Summary
Overview
Work History
Education
Skills
References
Awards
Timeline
Generic

Mackayla Trussell

Ogden,UT

Summary

I have extensive experience with clerical work processes, procedures, rules, and regulations specific guidelines for my business unit. I consult the IRM for procedural questions and issues. I provide timely document preparation while adhering to IRS guidelines and requirements. I have excellent written communication techniques and often explain program requirements, clarify problems, and provide technical assistants to my coworkers. I have expert knowledge of organizational functions, terminology, quality assurance techniques, and reporting requirements to coordinate workflow and resolve related problems. I have excellent communication skills and consistently present professional, accurate, organized, clear, and concise oral communications that are appropriate to the receiving audience. I am courteous and polite in discussions with my manager and peers. I have strong analytical skills. I adhere to all security requirements. I interpret IRS tax laws correctly. I have excellent verbal communication skills and serve as an OJI trainer. I provide on the job training to new employees in adherence with established procedures and practices.

Overview

3
3
years of professional experience

Work History

General Clerk- GS5-0303

IRS
Ogden, UT
07.2022 - 10.2024
  • I have extensive experience with clerical work processes, procedures, rules, and regulations specific guidelines for my business unit.
  • I consult the IRM for procedural questions and issues.
  • I provide timely document preparation while adhering to IRS guidelines and requirements.
  • I have excellent written communication techniques and often explain program requirements, clarify problems, and provide technical assistants to my coworkers.
  • I perform administrative tasks including assigning, maintaining, monitoring, or updating work status and inventory records.
  • I order and research cases and acknowledge correspondence.
  • I sort and route documents to their appropriate department.
  • I prepare and maintain daily/weekly production reports.
  • I analyze and review documents for specific requirements as necessary for processing.
  • I file, monitor, and maintain all case files according to IRS policies.
  • I research, analyze, review, and scan IMF/BMF account documents and convert paper documents to digital cases.
  • I establish, organize, and maintain files of incoming and outgoing correspondence, manuals, reports, and other job-related information.
  • I analyze and review case file material in ongoing programs or special projects to determine if materials could be consolidated.
  • I regularly analyze tax documents, tax returns and other financial documents for completeness and to verify sources of income, tax year, filing status and other pertinent tax information.
  • I have expert knowledge of organizational functions, terminology, quality assurance techniques, and reporting requirements to coordinate workflow and resolve related problems.
  • I actively participate in team meetings by asking questions regarding guidance on procedural changes and updates.
  • By participating in team meetings, I help develop a greater understanding of our procedures and processes and discuss possible factors that might be confusing to other members of the team.
  • These open discussions ensure the team understands completely what was discussed and what is expected.
  • I aid my peers and manager by actively accepting assignments and duties with a positive and encouraging attitude.
  • I recently volunteered and led a special team project on 94-x.
  • I provide training, constructive feedback, and often assist members on my team.
  • I plan and successfully organize my work schedules to ensure timely completion of my tasks.
  • I have expert knowledge of my assigned workload.
  • I am highly organized and detail oriented.
  • I manage multiple tasks simultaneously while adhering to always changing deadlines.
  • I have expert knowledge of my work processes; I measure the benefits of every process to set the right priorities.
  • I have adopted a workflow that aligns with IRS guidelines and improves efficiency through the elimination of many unnecessary task steps.
  • I set priorities and manage my case files in an orderly and organized manner adhering to strict established guidelines.
  • I complete my work timely.
  • I manage my time independently and effectively to ensure the time I spend on my work assignments is commensurate with the nature and complexity of the work.
  • I understand the standards and goals that need to be achieved to move the inventory in an efficient manner.
  • I have excellent communication skills and consistently present professional, accurate, organized, clear, and concise oral communications that are appropriate to the receiving audience.
  • I communicate effectively with members of my team, and supervisors via in person, by phone, email, and Microsoft Teams.
  • I am courteous and polite in discussions with my manager and peers.
  • I am always quick to respond to questions or problems.
  • I identify problems and work quickly to solve the issue.
  • When there is a problem, I volunteer to monitor the issue and let others know the status of the issue and the expected resolution.
  • I often explain procedures in one-on-one settings or in unit meetings as well as serving as an on-the-job instructor.
  • I provide technical assistance on a broad range of issues or systemic problems when they arise.
  • I also provide technical assistance on IRM questions and inconsistencies.
  • I provide a variety of written communications in many different aspects of my position.
  • I provide written documentation on cases.
  • I provide relevant information from my research as well as all actions I have taken with IDRS.
  • I communicate daily through email correspondence as well as through the Teams chat.
  • My communication is presented with professionalism and politeness.
  • I also address issues and concerns through written communications with my team, other supervisors, and senior managers.
  • I have strong analytical skills.
  • I analyze, review, sort, and route documents to the appropriate department.
  • I identify mislabeled and misdirected documents, research the correct department and route them to the correct organization immediately.
  • I use several avenues including IDRS, EUP, AMS, IRM’s, IRWeb, the internet, and SERP to collect, analyze, and verify data to ensure information is accurate and timely actions are taken to ensure cases move through the IRS pipeline.
  • I adhere to all security requirements.
  • I follow IRS procedures and guidelines to protect all sensitive information.
  • I ensure my laptop is locked before leaving my workstation.
  • I adhere to the disclosure guidelines by covering all taxpayer information while I am away from my workstation.
  • I protect all taxpayer information and provide protection to all sensitive documents.
  • I always protect confidential and sensitive information by adhering to security practices, guidelines, and requirements, especially when working with Employer Identification Numbers (EIN) and Social Security Numbers (SSN), ensuring privacy of taxpayers' identity is of utmost importance.
  • I interpret IRS tax laws correctly.
  • I work with procedural changes and adhere to the tax law policies and guidelines by ensuring all tax forms and returns are complete and accurate before associating the forms to the correct file.
  • I determine and perform the full range of actions needed for each case.
  • I follow the correct protocol when researching desk instructions & IRMs.
  • If I am unable to find an answer or if the answer is unclear, I independently seek assistance from the team lead/manager to ensure I take the correct action.
  • I follow desk instructions closely and understand the importance of documentation and how poor documentation can negatively impact me as well as others on the team which can result in confusion and errors.
  • I update desk instructions regularly as needed for updates and procedural changes.
  • When problems arise. I determine the issue and identify and evaluate the appropriate solutions.
  • I propose realistic expectations on how to solve the issue and the possible impacts of the program.
  • I work closely with the management team to implement the solution.
  • I have excellent verbal communication skills and serve as an OJI trainer.
  • I provide on the job training to new employees in adherence with established procedures and practices.
  • I provide technical assistance on a broad range of issues or systemic problems when they arise.
  • I also provide technical assistance on IRM questions and inconsistencies.
  • I adhere to the required security and disclosure requirements.
  • I follow all guidelines around and near my workstations.
  • I protect taxpayer information and provide protection to all sensitive documents.
  • I follow IRS procedures and guidelines to protect all sensitive information.
  • I perform a full range of actions needed for each case that you work.
  • When mistakes occur, I follow the correct protocol of researching desk instructions & IRMs.
  • When I can’t find an answer or if the answer is unclear, I independently seek assistance from my manager or your leadership to ensure the correct actions are taken to remediate the mistake.
  • I have experience in extracting in the mail room.
  • I learned how to sort and route documents based on the form/editing on them.
  • I have experience getting work for those who couldn’t as well for extracting.
  • I have experience 2nd sorting the mail from extracting and putting them into bundles where they belong and correctly labeling them for the control team to put on the truck.
  • I have experience scanning documents into adobe pro and extracting them, then organizing them based on the form they are.
  • I have experience researching cases as well as creating and perfecting them, making sure they have no errors.
  • I also have experience sending out letters to taxpayers.
  • Experience using Excel spreadsheets to get and keep track of work that needs to be done and reporting notes on the excel sheets as well.

