Experienced with conducting thorough tax audits and investigations to ensure compliance with tax regulations. Utilizes in-depth knowledge of tax laws and financial analysis to identify discrepancies and enforce accurate taxation. Strong understanding of audit procedures and regulatory compliance, ensuring fair and consistent application of tax laws.
Overview
27
27
years of professional experience
Work History
Special Reviewer Internal Revenue Agent
Internal Revenue Service, IRS
11.2023 - Current
Reviewed agents closed case work to ensure quality standards were met.
Reviews included municipalities, political subdivisions, instrumentalities, tribal governments, and exempt organizations.
Improved publication, internal guidance and internal procedural manuals for accuracy by identifying inconsistencies.
Prepared direct feedback memo's to refine review processes and improve outcomes.
Prepared quarterly, mid-year and annually reports of quality results and presented reports to upper level management for training and case improvement purposes.
Managed a high volume case load
Maintained detailed records of evaluations to support decision-making.
Internal Revenue Agent Specialist
Internal Revenue Service, IRS
06.2006 - Current
Conducted income and employment tax examinations of various types of entities including individuals, small businesses, large corporations, exempt organization, federal, state, & local governments throughout varies industries.
Identified potential areas of non-compliance by analyzing financial statements and related documents.
Reduced errors in filed returns through meticulous review and verification of taxpayer information against IRS records.
Negotiated payment plans with taxpayers, facilitating the resolution of outstanding liabilities in a timely manner.
Served as a mentor to junior agents by offering guidance on complex technical issues during audits.
Time;y managed a high volume case load
Assisted taxpayers with understanding complex tax laws, providing clear explanations and guidance.
Managed multiple audit cases simultaneously while maintaining high standards of quality and efficiency in case resolution.
Enhanced tax compliance by conducting thorough research and analysis of financial records.
Collaborated effectively with other federal agencies during joint investigations, ensuring smooth coordination between all parties involved.
Streamlined auditing processes for improved efficiency and accuracy in identifying discrepancies.
Collaborated with a team of agents to investigate cases of suspected tax fraud, leading to successful resolution.
Lead team projects and coordinated team audits
Taught numerous employment tax classes to government and exempt organization entities with participants up to 300
Performed extensive complex tax law research using various tax tools (CCH, Bloomberg, Westlaw, Lexis Nexus, IRC, Publications etc.)
Prepared comprehensive audit reports of workpapers of exam findings
Interviewed and corresponded with hight level business officials (CEOs, CFOs, Attorneys, CPAs, presidents etc)
Effectively negotiated tax agreements
Increased voluntary compliance among taxpayers by delivering educational presentations on various taxation topics.
Revenue Examiner II
Alabama Department Of Revenue
03.2003 - 06.2006
Conducted comprehensive reviews of taxpayer records, identifying errors and ensuring proper adjustments were made.
Reduced instances of non-compliance by educating taxpayers on their responsibilities through workshops and seminars.
Resolved taxpayer disputes through professional communication, negotiation, and mediation efforts.
Developed strong working relationships with external stakeholders such as attorneys, accountants, or business owners during audits.
Assisted taxpayer with preparation of income tax returns through the VITA program.
Provided taxpayer with customer service answering complex tax questions
Analyzed and reconciled financial records
Analyzed internal control procedures
Promoted transparency between the department and taxpayers through clear communication regarding audit findings and requirements.
Corporate Accountant
Cooper T. Smith Stevedoring
03.1998 - 03.2003
Maintained financial records to ensure accurate bookkeeping.
Reconciled accounts to ensure consistency and accuracy in financial data, including corporate bank accounts
Processed invoices and payments to manage cash flow effectively.
Prepared monthly and year-end reports
Assisted with annual budgeting process, ensuring alignment with corporate goals and objectives.