Lisa Ewell

I served as the Chief of Staff for the Area Director of the South Atlantic Area, Field Collection.

My primary program area was the oversight of the hiring for the South Atlantic Area, Collection (SAAC). The hiring included recruit hiring for corporate shared support and field revenue officer positions as well as ad-hoc and above-journey level promotions. I assisted Field Compliance Managers in their hiring actions and coordinated with HCO to on-board new hires efficiently and timely. I prepared hiring reports to assist the field compliance managers and directors with the on-boarding of new hires. I prepared and submitted the ad-hoc hiring requests and hiring exceptions to the Director of Field Collection (DFCO). I prepared before and after organization charts and the hiring plan for the fiscal year 2022 recruit hiring needs for SAAC.

• I complete SBSE Requests for Organizational Change (SROCs). In cooperation with the SROC team and the ICS quality analysts (IQAs), I completed SROCs to create a new territory and new groups in existing territories so that our span of control (SOC) after the FY2022 hiring will align with DFCO requirements. I also completed SROCs for employee moves within territories and completed the NTEU notification of the moves to Labor Relations.
• I coordinate our operational review with DFCO. I work with other staff members and provide the information in the document request. I lead the follow-up for any actionable items identified during the review. Also, I partnered with another member of staff to complete the case reviews, productivity and quality analysis and narrative for territory operational reviews.
• I also coordinated the SAAC Whistleblower Program and exam/collection referral process. I notified managers of whistleblower and SRS cases and required they assign these timely to revenue officers. I forwarded the findings for Whistleblower cases to the Agency Whistleblower Office and updated the SRS system with assignment information.
• I was Area coordinator for the Performance Review Board. I provided to DFCO the roster of managers who would be rated by the PRB and obtained FCMs to serve on the board along with a chairperson for each board. I scheduled the meetings for the SAAC PRB and provide to them the managerial appraisals submitted by the FCMs. I provide to DFCO the ratings and awards information for management, staff, and administrative professionals.
• I coordinated the completion of the annual performance commitments for the Area Director. I updated a tracking spreadsheet with actions taken to meet and exceed the AD commitments. I led bi-weekly calls with the AD and staff to provide updates on their program areas that contribute to the fulfillment of the commitments. I loaded the AD performance plan to ITM.
• I led SAAC's processing of Sensitive Case Reports (SCRs). I reviewed SCRs for accuracy and submitted them to DFCO for their review and submission to the SBSE Commissioner.
• I gathered the information for the SAAC Area Director's bi-monthly briefing with DFCO. I updated the briefing document and uploaded it to the SharePoint. I attended these briefings and followed-up on any items with a need for such.
• In addition to the one-on-one briefings with DFCO, I attended AD monthly briefings with the FCMs.
• I proxied for the Area Director in HR Connect and create HRC and HRRC reports as needed. I also approved BEARS request and PPS orders.
• I responded to taxpayers who contact the Area Director. I provided the information they requested or routed them to the appropriate person/division that could provide assistance.
• I also trained a detailee to the SAAC staff to perform the duties of my previous position (SAA Area Staff Assistant). These duties included the oversight of the SAAC training program, the processing of hardship requests, e-trak TIGTA cases and Congressional correspondence, the oversight of the quarterly 1204 certification, and the processing of solicitations received from DFCO. I also provided training in reviewing travel requests (including travel needing approval under Treasury Directive 12-70), the processing of QSIs and discretionary awards, TAS requests and IRS employee cases.

After completing a 120-day temporary promotion to Senior Program Analyst on December 4, 2021, I returned to my position as Management and Program Analyst. This is the position I currently occupy, and I am permanent to this position. Both positions were on the staff of the Area Director, South Atlantic Area, Collection (SAAC) I retained the duties I performed as Senior Program Analyst after returning to Management and Program Analyst. This was done to provide continuity and coverage of vital program areas for SAAC. My primary program area is the oversight of the hiring for SAAC. The hiring includes recruit hiring for corporate shared support and field revenue officer positions as well as ad-hoc, exception to hire, and above-journey level promotions. I assist Field Compliance Managers in their hiring actions and coordinate with HCO to on-board new hires efficiently and timely. I prepare hiring reports to assist the field compliance managers and directors with the on-boarding of new hires. I prepare and submit the ad-hoc hiring requests and hiring exceptions to the Director of Field Collection (DFCO). I prepared before and after organization charts and the hiring plan for the fiscal year 2022 recruit hiring needs for SAAC.

