Jywanza Williams
USA
Summary
Dynamic Revenue Agent Technical Advisor with extensive experience at the DEPARTMENT OF TREASURY, excelling in tax audit and fraud closure. Proven ability to lead teams and enhance compliance through strategic planning and analysis. Recognized for expert knowledge in accounting regulations and effective communication, driving successful outcomes in complex audits.
Overview
16
16
years of professional experience
Work History
Revenue Agent Technical Advisor
DEPARTMENT OF TREASURY
01.2019 - Current
- Conduct pre-audit analysis of assigned cases, researching any available background materials, and formulates a plan for the audits
- Performs employment tax examinations of very large and complex business entities with extensive operations often conducted through subsidiaries or other related operating components
- Utilizes advanced investigative, interviewing, fact-finding, and auditing techniques in the examination of voluminous books and records and complex accounting systems to determine if the tax has been accurately reported
- Research tax law, available guidelines and reference material to resolve questions of tax law that may arise during the examination
- Prepare a written report(s) and inform the taxpayer or representative of any changes to tax liability, explaining reasons for the adjustment and explains appeal and protest letters procedures as necessary to both the representative and taxpayer
- Demonstrated comprehensive knowledge of the Internal Revenue Code, Treasury Regulations, and other court decisions and related rulings in the successful creation in the computation of their corporate taxable income
- Demonstrated expert knowledge of Federal tax law and accounting principles in responding to the needs of customers of varied backgrounds and abilities
- Completing requests from other operating divisions, and serving as a subject-matter expert in cross-functional IRS workgroups
- Coached, lead, and trained over ten team members to develop their knowledge of the Internal Revenue Codes
- Knowledge gained included reaching common grounds to settle cases in a fair and efficient manner, exposure to the different techniques needed to settle cases in face-to-face settings versus over the phone and strictly correspondence-based settings
- Problem solving skills necessary to settle cases when precedents are not clear, issues are difficult, or information is scarce
- Worked with different teams and management to cross train new and seasoned employees on resolution of any issues within assigned units
- Helped write and develop training guides to execute policies and procedures within the Internal Revenue Manual
- Served as a subject matter expert as a technical advisor to Revenue Officers, Case Advocates, and Revenue Agents
General Programing Revenue Agent
DEPARTMENT OF TREASURY
01.2016 - 01.2019
- Conduct examinations of entities including individuals, sole proprietorships, small corporations, partnerships, and fiduciaries that may involve several separate tasks or procedures
- Utilize skills in accounting and auditing techniques and practices to examine various tax returns, determine the correct tax liability, identify situations with potential for understated taxes, and to recognize potential fraud
- Follow Internal Revenue Manual (IRM) procedures and apply the Internal Revenue Code and Treasury Regulations during audits
- Have successfully completed Individual 1040, Corporate, and Flow-Through Entity classroom training
- Have received the following awards: Performance Award (2012,2011,2010), Manager's Award (2011), and Special Act Award (2012,2011)
- Acted as Group Manager for two different groups on at least four occasions
- I’m a Leadership Succession Review (LSR) participant that has conducted an informal closed case review for another LSR participant
- Worked on the following types of cases: National Research Project (NRP), High Income/High Net Worth, Employee, High Profile, Audit Reconsideration, Claim, FBAR, Fraud, Employment Taxes, Innocent Spouse, Check Cashing & Referrals
- Work technical subjects or issues such as Change in Accounting Method, Passive Activity Loss, Net Operating Loss, AMT & Indirect Income Methods
- Conducted independent examinations and related investigations of income tax returns that cover a diversified spectrum of individual taxpayers
- These examinations include related entities such as sole proprietorships, small corporations, partnerships, estates and trusts, that involve several separate tasks or procedures
- Examinations contain special audit features or anticipated accounting, tax law, or investigative issues related to International and Offshore transactions
- Interacted with taxpayers and their representatives from varied socioeconomic and cultural backgrounds, provide examination findings, interpretation of tax laws and regulations, and other necessary information to ensure future compliance
- Conducted examinations to detect unreported income from individual and business taxpayers using financial and other investigative skills
