Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elsa Kinnee

Converse,TX

Summary

Diligent, detail-oriented, and experienced tax examiner. With a background reviewing large data sets to verify integrity of information. Talent spotting anomalies in data, information and documentation. Diligent and resourceful financial professional skilled in client relations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.


Overview

6
6
years of professional experience

Work History

Internal Revenue Agent

Internal Revenue Service, IRS
02.2021 - Current
  • Responded to taxpayer questions and helped individuals complete and file tax documentation.
  • Prepared tax returns for individuals and businesses.
  • Professionally negotiated and dealt with taxpayers in confrontational situations.
  • Kept case data and contact information up to date to expedite proceedings.
  • Conducted call audits to assess interaction quality, accuracy and service success.
  • Interpreted and applied federal codes for personal, business and corporate taxes.
  • Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
  • Produced briefs, located records and organized documentation to support court cases.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated with a strong sense of personal responsibility.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Passionate about learning and committed to continual improvement.

Work Leader and Quality Review W&I

Internal Revenue Service (IRS)
  • Acts as On the Job Instructor, training new employees in accordance with established procedures and practices
  • Navigated several computer systems (Integrated Data Retrieval System-IDRS, Integrated Automation Technologies-IAT, EQRS-Employee Quality Review System, and the IRM-Internal Revenue Manual) research, and verify the information for current and prior-year tax returns
  • Review and evaluate Tax Technician Examiners' performance
  • Dedicated and responsible team member that implements the quality goals and recognized for aligning strategies and objectives in support of the organization's goals of applying the tax law with integrity and fairness.

Tax Examiner W&I

Internal Revenue Service (IRS)
  • Examine selected tax returns to determine what corrective actions are needed to be performed such as credit transfer requests, re-computed tax, and/or penalty and interest
  • In accordance with the IRM
  • Reviews and analyzes internal documents and/or taxpayer returns prepare coded entries to amend and complete records
  • Recognize indications of tax fraud; make determinations and use sound judgment concerning taxpayers' data and responses
  • Meticulously evaluate, analyze, interpret and research concerning deliquesces, credit transfers, tax fraud, accurately assigning domestic or international according to the tax year using the IRM coding and computer system
  • Adept with using tax law to determine the most effective measures needed to assist taxpayers' issues
  • Requests and interprets taxpayer information
  • Perfects documents and initiates research to correct missing or inaccurate account information
  • Volunteer in different departments numbering, scripts, and document preparation.

Tax Technician Examiner

Internal Revenue Service (IRS)
02.2021
  • Collects delinquent tax and secures delinquent returns from taxpayers who have not resolved their obligations in response to prior correspondence or other contact
  • Performs analysis of returns identified as underreported/over reported
  • Analyzes replies to all Automated Underreporter (AUR) notices that propose adjustments to income, deductions, payments and/or taxes in which the taxpayer disagrees
  • Responds to taxpayer's inquiries regarding preparation of a variety of tax returns, related schedules, and other documentation
  • Analyzes and resolves tax processing problems.

Treasury

Charley battery 2-1 ADA BN
03.2018 - 11.2019
  • Kept records on cash flow in and out of Family Readiness Group (FRG)
  • Created invoices for spending and processed payments
  • Maintains and reconciles monthly, quarterly and annual expenditure reports, invoices, statements, and other records of financial transactions
  • Ability to operate personal computer, peripherals and basic office equipment
  • Prepares requests for payments, modifies purchase orders, schedules payments, and provides expenditure summary reports to management for review.

Bookkeeper

Express Employment Professional
11.2018 - 03.2019
  • Managed vendor and client relationships regarding billing, purchase orders, and adjustments/discrepancies
  • Prepared financial statements and made necessary adjustments to bank and credit card reconciliations
  • Maintaining reports for financial management activities in accordance with established accounting principles and policies
  • Reconciling financial reports by collecting, analyzing, and summarizing account information and trends
  • Performs professional accounting functions requiring analytical, procedural, and technical skills designed to advance the intern's analytical, judgment, procedural and technical skills
  • Verified accurate record-keeping processes, effectively reducing financial inconsistencies
  • Update Intuit QuickBooks accounting software to reflect accurate financial records
  • Recommendations for solving accounting problems where direct application of well-established principles of professional accounting can be applied
  • Determines that all transactions are properly supported, are in accordance with pertinent regulations, and are classified and recorded according to acceptable accounting standards.

Tax Preparer

H&R Block
12.2017 - 04.2018
  • Review taxpayers' financial records such as prior tax returns, income statements, and expenditures to resolve inquiries regarding tax account issues
  • Help taxpayers with their tax filing, deposit and payment obligations actions needed to bring taxpayers into full compliance
  • Communicate with the Internal Revenue Service (IRS) on behalf of the client via phone or/and mail correspondence to provide information about general service procedures
  • Computed refund or amount owed based on Tax and Earned Income Credit Tables
  • In accordance with Internal Revenue Service's publications to adjust taxpayers' Income tax returns
  • Organize and prepare federal and state income tax returns
  • Educate taxpayers on action(s) needed to comply with the instructions and publication (filing and liabilities) according to the Internal Revenue Service
  • Provide assistance on inquiries initiated by taxpayers
  • Determining information and documentation needed to resolve issues by explaining the best options available
  • Make sure the client understands their responsibility to present the most accurate information.

Education

Bachelor of Science - Accounting

University of Maryland University Campus
05.2017

Skills

  • Income Tax Planning
  • Teamwork
  • Payment Processing
  • Dependable and Responsible
  • Fluent in Spanish
  • Flexibility
  • Self-Directed
  • Interpersonal communication
  • Audits
  • Excellent Negotiation Skills
  • Tax Code Interpretation
  • Basic Accounting Principles

Timeline

Internal Revenue Agent

Internal Revenue Service, IRS
02.2021 - Current

Tax Technician Examiner

Internal Revenue Service (IRS)
02.2021

Bookkeeper

Express Employment Professional
11.2018 - 03.2019

Treasury

Charley battery 2-1 ADA BN
03.2018 - 11.2019

Tax Preparer

H&R Block
12.2017 - 04.2018

Work Leader and Quality Review W&I

Internal Revenue Service (IRS)

Tax Examiner W&I

Internal Revenue Service (IRS)

Bachelor of Science - Accounting

University of Maryland University Campus

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Elsa Kinnee