Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Joseph Richardson

Joseph Richardson

New Port Richey,FL

Summary

Accomplished Revenue Officer with a proven track record at the Internal Revenue Service, IRS, where I enhanced revenue collection by over 20% through strategic tax compliance and effective auditing techniques. Skilled in debt management and interpersonal communication, I excel in fostering taxpayer trust and voluntary compliance. My leadership and problem-solving abilities have consistently contributed to organizational success and improved financial outcomes.

Professional with strong background in financial management and compliance, equipped to drive revenue growth and enhance operational efficiency. Known for strategic analysis, tax regulation expertise, and keen problem-solving skills. Proven ability to collaborate effectively within teams, adapt to evolving challenges, and deliver consistent results. Highly reliable and focused on achieving measurable outcomes.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

17
17
years of professional experience
4
4
Certification

Work History

Revenue Officer

Internal Revenue Service, IRS
12.2023 - Current
  • Increased revenue by implementing effective tax collection strategies and monitoring taxpayer compliance.
  • Promoted transparency through clear reporting of findings during audits, enhancing understanding between taxpayers and the agency.
  • Supported management with ad hoc reporting needs, enabling informed decision-making regarding revenue collection efforts.
  • Developed strong working relationships with taxpayers, fostering trust and encouraging voluntary compliance.
  • Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
  • Contributed to a positive work environment through proactive collaboration and effective communication with colleagues.
  • Maintained detailed case documentation, ensuring accurate recordkeeping and streamlined communication among team members.
  • Exceeded performance targets consistently by prioritizing tasks effectively and managing caseloads efficiently.
  • Improved data accuracy by validating taxpayer information and updating records as needed.
  • Leveraged negotiation skills to secure favorable settlements with delinquent taxpayers while maintaining professionalism at all times.
  • Provided exceptional customer service to address taxpayer inquiries and resolve disputes quickly.
  • Enhanced taxpayer education by conducting informative workshops and providing helpful resources.
  • Considered alternative means of resolving tax debt issues if taxpayer could not pay
  • Conducted thorough investigations to uncover hidden assets, increasing revenue collection success rates.
  • Collaborated with cross-functional teams to identify underreported income and enforce tax laws.
  • Mentored junior staff members, sharing valuable knowledge gained from years of experience in the field of revenue collection.
  • Participated in continuous professional development opportunities to stay current on industry trends and best practices in revenue collections.
  • Negotiated payment agreements with delinquent taxpayers, ensuring prompt debt resolution.
  • Assisted in the development of new policies and procedures for more efficient revenue collection practices.
  • Conducted research, interviews and investigations for information pertaining to alleged criminal violations.
  • Utilized advanced software tools to analyze financial data, pinpointing discrepancies for further investigation.
  • Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
  • Professionally negotiated and dealt with taxpayers in confrontational situations.
  • Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
  • Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
  • Prepared tax returns for individuals and businesses.

Staff Accountant

AVI-SPL
08.2023 - 11.2023
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
  • Monitored cash flow closely to ensure sufficient funds were available for operational needs.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Assisted comptroller with year-end financial audits.
  • Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
  • Collected and arranged financial information and entered details into software financial management system.
  • Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
  • Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
  • Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights.
  • Assisted in budget preparation, providing accurate forecasts for revenue and expenses based on historical trends.
  • Played pivotal role in identifying and mitigating financial risks by conducting regular financial health assessments.
  • Led project to migrate financial data to new accounting system, ensuring seamless transition with minimal downtime.

Accountant II

Pasco County Board of County Commissioners
03.2021 - 08.2023
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Used advanced software to prepare documents, reports, and presentations.
  • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
  • Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
  • Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
  • Optimized cash flow management, ensuring adequate liquidity for operational needs without compromising investment opportunities.
  • Contributed to enhanced revenue growth by analyzing revenue streams and identifying underperforming areas.
  • Led successful integration of financial systems following merger, ensuring continuity and accuracy of financial reporting.
  • Played key role in financial planning and analysis, contributing to company's long-term financial strategy.