- Conducted package audits to determine that other required returns such as information, excise, or specialty returns are filed and conduct concurrent examinations or make referrals of these and other returns when warranted
- Identify issues to be pursued based on large, unusual or questionable items which produce significant tax or compliance effect and utilizes the appropriate tax law and facts needed to resolve them
- Recognizes indicators of fraudulent activity and develops appropriate referrals
- Utilized standard accounting methods and techniques during examinations in order to develop information regarding the income and financial operations of taxpayers
- Examined accounting systems and records including computerized accounting and financial information systems which reflect a variety of complex financial operations
- Gathers and researches data from a variety of sources, and/or specialized accounting practices unique to a trade or industry
- These examinations require foreign and domestic travel to conduct the examinations and/or review books and records
Accounting Professional
DEPARTMENT OF TREASURY
01.2009 - 01.2016
- Broad knowledge of a variety of computer applications, which include IRS IDRS, SETER, ERCS system, and Microsoft word, PowerPoint, outlook, and excel programs
- Conduct Input time, SETER, and ERCS for two revenue agent groups, while interacting with human resources
- Type and appraise correspondence and meeting minutes, arrange travel itineraries for revenue agents and group managers, accept and distribute mail to the appropriate person, receive telephone calls providing routine and non-routine information, answer questions and direct calls and visitors to appropriate people
- Direct with the collections department to refer cases for examination
- Extended my education on ELMS with the following training, CPE courses, Real Estate Overview, CCH Health Care Incentives, Responsibilities for Small Business, ELMS Learning Course, Micro Purchase Card Refresher, National Research Program (NRP) Employment Tax Overview, ACS Basic Disclosure, Intro to Records Management for Information Resources Coordinators, Intro to Continuity Planning, Overview of Global Enterprise Taxation for Self-Business Self Employed SBSE, Administrative Support, Preventing Fraud and Abuse, Effective Administrative support Professional Simulation, and Income Probe workshop I and II
- Expertly close and secured cases on IRS ERCS system and ship to Ogden, Utah for further processing
- Allocate income cases to Revenue Agent, Safeguard and process checks from taxpayers to Ogden, Utah, deliver Revenue Agent with researched Integrated Data Retrieval System (IDRS) and court cases, documentation to complete tax audit
- Support Revenue Agents in assembling case for fraud closure, serving summons, taking notes while talking to IRS tax attorney for fraud case, make copies for case files, assisted agents on initial interviews, and research DMV database for San Jose Territory employees
- Skillfully Audit two Revenue Agent groups inventory, with the IRS Examination Returns Control System (ERCS) system, while also researching IDRS for non-filled tax returns and relate them to a current case in the group
- Establish and uphold confidential documentation, and coordinate conferences and meetings, all the while running closely with three group managers and territory managers to associate all related cases with the case file
- Experienced writing courses and/or lesson plan materials for use in a technical training class
Education
Master’s - Business Administration, Accounting
University Of Phoenix
San Jose, CA01.2012
Bachelor's Degree - Criminal Justice & Psychology
San Jose State University
San Jose, CA01.2008
Associate's Degree - Criminal Justice
Evergreen Valley College
San Jose, CA01.2003
Skills
- Budgeting & Forecasting
- Business Development
- Accounting Regulations
- Oral and Written Communication
- Strategic Planning & Analysis
- Internal & External Auditing
- Tax Audit & Fraud Closure
- Technical Knowledge
- Proficient in GAAP Standards
- Administrative Skills
- Vendor Leadership
- Decision Making
- Management and effectively lead productive teams
Volunteer Experience
VITA, Help, process, and educate low-income families with their tax return
Areas Of Strength And Expertise
- Budgeting & Forecasting
- Business Development
- Accounting Regulations
- Oral and Written Communication
- Strategic Planning & Analysis
- Internal & External Auditing
- Tax Audit & Fraud Closure
- Technical Knowledge
- Knowledge of GAAP
- Administrative Skills
- Vendor Leadership
- Decision Making
- Management and effectively lead productive teams
Timeline
Revenue Agent Technical Advisor
DEPARTMENT OF TREASURY
01.2019 - Current
General Programing Revenue Agent
DEPARTMENT OF TREASURY
01.2016 - 01.2019
Accounting Professional
DEPARTMENT OF TREASURY
01.2009 - 01.2016
Master’s - Business Administration, Accounting
University Of Phoenix
Bachelor's Degree - Criminal Justice & Psychology
San Jose State University
Associate's Degree - Criminal Justice
Evergreen Valley College
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