Laurie Gruenwald
Hooper,UT
Summary
As a Tax Examiner I'm looking to build upon my skills and tackle new responsibilities with SOI or Accounting. My knowledge of the SOCA system makes me as good candidate, as already trained on that part of the system. Currently detailing in Accounting, gains me experience with OIC and the inner workings of the department.
Overview
15
15
years of professional experience
Work History
Tax Examiner Technician
Internal Revenue Service
2022.06 - Current
- Through IDRS research address, payments, credits and locate misplaced money. Credit verify payments
- Responds to taxpayers inquiries on tax forms
- Analyzes and resolves tax problems
- Manages personal information with sensitivity
- Currently on detail in accounting working OIC (Offer In Compromise) Manages over 5,600 taxpayer debt relief/settlement program. Keeping record of payments made toward debt settlement agreement. Communicates with multiple departments including OIC policy analysts to make sure records are complete and accurate. Maintain and balance 4710 accounts, providing audit trail of each transaction completed in that processing month. Document all credits and debits submitted and journaled in 4710 databases. Analyzing and correcting any discrepancy identified. Review submitted form 2424 and 3753 for approval or rejection of manual refund submitted to accounting operation.
- Special project in SOI with SOCA. Using EUP, downloaded accounts Schedule D (1099 B) statement(s). Each line needed to be accurately coded with Asset Code and entered into the SOCA system. Resources used to correctly code the Asset Code are IRM, SOCA manual and the internet (google and google and yahoo finance). Balance the SCOA entries to the Schedule D figures.
- Code and Edit job duties include: computing the correct tax amounts, ensuring accuracy and compliance in tax documentation. Consistently analyze, identify and resolve tax processing problems. The various forms worked are, 1040 (current & prior), 1120 series, 8804, 940, 8288 and 1120F. Served as an OJI for 8804's and 1120F's.
- Efficient in 4710, SOCA, IDRS, FIRPTA, EUP, SETR, IRM and Job Aid
Nutrition Worker III
Walnut Valley Unified School District
2010.01 - 2021.06
- ·Supervised staff of 20
- ·Successfully served 1,000 lunches daily
- ·Ordered and maintained inventory for paper products and food
- ·Trained new hires on kitchen procedures
- ·Accurately prepared production logs and deposits daily
- ·Handled sensitive information in discrete and careful manner
Education
Associate of Arts - Liberal Studies
Fullerton College
Fullerton, CAHigh School Diploma -
Diamond Bar High School
Diamond Bar, CASome College (No Degree) - Accounting
Mt San Antonio College
Walnut, CASkills
- Proficient in Excel, Word, Outlook, Powerpoint, Teams and Sharepoint
- Attention to Detail and Precision
- Excellent in prioritizing workload and changing deadlines
- Maintains 100% quality
- Great Problem Solving and Critical Thinking
- Expert with SOCA
Timeline
Tax Examiner Technician
Internal Revenue Service
2022.06 - Current
Nutrition Worker III
Walnut Valley Unified School District
2010.01 - 2021.06
Associate of Arts - Liberal Studies
Fullerton College
High School Diploma -
Diamond Bar High School
Some College (No Degree) - Accounting
Mt San Antonio College
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