Kyla Stevenson

2022/2024

Tax Examining Clerk/ Remote

Customer service

• Reviews taxpayer information to determine action and processing requirements. Examines original/other documents for completeness. Codes and prefects tax return/documents; receives, records, sorts, batches, associates, controls, stages, collects, mails, extracts, and distributes incoming/outgoing work. Maintains updates, purges suspense/closed files; examines and perfects documents; determines header data and numbers returns/documents; maintains supplies and prepares requisitions. Verifies and updates entries on automated tax systems so that any batch of work or documents can be located and information given on the status and location of cases.

• Performs a variety of clerical and procedural tasks using an automated tax system which involves: assigning, maintaining, monitoring or updating work status and inventory records; ordering research; acknowledging correspondence; and performing other support activity.

• Prepares and maintains regular production/inventory reports using established formats and sources of data applicable to the program, functional, or organizational reporting requirements. Prepares special reports as directed, verifies certified mail listings, and prepares statutory notices for mailing.

• Performs less complicated tax closing procedures (i.e. no changes and signed agreements).

• Initiates contact letters to taxpayers; makes determinations regarding closed cases versus reconsiderations.

• Performs other duties as assigned.

• Secret Clearance

• Verify and enter sensitive, personal, and financial information into database.
• Assist with voluntary compliance and compute tax liability for probable assessment of taxes.
• Develop, analyze and evaluate information involving tax liability records.
• Respond to levy and lien inquiries involving tax laws, rules and regulations.

• Specialist is part of the Services Operations Selling Center Contact team. This role engages and supports both online customers and can interact virtually with our in-store customers.
• Customer Service – Facilitating inbound calls, qualifying customers, warm transferring to the appropriate teams, Online Configurator Tool assistance
• Drive sales through consultative selling, contribute to personal and team sales goals while engaging customers in a professional manner via phone and/or online.
• Follow-up with vendors and stores on customer projects to help expedite and communicate timelines

• Validate and record inbound and outbound data manually and systematically (WMS)
• Maintain records of all outgoing and incoming shipments
• Perform clerical responsibilities such as filing, inbound/outbound phone calls, use of radio, data entry
• Verify and receive product into inventory