Lisa Annette Willis
Cleveland ,Ohio
Summary
Tax Examiner Technician looking to tackle new responsibilities and build upon skills as a Tax Examiner Technician in Cleveland, Ohio. Identifying tax issues during the preparation process, including the 1040X and 1040. Self-motivated and confident with outstanding written and verbal communication talents. Proficient in using computer applications.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Tax Examiner Technician - Detail $65,486 40 Hours
Internal Revenue Service
Cleveland, Ohio
07.2022 - Current
- Analyze data consistent with applicable tax laws and regulations to resolve and process all types of difficult and complex issues.
- Apply the relevant sections to the Internal Revenue Code and Regulations to determine adjustments and assess the impact and conditions on various tax issues.
- Review case files regarding tax returns, agreement forms/decision Tax Court Petitions and complete adjustments ensuring that all documentation is complete and consistent with case file.
Contact Representative $65,486/40 Hours
Internal Revenue Service
Cleveland, Ohio
08.2001 - Current
- Examined taxpayers personal accounts and explained tax laws.
- Researched and analyzed taxpayers personal and business accounts to determine compliance and provide recommendations.
- Devised installment agreement plans to avoid collection activity.
Commercial Customer Service Representative
Imperial Home Decor Company
Beachwood, Ohio
01.1999 - 01.2001
- Compiled and prepared reports pertaining to commercial clients.
- Researched wallpaper criteria for a variety of companies.
- Arranged shipping plans for various commercial outlets.
- Responded to written and telephone requests for home decor products.
Client Specialist
Ohio Savings Bank
Cleveland, Ohio
01.1996 - 01.1997
- Assisted customers with routine and complex inquiries regarding bank products.
- Processed customer requests and financial documentation.
- Acted as a liaison between customer and internal support.
Ohio Organizer
National Reproductive Rights League
Cleveland, Ohio
01.1995 - 01.1996
- Provided general staff support, grassroots lobbying and networked with local officials.
- Recruited new activists and members developed new chapters participated in tabling events.
- Managed the Cleveland office and acted as the spokesperson for Cleveland.
Education
Master of Science - Clinical Mental Health Counseling
Cleveland State University, College Of Education And Human Services
Conferred Upon Completion Of NCE Exam2019
Master of Arts - Public Affairs
Cleveland State University, Maxine Goodman Levin College of Urban Affairs
2013
Bachelor of Arts - Sociology/Criminology
Cleveland State University, College of Liberal Arts & Social Services
2005
Skills
Microsoft Office Products, including Word, Excel, PowerPoint, Publisher, Works, Access, Outlook, Adobe Acrobat Reader, Internet Applications
Certification
Chemical Dependency Counselor Assistant (CDCA)
November 2019
Ohio Risk Assessment System
November 2019
Affiliations
National Treasury Employee Union - Chapter 37 Steward
02/2004 - Current
Counsel employees regarding an extensive body of rules, regulations and procedures.
Counsel and prepare employees regarding grievances throughout the arbitration process specializing in performance appraisals.
Supervised needs and objectives by developing and overseeing committees.
Timeline
Tax Examiner Technician - Detail $65,486 40 Hours
Internal Revenue Service
07.2022 - Current
Contact Representative $65,486/40 Hours
Internal Revenue Service
08.2001 - Current
Commercial Customer Service Representative
Imperial Home Decor Company
01.1999 - 01.2001
Client Specialist
Ohio Savings Bank
01.1996 - 01.1997
Ohio Organizer
National Reproductive Rights League
01.1995 - 01.1996
Master of Science - Clinical Mental Health Counseling
Cleveland State University, College Of Education And Human Services
Master of Arts - Public Affairs
Cleveland State University, Maxine Goodman Levin College of Urban Affairs
Bachelor of Arts - Sociology/Criminology
Cleveland State University, College of Liberal Arts & Social Services
Similar Profiles
Debbie BalsitisDebbie Balsitis
Case Advocate at Internal Revenue Service-Taxpayer Advocate ServiceCase Advocate at Internal Revenue Service-Taxpayer Advocate Service
Towanda GlennTowanda Glenn
Contact Representative at Internal Revenue ServiceContact Representative at Internal Revenue Service
Meredith RenfroMeredith Renfro
Correspondence Examination Technician at Internal Revenue ServiceCorrespondence Examination Technician at Internal Revenue Service
Mistie GonzalesMistie Gonzales
Tax Examiner/Data Transcriber at Internal Revenue Service, IRSTax Examiner/Data Transcriber at Internal Revenue Service, IRS
Jeremy HearnJeremy Hearn
Meat Cutter at D.W. Whitaker MeatsMeat Cutter at D.W. Whitaker Meats