• I complete SBSE Requests for Organizational Change (SROCs). In cooperation with the SROC team and the ICS quality analysts (IQAs), I completed SROCs to create a new territory and new groups in existing territories so that our span of control (SOC) after the FY2022 hiring will align with DFCO requirements. I also completed SROCs for employee moves within territories and completed the NTEU notification of the moves to Labor Relations.
• I coordinate our operational review with DFCO. I work with other staff members and provide the information in the document request. I lead the follow-up for any actionable items identified during the review. Also, I partner with another member of staff to complete the case reviews, productivity and quality analysis and narrative for territory operational reviews.
• I also coordinate the SAAC Whistleblower Program and Specialist Referral System (SRS) process. I notify managers of whistleblower and SRS cases and require they assign these timely to revenue officers. I forward the findings for Whistleblower cases to the Agency Whistleblower Office and update the SRS system with assignment information.
• I am Area coordinator for the Performance Review Board. I provided to DFCO the roster of managers who would be rated by the PRB and obtained FCMs to serve on the board along with a chairperson for each board. I schedule the meetings for the SAAC PRB and provide to them the managerial appraisals submitted by the FCMs. I provide to DFCO the ratings and awards information for management, staff, and administrative professionals.
• I coordinate the completion of the annual performance commitments for the Area Director. I update a tracking spreadsheet with actions taken to meet and exceed the AD commitments. I lead bi-weekly calls with the AD and staff to provide updates on their program areas that contribute to the fulfillment of the commitments. I load the AD performance plan to ITM.
• I lead SAAC's processing of Sensitive Case Reports (SCRs). I review SCRs for accuracy and submit them to DFCO for their review and submission to the SBSE Commissioner.
• I gather the information for the SAAC Area Director's bi-monthly briefing with DFCO. I update the briefing document and upload it to the SharePoint. I attend these briefings and followed-up on any items with a need for such.
• In addition to the one-on-one briefings with DFCO, I attend AD monthly briefings with the FCMs.
• I am proxy for the Area Director in HR Connect and create HRC and HRRC reports as needed. I also approve Concur travel, BEARS request, and PPS orders.
• As needed, I respond to taxpayers who contact the Area Director. I provide the information they request or route them to the appropriate person/division that can provide assistance.
• I also trained a detailee to the SAAC staff to perform the duties of my previous position (SAA Area Staff Assistant). These duties included the oversight of the SAAC training program, the processing of hardship requests, e-trak TIGTA cases and Congressional correspondence, the oversight of the quarterly 1204 certification, and the processing of solicitations received from DFCO. I also provided training in reviewing travel requests (including travel needing approval under Treasury Directive 12-70), the processing of QSIs and discretionary awards, TAS requests and IRS employee cases.

served as the staff assistant to the Area Director of South Atlantic Area Collection. As staff assistant, I solicitated senior managers for various inquiries from the office of the Director of Field Collection and timely and properly responded to these inquiries. I served as the awards coordinator for the area. I coordinated the processing of the quality step increase selections. I coordinated the responses for the bi-lingual awards and the time-off awards. I was the hardship coordinator. I processed inter- and intra-area hardship transfers and coordinated with other hardship coordinators and WPM in order to properly and timely process hardship requests. I was the Employee Recognition Program Coordinator. I also created and processed hiring exception requests and also processed the TD 12-70 travel spreadsheet on a bi-weekly basis. I served as proxy to the Director for HR Connect actions and also served as the Director's proxy on Concur.gov in order to approve staff travel documents. I served as the Area Training Coordinator. I led the delivery of Revenue Officer Continuing Professional Education for fiscal year 2018/2019. I created the schedule of classes and prepared the event creation documents for the Saba sessions. I obtained instructors for the classes and also arranged for the instructors to receive Event Leader Training. I partnered with other training coordinators in ensuring that all employees received the training. I provided attendance verifications to CDS in order for employees to receive ELMS/ITAMs credit for attending the classes. Additionally, as training coordinator, I provided to the Field Collection Director's staff our area's selections for new hire unit instructors, VCIT, virtual currency training, and Advanced RO training as well as numerous other training opportunities. I worked with senior managers and the Director in order to deliver to Collection Training our training needs assessment. I served as the area e-trak coordinator. I worked with the ECCO specialists to complete and load the investigative findings from these cases to the e-trak database. I drafted responses on Congressional inquiries and correspondence to the Commissioner to senior managers for their response. I then forwarded these responses to Executive Secretariat for review and submission to the Director for approval. I processed the quarterly 1204 documents for the Director and submitted them to the Director of Field Collection. I coordinated with senior managers to accomplish tax checks on political appointees. I coordinated with senior managers and the IQAs in getting IRS employee cases assigned.

