Grace Woodson
North Ogden,USA
Summary
Dynamic Tax Examining Technician with extensive experience at the Internal Revenue Service, adept at resolving complex tax issues and ensuring compliance. Proven ability in accurate inventory management and exceptional customer service. Skilled in utilizing IRS systems and proficient in MS Office, demonstrating strong communication and time management abilities.
Overview
4
4
years of professional experience
Work History
Tax Examining Technician SB/SE Campus Collection Fresno Tax Examiner
Internal Revenue Services
Ogden, Utah
07.2024 - 07.2025
- Responds to taxpayer's inquiries regarding preparation of a variety of tax returns, related schedules, and other documentation; resolves account inquiries; advises taxpayers of enforcement actions; manages sensitive case problems designated as requiring special case handling.
- Analyzes and resolves tax processing problems. Adjusts taxpayer accounts, prepares, and issues manual refunds, performs multiple credit transfers, computes tax, penalty, and interest (including restricted interest).
- Secures payment of delinquent taxes and filing of delinquent returns. Recommends lien and/or levy action, includes initiating supporting information for release.
- May serve as a technical advisor, OJT coach, classroom instructor, or reviewer, and provide technical assistance on systemic problems and inconsistencies in IRMs.
- Experience working undeliverable mail, as needed.
- This is Federal Job
Tax Examining Technician 1040X
Internal Revenue Services
09.2022 - 07.2024
- Experience utilizing reliable, dependable, and demonstrates a high capability in accurate and timely inventory management procedures to control casework and conduct research.
- Experience access to relevant systems to view and/or update taxpayers' accounts regarding payments received, review status of the case, and/or to make account adjustments.
- Experience enters data into an automated systems to adjust tax, penalty, and/or credit adjustments.
- Experience includes communicating specialized information with internal and external customers in writing to clarify and resolve their account or tax issues and to fully advise the taxpayer of options available for meeting tax obligations.
- Experience educates taxpayers on action(s) needed to achieve compliance with tax filing/liabilities.
- Experience proficient using at IRS systems including IDRS. Experience working undeliverable mail, as needed.
- Experience be reliable, dependable and demonstrate a high capability in accurate and timely inventory processing.
- This is Federal Job
Tax Examining Technician 1040X
Internal Revenue Services
Ogden, UT
06.2021 - 09.2022
- Experience utilizing reliable, dependable and demonstrates a high capability in accurate and timely inventory management procedures to control casework and conduct research.
- Experience access to relevant systems to view and/or update taxpayers' accounts regarding payments received, review status of the case, and/or to make account adjustments.
- Experience enters data into an automated systems to adjust tax, penalty, and/or credit adjustments.
- Experience includes communicating specialized information with internal and external customers in writing to clarify and resolve their account or tax issues and to fully advise the taxpayer of options available for meeting tax obligations.
- Be reliable, dependable and demonstrate a high capability in accurate and timely inventory processing.
- Experience educates taxpayers on action(s) needed to achieve compliance with tax filing/liabilities.
- Experience proficient using IRS systems including IDRS.
- This is Federal Job
Mail Clerk/Candling
Internal Revenue Services
02.2021 - 06.2021
- Performs 100% review envelopes forwarded from various R&C areas to ensure all contents are removed. Specific steps include:
- Performs a final check of envelopes using a candling table or machine to ensure all content remaining in envelopes after going through Extraction is found and appropriate action taken.
- Remove contents from envelopes, arrange in specific order, date stamps and examine envelopes by candling to find undetected material.
- Receives tax returns, correspondence, and documents in the mail and sort into appropriate 15 different categories. Prepares daily category report of receipts and number of returns extracted.
- Route returns and documents with remittance to clearing function and performs secondary sort of all non-remittance mail. Sort coded envelopes to district office according to established sort code format (about 60 sorts).
- This is Federal Job
Education
Bachelor of Science - Marketing Management
Baliuag University
Baliuag, Philippines03.2007
Skills
- Knowledge of relevant software applications, including MS Office Suite
- Providing excellent service to customers
- Proficient in the use of email and the internet
- Good numeracy skills
- Knowledge of administrative procedures
- Knowledge of basic accounting procedures
- Great interpersonal and communication skills
- Excellent time management skills
- Ability to multitask and maintain a schedule while responding to incidents
References
- Alana P. Mitchell, Supervisor Tax examiner (DPO) Document Perfection operator, 435-553-5073
- Rodney J Painter, Manager of Business Under Reporter IRS, 801-603-1791
- Paige E Sorensen, 1040X Department Manager IRS, 417-861-4067
Awards
Surge Project, Successfully assisted other departments in coding and editing in reducing their growing inventory to a manageable level and extracting., 08/28/22, $1,000.00, C012-Ind Specl Act/Serv GS/WG A2925077
Timeline
Tax Examining Technician SB/SE Campus Collection Fresno Tax Examiner
Internal Revenue Services
07.2024 - 07.2025
Tax Examining Technician 1040X
Internal Revenue Services
09.2022 - 07.2024
Tax Examining Technician 1040X
Internal Revenue Services
06.2021 - 09.2022
Mail Clerk/Candling
Internal Revenue Services
02.2021 - 06.2021
Bachelor of Science - Marketing Management
Baliuag University