Jaylen Espinoza
Roy
Summary
Motivated and professional individual with a diverse background in distribution operations and preventative maintenance. Seeking a challenging position in a reputable organization to expand learnings, knowledge, and skills while fully utilizing trainings and expertise. Committed to contributing to the success of the company/industry and leveraging experience gained from working in the federal government.
Overview
5
5
years of professional experience
Work History
Tax Examiner, ERS/Unpostables
Internal Revenue Service
09.2023 - Current
- Examine & audit individual, business, and corporate tax returns to determine correct federal tax liabilities
- Research and resolve complex interest calculations which include the net rate interest netting process of overlapping periods of debit and credit interest and other special situations
- Research and reconstruct data completing analysis of the conditions and complicating factors including nervous computational errors, multiple tax years and multiple adjustment issues to compute complex interest calculations
- Analyze replies, payments, and any adjustments to income tax returns
- Determine the scope and nature of and issue or problem
- Prepare appropriate documentation for adjustments, credit transfers etc
- Management inventory and numbers within all the documents we process
- Handle finances/accounting issues, using IDRS, AMS, SERP, RTR and other programs to balance taxpayer accounts
- Used knowledge of Microsoft Excel/Office programs for correspondence or managing inventory
- Research several different errors or missing info to adjust accounts
- Background of being OJI, back up lead, stand in lead and stand in manager
- I consistently identify and resolve problems I encounter processing work
- I navigate the Internal Revenue Manual to help resolve common errors found
- I can recognize when there is a Tax error that requires further action from the taxpayer and when it was an error caused by incorrect transcription or coding done by earlier operations
- Ensured timely processing of returns through efficient workload management and attention to detail.
- Increased tax compliance by thoroughly examining financial documents and identifying discrepancies.
- Reduced errors in tax assessments by meticulously reviewing calculations and documentation.
- Kept case data and contact information up to date to expedite proceedings.
- GS-0592-6,40HRS Weekly - Joyce Kraft –801-620-6001
Teacher/Receptionist
ABC Great Beginnings
10.2020 - 02.2023
- Provided children with lesson plans
- Participated with them during activities
- Responsible for children ranging in ages from2 months old up to12 years old
- Responsible for registering new students and providing them a tour around the facility
- Handling families billing and charging accounts when tuition/fees are due
- Responding to emails regarding any concerns that parents had with billing, tours, or their child’s behavior in the classroom
- Greet parents as they walk in the building
- Answer calls and respond to voicemails
- Communicate directly with parents to achieve success for their child
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
- Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.
- Mentored new teachers, sharing best practices and providing guidance to help them adapt to their new roles successfully.
- Collaborated with colleagues to integrate cross-disciplinary lessons, enriching students' educational experience.
- Assisted with onboarding new clients and securing paperwork completion.
- Maintained visitor log for entering and leaving facility for security purposes.
- Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
- Increased customer satisfaction by warmly greeting visitors and promptly addressing their needs.
- 30-40HRS Wkly - $15.00 Per Hr
- Marianne Bernal –801-718-2293
Store Associate
Bed Bath & Beyond
10.2019 - 10.2020
- Provided positive customer relationships through friendly greetings and excellent customer service
- Explained merchandise uses, answered customer questions, and made recommendations on products
- Operated cash registers, scanners, and computers to itemize purchases
- Collected payments and made change for cash transactions
- Balanced cash drawers at the end of each shift
- Assisted with store stocking and set up floor-sets for opening and closing
- Informed customers about any product they had questions on and help locate items within the store
- Maintained a clean and safe shopping environment for customers through regular cleaning and monitoring of store conditions.
- Resolved customer inquiries and issues promptly, demonstrating excellent communication skills.
- Maintained tidy and organized store to comply with cleanliness standards.
- Handled cash register operations accurately, balancing drawers at the end of each shift.
- Answered questions about store policies and addressed customer concerns.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Provided exceptional customer service by actively engaging with shoppers and offering assistance as needed.
- Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
- Trained new associates in customer service protocols, enhancing team efficiency and consistency.
- Participated in weekly team meetings to discuss targets and strategies, fostering collaborative work environment.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- 20 HRS Wkly - $10.50 Per Hr
- 801-399-2018
Education
Diploma -
Roy High School
Roy, UT05.2020
Skills
- Proficient in Microsoft Office
- Project Management
- Budget Planning
- Excellent communication
- Organized
- Problem Solving
- Skilled in tax examination
- Leadership
- Time Management
- Conflict Resolution
- On the Job Instructor/Trainer
- Decision Making
- Teamwork
- Advising
- Multitasking
- Self-Motivated
- Customer Service
- Retail Sales
- Cash Handling
- 42 WPM
- Microsoft Office
- Loyal
- Recordkeeping and documentation
- Basic accounting principles
- Payment plan processing
- Client confidentiality
- Data interpretation
- Research
- Tax compliance
- Software applications
- Research and documentation
- Tax research
- Tax return filing
- Reliability
- Active listening
- Relationship building
- Microsoft office proficiency
- Adaptability
JOB RELATED KNOWLEDGE
- Calculating Taxes for Individuals & Businesses
- Knowledge of missions, functions, goals, objectives, work processes, and sources pertinent to installation financial programs.
- Itemizing Federal Taxes
- Knowledge of commonly used financial/accounting methods, practices, procedures, regulations, policies, processes and computer systems related to all aspects of financial management.
- Ability to apply advanced analytical methods and techniques to financial/accounting work.
- Knowledge of automated data processing concepts and systems capabilities to accomplish financial/accounting tasks.
- Knowledge of accounting records, work reports, payroll records and related data.
- Analyze, evaluation, fact finding, and investigative techniques required to gather data. Identify factors and recommend a solution from several possible alternatives.
- Ability to perform studies, prepare reports, documentation, and correspondence to communicate factual and procedural information.
- Advising Management and officials on various types of appointments, procedural and regulatory requirements.
Timeline
Tax Examiner, ERS/Unpostables
Internal Revenue Service
09.2023 - Current
Teacher/Receptionist
ABC Great Beginnings
10.2020 - 02.2023
Store Associate
Bed Bath & Beyond
10.2019 - 10.2020
Diploma -
Roy High School
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