Iris Roberson
Forney,Tx
Summary
Professional with over 20 years of experience in building strong business relationships across various levels of management. Expertise in evidence gathering and investigative techniques, complemented by a deep understanding of complex tax laws and procedures as an Internal Revenue Agent. Proven track record in reviewing and analyzing financial records for compliance and accuracy, with strengths in analytical reporting and confidentiality. Experience includes enhancing auditing processes, resolving taxpayer disputes, and advising on federal taxation issues.
Overview
25
25
years of professional experience
Work History
Internal Revenue Agent , GS 512
Internal Revenue Service
Dallas, Texas
01.2008 - Current
- Executed audits of individual, corporate, and partnership tax returns for compliance.
- Reviewed financial records to ensure adherence to federal tax laws.
- Analyzed taxpayer information, identifying discrepancies and potential issues.
- Prepared comprehensive reports summarizing audit findings with actionable recommendations.
- Educated taxpayers on filing procedures and complex tax regulations.
- Collaborated with taxpayers to clarify obligations and resolve audit findings.
- Drafted correspondence addressing errors identified during audits.
- Investigated suspicious activities reported by external agencies.
Tax Law Specialist, GS-0987-9
Internal Revenue Service
04.2007 - 01.2008
- Responsible for assisting taxpayers, responding to tax law and account inquiries and other inquiries involving complex tax issues such as trusts, estates and alien tax compliance.
- Reviewed sensitive, pertinent, confidential and financial informational when processing daily workload.
- Answered special procedure questions regarding combat zone issues and casualty/disaster issues and questions involving income for individuals not understanding when to file tax returns and what income to report on tax returns.
Contact Representative, GS-0962-08
Internal Revenue Service
10.2000 - 04.2007
- Managed and answered high volume of inbound calls at Dallas call site.
- Provided superior customer service to individuals and explained specific tax laws.
- Handled refund inquiries and answered questions involving credits, exemptions and deductions for individuals on their tax returns.
- Demonstrated engagement to ensure customer satisfaction.
- Built and maintained positive relationships with customers.
- Accurately reviewed accounts to ensure full compliance with the tax laws regarding tax returns.
- Educated all customers on their allowable entitlements.
- Provided tax law information regarding regulations and policies subject to frequent legislative changes, administrative amendments and/or precedent decisions that affect specific conditions.
- Used proficient interviewing techniques to gather information from customers adhering to polices and with the most advantageous ways to meet their tax obligations.
- Reviewed, sensitive, personal and financial information and maintained strict confidentiality.
Education
Accounting Information Systems, Managerial Accounting, Intermediate Accounting I, Intermediate Accounting II, Accounting Business Ethics, Internal Auditing and Controls
Mountain View College
Principles of Accounting II, Computerized Accounting, Tax Accounting, Applied Business Law, Computer Applications, Applied Spreadsheets, Composition I, Composition II, Business Math, Non-Profit Accounting, Environmental Science, Financial Statement Analysis, Introduction to Corporate Accounting, Payroll Accounting, Principles of Accounting I, Intro to Cost Management Accounting
Florida Metropolitan University
Principles of accounting I, Cooperative Ed.-Accounting, Pre-Algebra, Developmental Reading
El Centro Community College
Skills
- Data compilation and analysis
- Microsoft Office proficiency
- Criminal investigation techniques
- Critical thinking skills
- Analytical abilities
- Time management strategies
- Decision-making expertise
- Research methodologies
- Auditing practices
- Tax regulations
- Customer service excellence
Additional Information
Typing approximately 45 WPM,Proficient in Microsoft Office Products, Peachtree, and QuickBooks
References
References available upon request.
Timeline
Internal Revenue Agent , GS 512
Internal Revenue Service
01.2008 - Current
Tax Law Specialist, GS-0987-9
Internal Revenue Service
04.2007 - 01.2008
Contact Representative, GS-0962-08
Internal Revenue Service
10.2000 - 04.2007
Accounting Information Systems, Managerial Accounting, Intermediate Accounting I, Intermediate Accounting II, Accounting Business Ethics, Internal Auditing and Controls
Mountain View College
Principles of Accounting II, Computerized Accounting, Tax Accounting, Applied Business Law, Computer Applications, Applied Spreadsheets, Composition I, Composition II, Business Math, Non-Profit Accounting, Environmental Science, Financial Statement Analysis, Introduction to Corporate Accounting, Payroll Accounting, Principles of Accounting I, Intro to Cost Management Accounting
Florida Metropolitan University
Principles of accounting I, Cooperative Ed.-Accounting, Pre-Algebra, Developmental Reading
El Centro Community College
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