Julie Allbright
Abilene
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
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.
Overview
24
24
years of professional experience
Work History
Senior Individual Taxpayer Advisory Specialist
Internal Revenue Service
11.2003 - Current
- As an SR Individual Tax Advisory Specialist which (or Lead) involves direct contact with both internal and external customers
- I am responsible for a variety of duties in the leadership role for the group such as USR (Unit security officer), on the job instructor (OJI), back up referral coordinator, leader for the quality meetings and the subject matter expert
- I am an Acting Group Manager for the group when the manager is away, during this assignment I have many roles in insuring that all action items are responded to timely
- I have successfully been in a distance office location from where my manager is located and I am able to complete all task thru programs that are available such as new technology TEAMS, fax, email and
- I have all the leadership qualities to maintain control of the group activities
- I can make independent decision in the best interest of the service and the organization
- I have experience with completing a variety of assignments
- I am very familiar with current policy and procedures regarding following the IRM and insuring quality and complete action are taken
- I have experience with irate customers and in my leadership role I can defuse the situation and still maintain control with professional attitude
- I am self motivated and have good time management to multitask during stressful situations
- I am committed to the challenge for consideration for the position any position
- I have the skills to carry out the mission statement
- I successfully evaluate work performance and performing all other related administrative duties
- In addition, I have a very good rapport with my Manager and Territory manager
- I am always willing to step in and be a team player
- I have strong background in instructing, as I have been a Lead instructor on many classes for Taxpayer Service new hire
- I am independent and can exercise positive judgement and make independent decision and interpreting and evaluating alternative methods to meet the objective
- I am a strong at communication and I can support partners to present the delivery of the topic that is within the program thru IRS
- I consistently Communicates key program messages, supports partners with program delivery, and monitors compliance with program quality standards
- I can independently review tax liability issues, reviews data, identifies and addresses potential tax issues; explores issues to determine nature, scope, and direction of inquiries; evaluates alternative courses of action to resolve issues/problems
- I have in the past been a Volunteer Income Tax Assistance (VITA) coordinator and committed to provide my skills and training to promote voluntary compliance
- I have consistently worked well with other department, I have been a leader and prepared for special events such as the Taxpayer Experience Days, and in addition I have worked and an SR ITAS(Lead) these events
- I am a FLITE (Future Leader in Training) graduate
- As a Senior Individual Tax Advisory, primary I worked face-to-face taxpayer as they arrive either with an appointment or as a walk-in
- I successfully Conduct interviews with taxpayers to determine their tax situation, provide advice, and explains probable consequences of various courses of action open to taxpayers for the current and other tax years
- I work a variety of issue in my Taxpayer Assistance Center(TAC office) such as individuals with issue with their refunds, identity theft issue, validate taxpayer identity for their return to process, balance due issue, request a reissue of Identity Protection Pin(IP-PIN) number, Transcript (account transcript and wage transcript most common), take payments and process utilizing the Remittance Strategy-Paper Check Conversion (RS-PCC) system etc
- I always Provided taxpayer assistance on tax law inquiries, and web base filing using their computer
- I also always Provided education and awareness of optional electronic service channels to meet taxpayers' needs
- This is not all-inclusive list of the taxpayer issue that I assisted
- I assists and advise taxpayer in meeting their Federal Tax obligation
- I Meet and deal with a variety of taxpayers while maintaining professionalism and courtesy even during confrontational situation
- 100% of the duties and performance elements that are used to evaluate my performance
- I have skills with many different programs such as the Integrated Data Retrieval System (IDRS), Field Assistance Scheduling Tool, EXCELL (limited), Word, Microsoft outlook and the many other that I use on a daily basic
Tax Specialty Representative
Internal Revenue Service
12.2000 - 11.2003
- My duties as a TSR involve direct contact with the taxpayer
- As a TRR I am responsible for responding to tax law questions
- When I respond to a tax law question, I complete my research by using all material available to me such as publications, probe and response guide, tax topics, IRM, SERP and other available sources
- As I respond to the inquiry, I highlight the information in the publication so that the taxpayer will have this information as a reference
- My duties also include responding to inquiries regarding a letter or notice that a taxpayer may have received
- I can explain the status of the account to the taxpayer, explain IRS notices and take necessary action to correct the issue
- I can determine if a taxpayer is able to make an installment agreement, the account should be full paid or if the account should be put in an un-collectible status
- I can complete all required research to make this determination and confirm that the taxpayer will be in compliant with all the requirement of filing and payment timely
- I also verify that all payments are current
- I always follow disclosure procedures when accessing an account using IDRS or ICP
- I can document a history item using the ICP (Integrated Case Processing) system
- For account related issues I use many systems for resolution such as IDRS, SERP, Internet, ADP (Document 6209), and IRM reference
- I recently completed basic ACS (automated collection system) training
- Having completed this training, I now have access to a broader range of information
- I will be able to provide prompt resolution of in scope issues
- I adjust account when a taxpayer's account is not correct
- If the inquiry is out of scope or beyond my training, I refer the taxpayer to our CAS line or complete a referral form and forward to our group referral coordinator
- I can prepare and e-file tax returns within our scope
- I can complete the returns by using our tax-wise system
Education
Intermediate Financial Account II
University of Phoenix
08.2004
Intermediate Accounting I
University of Phoenix
05.2004
Acnt 1304 Intro Accounting II
Cisco Junior College
05.2002
Intro Accounting I
Florida State University
12.2001
High School -
Cooper Hight School
Abilene, TX01.1984
Skills
- Teamwork
- Customer service
- Problem-solving
- Honest and dependable
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Verbal and written communication
- Decision-making
- Task prioritization
- Self motivation
- Conflict resolution
- Know your customer
- Goal setting
- Professionalism
- Interpersonal communication
- Adaptability
- Tax preparation
Timeline
Senior Individual Taxpayer Advisory Specialist
Internal Revenue Service
11.2003 - Current
Tax Specialty Representative
Internal Revenue Service
12.2000 - 11.2003
Intermediate Financial Account II
University of Phoenix
Intermediate Accounting I
University of Phoenix
Acnt 1304 Intro Accounting II
Cisco Junior College
Intro Accounting I
Florida State University
High School -
Cooper Hight School
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