Florence Mathis-Coles
Internal Revenue Service, IRS
Sicklerville,NJ
42
years of professional experience
Results-driven Appeals Officer with a proven track record in compliance and dispute resolution. Skilled in problem-solving, effective communication, and leadership, consistently achieving departmental goals while mentoring junior staff.
Work History
Appeals Officer
15 Years 3 Months- Facilitated resolution of complex tax disputes through effective communication and negotiation with taxpayers.
- Reviewed and evaluated taxpayer appeals for accuracy and compliance with IRS regulations.
- Analyzed case files to identify discrepancies and recommend appropriate corrective actions.
- Developed comprehensive reports outlining findings and recommendations for management review.
- Mentored junior appeals officers on case analysis techniques and best practices in dispute resolution.
- Implemented process improvements that enhanced the efficiency of the appeals workflow within the department.
- Led training sessions on updates to IRS guidelines, ensuring staff remained informed on regulatory changes.
- Developed strong relationships with various stakeholders, facilitating effective communication throughout the appeals process.
- Analyzed case files to determine issues of fact and law.
- Exceeded departmental goals related to timeliness and accuracy of decisions by consistently meeting deadlines and following established guidelines.
- Improved the efficiency of the appeals process by streamlining communication between parties involved.
- Managed caseload effectively, prioritizing urgent matters while maintaining attention to detail in all cases handled.
- Conducted in-depth research on appeal cases, gathering pertinent information from all relevant sources.
- Participated in ongoing professional development opportunities, staying current on best practices in the field of appeals administration.
- Conducted appeals conferences for settlement and resolution of tax issues.
- Handled sensitive information discretely, upholding strict confidentiality standards at all times during the processing of appeals.
- Assisted colleagues with complex cases as needed, offering expertise and guidance to achieve favorable outcomes efficiently.
- Resolved appeals by thoroughly reviewing case files and conducting comprehensive investigations.
- Trained new Appeals Officers on department processes, contributing to a well-prepared and knowledgeable team.
- Maintained detailed records of appeal cases, documenting findings and final decisions for future reference.
- Demonstrated adaptability to shifting priorities, effectively managing changing caseloads and handling new issues as they arose.
- Provided timely and accurate decisions on appeals, ensuring fairness and adherence to established policies.
- Reviewed policy updates regularly, applying changes where appropriate when considering new or ongoing appeal cases.
- Conferred with counsel attorneys on settlement or trial of docketed cases.
- Presented comprehensive reports on appeal findings to management, offering recommendations for improvement when necessary.
- Negotiated settlements with appellants, achieving satisfactory outcomes for both parties involved.
- Researched case issues to determine and apply law to facts presented.
- Reviewed reports from the Compliance Division of the IRS and information provided by taxpayers and made appropriate decisions with careful consideration based on factors such as function, cost and risks.
- Evaluated physical and digital records, testimony and reports in order to weigh both support and opposition to proposals.
- Articulated opinions and binding decisions through verbal presentations and written documentation.
Revenue Officer
16 Years 4 Months- Implemented data-driven analysis to identify trends in taxpayer behavior and inform policy decisions.
- Educated taxpayers on their requirement to meet tax filing and paying obligations.
- Conducted thorough financial analysis of both businesses and individuals to determine that taxpayers' ability to pay their tax obligation.
- Provided guidance and service on various financial problems in order to assist taxpayers in resolving tax issues.
- Developed strong working relationships with taxpayers, fostering trust and encouraging voluntary compliance.
- Contributed to a positive work environment through proactive collaboration and effective communication with colleagues.
- Maintained detailed case documentation, ensuring accurate recordkeeping and streamlined communication among team members.
- Exceeded performance targets consistently by prioritizing tasks effectively and managing caseloads efficiently.
- Improved data accuracy by validating taxpayer information and updating records as needed.
- Provided exceptional customer service to address taxpayer inquiries and resolve disputes quickly.
- Enhanced taxpayer education by conducting informative workshops and providing helpful resources.
- Considered alternative means of resolving tax debt issues if taxpayers could not pay
- Conducted thorough investigations to uncover hidden assets, increasing revenue collection success rates.
- Collaborated with cross-functional teams to identify underreported income and enforce tax laws.
- Mentored junior staff members, sharing valuable knowledge gained from years of experience in the field of revenue collection.
- Participated in continuous professional development opportunities to stay current on industry trends and best practices in revenue collections.
- Negotiated payment agreements with delinquent taxpayers, ensuring prompt debt resolution.
- Conducted research, interviews and investigations for information pertaining to alleged criminal violations.
- Identified potential fraud cases, leading to the recovery of unpaid taxes and prevention of revenue loss.
- Utilized advanced software tools to analyze financial data, pinpointing discrepancies for further investigation.
- Collected delinquent federal taxes and secured all delinquent returns.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
Supervisory Tax Examiner
1 Year 11 Months- Supervised, trained and mentored tax examiners.
- Reviewed and approved complex tax cases, returns and related correspondence.
- Monitored workflow to ensure proper and timely actions were taken.
- Trained employees on best practices in tax compliance and regulatory requirements.
- Developed training materials to enhance understanding of tax laws among employees.
- Evaluated operational workflows, identifying opportunities for process enhancements and increased efficiency.
- Collaborated with team members to enhance overall efficiency and effectiveness within the department.
Tax Examiner
7 Years 9 Months- Reviewed complex tax cases, identifying discrepancies and recommending adjustments.
- Analyzed tax returns for accuracy and compliance with federal regulations.
- Advised taxpayers on filing procedures, ensuring adherence to IRS guidelines.
- Conducted on the job training for new examiners, enhancing onboarding processes.
Education
Bachelor of Science - Business Administration
Skills
Legal research
Regulatory compliance
Strong analytical skills
Problem-solving
Ethical judgment
Dispute resolution
Leadership skills
Teamwork
Conflict resolution
Dispute resolution abilities
Reliability
Problem-solving abilities
Timeline
Appeals Officer
Internal Revenue Service, IRS
06.2010 - 09.2025Read More
Revenue Officer
Internal Revenue Service, IRS
01.1994 - 05.2010Read More
Supervisory Tax Examiner
Internal Revenue Service, IRS
01.1992 - 12.1993Read More
Tax Examiner
Internal Revenue Service, IRS
03.1984 - 12.1991Read More
Peirce College
Bachelor of Science from Business Administration
Read More
Outstanding Performance Awards received throughout my career with IRS
Throughout my career with the IRS, I consistently achieved a rating of outstanding on my annual evaluations.