Group to which I was hired was composed of senior revenue officers, many of whom were disengaged. I provided guidance and counseling to non-performing employees. My efforts were successful. Group morale improved, and the productivity increased significantly.

• - Served as the Chair of the Continuing Professional Education training for Revenue Officers for fiscal year 2011.
• - Member of the Area Management Advisory Council and served as Chair from 2011 through 2013.
• - Conducted Embedded Quality Consistency Review for the Territory for fiscal year 2012. Elevated concerns to the Embedded Quality Issued log and communicated findings to the Territory Manager.
• - Served as Acting Territory Manager when requested and completed two details to this position.
• - Coached Frontline Readiness Program Participants through completion of program.
• - Coached new Revenue Officer Group Managers through completion of first year of manager job.
• - Served on panel that conducted Area Frontline Readiness Program interviews for fiscal year 2012.
• - Served on numerous interview panels for revenue officer new hires, secretarial hires, and promotion packages.
• - Ranked packages for revenue officer promotions and secretarial hires.
• - Coached acting group managers on details.
• - Led the discussion of Annual Assurance Review for the Territory for fiscal year 2011.
• - Managed two group of revenue officers spread over three posts of duty.
• - Served as the Territory Collection Due Process Coordinator.
• - Currently serve as the Territory REACH Program Coordinator and also co-chair of the Area REACH program.
• - Graduate of South Atlantic Area PRISM Program. While in PRISM, I created and ran a project in which I delivered systems training to all of the frontline managers in the area.
• - Led Tax Practitioner Forums. Partnered with Stakeholder Liaison, TAS, and Exam in delivering forum. Provided information on the FTD alert program, private debt collection, and passport legislation.
• - Several employee ratings were not in line with performance. I succeeded in properly aligning ratings of record with performance.
• - Timely and properly prepared mid-year and annual appraisals.
• - Placed employees on counseling memorandums and coached them to the point of obtaining a fully successful rating.
• - Served on the team that negotiated a Revenue Officer of the Day agreement for our POD and served on the team that updated this MOU after our POD consolidated with another POD.
• - I was an excepted employee during the government shutdown in fiscal year 2019, and I processing remittances and returns for general program and ATAT revenue officers and offer specialists assigned to the POD.
• - Coordinated with GAO and the office of the CFO on a review of remittance processing for a collection group.

Detailed to the Program Manager (Territory Manager) position for Greensboro, North Carolina from 06/27/2016 through 09/30/2016.

• - Supervised frontline managers and an administrative assistant.
• - Was instrumental in working with Personnel and my Area Director in on-boarding several new-hire revenue officers. Served on the interview panel for the external applicants.
• - Wrote year -end appraisals for Frontline Managers and made rating and bonus recommendations to the Performance Review Board.
• - Approved case closure recommendations that required Territory Manager approval.
• - Partnered with EDI in working harassment claims and an EEO case involving a Frontline Manager. I implemented training for the manager and EDI assistance to the group members.
• - Worked with Labor Relations to resolve employee conduct cases.
• - Worked with the Disability Office to resolve a reasonable accommodation request.
• - Led one-on-one discussions with each Frontline Manger and assisted them in resolving performance and conduct issues in their group.
• - Coached revenue officers who were on acting group manager details.
• - Prepared and attended one-on-one briefings with the Area Director.
• - Led the Frontline Mangers in the transition to a new territory during the South Atlantic Collection realignment.

Collateral position.

erved as Alternate Commissioner's Representative from March 2009 through September 2016.

• - Served as Commissioner's Representative from October 2016 through October 2017.
• - Resolved safety and security issues with the POD.
• - Partnered with our security officer in properly servicing upset and/or aggressive customers.
• - Conducted safety drills including all business units in the POD.
• - Served on the POD consolidation team that located a new location for our building and a neighboring POD with whom we merged.
• - Served on the bargaining team that completed negotiations with NTEU regarding the move to the new building.
• - Partnered with FMSS in creating the floor plan for the new building.
• - Served as the contact with the building management in resolving maintenance issues in the building.
• - Made recommendations to the administrative officer regarding building closures in inclement weather or when facility conditions demand closure.