Floor Associate

Cal Ranch
Farr West, Utah
05.2021 - 05.2022
  • I have excellent communication skills and consistently provide excellent customer service in a friendly and enthusiastic manner.
  • I displayed professional expertise while working with customers in the store as well as helping them over the phone.
  • I greeted customers, responded to their inquiries, and provided in depth product knowledge and answered customers questions and directed them to their desired products.
  • I assisted customers while they were shopping.
  • I informed customers about products or promotions, stocked, and organized shelves and ensured pricing was current.
  • I ensured accurate product tag and label pricing, I also marked down merchandise when necessary.
  • I monitored inventory levels, and restocked products when needed.
  • I process customer payments and issue receipts using cash registers while maintaining service standards and following privacy regulations.
  • I took inventory of stock, requisitioned merchandise from the stock room, and I maintained clean, neat, and organized work areas.
  • I operated the computer systems and searched for the availability of merchandise, price checking, inventory maintenance and label printing.
  • I trained new associates and other employees.

Education

Diploma -

Utah Online High School
St George, UT

Skills

  • Document preparation
  • Tax law interpretation
  • Case analysis
  • Workflow optimization
  • Regulatory compliance
  • Inventory management
  • Data verification
  • Tax document review
  • IT systems navigation
  • Customer service
  • Team collaboration
  • Process improvement
  • Technical training
  • Time management
  • Problem solving
  • Tax form proficiency
  • Ethical standards
  • Research
  • Software applications
  • Spreadsheet proficiency
  • Tax code interpretation
  • Case management skills
  • Oral communication
  • Tax law expertise
  • Data interpretation
  • Recordkeeping and documentation
  • Tax compliance
  • Research and documentation
  • Staff training
  • Verbal and written communication
  • Project coordination
  • Continuous learning attitude
  • Project management
  • Tax compliance expertise
  • Skilled in [software]
  • Process improvements
  • Critical thinking capacity
  • Data Analytics Competence
  • Organizational growth
  • Regulations and compliance
  • Taxpayer investigation

References

  • Trevor Keys, IRS Computer Operator, 801-645-5026, Keyesie2@hotmail.com
  • Cristen Hadley, IRS - Human Resources, 801-675-7914, hadleyck@gmail.com
  • Tammy McDonald, IRS – Data Transcriber, 801-510-3329, mcdonaldsparadis@gmail.com

Awards

2024, Trained New Hires

Timeline

General Clerk- GS5-0303

IRS
07.2022 - 10.2024

Floor Associate

Cal Ranch
05.2021 - 05.2022

Diploma -

Utah Online High School

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Mackayla Trussell