Jonah Rios
Fresno,CA
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Financial Analyst position. Willingness to take on added responsibilities to meet team goals. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
7
7
years of professional experience
Work History
Tax Examining Technician (GS-0592-06)
Internal Revenue Service
04.2023 - Current
- Performed analysis of returns identified as underreported/over reported
- Analyzed replies to all Automated Underreporter (AUR) notices that propose adjustments to income, deductions, payments and/or taxes in which the taxpayer disagrees
- Responded to taxpayer's inquiries regarding preparation of a variety of tax returns, related schedules, and other documentation
- Resolved account inquiries; advised taxpayers of enforcement actions; and managed sensitive case problems designated as requiring special case handling
- Analyzed and resolved tax processing problems
Warehouse Associate
Amazon Delivery Station
07.2022 - 02.2023
- Receive and prepare inventory for delivery
- Use technologies like smartphones, and handheld devices to sort, scan, and prepare orders
- Stack and pile finished goods into containers
- Check to ensure containers are damage free
- Maintain database of packages
- Receive truck deliveries
- Remove completed or defective products or materials, placing them on moving equipment such as conveyors or in specified areas such as loading docks
- Build, wrap, sort and transport pallets and packages
Staff Accountant
Douglas M Smith & Company
09.2021 - 04.2022
- Prepare tax returns, payments, necessary paperwork, and reports
- Assess and research difficult tax issues to identify solutions
- Informing clients or employers on the tax preparation process
- Collecting relevant financial records, including pay stubs and income statements
- Inputting data from financial records into tax return software or databases
- Contacted clients by Phone, or email to elicit missing data or confirm information
- Answered questions from clients concerning Tax Payments, Filing Status, Qualifying Credits and other issues that may affect the outcome of the tax return
- Built customer relationships to promote and expand the business
- Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
- Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
- Keep track of industry trends and changes related to taxes
- Assisted with Bookkeeping and performed duties such as entering transactions, confirming the accuracy of entered information, helping prepare reports as necessary, and completing any other duties as required
Tax Examining Technician (GS-0592-05)
Internal Service Revenue
12.2020 - 06.2021
- Utilized Integrated Data Retrieval Systems (IDRS) to provide assistance to taxpayers by determining information needed to resolve inquiries, and researching pertinent tax data through accounting records, telephone contact, IRS officials or other agencies
- Performed actions that include closing a case, such as adjusting taxpayer's account, entity changes, requesting returns, re-computing tax liability, and preparing refunds
- Referred possible violations of tax law or cases requiring examination determinations or legal determinations of the tax code
- Requested and interpreted taxpayer information
- Perfected documents and initiated research to correct missing or inaccurate account information, inquires to third parties, and changes to taxpayer accounts to correct errors
- Compiled and maintained functional and/or assigned area records or reports to provide status of work
- Independently reviewed cases to determine the nature and scope of the issues
- Resolves account inquires, advises taxpayers of enforcement actions; and manages sensitive case problems designated as requiring special case handling
- Adjust taxpayer accounts; prepares and issues manual refunds; performs multiple credit transfers; and computes tax, penalty and interest
Student Trainee (Clerical)
Internal Service Revenue
05.2020 - 11.2020
- Received, recorded, and distributed incoming/outgoing work
- Maintained, updated, and purged closed files
- Performed a variety of tasks which include inputting, assigning, or updating work status and inventory records
- Assisted in collecting, organizing, and maintaining documentation and materials
- Compiled and maintained functional and/or assigned area records or reports to provide status of work
USU Student Custodian
California State University, Fresno
08.2018 - 06.2020
- Performed daily facility cleaning
- Facility upkeep
- Performed room and event set-ups
- Performed special assignments/projects as requested
- Organized and maintained storage of cleaning chemicals used for daily maintenance of facility bathrooms and amenities
Education
Bachelor of Science - Business (Accounting)
California State University, Fresno
Fresno, CA05.2020
Skills
- Microsoft Office Suite (Excel, Word, etc)
- Quickbooks
- Math Skills
- Administrative Skills
- Writing Skills
- Time Management
- Problem Solving Skills
- Responsibility
- Flexibility
- Communication Skills
- Teamwork Skills
- Organization Skills
Timeline
Tax Examining Technician (GS-0592-06)
Internal Revenue Service
04.2023 - Current
Warehouse Associate
Amazon Delivery Station
07.2022 - 02.2023
Staff Accountant
Douglas M Smith & Company
09.2021 - 04.2022
Tax Examining Technician (GS-0592-05)
Internal Service Revenue
12.2020 - 06.2021
Student Trainee (Clerical)
Internal Service Revenue
05.2020 - 11.2020
USU Student Custodian
California State University, Fresno
08.2018 - 06.2020
Bachelor of Science - Business (Accounting)
California State University, Fresno
Similar Profiles
Isis BrewerIsis Brewer
Tax Examiner at Internal Revenue serviceTax Examiner at Internal Revenue service
Lillie TaylorLillie Taylor
Customer Service Representative at Internal Revenue Service, IRSCustomer Service Representative at Internal Revenue Service, IRS
Jon Eric ZwakenbergJon Eric Zwakenberg
Project Lead at Internal Revenue ServiceProject Lead at Internal Revenue Service