Dr. Rashaanne Lewis
Austin,TX
Summary
Resourceful Tax Examiner with a strong track record of completing tax information accurately and on time. Highly organized and skilled at coordinating tasks, including working flexible schedules. Exceptional research and writing abilities, coupled with a creative mindset for innovative problem-solving.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Tax Examiner
The Department of the Treasurer
01.2008 - Current
- As a Rejects Tax Examiner, I analyze, correct, and communicate various tax issues
- To resolve those issues, I communicate with both internal customers (TAS Advocates, Unpostables Lead Tax Examiners, and Managers) and external customers (Taxpayers) by PROVIDING ADVICE AND PREPARING REPORT NARRATIVES AND BASIC INSTRUCTIONS
- As a result of my effective communication skills, I have received many praises for providing TAS Advocates (TA) with timely detailed information regarding their request; closing cases before deadlines; communicating with them when problems occur and they are out of my scope of correction; and encouraging and inspiring them to achieve excellence in all they do
- For example, in addition to my other duties as a TE, TAS OARs are a priority and must be completed before the requested deadline
- During our weekly briefing, the Rejects Work Leader communicates to my team several issues concerning effective communication between TEs and TAs
- I continue to receive EFFECTIVE COMMUNICATION recognition for TAS reports
- I am asked to share my skills with the team: I shared the templates I created to maximize my time responding to TAs requests through their TAS OARs
- Using these templates reduces time spent responding to TAS OARs by 30%, allowing me more research time on cases
- This allows me to provide TAs with more details about a particular case while welcoming and answering questions
- I have experience in assisting taxpayers in technical and procedural tax cases covering the full range of cases and issues while concentrating on those with the most complicated or specialized factors
- I take corrective action within ERS-Rejects statutory and delegated authorities, including responding timely to recommended deadlines
- I confer with the taxpayer, via written Tax Payer Notices, who has experienced systemic issues, and tax application errors
- I educate taxpayers and their representatives regarding tax obligations, responsibilities, rights, and options, including possible adverse consequences of decisions
Founder, CEO, Transformational Professor
Lady Papillons International, Inc.
12.2000 - Current
- Company Overview: www.ladypapillonsinternational.org
- As the founder of Lady Papillons International, I serve as the Chief Executive Officer (CEO) and Transformational Professor
- As the CEO, I provide senior leadership to seven Program Managers (PM) through specific curriculum-based programs for girls and women (including their entire family)
- Under my leadership, the PMs plan, consult, and provide logistics for face-to-face and virtual instruction at seven sites around the world
- I provide an inclusive work environment that motivates and encourages innovation, risk-taking, ownership, learning and development, and teamwork and supports constructive resolution of conflicts
- I created and implemented customer service strategies designed to support the individual success plans for girls, women, and their families; to support our vision of communities flowing in total wellness, focusing on girls and women (and their families), by providing them with the tools they need to succeed, while providing a psychologically brave, safe environment of support, to explore, learn, grow, and contribute to the next generation
- I display executive leadership qualities in building strategic alliances with community leaders, government entities, and world collaborators, enabling families and communities to improve their quality of life
- As a Transformational Professor, I provide group and one-on-one, information and resources based on individuals' unique purpose in life
- I create a collaborative cadence with my Program Managers by communicating how I will set them up for success (understanding their values and goals), building momentum through meeting weekly to hear from each other; and creating and executing action steps
- Www.ladypapillonsinternational.org
- Implemented an effective virtual training environment during the pandemic (2019-2022) by training retired educators who serve as our Program Managers; established training metrics; classroom equipment readiness
- Created effective meaningful and equitable relationships around the world to meet the needs of families and communities, to maximize efficiency of life, and to improve their quality of life
- Spearheaded monthly strategic meetings with Program Managers to share program-level information, and action items, and to develop management leadership qualities by delegating to their strengths
- Implemented strategies to prevent and combat obesity, in collaboration with two Superintendence, the 'Let’s Move' initiative globally (two schools in Kingston, Jamaica) and locally (twelve schools in Austin, TX)
- Created and implemented a financial strategic plan to sustain the future of the organization beyond twenty years
Work Leader
The Department of the Treasurer
02.2022 - 07.2022
- Day and night Work Leaders had a communication gap
- To transition smoothly from SKYPE to MS TEAMS, I spent seven (7) hours learning the software through online courses
- I converted the information into a curriculum format and delivered it to the ERS/REJECTS Work Leaders and managers
- I created a Work Leader and Manager Team Group Chat to keep the history of our chats
- The communication gap between the day and night shifts decreased, because of the implementation of the MS TEAMS Group Chat
- This sparked other departments to do the same for their day and night shifts
- This significantly reduced confusion within the employee ranks and enabled the Service to continue functioning with minimal impact on the level of service
- Coordinate daily with managers, other work leaders, or any other appropriate personnel to ensure that work is correctly prioritized and assigned in a manner that will keep employees productive
- Assign work appropriate to each employee’s level of experience and skill
- Monitor workload status and keep the manager and employees apprised as appropriate
