Dedicated Appeal Officer with history of meeting company goals utilizing consistent and organized practices within Internal Revenue Code. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Resolve account discrepancies using IDRS, AMS, and Internal Revenue Manual. Providing most effective case resolutions to orally provide taxpayers with responses.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
Work History
Contact Representative
Department Of Treasury, IRS
Dallas , TX
11.2017 - Current
Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
Managed over 3,000 customer expectations by clarifying needs, identifying options and recommending products and services.
Communicated results of audits to upper management through factual written reports and oral presentations.
Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information.
Stored copies of completed returns and related documents according to company procedures and business regulations.
Finalized and processed paperwork with local, state and federal government authorities.
Prioritized and organized tasks to efficiently accomplish service goals.
Gathered audience feedback and peer suggestions to consistently improve presentation content and delivery methods.
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
Manager
McDonald's Corporate
Garland, TX
10.2014 - 11.2017
Evaluated suppliers to maintain cost controls and improve operations.
Greeted and encouraged feedback from customers to implement in-store operational changes.
Established and created training programs to enhance employee knowledge of best practices, resulting in improved customer satisfaction.
Fielded customer complaints and queries, fast-tracking them for problem resolution.
Mentored 7 front of house personnel on company policies customer service techniques and professional communication.
Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
Evaluated employees' strengths and assigned tasks based upon experience and training.