Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Margaret A. Marquez

Sanger,CA

Summary

Dynamic and detail-oriented Management & Program Assistant at the IRS, skilled in administrative support and data entry. Proven ability to enhance office efficiency through effective communication and meeting coordination. Recognized for delivering exceptional customer service while managing complex tasks and fostering positive relationships within teams.

Overview

20
20
years of professional experience

Work History

Management & Program Assistant

Internal Revenue Service, IRS
Fresno, CA
06.2024 - Current
  • Provided administrative support to management staff, including responding to customer inquiries and preparing reports.
  • Coordinated office activities such as ordering supplies and managing mail distribution.
  • Organized meetings and conferences, and scheduled appointments for senior managers.
  • Utilized discretion in handling confidential records.
  • Created agendas for weekly team meetings and took minutes during the meeting sessions.
  • Performed data entry into various databases used by the organization's management team.
  • Leveraged communication and problem-solving abilities to alleviate ongoing issues and promote conflict resolution.
  • Liaised between management and subordinates to exchange information, transmit directives or follow up on assignments.
  • Utilized office management software to improve efficiency in administrative tasks.

Customer Contact Representative

Internal Revenue Service, IRS
Fresno, CA
10.2017 - 06.2024
  • Main duties included, but were not limited to, possessing experience dealing with the taxpayers.
  • Delivered exceptional customer service utilizing training, experience, and skills.
  • Demonstrated extensive expertise in conducting financial analysis.
  • Skilled in always placing taxpayers on proper notices, providing them with their taxpayer rights, to provide a full range of administrative and technical assistance to individuals.
  • Fulfilled regulatory requirements, advising taxpayers on the most advantageous ways to meet their tax obligations, and achieved voluntary compliance by computing and/or advising on tax liabilities.
  • Processed refunds for returns or incorrect orders in accordance with company policy.
  • Conducted research through various internal program systems.
  • Highly skilled in using computer applications (e.g. SharePoint, Excel, Word, Outlook, TEAM, etc.)

Supervisory Contact Representative

Internal Revenue Service, IRS
Fresno, CA
06.2023 - 11.2023
  • Identified opportunities for process improvements within the contact center environment.
  • Ensured compliance with applicable laws and regulations relating to contact center operations.
  • Evaluate the performance and work of subordinates, making recommendations for outstanding performance recognition and/or disciplinary action.
  • I gave advice and counsel to employees on work and administrative matters.
  • Identified the developmental and training needs of employees, and in turn, provided or arranged for the needed development and training accordingly.
  • Listened to and resolved complaints from employees, referred group grievances and/or more serious unresolved complaints as appropriate.
  • Provided employees with resources needed when going through a difficult time, such as Employee Assistance Personnel resources.

Management and Program Assistant

Internal Revenue Service, IRS
Fresno, CA
07.2012 - 10.2017
  • Provided assistance to multiple areas within the Internal Revenue Service. (e.g. Facility Management Operations, Planning and Analysis Staff, Accounts Management Operations.
  • Assisted in the coordination of program activities and resources, including scheduling meetings, preparing materials, and providing administrative support.
  • Provided technical assistance to program participants by responding to inquiries via phone or email.
  • Participated in weekly team meetings to provide updates on individual projects and assist colleagues with any issues they may have encountered during their work.
  • Maintained detailed records of all program activities, data collection, and evaluation results.
  • Assisted in developing strategies to improve existing programs or create new ones based on stakeholder feedback, or changing needs within the IRS.
  • Collaborated with other departments to ensure smooth delivery of services for program participants.
  • Oversaw heavy load of administrative tasks while verifying accuracy and prompt completion of paperwork.
  • Produced well-written, comprehensive reports and documents.
  • Scheduled and coordinated meetings and travel arrangements for staff.
  • Produced and distributed memos, newsletters, and other forms of communication.
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Maintained positive working relationship with fellow staff and management.
  • Coordinated support to facilitate general office operations.
  • Answered phones and routed voicemails to respective employees.
  • Offered reception coverage to relieve staff during absences or breaks.
  • Scheduled service and changed and ordered toner to keep printers and copiers functioning.
  • Provided HR administrative assistance to management team.

Tax Examining Technician

Internal Revenue Service, IRS
Fresno, CA
03.2008 - 07.2012
  • Provided guidance to taxpayers on filing requirements, payment options, filing deadlines.
  • Participated in training sessions related to changes in federal and state tax laws.
  • Utilized computer software programs such as Microsoft Excel to manage data efficiently.
  • Verified that all required documents were included in submitted tax returns.
  • Maintained records of taxpayer interactions according to departmental policy and IRS regulations.
  • Conducted research on relevant tax law changes and updates to ensure accurate filing.
  • Reviewed tax returns to ensure accuracy and compliance with applicable laws, regulations, and policies.
  • Performed calculations necessary for determining a taxpayer's taxable income and liability amount.
  • Researched accounts with reported discrepancies.
  • Adjusted both individual and business accounts.
  • Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
  • Maintained up-to-date contact information for each case under review.
  • Checked completeness of information when processing applications and transactions.

Office Assistant/Payroll Officer

Ontiveros Concrete Inc.
Sanger, CA
01.2005 - 01.2008
  • Answered phone calls and directed them to appropriate personnel.
  • Maintained an organized filing system of paper documents and electronic files.
  • Performed data entry tasks into various computer systems accurately and efficiently.
  • Managed inventory of office supplies and placed orders when needed.
  • Organized files, developed spreadsheets, faxed reports and scanned documents to improve organizational workflow.
  • Answered and directed phone calls to appropriate staff members.
  • Maintained confidentiality of sensitive information and documents.
  • Monitored office expenses and submitted purchase requests.
  • Supported bookkeeping tasks such as invoicing and expense tracking.
  • Managed 401K contributions by calculating amounts due from employee salaries and wages.
  • Assisted with preparation of quarterly and year-end financial statements related to payroll activities.
  • Updated and reconciled retirement, tax, and health care accounts.
  • Generated relevant paperwork and payroll reports.
  • Calculated overtime, vacation sick hours, and other categories of time.

Education

High School Diploma -

Clovis High
Clovis, CA
06-2000

Skills

  • Administrative support
  • Data entry
  • Meeting coordination
  • Report preparation
  • Office management software
  • Customer service
  • Time management
  • Communication skills
  • Staff support
  • Information coordination

References

References available upon request.

Timeline

Management & Program Assistant

Internal Revenue Service, IRS
06.2024 - Current

Supervisory Contact Representative

Internal Revenue Service, IRS
06.2023 - 11.2023

Customer Contact Representative

Internal Revenue Service, IRS
10.2017 - 06.2024

Management and Program Assistant

Internal Revenue Service, IRS
07.2012 - 10.2017

Tax Examining Technician

Internal Revenue Service, IRS
03.2008 - 07.2012

Office Assistant/Payroll Officer

Ontiveros Concrete Inc.
01.2005 - 01.2008

High School Diploma -

Clovis High

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