HOWARD E. SMITH

• Prepared and electronically filed over 150 federal individual income tax returns through the IRS Volunteer Income Tax Assistance (VITA) Program.
• Reviewed financial records and supporting documentation to ensure compliance with IRS regulations.
• Assisted taxpayers from diverse backgrounds, including international filers and nonresident aliens (Form 1040-NR).
• Researched tax issues and applied current IRS guidelines to maximize eligible credits and deductions.
• Maintained strict confidentiality while handling sensitive financial information.

• Conducted thorough client interviews to gather essential case information and documentation.
• Evaluated incoming cases for eligibility and compliance with legal requirements.
• Developed and maintained detailed case files to ensure accuracy and accessibility of information.
• Collaborated with attorneys to strategize case management and prioritization.

• Operated tanker vehicles to transport 100,000 gallons per week of hazardous materials safely and efficiently.
• Coordinated scheduling of loads with refineries for efficient pick-up and drop-off of petroleum products.
• Executed encoding of product totals at refineries to maintain inventory accuracy and capacity efficiency.
• Managed daily truck inventory arrangement and recording in compliance with dispatch supervisor specifications using the onboard electronic system.

• Researched invoice disputes, short payments, and overpayments, coordinated appropriate corrections to bring customer accounts into balance.
• Reconciled daily revenue reports, identifying discrepancies and implementing corrective actions.
• Prepare and process approved credit and debit adjustments while maintaining clear supporting documentation.
• Support new customer setup by reviewing credit-related documents, gathering required forms, and updating customer master data accurately.
• Provide vendor support by handling documentation, answering inquiries, and maintaining orderly financial records.

Expected