- Approachable and accessible for employees
- Answer employee questions and provide feedback, OJT, and classroom training as needed
- Demonstrated thorough knowledge of the assigned workload
- Demonstrated general knowledge of organizational functions, terminology, quality assurance techniques, and reporting requirements to coordinate workflow and resolve related problems
- I collaborate with the manager to improve organizational efficiency and increase employee satisfaction
- Resolve simple, informal employee complaints or concerns and will refer others to the manager
- Encourage all employees to become part of the 'team' working toward a common goal and whenever possible, led by example
- Have a positive, 'can do' attitude and show enthusiasm for the job and our mission
- Make suggestions concerning personnel actions and recognition of outstanding employee performance
- Report to the manager on employee performance, progress, and training needs
- Know administrative policies, procedures, and functions to provide support to the manager or to perform administrative duties when acting for the manager
- If serious or complex matters arise in the manager’s absence, the work leader is expected to contact another manager or other appropriate person in the management chain
- Assist the manager in providing a workplace free from discrimination, hostility, and harassment
- Flexible ~ Perform other duties as assigned when requested to do so
Work Leader - Course Development
The Department of the Treasurer
06.2018 - 12.2020
- Before becoming a work leader in course development, I served as a Subject Matter Expert (SME) for the ERS 100 work and the Rejects Area
- I monitored and evaluated the ERS/Rejects course materials
District Manager
Jackson Hewitt Tax Service
01.1999 - 01.2008
- District Managers work for companies that own several retail stores
- They travel around to stores within their designated region to make sure the Store Managers are running their store properly
- District Managers often stay in regular contact with store managers to address management questions, solve high-level problems and to relay important company information
- District Managers are also usually responsible for implementing company-wide initiatives involving product layouts and company branding
- They may also build policies and training programs for store managers to follow and implement with their own teams
- Verbal and written business communication
- Accepting responsibility for mistakes and correcting them
- Problem-solving using analytical, creative, and critical-thinking skills
- Time-management and organizational skills
- Flexibility to adapt to changes in business operations
- Negotiating and resolving conflicts with employees and customers
- Leadership skills to motivate, teach and encourage coworkers
- Reaching financial objectives
- Assigning workloads
- Adhering to company policies and local, state and federal laws
- Training team members
- Addressing performance issues that affect profits in order of priority
- Coaching other managers
- Resolving customer concerns using excellent customer service skills
- Developing business strategies for revenue growth
Tax Preparer
Jackson Hewitt Tax Service
01.1993 - 12.1998
- I was responsible for preparing and processing the tax obligations of individuals, small businesses, and organizations
- My duties included calculating tax returns, reviewing financial statements and making adjustments as needed, analyzing deductible expenses and credits, and adhering to the tax regulations and legislation procedures at all times
- I worked my excellent knowledge of the tax processes and timely updated with the recent changes and updates within the financial industry
- My impeccable analytical and critical thinking skills to manage statements for business and individual clients
- The incumbent serves as an expert analyst responsible for developing and/or interpreting guidance on program planning, execution, and evaluation for the compliance, accounts management and/or taxpayer education and communication functions
- The employee plans, analyzes, determines cost/benefit relationships, and coordinates a variety of functions, operations, and teams
- Independently studies problems facing operating unit functions or those of particular concern within the organization assigned
- This may require coordinating input from activities outside the division and identifying new methods of performing work
- This requires the incumbent to demonstrate analytical, technical, and process analysis skills
- Analyzes assigned program areas to discern trends in program delivery
- Consolidates report data to measure the effectiveness in meeting baselines or the degree to which program plans and achievements support strategic initiatives
- Provides technical advice and staff assistance to executives, field managers, and employees in the assigned program area
- Develops and prepares operating guidelines, instructions, and other material of assigned program areas
Education
Associate of Applied Science - Hospitality Administration And Management
Austin Community College
Austin, TX05-2004
Skills
- Oral and written communication techniques
- Problem-solving using analytical, creative, and critical-thinking skills
- Time-management and organizational skills
- Leadership skills to motivate and teach coworkers
- Tax form proficiency
- Case management skills
- Excellent negotiation skills
- Legal codes and laws knowledge
- Software Applications
- Tax law expertise
- Research abilities
- Oral communication
- Ethical standards
- Regulatory knowledge
- Payment Processing
- Client Confidentiality
- Recordkeeping and documentation
- Accounting Principles
- Data Interpretation
- Persuasive
- Audits
- Fee assessments
- Account Reconciliation
Certification
- FAC Project Manager
Timeline
Work Leader
The Department of the Treasurer
02.2022 - 07.2022
Work Leader - Course Development
The Department of the Treasurer
06.2018 - 12.2020
Tax Examiner
The Department of the Treasurer
01.2008 - Current
Founder, CEO, Transformational Professor
Lady Papillons International, Inc.
12.2000 - Current
District Manager
Jackson Hewitt Tax Service
01.1999 - 01.2008
Tax Preparer
Jackson Hewitt Tax Service
01.1993 - 12.1998
Associate of Applied Science - Hospitality Administration And Management
Austin Community College
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