Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Marguerite K. Winn

Cincinnati,OH

Summary

Results-driven professional with extensive experience at the IRS, excelling in tax law compliance and data analysis. Proven ability to lead teams, enhance operational efficiency, and deliver accurate reports. Recognized for exceptional customer service and effective cross-department collaboration, ensuring adherence to regulations while maintaining high standards of professionalism.

Overview

42
42
years of professional experience

Work History

Supervisory Tax Examining Technician

Internal Revenue Service, IRS
Cincinnati, OH
12.1986 - Current
  • Prepared detailed reports summarizing findings from 1023EZ's applications.
  • Reviewed, analyzed, and processed applications to ensure accuracy and compliance with applicable laws and regulations.
  • Maintained records of all taxpayer accounts in accordance with IRS guidelines.
  • Drafted correspondence to taxpayers regarding their applications.
  • Created spreadsheets utilizing advanced Excel functions.
  • Conducted research on complex tax law issues to determine the proper course of action for resolving discrepancies.
  • Evaluated current practices within the department against best practices identified through industry standards or benchmarking studies.
  • Collaborated with other departments within the organization when necessary on special projects.
  • Identified errors or inconsistencies within applications documents by comparing information from multiple sources.
  • Supervised a team of 20 Tax Examining Technicians by setting goals, providing feedback, and evaluating performance.
  • Advised taxpayers on how to comply with federal income tax laws and regulations.
  • Assisted in preparing reports to upper management regarding departmental activities and progress towards goals.
  • Monitored changes in tax law legislation and updated relevant processes accordingly.
  • Ensured that all work was completed accurately according to established policies and procedures.
  • Provided technical guidance to staff members on areas such as filing procedures, deadlines, and payment options.
  • Resolved customer service inquiries from taxpayers via phone or written documentation.
  • Developed and implemented training plans for new employees in the Tax Examining Technician role.
  • Checked the completeness of information when processing 1023EZs, 1024s, and Guide Sheets.
  • Reviewed historical data to check compliance with internal and regulatory standards.
  • Audited calls to evaluate quality, accuracy, and service levels of interactions.
  • Answered questions from taxpayers and advised them on the status of their exempt organizations.
  • Maintained up-to-date contact information for each case under review.

Secretary

Merrell Dow Pharmaceuticals
Cincinnati, OH
06.1983 - 09.1985
  • Created meeting agendas and recorded minutes, distributing notes promptly afterwards.
  • Developed efficient document tracking system for quick access to necessary paperwork.
  • Organized and maintained executive calendars, coordinating meetings, travel arrangements, and conference calls.
  • Compiled data from various sources into concise reports for management decision-making.
  • Managed office supplies by tracking inventory levels and placing orders with vendors as needed.
  • Coordinated meeting logistics, including room reservations and catering services.
  • Handled confidential documents with discretion, ensuring secure filing systems for sensitive information.
  • Greeted visitors professionally, directing them to appropriate personnel or offices.

Education

High School Diploma -

Hughes - Radio And TV Broadcasting
Cincinnati, OH
06-1984

Some College (No Degree) - Business Adminstration

Southern Ohio College
Cincinnati

Skills

  • Tax law compliance
  • Application processing
  • Data analysis
  • Microsoft Excel
  • Record keeping
  • Report preparation
  • Customer service
  • Cross-department collaboration
  • Error identification
  • Ethics and integrity
  • Deadline management
  • Teamwork and collaboration
  • Multitasking
  • Reliability
  • Decision-making
  • Professionalism
  • Time management

Affiliations

  • Participate in The Big Brother/Big Sister Program
  • Current President of the QCWA - Queen City Bid Whist Association
  • Participate Up with the People Program
  • Received an Outstanding Evaluation for the last 20 years.

Timeline

Supervisory Tax Examining Technician

Internal Revenue Service, IRS
12.1986 - Current

Secretary

Merrell Dow Pharmaceuticals
06.1983 - 09.1985

High School Diploma -

Hughes - Radio And TV Broadcasting

Some College (No Degree) - Business Adminstration

Southern Ohio College

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