• Detailed to the South Atlantic Area Director's (Collection) staff.
• - Reviewed cases submitted for Area Director approval. These included suit, seizure, and IRA levy recommendations as well as recommendations for manual refunds.
• - Communicated with Program Managers throughout the Area in order to perfect the case submissions.
• - Proposed acceptance or rejection of submissions to the Director.
• - Addressed questions from Program Managers and employees regarding technical sufficiency of actions that required Area Director approval.

• Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
• Conducted research, interviews and investigations for information pertaining to alleged criminal violations.
• Furnished taxpayer assistance and information to general public.
• Collected delinquent federal taxes and secured all delinquent returns.
• Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
• Prepared tax returns for individuals and businesses.
• Kept case data and contact information up to date to expedite proceedings.
• Considered alternative means of resolving tax debt issues if taxpayer could not pay.
• Performed analysis of collection potential on various types of entities. Embraced advanced enforcement action determinations
• - One particularly notable case involved an employee leasing company in which the Chief Financial Officer admitted to intentionally understating the Federal Employment Tax liability of the company for three consecutive years. I conducted a parallel investigation with the Criminal Investigative Division, and this resulted in this individual receiving an active prison sentence.
• - Another notable case involved a taxpayer that was assigned to me as a result of an investigation from Advisory. There was an imminent Collection Statute Expiration Date. The taxpayer had accrued income and employment tax for several years and had recently won a large amount of money from a casino. The money was being paid in a twenty-year annuity, and the taxpayer had attempted to sell his right to his annuity to a company that would give him a cash payment in exchange. The government became party to an interpleader suit after I issued levies to the casino as well as to the annuity company. The government was awarded all the taxpayer's winnings as the notice of federal tax lien attached prior to the expiration of the statute, and the notices of levy attached to the taxpayer's right to receive the payments since the levies were executed prior to the statute expiration.
• - Served on the team that accomplished the national rollout of ICS.
• - Served as a CPE instructor and also delivered training on TIN-based time-reporting and suit recommendations.
• - Partnered with a local community college and used their facility and equipment in order to instruct several Small Business Tax Workshops.
• - Served as an On-the-Job Instructor for revenue officer new hires on two different occasions.
• - Acted as group manager as requested.
• - Served with the Territory Manager on a team that revamped the Collection Professional Education curriculum for field revenue officers. The team's success was recognized with a Hammer Award.
• - Selected as a participant in the REACH program. Did not complete program due to being selected into FLRP.
• - Selected as a participant in the FLRP. Did not complete program due to being selected as Frontline Manager.
• As a grade 11 revenue officer, I was responsible for the collection of liabilities from various types of entities on moderately complex cases.
• - One noteworthy case involved a joint individual tax liability in which neither taxpayer was responsive. An unencumbered jet ski was located at the taxpayer's residence. I made a seizure determination, and I conducted the sale in which it was sold at public auction.
• - Another noteworthy case involved in in-business corporation. The president had purchased a luxury car for his wife and placed it in the corporation's name. The car had significant equity, and I made a seizure determination. The taxpayers paid the government's interest in the car prior to sale, and this was the only significant payment received on the account prior to the taxpayer filing bankruptcy.
• - Served on a detail to work streamlined offers-in-compromise.
• - Served as the group resource person for IT equipment and software.
• - Responsible for collection of routine balance due and delinquent return accounts for non-complex entities.
• - In one particular case, the taxpayer omitted from his financial statement a vehicle he owned. I made a seizure determination on the vehicle after obtaining an opinion from Counsel that confirmed that the Government had lien priority over the lender holding the note on the vehicle. The government received its interest in the car when the taxpayer paid over the minimum bid prior to sale.
• - Another noteworthy case began as on offer in compromise that I rejected. The taxpayers had equity in their personal residence, and I made a seizure determination on the personal residence. The seizure had to be released when the taxpayers produced verification that moving from the residence would create a significant hardship to the family. However, the government eventually received its interest when the taxpayers sold the house.
• - Served as the Volunteer Income Tax Assistance Coordinator for a filing season. I instructed VITA volunteers and reached out to local businesses and government facilities in order to acquire locations for tax preparation.

• Answered high volume of phone calls and email inquiries.
• Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
• Upheld strict timetables by maintaining accurate, balanced calendars.
• Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
• Wrote reports, executive summaries and newsletters.
• Screened personal and business calls and directed to appropriate party.
• Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.