Kellene G. Davis
Arcadia,CA
Summary
Passionate and motivated, I excel as a project leader by utilizing exceptional leadership, communication, and team-building skills. With a firm grasp of business acumen and technical proficiency, I offer a unique blend of expertise. My extensive knowledge of legal issues and anthropological methodology enables me to tackle challenges from diverse perspectives. Proficient in managing productive teams, I consistently drive top-level performance and foster a collaborative work environment.
Overview
27
27
years of professional experience
Work History
Revenue Officer
Internal Revenue Service
07.2023 - 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.
- Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
- Reviewing financial documents from taxpayers to develop the full picture of their financials in order to facilitate a fair , sustainable, and reasonable repayment plan for all balances owed
- Determine the ability of individuals to pay or the circumstances that make them unable to collect
- Interview and investigate the taxpayer or their legal representatives
- Monitor the taxpayers assets with in person observations of homes and businesses
Tax Specialist
Internal Revenue Service
10.2021 - 07.2023
- Perform financial analysis of business and individual taxpayer for purpose of collecting Federal Taxes due
- Educate taxpayers concerning the Federal Tax Code
- Make determination to the collectibility of tax debt
- Research and estimate taxpayer’s assets to determine collection of taxes
- Perform financial analysis of taxpayer documents supporting the items under audit on their tax return
- Work across multiple databases to research tax law
- Work across multiple databases to research financial records
- Conduct audits of Small Business and Self-Employed taxpayers
E-Discovery
Special Counsel
09.2019 - 10.2021
- Provided team members with motivation and coaching
- Coordinated with leads to understand project needs and provide needed support to meet targets
- Maintained close connection with project personnel to quickly identify and resolve problems
PII Research E-Discovery
Trust Point International
07.2019 - 10.2021
- Enhanced review efficiency through advanced e-Discovery techniques.
- Streamlined workflows to boost productivity.
- Streamlined contract processes to enhance efficiency.
- Relativity
- Implemented strategies to achieve full regulatory compliance.
- Provided team members with motivation and coaching
- Coordinated with leaders to understand project needs and provide needed support to meet targets
- Maintained close connection with project personnel to quickly identify and resolve problems
PII Research E-Discovery
Consilio Legal Services
07.2019 - 10.2021
- Enhanced document retrieval processes, increasing efficiency.
- Enhanced workflows and processes for improved productivity.
- Contracts
- Relativity
- Maintained close connection with project personnel to quickly identify and resolve problems
- Provided team members with motivation and coaching
- Coordinated with leads to understand project needs and provide needed support to meet targets
Contractor
Multiple
08.2011 - 10.2021
- E-Discovery
- Worked as an independent contractor for several different attorneys while completing law degree
- Worked as a Teaching Assistant for a law school professor
- Drafted demand letters as well as conducted legal research on West Law and other legal systems
- Conducted telephone conference calls between attorneys and clients along with participating in deposition support services
- Provided personal statement review and editing for college applications
- Investigated financial matters for family law cases
Intern
Southeast Memphis CDC
01.2011 - 07.2011
- Coordinated the first time homebuyer's training class
- Facilitated community meetings SOMERAP, 2009, 2011
- Conducted door-to-door surveys and interviews with the residents of the neighborhood
- Facilitated community meetings focused on development of a holistic redevelopment for the neighborhood, which the Memphis City Council subsequently accepted
- Worked at their farmers market which became a featured market on the White House webpage
- Victorian Village CDC, 2009
- Worked on a project to develop residents as walking tour guides of the historic Victorian Village in Memphis
- Conducted door-to-door interviews of residents of a housing project in search of residents interested in the program
- Conducted participant observation in the area to capture the culture of the neighborhood and how the residents used the amenities in the area
