Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Develops,analyzes and evaluates information involving th research of records and the nature of each inquiry including the way it was presented in order to inform and advise, answer inquiries, or resolve problems related to the unique circumstances of each individual or fulfill regulatory requirements.
Explains what future actions are necessary to achieve voluntary compliance by computing and/or advising on tax liability and probable assessment of taxes in cases involving: varied sources of income, including self-employment. itemized personal and business expense deductions, or carryover/carry back of capital losses and investment credit from prior years, or comparable issues requiring reference to the tax code and precedents.
Make determinations and use sound judgment concerning controversial matters in reporting as appropriate the degree to which the individual understood their responsibilities and whether errors in their records reflected honest mistakes or fraudulent intent.
Served as workleader over employees engaged in accomplishing clerical work, as well as performing a full range of other duties. Distributed, monitored, and reported on workload in accordance with established workflow or job specialization. Assured equitable distribution among employees and timely accomplishment of assigned workload. Amended and rejected work not meeting established standards and referred to supervisor any problems on meeting performance standards.
Maintained current knowledge of procedures, policies and directives; answered questions; and provided both classroom and OJT instruction to employees. Performed administrative duties in the absence of the manager.
Transcribed alphabetic/numerical data from tax returns and documents into a computer via direct data entry station terminals. Key verified a wide variety of tax payer prepared tax returns, related schedules, and/or documents. Identified missing, incorrect, and unrecognizable data and took appropriate action to resolve errors. Willingly changed programs to meet the team and department goals. Provided assistance to team members with technical and procedural questions when appropriate.