Respected audit professional with strong leadership and project management skills seeking to continue to grow in management with the State of Oklahoma. Well-organized, systematic and diplomatic in building consensus among team members. Specializing in analytics of taxpayer data and processes in respect to tax filings.
Overview
25
25
years of professional experience
Work History
TPA Representative, L1; Auditor, Levels I, II, III
Oklahoma Tax Commission
04.2014 - Current
Provide excellent service to the people of Oklahoma by promoting tax compliance through quality service and fair administration of the Oklahoma statute and rules of the Oklahoma Tax Commission.
Process individual income tax returns. Includes reviewing for documentation as required by statute as well as information and documentation provided in response to inquiry letters. Work with customer to bring income tax accounts into compliance.
Monitor and uncover tax fraud as perpetuated by taxpayers. Assist in developing methods to discover irregularities and fraudulent trends in filings.
Train new and existing IIT team members. Create and update policies and procedures in ITA OneNote.
90-day coach for at-risk team members on a PIP.
Extensive knowledge developed of the individual income tax process and business registration system.
Optimized workflow processes, allowing for more efficient use of resources and reduced turnaround times on work items.
Educated staff on organizational mission and goals to help employees achieve success.
Found solutions to issues or errors from incorrect tax filings.
Fostered culture of continuous improvement by regularly updating procedures and techniques.
Reinforced integrity by enforcing strict adherence to statutes and internal policies.
Identified processes and procedures through in-depth assessment and suggested methods for improvement.
Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
Mentored junior team members, sharing knowledge and best practices to foster their professional growth within the team.
President
Reliable Auto Transport, Inc
05.2000 - 02.2014
Founder and president of transport/trucking company. Utilized previous work experiences of accounting and customer service fields to establish and operate successful organization.
Increased corporation revenue an average of 5% each year during operations.
Established organization’s financial operating system including customization and usage of QuickBooks for industry specific filings.
Developed extensive knowledge of national and state regulations and requirements for transport systems.
Responsible for negotiation/procurement of all equipment utilized by corporation; included maintaining inventory and overseeing disposal of equipment.
Maintained an over 98% customer satisfaction rate for the duration of business.
Education
No Degree -
Johnson County Community College
Overland Park, Kansas
No Degree -
University of Kansas
Lawrence, Kansas
Certified Public Manager Program -
Office of Management And Enterprise Services
Oklahoma City
02-2021
Skills
Customer Satisfaction
Active Listening
Time Management and Organization
Conflict Resolution
Complex Problem Solving
Research Oriented
Verbal and Written Communication
Business Process Engineering
Idea Development and Brainstorming
Self-sufficiency and Team Collaboration
Staff Training, including Content Creation
MS Office GenTax (OneLink)
Awards
2023 OTC 2nd Quarter All-Star
Timeline
TPA Representative, L1; Auditor, Levels I, II, III