Kathy Pennick
Manor
Summary
Dynamic Tax Examiner with extensive experience at the Internal Revenue Service, excelling in recordkeeping and documentation. Proven ability to enhance efficiency through teamwork and attention to detail, successfully resolving taxpayer issues and ensuring compliance with tax laws. Strong communication skills complement a solid foundation in basic accounting principles.
Overview
40
40
years of professional experience
Work History
Tax Examiner
Internal Revenue Service
01.2023 - Current
- Ensured timely processing of returns through efficient workload management and attention to detail.
- Communicated with taxpayers in writing.
- Processed tax payments and worked with delinquent taxpayers to resolve issues.
- Researched tax issues and stayed current on all federal and state tax laws.
- Collaborated with team members to enhance overall efficiency and effectiveness within the department.
- Adjusted taxpayer accounts, established accounts, transferred credits, prepared manual assessments and manual refunds and adjusted tax liability and/or penalty and interest.
Clerk
Internal Revenue Service
01.2009 - 01.2023
- Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
- Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
- Assisted processing mail in mailroom.
- Sorted, batched and numbered incoming mail.
- Requested transcripts for businesses and taxpayers.
Administrative Technician III
Disability Determination Services
01.1986 - 08.2017
- Answered telephone calls from claimants, medical providers, independent school district officials, and Social Security Administration field office staff.
- Monitored printers, FAX, and copier equipment.
- Ordered supplies for directorate.
- Maintained strict confidentiality regarding sensitive information regarding claimant information.
- Assisted in training new personnel.
- Performed the final quality review on all social security disability claims.
Education
No Degree -
Concordia Lutheran College
Austin, TXNo Degree -
Austin Community College
Austin, TXGeneral Studies
Del Valle High School
Del Valle, TX06-1979
Skills
- Recordkeeping and documentation
- Typing 55 WPM
- Basic accounting principles
- Professionalism
- Research and documentation
- Goal setting
- Excellent communication
- Multitasking Abilities
- Attention to detail
- Detailed documentation
- Customer service
- Teamwork and collaboration
Attended the W & I Reskilling Academy at Internal Revenue Service.
Reskilling Academy gave me an opportunity to develop competencies through an intensive accelerated learning program. I was guided by a specially trained Reskilling Academy Coach through a curriculum of over 70 courses. Courses included introduction to various IRS systems.
Timeline
Tax Examiner
Internal Revenue Service
01.2023 - Current
Clerk
Internal Revenue Service
01.2009 - 01.2023
Administrative Technician III
Disability Determination Services
01.1986 - 08.2017
No Degree -
Concordia Lutheran College
No Degree -
Austin Community College
General Studies
Del Valle High School
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