Lisa Bates
Liverpool,NY
Summary
Dynamic Internal Revenue Agent with extensive expertise in tax law and a proven track record at the Department of Treasury, IRS. Exceptional skills in fraud investigation and problem-solving, with a strong ability to negotiate with taxpayers while streamlining processes to enhance organizational efficiency. Committed to delivering outstanding results through adaptability and strong communication, consistently fostering positive relationships and ensuring compliance. A results-driven professional dedicated to upholding the highest standards of integrity and service in taxation.
Overview
30
30
years of professional experience
Work History
Revenue Officer
Department of Treasury
06.2006 - 06.2009
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Organized and detail-oriented with a strong work ethic.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Self-motivated, with a strong sense of personal responsibility.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and a fast-paced environment.
- Managed competing deadlines with efficiency.
- Considered alternative means of resolving tax debt issues if taxpayer could not pay
- Collected delinquent federal taxes and secured all delinquent returns.
- Furnished taxpayer assistance and information to general public.
- Gained extensive knowledge in data entry, analysis and reporting.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Kept case data and contact information up to date to expedite proceedings.
Internal Revenue Agent
Department Of Treasury, IRS
06.2009 - Current
- Produced briefs, located records and organized documentation to support court cases.
- Kept case data and contact information up to date to expedite proceedings.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Recommended financial solutions in relation to tax implications.
- Prepared tax returns for individuals and businesses.
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
- Versatile professional with strong problem-solving skills and history of adapting to diverse challenges. Applies innovative solutions and technical expertise to deliver exceptional results. Committed to streamlining processes and advancing organizational objectives.
- Paid attention to detail while completing assignments, conducted on average 20-30 examinations at the same time.
- Developed strong communication and organizational skills through working on group projects.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Identified issues, analyzed information and provided solutions to problems.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Education
Associate of Science -
Columbia College
Columbia, MO06-2012
Skills
- Account balancing
- Background checks proficiency
- Debt management
- Tax compliance
- Scheduling
- Organization skills
- Clerical support
- Multi-line telephone operation
- Administrative support
- Time management
Timeline
Internal Revenue Agent
Department Of Treasury, IRS
06.2009 - Current
Revenue Officer
Department of Treasury
06.2006 - 06.2009
Associate of Science -
Columbia College