Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
BusinessAnalyst

Joseph Douglas III

Moreno Valley,United States

Summary

Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.

Overview

10
10
years of professional experience

Work History

INDIVIDUAL TAX ADVISORY SPECIALIST

Internal Revenue Service, IRS
Palm Springs, CA
02.2022 - Current
  • Advise taxpayers in meeting their federal tax obligations; provide taxpayer assistance on tax law inquiries, filing requirements, status, and web-based filing.
  • Perform research, analysis, and necessary computations to recommend adjustments to customers' accounts.
  • Provide technical tax law advice on newly enacted legislation, complex tax law issues, referrals, changes in regulations, and policies.
  • Operated as a one-person TAC office, responsible for opening and closing the TAC securely, assuring that all alarms are active, and securing file rooms that contain PII and finances.
  • Advised clients on tax-efficient investing strategies in order to maximize returns while minimizing tax liabilities.
  • Communicated effectively with a wide range of clients, from high-net-worth individuals to institutional investors.
  • Researched federal, state, and local laws to ensure compliance with regulations.
  • Advised clients on the best strategies for filing their taxes efficiently and legally.
  • Assisted clients in responding to IRS notices of deficiency or audit findings.
  • Maintained accurate records of all client transactions and filings.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Educated clients on their rights and responsibilities under applicable laws.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Managed office supplies inventory and placed orders when necessary.
  • Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
  • Handled incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Drove customer feedback to deliver information to management for corrective action.
  • Trained newly hired candidates to fill key positions and maximize productivity.
  • Explained goals and expectations required of trainees.
  • Prepared reports summarizing the results of tax liability payments.
  • Set up and monitored payment plans and processed payments.
  • Discussed and explained various tax forms with taxpayers.
  • Negotiated payment plans with delinquent taxpayers when needed.

Employment Program Represntive I

Employment Development Department
Riverside, CA
07.2020 - 07.2022
  • EPR in UI assists customers in filing UI benefit claims, authorizes payment, or provides information on claim status.
  • EPR independently reviews, investigates, and determines if an individual is eligible or ineligible to receive UI benefits in accordance with UI laws, rules, regulations, and procedures.
  • EPR informs customers and employers of their rights and responsibilities under the UI program.
  • Services are provided by telephone in a non-public, call-center environment that includes the use of automated data systems, gathering pertinent data, and communicating factual and procedural information clearly, verbally, and in writing.
  • Retrieving information from other software systems (e.g., databases, spreadsheets, graphics, and word processing).
  • Gathering, organizing, and/or maintaining information, and/or determining its importance and accuracy, and communicating it by a variety of methods.
  • Performing office automation duties, utilizing word-processing equipment and/or software to edit and/or create documents and correspondence.
  • Creating and/or maintaining spreadsheets and/or databases; responding to inquiries by phone and/or in writing.
  • Reviewing and/or screening applications for benefits to ensure the validity of the documentation submitted.
  • Providing information and/or assistance on applications for benefits, maintaining subject matter files, technical instructions, and/or operating procedures.

Warehouse Ambassador

Wayfair
Perris, CA
02.2019 - 04.2020
  • Utilized RF scanning devices to track movement of goods in the warehouse.
  • Maintained cleanliness of the warehouse environment, including sweeping, mopping, and dusting.
  • Loaded outgoing shipments onto trucks to ensure timely delivery.
  • Assisted in training new employees on proper safety procedures within the warehouse.
  • Unloaded trucks using a hand truck or pallet jack.
  • Operated forklifts safely for moving large loads throughout the facility.
  • Delivered or routed materials to departments using a hand truck, conveyor, or sorting bins.
  • Packed, sealed or affixed postage to prepare materials for shipping.
  • Operated lift and hand trucks to transfer materials to and from target areas.
  • Assisted in packaging and labeling of products for shipment.
  • Loaded and unloaded shipments from trucks and picked up and moved heavy packages and items using forklifts.
  • Followed proper safety protocols when operating machinery in the warehouse.
  • Ensured safety policies were followed at all times while working in the warehouse environment.
  • Assisted in packaging and labeling of products for shipment, adhering to company standards.
  • Operated forklift trucks, pallet jacks, and other material handling equipment safely and efficiently.
  • Utilized hand-held scanners to locate and pick orders from shelves.
  • Followed safety procedures while working in the warehouse environment.
  • Organized order picking by utilizing bin locations, product codes, and other identifying information.
  • Maintained cleanliness of the warehouse area by sweeping floors, dusting shelves, and removing debris.
  • Trained new employees regarding warehouse procedures and standards.

