Joanna Gomez
Visalia,CA
Summary
Detail-oriented Tax Examiner with extensive experience at the Department of Treasury, IRS. Proven expertise in tax research and recordkeeping, ensuring accurate processing of Power of Attorney forms. Recognized for exceptional problem-solving and teamwork skills, consistently meeting tight deadlines while managing high-volume caseloads. Committed to maintaining client confidentiality and enhancing operational efficiency.
Overview
21
21
years of professional experience
Work History
Tax Examiner
Department Of Treasury, IRS
12.2020 - Current
- Receives researches and process Power of Attorney (POA) forms in order to set up the Centralized Authorization File (CAF).
- Ensure the accurate and timely posting, updating, and correcting of Power of Attorney (POA)information.
- Access taxpayer's master file (entity) and tax account) to insure that all information in entered on the CAF accurately.
- Apply tax laws by utilizing the IRM, IAT and AMS, including training material and approved job aids, to complete research to process AMRH CP46 and various Transcripts.
- I performed other duties within my unit and other units as well by reviewing CAF letter, making sure the letters are being sent to the taxpayer/representative correctly and are put into the CAF file.
- Collaborated with team members to enhance overall efficiency and effectiveness within the department.
- Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines.
Data Entry Clerk
Department Of Treasury, IRS
05.2004 - 11.2020
- Performed data entry skills into the ISRP system with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Demonstrated an acceptable working knowledge of all procedural changes by transcribing information correctly in the ISRP system.
- Utilize the IRM to resolve issues found in my work.
- I help the unit meet it's daily releases by pushing to make daily productions.
- I followed appropriate procedures to determine the correct course of action to complete my work.
Education
Associate of Arts - BUSINESS ADMINISTRATIVE OPERATIONS
San Joaquin Valley College
Hanford, CaSkills
- Recordkeeping and documentation
- Client confidentiality
- Accounting principles
- Case management skills
- Verbal and written communication
- Tax research
- Teamwork
- Time management
- Problem-solving
- Attention to detail
- Multitasking
- Excellent communication
Timeline
Tax Examiner
Department Of Treasury, IRS
12.2020 - Current
Data Entry Clerk
Department Of Treasury, IRS
05.2004 - 11.2020
Associate of Arts - BUSINESS ADMINISTRATIVE OPERATIONS
San Joaquin Valley College
Similar Profiles
Shaquilla MasonShaquilla Mason
Tax Examiner at Department Of Treasury, IRSTax Examiner at Department Of Treasury, IRS
Tamika FosterTamika Foster
Internal Revenue Agent at Department of Treasury (IRS)Internal Revenue Agent at Department of Treasury (IRS)
Ashley LylesAshley Lyles
Customer Service Representative at Department Of Treasury, IRSCustomer Service Representative at Department Of Treasury, IRS