LaTonya McLaughlin
Atlanta,GA
Summary
Analytical Tax Examining Technician known for high productivity and efficient task completion. Specialized in tax code interpretation, compliance assessment, and resolution of taxpayer issues. Excel in communication, problem-solving, and time management, ensuring smooth operation within tax examining processes.
Overview
3
3
years of professional experience
Work History
Tax Examining Technician
Internal Revenue Service, IRS
Chamblee, GA
10.2021 - Current
- Analyzed financial documents, such as bank statements, pay stubs, and W-2s to verify income reported on tax returns.
- Determined the amount of taxes due or refundable based on analysis of financial data.
- Processed requests for abatements or refunds according to established policies and procedures.
- Utilized computer software programs such as Microsoft Excel to manage data efficiently.
- Set up and monitored payment plans and processed payments.
- Researched federal and state laws, regulations and procedures to provide accurate advice to taxpayers.
- Issued notices for delinquent accounts, calculated interest charges and penalties for late payment of taxes.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Contact Representative
Internal Revenue Service, IRS
Atlanta, GA
10.2021 - 03.2023
- Navigated through computer systems to review information and respond appropriately to callers.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Engaged actively with callers, confirming or clarifying information and diffusing anger.
- Prevented key account losses by researching discrepancies and correcting problems.
- Answered customer inquiries in a timely manner, both over the phone and via email.
- Performed administrative tasks such as filing, data entry, and document preparation.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Maintained accurate documentation of all interactions with customers in a customer relationship management database.
- Maintained updated knowledge through continuing education and advanced training.
Education
Some College (No Degree) - Business Accountancy
West Georgia Technical College
Newnan, GASome College (No Degree) - Sociology
Clark Atlanta University
Atlanta, GASkills
- Teamwork orientation
- Tax law
- Financial reporting
- Ethical standards
- Tax software mastery
- Document review
Timeline
Tax Examining Technician
Internal Revenue Service, IRS
10.2021 - Current
Contact Representative
Internal Revenue Service, IRS
10.2021 - 03.2023
Some College (No Degree) - Business Accountancy
West Georgia Technical College
Some College (No Degree) - Sociology
Clark Atlanta University