- Interviewed HUD officials concerning the plan for revitalization of the area
Substitute Teacher
Memphis City Schools
08.2009 - 05.2011
- On call substitute teacher for the Memphis City School system grades K4-12
- Implemented plans the teacher left or created plans in accordance to grade level competency
Tax Compliance Officer
Internal Revenue Service
05.2006 - 05.2007
- Conducted face-to-face audits with self-employed and small business owners concerning their Federal tax returns
- Researched the tax code for the specific issues of the cases audited along with financial records of the taxpayers
- Worked several special projects including Enron, preparer fraud, and self-rental issues
- Worked with small and medium enterprises to draft documents, monitor attendance and conduct audits
Project Manager Referrals/Return Preparation
Internal Revenue Service
06.2002 - 05.2006
- Train the trainer in tax preparations
- Referral Coordinator across different IRS work groups, other government agencies, and public financial institutions
- Set schedule for IRS free file appointments, and corrected all defaults in tax returns to insure electronic acceptance of the taxpayers' tax returns
- Resolved issues above my pay grade by liaising with the proper agency or organization to resolve taxpayer's issues
Tax Resolution Representative
Internal Revenue Service
05.2001 - 05.2006
- Worked as the “Face of the IRS'' at the walk-in counter in the Taxpayers Assistance Centers
- Resolved taxpayers' problems in a one-stop setting
- Acted as office referral coordinator and tax return prep coordinator
- Serviced 20 to 45 taxpayers' with notices, audits, payment plans, account adjustments, etc
- While providing education on tax law daily
- Oversaw disputes resolution and reconciliation for taxpayers' accounts
- Addressed client concerns and worked together to achieve mutually beneficial outcomes
Correspondence Tax Examiner
Internal Revenue Service
02.1998 - 05.2001
- Carried a caseload of 120 to 160 correspondence audits concerning the Earned Income Tax Credit
- Answered calls and called taxpayers to address their issues concerning the correct form of documentation needed to show compliance with the regulations of the tax code for the credits they claimed on their returns
- Worked on ad-hoc informant cases for the department as needed
Education
Juris Doctor -
Arizona Summit Law School
Phoenix, AZ12.2014
M.A - Applied Anthropology, Urban Studies/ Anthropology of Education
University of Memphis
08.2011
B.A - International Studies, Global Process
University Of Memphis
Memphis, TN05.2009
Skills
- Microsoft Office
- Relativity
- Public Speaking
- West law
- LexisNexis -Accurint
- SPSS 16
- NVivo Qualitative Data Analysis
- Asset Mapping
- Bridging/Bonding Social Capital
- Grants
- Research
- Ad
- Contracts
- Council
- Credit
- Clients
- Data Analysis
- Documentation
- Editing
- Financial
- Focus
- Legal
- Law
- Legal research
- Letters
- Market
- Meetings
- Tax
- Teaching
- Teacher
- Telephone
- Staff training and motivation
- Ability to provide direction
- Ability to coach team
- Conflict management
- Sound judgment
- Project management
- Client communications
- Project coordination
- Multi-tasking skills
- Ability to schedule
Additional Information - Awards Certifications
- Performance Award, IRS, 1999-2007
- Special Act Award Spanish, IRS, 2001-2006
- Certified Mediator, 12/08/14
- CALI Award, 2013
Activities
- Member, Alumni Association
- Hispanic Law Students Association
Timeline
Revenue Officer
Internal Revenue Service
07.2023 - Current
Tax Specialist
Internal Revenue Service
10.2021 - 07.2023
E-Discovery
Special Counsel
09.2019 - 10.2021
PII Research E-Discovery
Trust Point International
07.2019 - 10.2021
PII Research E-Discovery
Consilio Legal Services
07.2019 - 10.2021
Contractor
Multiple
08.2011 - 10.2021
Intern
Southeast Memphis CDC
01.2011 - 07.2011
Substitute Teacher
Memphis City Schools
08.2009 - 05.2011
Tax Compliance Officer
Internal Revenue Service
05.2006 - 05.2007
Project Manager Referrals/Return Preparation
Internal Revenue Service
06.2002 - 05.2006
Tax Resolution Representative
Internal Revenue Service
05.2001 - 05.2006
Correspondence Tax Examiner
Internal Revenue Service
02.1998 - 05.2001
M.A - Applied Anthropology, Urban Studies/ Anthropology of Education
University of Memphis
B.A - International Studies, Global Process
University Of Memphis
Juris Doctor -
Arizona Summit Law School
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