Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kathleen Konopko

Stony Point

Summary

Accomplished Internal Revenue Agent recognized for enhancing audit processes and ensuring compliance. Skilled in data interpretation, teamwork, and mentorship, committed to achieving organizational goals and improving team performance.

Overview

1
1
Certification
37
37
years of professional experience

Work History

Internal Revenue Agent

Internal Revenue Service
New Windsor, NY
05.1999 - Current
  • Conducted comprehensive audits to ensure compliance with federal tax regulations.
  • Analyzed financial records to identify audit risk.
  • Oversaw complex case resolutions, providing strategic guidance to junior staff members.
  • Collaborated with cross-functional teams to enhance operational efficiency within audit processes.
  • Mentored newly hired agents, fostering professional development and enhancing team performance.
  • Evaluated taxpayer documentation, ensuring adherence to relevant regulations and laws.
  • Utilized data analytics tools for detecting patterns indicative of noncompliance or potential fraud.
  • Improved departmental knowledge by staying up-to-date on changing tax regulations and sharing updates with colleagues.
  • Conducted field visits to gather critical information needed for accurate tax assessments.
  • Provided training to new Internal Revenue Agents on best practices and procedures for efficient tax audits.
  • Professionally negotiated and dealt with taxpayers in confrontational situations.
  • Oversaw complex case resolutions, providing strategic guidance to staff.

Supervisory Internal Revenue Agent

October 2019 through April 2023

  • Collaborated with senior leadership to align departmental objectives with organizational goals.
  • Managed and motivated employees to be productive and engaged in work.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.

Internal Bank Auditor (AML/BSA)

The Bank of New York
Hicksville, New York
01.1990 - 09.1997
  • Conducted internal audits of branch operations ensuring compliance with regulatory standards.
  • Evaluated internal controls and risk management processes to identify areas for improvement.
  • Developed and implemented audit strategies that enhanced overall governance framework.
  • Conducted comprehensive audits of financial statements ensuring compliance with regulatory standards.

Education

Bachelor of Science - Accounting

SUNY Old Westbury
Old Westbury, NY
08-1996

Skills

  • Auditing techniques
  • Tax law expertise Title 26, Title 31
  • MS Team, Zoom, WebEx
  • Data interpretation
  • Taxpayer resolutions
  • Interviewing techniques
  • Detailed documentation standards
  • Cross-functional leadership
  • Teamwork and collaboration
  • Mentorship development
  • Reliability

Certification

  • Certified Public Accountant

Timeline

Internal Revenue Agent

Internal Revenue Service
05.1999 - Current

Internal Bank Auditor (AML/BSA)

The Bank of New York
01.1990 - 09.1997

Bachelor of Science - Accounting

SUNY Old Westbury
Kathleen Konopko