Deborah Reyes
Traxion Tax Solutions
Denver,CO
10
years of professional experience
Experienced tax-resolution professional with 8+ years of experience supporting clients through complex federal and state tax matters, including IRS and state tax resolution, financial analysis, tax return review, compliance, and client case management. Skilled in analyzing income, expenses, assets, tax returns, and supporting financial documentation to develop appropriate resolution strategies. Experienced in direct client communication, case ownership, tax-document review, and liaison work with tax professionals and taxing authorities. Highly organized, detail-oriented, and trusted with confidential taxpayer information.
Work History
Senior Case Manager
1 Year 6 Months- Independently managed a personal book of tax-resolution clients from case initiation through resolution while working directly with assigned associates.
- Evaluated client financial records, including income, expenses, assets, liabilities, prior tax returns, and supporting documentation, to inform resolution strategies.
- Ensured compliance of tax forms and financial documents with tax requirements.
- Updated clients on required documentation, case status, deadlines, resolution processes, and next steps to ensure clear communication throughout the resolution process.
- Served as a liaison between clients, associates, tax professionals, and taxing authorities throughout the resolution process.
- Assisted with negotiations and resolution matters involving IRS and state taxing authorities.
- Conducted client consultations regarding tax-resolution options and future tax strategies.
- Maintained accurate case records and strict confidentiality when handling sensitive taxpayer and financial information.
- Coordinated multiple active cases, prioritizing deadlines and follow-ups to maintain timely progress on required documentation.
- Led case management initiatives, ensuring compliance with tax regulations and client needs.
Junior Tax Associate
8 Months- Managed individual book of tax-resolution clients, collaborating with tax-resolution team to ensure effective client support.
- Examined tax forms and financial documents for accuracy, completeness, and compliance with applicable tax requirements.
- Managed an individual book of tax-resolution clients while working collaboratively with a tax-resolution team.
- Served as a liaison between clients and the IRS and state taxing authorities, submitting required documentation and tax forms on clients' behalf.
- Negotiated with IRS and state taxing authorities regarding client tax liabilities and resolution matters.
- Educated clients on tax filing requirements, deadlines, and tax-resolution processes to enhance understanding and compliance.
- Guided clients on future tax planning and strategies to optimize preparation for upcoming tax years.
- Scheduled client consultations to discuss tax strategy, case information, and resolution options.
- Maintained strict confidentiality when handling sensitive taxpayer and financial information.
Case Manager
1 Year 6 Months- Established communication as the primary point of contact for clients throughout the tax-resolution process.
- Requested and reviewed financial documentation to ensure accurate case servicing.
- Conducted financial analysis of taxpayer income, expenses, and assets.
- Managed client communications on case status and resolution progress to maintain transparency.
- Acted as a liaison between clients and assigned EAs, attorneys, and tax preparers.
- Prioritized workload and case deadlines to enhance client service experience.
Case Manager
- Collaborated with IRS and state taxing authorities to negotiate payment plans, resolve tax liabilities, and address audits and collection appeals.
- Analyzed financial records, income statements, and prior tax returns to develop effective resolution strategies.
- Guided clients on tax filing and compliance requirements while managing case complexity and adherence to deadlines.
Administrative Assistant
1 Year- Coordinated conference calls and deadlines while managing documentation for IRS compliance, ensuring timely and accurate submissions.
- Researched and organized information for pending cases, maintaining an efficient case-file index to enhance retrieval and review.
- Prepared reports for attorneys, supporting legal documents, motions, and collection appeals to facilitate case processing.
Administrative Assistant
2 Years- Conducted client analysis to enhance tax-resolution objectives and ensure accurate case conclusions.
- Collaborated with team members to review file status and case progression, refining resolution strategies and operational processes.
- Reviewed file status and case progression with team members to improve resolution strategies and operations.
- Guided clients through forms and processes, providing tax-resolution information while researching IRS policies and regulations.
Data Entry Intern
1 Year- Prepared technical reports by collecting and analyzing information to summarize findings for stakeholder review.
- Maintained procedures and system protocols while reviewing customer/account documentation to identify deficiencies and discrepancies.
- Entered and maintained accurate data in internal databases to support operational efficiency.
- Assisted in processing and verifying information for accuracy and completeness.
- Utilized spreadsheet software to organize and analyze large datasets effectively.
Leasing Agent
2 Years- Supported daily office operations through efficient handling of accounts payable/receivable and customer service interactions.
- Managed rental, move-in, and lease-renewal processes, fostering strong client relationships to enhance tenant satisfaction.
- Negotiated lease agreements, ensuring compliance with property regulations and tenant requirements.
- Conducted property tours, highlighting amenities and addressing prospective tenants' inquiries effectively.
- Managed tenant screening processes, evaluating applications for creditworthiness and rental history accuracy.
Education
Associate of Arts - Business Administration
High School Diploma
Skills
Tax Resolution & Case Management
Tax Compliance
IRS & State Tax Matters
IRS/State Authority Communication
Taxpayer Financial Analysis
Income & Expense Analysis
Tax Return & Document Review
Resolution Strategy
Deadline & Caseload Management
Confidential Information
Client Consultations
Microsoft Office
Tax assessment
Timeline
Senior Case Manager
Traxion Tax Solutions
09.2023 - 03.2025Read More
Junior Tax Associate
20/20 Tax Resolution
08.2022 - 04.2023Read More
Case Manager
Rush Tax Resolution
02.2021 - 08.2022Read More
Case Manager
Heartland Tax Solutions
01.2021 - 01.2021Read More
Administrative Assistant
Larson Financial
01.2020 - 01.2021Read More
Administrative Assistant
Omni Financial Services
01.2018 - 01.2020Read More
Data Entry Intern
Great West Financial
01.2017 - 01.2018Read More
Leasing Agent
The Berkeley at Regis
01.2015 - 01.2017Read More
Front Range Community College
Associate of Arts from Business Administration
Read More
Thornton High School
High School Diploma
Read More