Latha Thalluri
Round Rock
Summary
Experienced and certified Taxpayer Protection Program (TPP) specialist with a strong understanding of IRM 25.25 guidelines, regulations, and policies. Takes initiative and demonstrates excellent organizational skills to efficiently complete assignments, prioritize tasks, and meet strict deadlines. Proficient in managing both paper and electronic TPP correspondence, 4442s, OARs, and P&R refund hold program cases.
Overview
11
11
years of professional experience
Work History
TAX EXAMINING TECHNICIAN
Internal Revenue Service
01.2018 - Current
- Company Overview: This is a federal job
- Taxpayer Inquiries Resolution: Assist taxpayers with their inquiries by identifying the necessary information needed to resolve their issues
- Research pertinent tax data through various channels such as IDRS, and communication with team and manager
- Corrective Actions: Take necessary corrective actions to close cases, including adjusting taxpayer accounts, recomputing tax liabilities, and preparing manual refunds when required
- Referral of Cases: Refer cases that potentially involve violations of tax law or cases requiring examination or legal determinations to the appropriate departments
- Specific Responsibilities: Handling Installment Agreements (IA) and Direct Debit IA (DDIA)
- Managing Accounts Management-18 Transcript assigned inventory and issuing letters and credit transfers to taxpayers
- Conducting research on EFTS (Electronic Federal Tax Payment System) and remittance transaction research (RTR) to investigate credits applied to tax accounts in Compliance Services Collection Operation (CISCO)
- Experience on CP08, CP09 and CP27 notices
- Experience on W7, statute, 1040X (Amended U.S
- Individual Income Tax Return), quality reviewing and Code&Edit
- Managing accounts using various systems such as IDRS, AMS, IAT, IRMS Online, and SERP
- Technology Utilization: Utilizing software tools like MS Outlook, Teams, E-leave portal, IDRS, AMS, IAT, IRMS Online, SERP, Outlook Calendar, MS Word, MS Excel, and PDF for effective communication, task management, and data analysis
- Experienced and certified Taxpayer Protection Program (TPP) specialist with a strong understanding of IRM 25.25 guidelines, regulations, and policies
- Demonstrates initiative and excellent organizational skills to complete assignments, prioritize tasks, and meet strict deadlines
- Skilled in managing both paper and electronic TPP correspondence, 4442s, OARs, and P&R refund hold program cases
- This is a federal job
- Core Competencies: TPP Certification (Paper/Scanned & Electronic Inventory), Knowledge of IRM 25.25 Guidelines & IRS Policies, Case Management & Correspondence Resolution, Refund Hold Program (P&R) Processing, Time Management & Task Prioritization, Independent Use of IRS Tools & Systems
- Technical Skills: IAT (Integrated Automation Technologies), TVT (Taxpayer Verification Tool), aMend, EFDS (Electronic Fraud Detection System), STARS (Submission Tracking and Referral System), AMS (Account Management Services)
- Experience Highlights: Consistently followed all applicable IRS guidelines and procedures while handling sensitive taxpayer cases
- Effectively utilized available systems to research and resolve TPP correspondence and 4442 referrals
- Maintained a high level of accuracy and independence in managing electronic and paper-based inventory
- Prioritized and organized workload to ensure timely completion of assignments
- Continuous Improvement: Stay updated with the latest tax laws, regulations, and procedures
- Continuously refine my skills in communication, research, and tax management to enhance efficiency and accuracy in my role
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Computer Quality Tester
Tech Insurance Agency, Inc
12.2016 - 01.2018
- Review and verify data, such as age, name, address, and principal sum and value of employee benefits
- Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts
- Examine documents for completeness, accuracy, or conformance to standard
- Prepares vouchers for payment of premiums and verifies that payments have been made
- Fills in data on renewal policy applications and forwards applications to insurance company
- Assisted with special projects as assigned
- Worked on https://www.aisassure.com/login
- Identified, documented and reported bugs, errors, interoperability flaws and other issues within proprietary software applications developed for AIS assure Company
- Demonstrated methodical, detail-oriented and thorough approach to all assignments while adhering to compressed timelines
- Complete all assignments on or ahead of schedule