Logistics Specialist

U.S. Navy Active Duty
09.2008 - 09.2016
  • Tracked supply, equipment and product inventory quantities to maintain necessary levels.
  • Coordinated incoming and outgoing shipments to maintain schedules.
  • Managed inventory levels for optimal cost savings and minimal stockouts.
  • Oversaw every phase of supply chain, from purchase order to delivery to invoicing, targeting 100% end-user satisfaction.
  • Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
  • Oversaw complex projects for senior leaders by ensuring timely and cost-effective delivery.
  • Maintained compliance with all relevant regulations, ensuring safe transportation of goods while avoiding costly fines or penalties due to non-compliance issues.
  • Managed and tracked package transfers such as bills of lading, delivery receipts, packing lists and load tags.
  • Tracked and managed transfer paperwork such as packing lists.
  • Issued timely and accurate responses to both internal and external inquiries.
  • Lead a team responsible for managing imports/exports documentation process ensuring timely and accurate completion of all shipping documents.
  • Coordinated with freight forwarder to provide vendor shipping details and obtain shipping updates.
  • Conducted comprehensive audits of logistics processes to identify areas for improvement and cost reduction opportunities.
  • Built long-term relationships due to prompt and courteous service.
  • Validated inventory levels and updated systems using handheld devices.
  • Streamlined warehouse operations, resulting in reduced labor costs and increased productivity.
  • Provided training and development opportunities for employees within the logistics department, fostering a culture of growth and continuous learning.
  • Maintained excellent working relationships with customers by efficiently responding to inquiries and complaints.
  • Developed and implemented strategies to reduce costs and improve quality of service.
  • Managed loading, unloading, movement, and sorting of supplies to keep deliveries on schedule.

Education

Bachelor Of Business Administration And Management - Business Management

Saint Leo University
Saint Leo, FL
05.2021

Skills

  • Debt management
  • Interpersonal communication skills
  • Account monitoring
  • Auditing techniques
  • Account reconciliation
  • Cash flow management
  • Professional telephone demeanor
  • Budget planning
  • Account balancing
  • Tax compliance
  • Information tracking
  • Economic research
  • Investigative techniques
  • Researching
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Time management
  • Leadership skills
  • Problem-solving abilities
  • Multitasking Abilities
  • Excellent communication
  • Critical thinking
  • Organizational skills
  • Decision-making skills
  • Strategic thinking
  • Basic accounting principles
  • Recordkeeping and documentation
  • Team building
  • Microsoft office proficiency
  • Analytical thinking
  • Conflict resolution
  • Risk assessment
  • Public speaking
  • Time management abilities
  • Continuous improvement
  • Written communication
  • Financial record keeping
  • Project management
  • Problem-solving aptitude
  • Delinquent account management
  • Financial risk manager
  • Financial risk manager (FRM)
  • Business acumen
  • Professional risk manager

Certification

PMP

Lean Six Sigma black belt

ITILv2

SCRUM MASTER

Program management

  • Certified Government Auditing Professional (CGAP) - The Institute of Internal Auditors.
  • Project Management Professional(PMP)- Project Management Institute.
  • Certified Associate in Project Management (CAPM) - Project Management Institute.
  • Lean Six Sigma Green Belt/Black Belt Certification – Various providers including IASSC and ASQ.
  • Risk Management Professional (PMI-RMP) – Project Management Institute.
  • Certified Supply Chain Professional (CSCP)
  • Certified ScrumMaster (CSM)
  • Forklift Certification
  • Project Management Institute Agile Certified Practitioner (PMI-ACP)
  • Six Sigma Certification

Timeline

Revenue Officer

Internal Revenue Service, IRS
12.2023 - Current

Staff Accountant

AVI-SPL
08.2023 - 11.2023

Accountant II

Pasco County Board of County Commissioners
03.2021 - 08.2023

Logistics Specialist

U.S. Navy Active Duty
09.2008 - 09.2016

Bachelor Of Business Administration And Management - Business Management

Saint Leo University
Joseph Richardson