Kelly Smith
AUGUSTA,ME
Summary
Efficient Tax Examiner with 9 years of tax collection experience. Looking to build upon skills and tackle new responsibilities as a Senior Tax Examiner. Organized, dependable and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Knowledge of rules, regulations and state statutes. Excellent customer service, problem-solving and team collaboration skills.
Overview
11
11
years of professional experience
Work History
Tax Examiner II
Maine Revenue Service
06.2021 - Current
- Investigate and pursue delinquent accounts through enforcement including garnishments and blocking professional license renewals.
- Communicate with taxpayers in writing, by email and by telephone.
- Professionally negotiate and deal with taxpayers in confrontational situations.
- Interpret and apply federal and state tax codes for personal and business taxes.
- Process tax payments, refunds, small write offs, and process reconsiderations.
- Work with delinquent taxpayers to resolve issues by setting payment plans and amending garnishment payments.
Chairperson
Cony Middle School Parent Group
08.2022 - Current
- Plan and oversee meetings in accordance with governing documents.
- Maintain impartiality and objectivity during meetings and decision-making.
- Plan recruitment and renewals of designated committees.
- Contribute to values, goals and strategic vision of organization.
- Establish and maintain strong relationships with customers, vendors and strategic partners.
- Develop innovative sales and marketing strategies to facilitate business expansion.
Fundraising Coordinator
Cony Middle School Parent Group
09.2018 - Current
- Plan and coordinate fundraising events.
- Plan and implement fundraising events.
- Research and identify potential donors.
- Oversee in-house solicitation mailings and other fundraising initiatives by developing and routing materials, generating mailing lists, executing mail merges and managing collation and sends.
- Develop impactful fundraising strategies to maximize donations and meet fundraising goals.
- Offer excellent customer service to donors and sponsors to enhance relationships and increase funding.
Tax Examiner
Maine Revenue Service
01.2019 - 06.2021
- Interpret and apply federal and state tax codes for personal and business taxes.
- Communicate with taxpayers in writing, by email and by telephone.
- Professionally negotiate and deal with taxpayers in confrontational situations.
- Investigate and pursue delinquent accounts through enforcement action.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Tax Examiner
Transworld Systems Inc.
06.2014 - 01.2019
- Interpret and apply federal and state tax codes for personal and business taxes.
- Communicate with taxpayers in writing, by email and by telephone.
- Professionally negotiate and deal with taxpayers in confrontational situations.
- Investigate and pursue delinquent accounts through enforcement action.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Tax Preparer
Jackson Hewitt
12.2013 - 04.2014
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Tax Preparer
Jackson Hewitt
01.2013 - 05.2013
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Education
GED -
Cony
Augusta, ME05.2009
Skills
- Negotiation
- Training and Mentoring
- Handling Escalations
- Problem-Solving
- Customer Service
- Policy Enforcement
Timeline
Chairperson
Cony Middle School Parent Group
08.2022 - Current
Tax Examiner II
Maine Revenue Service
06.2021 - Current
Tax Examiner
Maine Revenue Service
01.2019 - 06.2021
Fundraising Coordinator
Cony Middle School Parent Group
09.2018 - Current
Tax Examiner
Transworld Systems Inc.
06.2014 - 01.2019
Tax Preparer
Jackson Hewitt
12.2013 - 04.2014
Tax Preparer
Jackson Hewitt
01.2013 - 05.2013
GED -
Cony
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