Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacob Messer

Ogden

Summary

Experienced professional with a strong background in providing expert technical guidance and strategic analysis on complex issues, including compliance with federal policies and procedures. Skilled in conflict resolution, employee training, and leadership, with a proven ability to apply established guidelines to resolve high-stakes challenges. Adept at conducting in-depth research, offering subject matter expertise, and serving as a reliable back-up lead, all while fostering efficient operations and organizational compliance.

Overview

7
7
years of professional experience

Work History

TAX EXAMINING TECHNICIAN

IRS
06.2022 - 04.2025
  • Regularly advises taxpayers on complex return issues through telephone and written correspondence, leveraging extensive knowledge of IRS procedures and tax law to provide accurate guidance and resolution.
  • Executes detailed account adjustments for both individual and business taxpayers, ensuring accurate case resolutions in compliance with federal regulation.
  • Conducts extensive research and analysis to resolve complex cases, developing problem-solving strategies transferable to workforce management and HR policy.
  • Gained comprehensive knowledge of Individual and business income tax related forms and schedules as well as extensive understanding of the tax law and processes necessary to file individual/business returns.
  • Acquired experience in recognizing fraudulent and frivolous tax information, as well as solving legal issues related to the processing and identifying of decedent estate returns.
  • Delivered on-the-job training and mentorship to peers, serving as a backup lead to ensure team adherence to operational standards and improve efficiency in tax resolution processes, skills that are directly applicable to employee development programs.
  • Preformed in depth analysis and research on Taxpayer accounts requesting Installment Agreements, approved and monitored agreements for collections
  • Prepares, and issues manual refunds, performs multiple credit transfers, computes tax, penalty, and interest (including restricted interest) within the scope of Taxpayer Delinquent Accounts.
  • Secures payment of delinquent taxes and filing of delinquent returns. Recommends lien and/or levy action, includes initiating supporting information for release.
  • Cultivated extensive knowledge of IRS collection techniques and enforcement actions, regulations, practices, tax forms, notices, bills, and other documents to identify the nature and scope of problems and issues.
  • Utilizes judgment in interpreting and adapting guidelines while identifying issues and determining the appropriate process to be used, including interpreting account information, and taking into account facts guidelines and past transactions.
  • Recommended financial solutions in relation to tax implications.

CASH CLERK

IRS
03.2021 - 06.2022
  • Managed the intake, review, and routing of high-volume documentation to appropriate IRS departments, ensuring seamless workflow and strict adherence to processing deadlines, a skill critical to managing HR records and correspondence.
  • Fostered and maintained collaborative relationships with managers and department heads to support organizational goals, improve communication, and facilitate the implementation of policies and procedures.
  • Participated in strategy meetings with submission processing teams, providing insights and recommendations to streamline workflows and enhance interdepartmental collaboration.
  • Advised internal stakeholders on procedural best practices, developing technical guidance, and improving operational compliance with established standards, a competency essential for HR policy advisement.
  • Executed special projects to supports senior management, including process improvement initiatives that enhanced the accuracy and efficiency of document routing procedures.


REMITTANCE PERFECTION TECHNICIAN

IRS
06.2021 - 10.2021
  • Conducted detailed research to accurately identify taxpayers and allocate payments, ensuring proper crediting in compliance with federal guidelines.
  • Processed financial documents, including checks, and detected fraudulent data through detailed analysis, contributing to the integrity of IRS payment processing systems.
  • Made individual assessments of correct application of tax and payments when exempt information can’t be secured.
  • Developed and presented daily functional reports, contributing to departmental analysis, and recommending process improvements to enhance operational efficiency.
  • Mentored junior technicians, offering procedural guidance and training to ensure compliance with IRS policies and improve team performance.
  • Consistently investigated and analyzed correspondence, notices, schedules, etc., to determine taxpayer’s intent on the application of payments and to determine if additional action is necessary.

ASSISTANT MANAGER/HR SPECIALIST

HABIT BURGER AND GRILL
03.2018 - 02.2021
  • Conducted detailed analyses of formal HR claims, applying established guidelines to identify root causes, and recommend effective solutions, demonstrating expertise in employee relations and conflict resolution.
  • Developed and delivered HR training programs on company policies and procedures through written materials and interactive sessions, improving employee compliance and understanding.
  • Gathered and analyzed complex issues and facts to find resolution and make conclusions based on Habit HR processes.
  • Utilized advanced consulting techniques to tactfully resolve complex and sensitive employee issues, fostering a positive and compliant workplace environment.
  • Developed foundational expertise in labor and employee relations law, applying policies and procedures to resolve complex employee issues effectively and tactfully.
  • Applied HR staffing protocols to screen resumes, assess candidate qualifications, and provide hiring recommendations, ensuring alignment with organizational staffing needs.
  • Executed all assigned Human Resource tasks from corporate and partner organizations, ensuring accurate implementation of HR policies, seamless communication, and adherence to organizational standards.
  • Served as the in-store HR specialist providing accurate and timely communication of HR policies and procedures through both verbal and written correspondence, ensuring employees compliance and understanding.
  • Coordinated personnel scheduling and workload distribution to optimize performance and operational efficiency, demonstrating transferable skills in workforce management and resource planning.
  • Led and coordinated process improvement initiatives to enhance operational efficiency, staff performance, and customer satisfaction, leveraging data-driven insights and collaborative strategies.
  • Resolved complex personnel payroll discrepancies, and analyzed employee payroll information to ensure accuracy.
  • Provided consultive advisory informative services on a wide range of issues and problems with customers and employees.
  • Gained expertise with business practices and principles including basic accounting.

Education

Bachelor of Science - Computer Science

Weber State University
01.2019

High School Diploma - undefined

Bonneville High School
01.2017

Skills

  • Audit management
  • Inventory verification
  • Report preparation
  • Accounting expertise
  • Data entry proficiency
  • Financial statements
  • Tax law
  • Document review
  • Fraud investigation
  • Compliance review
  • Debt settlement management

Timeline

TAX EXAMINING TECHNICIAN

IRS
06.2022 - 04.2025

REMITTANCE PERFECTION TECHNICIAN

IRS
06.2021 - 10.2021

CASH CLERK

IRS
03.2021 - 06.2022

ASSISTANT MANAGER/HR SPECIALIST

HABIT BURGER AND GRILL
03.2018 - 02.2021

High School Diploma - undefined

Bonneville High School

Bachelor of Science - Computer Science

Weber State University

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