Summary
Overview
Work History
Education
Skills
Volunteer Experience
Languages
Certification
References
Timeline
Generic

MARIA ABREU YOUNG

Raynham

Summary

Tax professional with extensive experience at State Street Corporation, focusing on regulatory compliance and international tax research. Proven ability to enhance operational efficiency and resolve complex tax issues through strategic problem-solving. Developed innovative tax research tools and led cross-functional teams to achieve measurable results. Expertise in interpreting tax laws, managing revenue matters, and conducting audits, with a strong track record in revenue generation and compliance improvement.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Revenue Officer Small Business/ Self Employed

INTERNAL REVENUE SERVICES
Brockton
12.2023 - Current
  • Collaborated with diverse coworkers to achieve objectives related to products and services.
  • Collected taxes and monitored payment plans while imposing deadlines on delinquent accounts.
  • Engaged with taxpayers to resolve delinquent accounts effectively and efficiently.
  • Analyzed tax returns prepared by CPA to verify regulatory compliance metrics.
  • Provided instruction on US tax laws, ensuring citizens understood their financial obligations.
  • Offered insightful guidance on recent updates in tax legislation for small businesses.
  • Executed enforcement actions when required, including garnishments of wages.
  • Maintained updated knowledge through continuing education and advanced training initiatives.

Volunteer

Our Lady of Holy Rosary Taunton
Taunton
08.2016 - Current
  • Executed precise data entry into accounting systems, including QuickBooks.
  • Managed expense tracking through QuickBooks and Excel for accurate financial oversight.
  • Fostered strong customer relationships via effective communication strategies.
  • Handled customer requests swiftly, ensuring high service satisfaction levels.
  • Organized successful fundraising events, generating significant donations from community members.
  • Coordinated volunteers for church-led initiatives and outreach activities efficiently.
  • Documented attendance at services and special events for detailed record-keeping.
  • Participated in monthly strategy meetings with pastors to discuss future programs and initiatives.

Tax Examiner Technician /Tax Services

INTERNAL REVENUE SERVICES
Andover
06.2023 - 12.2023
  • Take corrective action to close a case, adjusting tax payer’s account, recomputing tax liability, per IRM entity procedure
  • Researching tax data through IDRS
  • Researched accounts with reported discrepancies
  • Reviewed tax returns to ensure accuracy and compliance with applicable laws, regulations, and policies.
  • Performed calculations on complex individual income tax returns with multiple sources of income.
  • Processed amended and late-filed returns according to established guidelines.
  • Composed letters to taxpayers explaining changes made to their account or requesting additional documentation.

Tax Analyst / Senior Associate Client Services Specialist

STATE STREET CORPORATION
Quincy
06.2001 - 06.2019
  • Led international tax research across 100 markets to ensure regulatory compliance.
  • Reviewed and summarized tax withholding changes for strategic insights.
  • Proposed and managed operational improvements for enhanced efficiency.
  • Collaborated with business units and external partners to execute tax initiatives.
  • Provided technical expertise to tax department and business units for informed decisions.
  • Consulted with legal and accounting professionals on critical tax issues.
  • Developed and optimized tax research tools for improved information accessibility.
  • Conducted detailed data analysis to reconcile accounts and reduce financial discrepancies.

Senior Associate / Research Specialist

STATE STREET CORPORATION
Quincy
04.2007 - 04.2008
  • Verified, allocated and distributed dividend and interest income
  • Researched and resolved income exposure and monitored payment of pre-determined income
  • Claimed sub-custodians and brokers for past due income
  • Paying down of income on the multi-currency accounting system
  • Researched inquiries; trained and helped with Migration to India

Senior Tax Coordinator / Residual Processing Sleeve

STATE STREET ON BEHALF OF DEUSTCHE BANK
08.2004 - 04.2007
  • Developed procedures, provided assistance to team, train new employees
  • Implemented changes, managed cash accounts for various markets
  • Returned millions of dollars in misdirected payments
  • Processed payments for novated and non-novated clients
  • Provided monthly reporting to upper management
  • Trained VP and ensured Migration to New York ran smoothly

Senior Tax Coordinator

STATE STREET CORPORATION
Quincy
03.2003 - 08.2004
  • Facilitated management operations by providing comprehensive support and resolution of inquiries.
  • Conducted audits and monitoring to ensure compliance and efficiency within the team.
  • Collaborated with taxpayers and representatives to address issues related to returns, laws, and regulations.
  • Ensured seamless functionality of payment processing macros to optimize workflow.
  • Serviced internal and external clients while liaising with various departments for effective collaboration.

International Tax Coordinator

STATE STREET CORPORATION
Quincy
03.2001 - 03.2003
  • Efficiently prepared forms for tax reclaim filing to expedite processing.
  • Contributed to Six Sigma black belt project, enhancing productivity and reducing costs.
  • Advised on tax issues regarding mergers, acquisitions, investments, and business operations.
  • Monitored reclaims nearing Statute of Limitations to ensure prompt processing.
  • Strengthened collaboration with sub custodians to improve operational efficiency.

Disbursement and Tax Department Representative

NEW ENGLAND FINANCIAL / METLIFE
Boston
01.2000 - 01.2001
  • Obtained LOMA 280 certification by processing life insurance policy functions.
  • Approved miscellaneous checks issued by nationwide agency for timely release.
  • Collaborated with team to achieve project deadlines and objectives.

Education

Business Administration -

Bristol Community College
Fall River, Massachusetts

Computerized Accounting Technology -

KINYON-CAMPBELL BUSINESS SCHOOL
Brockton, Massachusetts

Skills

  • Microsoft Office Suite
  • Regulatory compliance
  • Payment processing
  • Tax law understanding
  • Communication skills
  • Problem-solving abilities
  • Attention to detail
  • Team collaboration
  • Peachtree
  • Desktop Publishing
  • Access
  • Quickbooks

Volunteer Experience

Our Lady of Holy Rosary, Taunton, Assist Develop Volunteer Policies, Worked with Diocese of Fall River to ensure that every volunteer is in compliance.

Languages

Cape Verdean
Full Professional
Spanish
Limited

Certification

  • Licensed Real Estate Sales person
  • Licensed Cosmetology

References

References available upon request.

Timeline

Revenue Officer Small Business/ Self Employed

INTERNAL REVENUE SERVICES
12.2023 - Current

Tax Examiner Technician /Tax Services

INTERNAL REVENUE SERVICES
06.2023 - 12.2023

Volunteer

Our Lady of Holy Rosary Taunton
08.2016 - Current

Senior Associate / Research Specialist

STATE STREET CORPORATION
04.2007 - 04.2008

Senior Tax Coordinator / Residual Processing Sleeve

STATE STREET ON BEHALF OF DEUSTCHE BANK
08.2004 - 04.2007

Senior Tax Coordinator

STATE STREET CORPORATION
03.2003 - 08.2004

Tax Analyst / Senior Associate Client Services Specialist

STATE STREET CORPORATION
06.2001 - 06.2019

International Tax Coordinator

STATE STREET CORPORATION
03.2001 - 03.2003

Disbursement and Tax Department Representative

NEW ENGLAND FINANCIAL / METLIFE
01.2000 - 01.2001

Business Administration -

Bristol Community College

Computerized Accounting Technology -

KINYON-CAMPBELL BUSINESS SCHOOL
MARIA ABREU YOUNG