James Held

Develops and administers Rulings and Agreements programs such as a walk-in Closing Agreement Program.

Confers with customers and representatives to explain financial, legal and other significant issues involved and the applicability of pertinent tax laws, regulations and related filing
requirements.

Explains corrective actions required or adjustments to promote future compliance.

Develops and administers internal and external educational programs including seminars and outreach programs.
Participates in taxpayer education and outreach programs to foster voluntary compliance with tax exempt bond issues. Develops audit guidelines and provides other forms of written and oral technical assistance to field agents. Prepares technical responses to inquiries submitted by members of Congress, taxpayers, authorized representatives, government agencies and other external customers.

Coordinates with agents and managers to develop national examination initiatives.

Coordinates bond cases with the office of Chief Counsel and Appeals when appropriate.

Researches and analyzes data including examination results to
identify industry trends, issues and problems.

Identifies previously unknown potential areas of noncompliance
requiring policy determinations, legal interpretations or law changes to promote voluntary compliance.

Makes recommendations regarding the referral of a bond issue to the field for examination.
Participates in peer quality review programs and other quality improvement processes.

Participates in technical issue and position meetings with officials of TE/GE Division, the office of Chief Counsel, Tax
Legislative Counsel and representatives of other government agencies as well as taxpayers and their representatives to resolve controversial and difficult bond issues.

Provides expert technical and procedural assistance to technical and managerial personnel of the Division on matters where he/she has particular expertise and serves as a technical advisor to lower graded technicians in the treatment of issues assigned tothem and in the conducting of conferences.

Examines and reviews tax exempt bond issuances to ensure they comply with the Internal revenue Code.

Determine whether the bond issuance is in compliance with the applicable code section and laws.

Identify any noncompliance associated with the bond issuance.

Work with bond issuers and bond attorneys to gather information and address any potential violations of applicable tax law.

Issues notices to issuers outlining any noncompliance with the bond issuance and negotiate settlements.

Promote voluntary compliance by providing guidance and resources to the bond issuers.

• Reduced errors in filed returns through meticulous review and verification of taxpayer information against IRS records.
• Assisted taxpayers with understanding complex tax laws, providing clear explanations and guidance.
• Negotiated payment plans with taxpayers, facilitating the resolution of outstanding liabilities in a timely manner.
• Served as a mentor to junior agents by offering guidance on complex technical issues during audits.
• Managed multiple audit cases simultaneously while maintaining high standards of quality and efficiency in case resolution.
• Increased voluntary compliance among taxpayers by delivering educational presentations on various taxation topics.
• Evaluated taxpayer documentation, ensuring adherence to relevant regulations and laws.
• Improved departmental knowledge by staying up-to-date on changing tax regulations and sharing updates with colleagues.
• Developed comprehensive reports detailing audit findings and recommendations for corrective actions.
• Recognized for consistently meeting or exceeding performance metrics related to case closures, audit adjustments, and overall job effectiveness.
• Conducted field visits to gather critical information needed for accurate tax assessments.
• Enhanced tax compliance by conducting thorough research and analysis of financial records.
• Identified potential areas of non-compliance by analyzing financial statements and related documents.
• Kept case data and contact information up to date to expedite proceedings.
• Professionally negotiated and dealt with taxpayers in confrontational situations.

• Mentored junior team members, providing guidance and support to foster professional growth and development.
• Reduced downtime for repairs with streamlined troubleshooting processes, resulting in higher operational rates.
• Increased aircraft availability by implementing efficient maintenance scheduling and resource allocation.
• Championed best practices for tool control and calibration procedures, ensuring consistent results across all maintenance activities.
• Coordinated closely with flight operations teams to minimize schedule disruptions due to maintenance-related delays or cancellations.
• Improved communication between departments by establishing regular meetings and open channels for sharing information regarding aircraft status updates.
• Implemented preventive maintenance plans, reducing unscheduled maintenance events and extending aircraft lifespan.
• Performed scheduled and unscheduled inspections to check flight readiness of aircraft.
• Recorded maintenance actions in aircraft logbooks.
• Collaborated with colleagues in developing and refining maintenance procedures.