Summary
Overview
Work History
Education
Skills
Lead/Manager
Timeline
Generic

Elsie Banks

Philadelphia19152,Pennsylvania

Summary

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

37
37
years of professional experience

Work History

Secretary

St Martin De Porres Church
Philadelphia, PA
02.2018 - Current
  • Greeted visitors in a professional manner and directed them to appropriate personnel or offices.
  • Answered incoming phone calls, responded to inquiries and transferred calls as needed.
  • Answered telephone calls to give information to callers, take messages or transfer calls to appropriate individuals.
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
  • Processed documents and materials for dissemination to appropriate parties.
  • Sent and distributed mail and parcels.
  • Greeted visitors and directed to appropriate location or person.
  • Maintained organized filing system of paper and electronic documents.
  • Updated contact lists on a regular basis; created new contacts as needed.
  • Responded to customer inquiries via email or telephone in a polite and professional manner.

Tax Examiner & Cust. Serv Rep

Internal Revenue Service, IRS
Philadelphia, PA
07.1987 - 07.2006
  • Reviewed tax returns to ensure accuracy and compliance with applicable laws, regulations, and policies.
  • Identified discrepancies between reported income and expenses, as well as any other irregularities.
  • Investigated discrepancies in taxpayer information to determine the appropriate course of action.
  • Analyzed complex financial documents such as bank statements, ledgers, and account records.
  • Negotiated payment plans with delinquent taxpayers when needed.
  • Evaluated financial statements for completeness and accuracy prior to submitting them for review.
  • Advised taxpayers on how they can reduce their overall tax liabilities by taking advantage of available deductions or credits.
  • Provided technical assistance in resolving disputes between taxpayers and government agencies.
  • Participated in training sessions designed to stay abreast of current tax laws.
  • Researched legal decisions pertaining to taxation matters as needed.
  • Discussed and explained various tax forms with taxpayers.
  • Researched accounts with reported discrepancies.
  • Adjusted both individual and business accounts.
  • Maintained records, phone numbers, contacts and actions taken for each case.
  • Set up and monitored payment plans and processed payments.
  • Educated clients on complex tax issues by explaining details in understandable terms.
  • Conducted research on different tax issues and remained up to date on tax law changes.
  • Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
  • Reviewed and analyzed general ledger accounts related to income tax payable, deferred tax assets, deferred tax liability, income tax expense and reserve for uncertain tax positions.
  • Monitored legislative and regulatory landscape for tax-related developments and delivered and documented updates to clients and management.
  • Addressed process improvements for department with [Job title] and implemented changes accordingly.
  • Identified tax-related issues and addressed with management team, suggesting methods for improvement.
  • Led, managed and coordinated annual tax compliance monitoring and inspections program to achieve corporate objectives commensurate with regulatory risk levels.
  • Documented quarterly and annual income tax provision worldwide and drafted tax footnotes for public filings.
  • Prepared and reviewed forms and related work papers for foreign entities and assisted with overseeing foreign income tax compliance.
  • Assisted [Job title] with preparation of federal and state income tax paperwork.
  • Worked with tax, legal, IT and accounting teams to improve tax compliance and reporting processes and developed integrated solutions to complex client and business issues.

Education

Some College (No Degree) - Psychology, Sociology,

Temple Univ, St.Joseph U And Chestnut Hill
Philadelphia, PA

Skills

  • Customer Service
  • Filing experience
  • Report Writing
  • Payment posting
  • Multi-Line Phone Systems
  • Mail distribution
  • Supply Restocking
  • Letter writing

Lead/Manager

Ordered and assigned work to unit employees

Took role

Verified TE (tax examiner) work

Timeline

Secretary

St Martin De Porres Church
02.2018 - Current

Tax Examiner & Cust. Serv Rep

Internal Revenue Service, IRS
07.1987 - 07.2006

Some College (No Degree) - Psychology, Sociology,

Temple Univ, St.Joseph U And Chestnut Hill
Elsie Banks