempt organization
- This is a federal job
- Supervisor: Greg Wooten (206)-931-3137
- Okay to contact this Supervisor: Yes
Education
Bachelor's degree - Business - Accounting
Walla Walla University
College Place, WA, United States06.1994
Skills
- Microsoft Word
- Microsoft Excel
- Integrated Data Retrieval System
- RCCMS
- Adobe Acrobat
- Microsoft Windows
- Microsoft TEAMS
- Internet Research
- Microsoft PowerPoint
Affiliations
Seventh Day Adventist Church, Treasurer, 2002 - 2005
Availability
Permanent, Full-time
Job Related Training
- Senior Manager Course: Experiential, 08/31/22
- Coaching Conversations, 05/03/22
- Leading Leaders Readiness Program, 02/01/16 - 09/01/16
- TE/GE Functional Management Course, 07/2015
- TE/GE Exempt Organization All Manager Leadership Training, 09/2014
- Managing Change, Communicating Vision, Ethical Decision Making in the Workplace, 09/2014
- Leading Teams, 02/2014
- Fundamental Management Skills, 12/2012
- Front Line Management Course, 11/2012
- FLRP Essentials, 09/2012
Desired Locations
Seattle, Washington, United States
Timeline
Program Manager
IRS - EO R&A Area 4 (Knowledge Management)
03.2023 - Current
Program Manager
IRS-Federal, State, Local & Employment Tax (FSL/ET)
06.2019 - 03.2023
Supervisory Internal Revenue Agent
IRS - Exempt Organizations Examinations
05.2012 - 06.2019
Internal Revenue Agent
IRS - Exempt Organizations Examinations
09.2004 - 05.2012
Bachelor's degree - Business - Accounting
Walla Walla University
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