- Consistently recognized for excellent problem-solving and analytical skills by programmers, project managers and supervisors
- Worked collaboratively with QA, development and business groups to complete comprehensive testing on major new releases
- Worked on HTML, XML, QTP, Data warehousing tool
- Worked on SQL basics
- Proficient in Software methodologies
- Expert on software and email configurations
- Worked on Windows XP, Windows 2000, Windows 7, Windows 10
- Generating error, diagnostic, and repair reports
- Providing customers with training on the operation and maintenance of various computer systems
- Keeping abreast of the latest developments in hardware, software, protocols, and diagnostic techniques
Computer Data Analyst
Winsoft Global Systems Inc
10.2014 - 12.2016
- Ensure accurate and timely monthly close activities
- Present all monthly and year-end financial reports
- Analyze and interpret financial reports and records
- Present corrective action recommendations
- Ensure compliance with all statutory and company requirements
- Review accounts payable and accounts receivable
- Prepare tax schedules
- Prepare for and coordinate internal and external audit processes
- Develop and implement internal controls and procedures
- Manage fixed asset process and policy
- Carried out month-end close responsibilities
- Prepared financial statements and reports
- Presented variance analysis and explanations
- Compiled tax information for tax department
- Expert on Microsoft Word
- Expert on software and email configurations
- Expert on Microsoft Excel
- Worked on Windows XP, Windows 2000, Windows 7, Windows 10
- Analyze requirements for computer processing by identifying work flow and sequence equipment and capacity requirements, and job interrelationships
- Responding to customer requests and emergencies as needed
- Monitoring computer systems for malfunctions and errors
- Performing maintenance and updates on hardware and software systems as needed
- Installing new hardware such as computers, servers, and other peripherals
- Installing and updating software such as MS Office, antivirus, and operating systems
- Troubleshooting and diagnosing technical issues
- Implementing repairs and updates based on diagnostic assessments
- Generating error, diagnostic, and repair reports
Education
Master of Computer Applications - Computer Science
Visvesvaraya Technological University
Karnataka,india04.2004
Bachelors In Science - Mathematics,chemistry,physics
Kakatiya University
Madhira, Khammam10.1998
Diploma - computer applications
Nehru Yuva Kendra
Hyderabad,indiaSkills
- Experienced with MS Office applications
- Skilled in QuickBooks accounting software
- Web development using HTML
- Process quality evaluation
- Proficient in Windows operating systems
- Advanced typing speed capability
- XML data management
- Proficient in JavaScript
- Skilled in data analysis using MS Excel
- Effective PowerPoint communication
- Quality assurance through manual testing
- Skilled in managing Outlook calendar and emails
- C programming
- Experienced in C language development
- Cloud computing
- Financial analysis
- Knowledge of tax compliance practices
- Financial data analysis
- Understanding of ethical guidelines
- Journal updating
Additional Information
MS Office, QuickBooks, HTML, Quality Assurance, Windows (XP, 7, 10), Type speed lower and higher, HTML, XML, JAVASCRIPT, MS Excel, Power Point, Manual Testing, Outlook, C++ Language, C Language, Cloud
Job Related Training
Diploma in Computer Applications, Nehru Yuva Kendra
Timeline
TAX EXAMINING TECHNICIAN
Internal Revenue Service
01.2018 - Current
Computer Quality Tester
Tech Insurance Agency, Inc
12.2016 - 01.2018
Computer Data Analyst
Winsoft Global Systems Inc
10.2014 - 12.2016
Master of Computer Applications - Computer Science
Visvesvaraya Technological University
Bachelors In Science - Mathematics,chemistry,physics
Kakatiya University
Diploma - computer applications
Nehru Yuva Kendra
Similar Profiles
Debbie BalsitisDebbie Balsitis
Case Advocate at Internal Revenue Service-Taxpayer Advocate ServiceCase Advocate at Internal Revenue Service-Taxpayer Advocate Service
Towanda GlennTowanda Glenn
Contact Representative at Internal Revenue ServiceContact Representative at Internal Revenue Service
Meredith RenfroMeredith Renfro
Correspondence Examination Technician at Internal Revenue ServiceCorrespondence Examination Technician at Internal Revenue Service
Mistie GonzalesMistie Gonzales
Tax Examiner/Data Transcriber at Internal Revenue Service, IRSTax Examiner/Data Transcriber at Internal Revenue Service, IRS
Chase HamiltonChase Hamilton
Outdoor Services at Max TurekOutdoor Services at Max Turek