Tax Examining Technician

Internal Revenue Service, IRS
Fresno, CA
02.2018 - 08.2018
  • Reviews of tax returns for accuracy and completeness, reviews and codes tax returns for computer processing, resolves errors, and corresponds with taxpayers to obtain any missing information.
  • Examine tax returns to determine if deductions and credits should be allowed. Work with federal, state, and local governments.
  • Report any adjustments or corrections tax examiners make to the states, which include analyzing problems to identify significant factors, and recognizing solutions.
  • Processed requests for abatements or refunds according to established policies and procedures.
  • Provided guidance to taxpayers on filing requirements, payment options, filing deadlines.
  • Assisted taxpayers in understanding their rights and responsibilities under the law.
  • Utilized computer software programs such as Microsoft Excel to manage data efficiently.
  • Analyzed financial documents, such as bank statements, pay stubs, and W-2s to verify income reported on tax returns.
  • Attended meetings with senior management personnel as needed.
  • Answered questions from taxpayers and assisted individuals with completing tax forms.
  • Set up and monitored payment plans and processed payments.
  • Discussed and explained various tax forms with taxpayers.

IT Tech

Robert Half Technology
Ontario, CA
04.2017 - 02.2018
  • Contracted IT Repair Tech for the Unified School District of Redlands, California.
  • Other duties are to service and maintain computer systems and associated peripherals, such as printers and scanners.
  • Performs skilled duties in computer repair, tablet repair, and system configuration.
  • Installs and upgrades software, including the operating system and general-purpose applications.
  • Make site visits to fix, upgrade, or troubleshoot computer software and hardware issues.
  • Used the ticketing service system to escalate customer service needs.
  • Completed day-to-day duties accurately and efficiently.
  • Conducted testing of software and systems to ensure quality and reliability.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.

IT Field Service Technician

Intratek Computer
Irvine, CA
09.2015 - 12.2015
  • Worked on the SBCUSD project, Windows OS upgrade, and OS system configuration.
  • Installs and upgrades software, including operating systems and general-purpose applications.
  • Make regular visits to fix, upgrade, or troubleshoot computer software and hardware issues.
  • Conducted regular maintenance checks on systems to ensure optimal performance levels are met.
  • Provided assistance to other technicians in resolving complex technical problems encountered during service calls.
  • Maintained positive working relationship with fellow staff and management.
  • Set up equipment for employee use, performing or properly installing cables, operating systems or software.
  • Installed and performed minor repairs to hardware, software or peripheral equipment.

IT Technician

A2z It
Murrieta, CA
03.2015 - 09.2015
  • Desktop VoIP phone installations.
  • PC testing and validation.
  • Device labeling and tagging.
  • Printer, scanner, and fax disconnect, move, and reconnect.
  • Peripheral reconfiguration.
  • PC, server, and peripheral cleaning.
  • PC & Server disconnect move and reconnect

Education

Bachelor of Science - Cyber Security Information Assurance

Colorado Technical University
Colorado Springs, CO
09-2018

Associate of Science - Network And System Administration

ITT Technical Institute
San Bernardino, CA
03-2013

Skills

  • Microsoft Excel
  • Know your customer
  • Teamwork
  • Scheduling
  • Customer service
  • Payment processing
  • Organizational and time management skills
  • Microsoft Word
  • Computer skills
  • Active listening
  • Communication
  • Microsoft office
  • Quality assurance
  • Critical thinking
  • Problem-solving
  • Multitasking

Accomplishments

  • ITT Tech Salutatorian Award Spring 2015
  • Highest Honors Winter Quarter 2013
  • Honors Fall Quarter 2013
  • Highest Honors Spring Quarter of 2013
  • Highest Honors Winter Quarter of 2014
  • Highest Honors Spring Quarter of 2014

Timeline

INDIVIDUAL TAX ADVISORY SPECIALIST

Internal Revenue Service, IRS
02.2022 - Current

Employment Program Represntive I

Employment Development Department
07.2020 - 07.2022

Warehouse Ambassador

Wayfair
02.2019 - 04.2020

Tax Examining Technician

Internal Revenue Service, IRS
02.2018 - 08.2018

IT Tech

Robert Half Technology
04.2017 - 02.2018

IT Field Service Technician

Intratek Computer
09.2015 - 12.2015

IT Technician

A2z It
03.2015 - 09.2015

Bachelor of Science - Cyber Security Information Assurance

Colorado Technical University

Associate of Science - Network And System Administration

ITT Technical Institute

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Joseph Douglas III