Summary
Overview
Work History
Skills
References
Locations
Timeline
Generic

Gloria Castillo

Fresno,CA

Summary

Versatile professional with experience at the Internal Revenue Service, specializing in data analysis and bilingual communication. Demonstrated expertise in enhancing security operations and improving taxpayer account accuracy, leading to increased procedural compliance and efficient service delivery. Strong diplomatic engagement paired with meticulous research skills contributes to operational excellence.

Overview

23
23
years of professional experience

Work History

Facilities Management & Security Service Assistant

Internal Revenue Service
Fresno, CA
11.2024 - Current
  • Managed procurement requests and executed one or more paraprofessional duties within the areas of FMSS, which encompass space and building management, safety, security, personal property management, and other associated programs
  • Utilized information, standard data, and various reports to assess whether the predetermined standards for business objectives are achieved
  • Improvised the responsibility for additional FMSS program areas designated, with technical guidance offered by a supervisor and/or specialist
  • Integrated information supplied by the contractors, customers, and FMSS staff subject for review
  • Attested that contractor's responsibility for delivering services, were being adherence to timelines, and compliance with contractual obligations were achieved
  • Recognized security operations acknowledged relevant information, corporation facts, and the formulation of recommendations for action
  • A thorough comprehension of the laws, policies, norms, and precedents pertaining to facilities services
  • Proficiency in both verbal and written communication with employees and supervisors across all levels, as well as with contractors and representatives from other agencies, utilizing both informal interactions and automated communication tools to acknowledge requests, clarify requirements, elucidate procedures, and confirm the completion of work products
  • Understanding the principles and practices of facilities support services and project management programs is essential for executing a comprehensive array of standard tasks

Correspondence Exam Technician (B-Spanish)

Internal Revenue Service
Fresno, CA
06.2007 - 11.2024
  • Adhered to the Internal Revenue Code, tax laws, court decisions, IRS policies, and requirements (both present and past) pertaining to filing, claimed items, payments, penalties, interest, and procedural rules pertaining to item documentation
  • Familiar with carryback and carryforward scenarios that include restricted interest, minimum and alternative minimum tax, income averaging, and tax preference items
  • The ability to analyze and interpret case files for assessing the relationship between prior processing and proposed tax adjustments
  • An extensive understanding of various filing requirements and offsets utilized to claim credits and deductions is necessary to determine tax liability or refunds
  • Understand the requirements for referring cases to Criminal Investigation, Collection, or Appeals
  • To analyze taxpayer account statuses and determine precise tax liabilities, account repairs and adjustments were made, including credit transfers, entity alterations, filing status changes, penalty recalculations, manual assessments and/or refunds, partial assessments, and transaction cycling
  • Knowledge of accounting terms and concepts sufficient to evaluate and extract pertinent data from financial accounts and reports
  • Proficiency in business, fiduciary, and estate tax reporting as it pertains to individual tax returns
  • Comprehensive knowledge of procedures and criteria concerning statute protection and expiration, including Restricted Waivers of Consent and management of the statute
  • Official documentation translated from Spanish to English
  • Discussed account adjustments, offset credit disposition, interest calculation, reconstruction of transactions, interpretation of pertinent code and regulation sections, and other pertinent guidelines with the taxpayer and/or authorized representative

Tax Examiner Technician, Code & Edit

Internal Revenue Service
Fresno, CA
03.2002 - 06.2007
  • Conducted comprehensive research across multiple sources, evaluated, and took the necessary actions regarding tax matters to secure relevant returns, schedules, and all essential information for the rectification of accounts and records
  • Processed tax returns for individuals or small businesses, as well as cases that involve interrelated accounts across multiple tax periods
  • Refined documents and commenced an investigation to rectify missing or incorrect account details, inquiries to external parties, and modifications to taxpayer accounts to address errors
  • Verified that all required documents are present, complete, and signed
  • Accurately confirmed the statute of limitations on a broad range of tax returns by applying the code and procedures
  • Identified adjustments, including separate returns converted to joint returns, cases with nonmaster files or redefined periods, and cases reporting joint return deficiencies for one spouse

Skills

  • Oral communication
  • Written communication
  • Bilingual - Spanish
  • Listening
  • Probing
  • Tact
  • Diplomacy
  • Data analysis
  • Tax laws
  • Tax regulations
  • Taxpayer account history
  • Research
  • Internal Revenue Manual (IRM)
  • Service wide Electronic Research Program (SERP)
  • Audit Information Management System (AIMS)
  • IRM Procedural Updates (IPU)
  • Accurint
  • Employee User Portal (EUP)
  • Statutory notices of deficiency
  • Current procedures
  • Policies
  • Directives
  • Team meetings

References

  • Valeria Rodriguez, Lead Financial Assistant, Internal Revenue Service, Valeria.Rodriguez@irs.gov
  • Weendy Alvarez, Lead Case Advocate, IRS- National Taxpayer Advocate-HQ, Weendy.alvarez@irs.gov
  • Angela M Ruiz, Lead Financial Assistance, Internal Revenue Service, Angela.m.ruiz@irs.gov
  • Rosa Escamilla, Tax Examining Technician, Internal Revenue Service, Rosa.A.Escamilla@irs.gov

Locations

  • 2525 Capitol St, Suite 104, Fresno, CA, 93721
  • 1325 Broadway Plaza, Fresno, CA, 93721
  • 5045 E Butler, Fresno, CA, 93727

Timeline

Facilities Management & Security Service Assistant

Internal Revenue Service
11.2024 - Current

Correspondence Exam Technician (B-Spanish)

Internal Revenue Service
06.2007 - 11.2024

Tax Examiner Technician, Code & Edit

Internal Revenue Service
03.2002 - 06.2007

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Gloria Castillo