Detail-oriented team player with strong tax, financial, organizational, and management skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
45
45
years of professional experience
1
1
Certification
Work History
Revenue Tax Specialist II
Illinois Department Of Revenue
11.2016 - Current
Assigned to the Federal State Exchange Unit in the Audit Division
Proficient in Gentax and other PC and software systems
Understands, interprets, and applies the principles of IRS Publication 1075 and the Illinois Income tax Act (IITA)
Reviews, interprets, and adjusts Illinois IL-1040 income tax returns based on FSEU audit discoveries
Experience in creating and testing FSEU audit discoveries
Responsible for professional telephone support for the FSEU phone line answering questions and providing guidance to taxpayers for correcting tax returns with audit discoveries
Responsible for managing an inventory of FSEU case leads from initial notification letters to completion
Revenue Tax Specialist I
Illinois Department Of Revenue
11.2013 - 11.2017
Utilized Gentax, and other PC software and systems to access taxpayer information while conferring by telephone, correspondence, and in person
Compiled and prepared a variety of weekly, monthly and special management reports of work processed and pending.
As part of an on-the-job learning process, assists in processing the more difficult/complex tax account cases.
Recommended various courses of action to taxpayers, as it related to filing missing returns and providing requested documentation to correct errors on returns.
Analyzed tax returns and made necessary adjustments based on correspondence and documentation received
Revenue Tax Specialist Trainee
Illinois Department Of Revenue
11.2012 - 11.2013
Assigned to the Taxpayer Assistance Division Call Center
Responsible for answering 13,000+ incoming phone calls per year
Assisted taxpayers with questions and provided solutions to a wide variety tax types to include Personal Income Tax, Business Income Tax, Sales and Use Tax, and Withholding Income Tax
Utilized Gentax, and other PC software and systems to access taxpayer information
Compiled and prepared a variety of weekly, monthly and special management reports as required to document all incoming calls
Terrorism Research Specialist
Illinois State Police
04.2012 - 11.2012
Performed criminal intelligence analysis of criminal case information; obtained information from various sources to respond to requests for tactical assistance from State Police districts and zones, local law enforcement entities, and Federal law enforcement
Assessed assigned critical infrastructure sectors, including researching and identifying critical facilities and their vulnerabilities. Identified extremist individuals or groups that may pose a threat to critical infrastructure in Illinois, assessing their capabilities and motives.
Contributed to written daily intelligence briefings to command personnel and the law enforcement community. Documents daily activity to the shift supervisor for inclusion in the shift report.
Personal Banker
Town & Country Bank
01.2008 - 04.2012
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Cross-sold bank products and services to meet customer needs and provide options.
Promoted financial products by maintaining excellent service offering knowledge.
Aircraft Maintenance Commander
Illinois Air National Guard
12.1978 - 10.2010
Performed the management and control of scheduled and unscheduled maintenance on a fleet of F-16 aircraft
Performed scheduling and documentation including flying hours management, engine hours management, and aircraft phase management,
Performed the management and control of scheduled and unscheduled inspections to check flight readiness of the F-16 fleet
Professional Securities Trader
Self-employed
01.2001 - 01.2008
Analyzed and interpreted economic conditions, technical procedures and government regulations.
Executed trades as authorized by portfolio manager or outside adviser for equity and fixed income trading.
Monitored market trends and developed strategies to capitalize on potential opportunities.
Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Education
Bachelor of Science - Business Management
Sangamon State University
Springfield, IL
12.1983
Skills
Proficient in creating and adjusting all individual Illinois Income Tax forms and Schedules
IRS Publication 1075 and Illinois Income Tax Act knowledge
Professional telephone and communication skills
Proficient in Time Management
Proficient in Gentax and additional support PC software and systems