Marissa Salerno
Roy,UT
Summary
Professional with strong background in tax analysis and compliance review. Proven track record in ensuring accuracy and adherence to complex regulatory standards. Known for excellent teamwork and adaptability, driving effective collaboration and results. Skilled in data analysis, problem-solving, and regulatory research, always dependable under shifting priorities.
Overview
7
7
years of professional experience
Work History
CSCO Collections Tax Examiner
Internal Revenue Service
07.2024 - Current
- Company Overview: This is a federal job
- Receive, research, and process Standard Installment Agreements and Direct Debit Installment Agreements
- Review and research taxpayer accounts to recommend Lien requirements
- Submit and verify bank account information
- Consistently maintain appropriate and professional contact with other divisions of the IRS (internal customers) as well as external customers via written correspondence
- Detail-oriented data entry with 5+ years of experience resolving taxpayer accounts
- Fully successful at utilizing a variety of automated systems to verify, correct, and adjust taxpayer information, update status, secure and interpret information, determine appropriate action, maintain inventory and statute control, and effect case closure
- Analyze and interpret transcripts and other documents in the case file and relevant data bases
- This is a federal job
- Supervisor: Alberta Young
- Okay to contact the supervisor: Yes 801-726-6602
CAF/POA Tax Examiner
Internal Revenue Service
10.2021 - 07.2024
- Company Overview: This is a federal job
- Receive, research, and process Power of Attorney (POA)
- Knowledge of how to use all Microsoft software such as Word, Excel, PowerPoint, Outlook, and OneNote
- Consistently utilize multiple internal command codes to review, update, and correct data to be entered into internal database
- Protect the confidentiality of the taxpayer within the confines of disclosure laws or rules and regulations
- Routinely examines case files to ensure all prescribed documents are present, complete, and consistent
- Fully successful at utilizing a variety of automated systems to verify, correct, and adjust taxpayer information, update status, secure and interpret information, determine appropriate action, maintain inventory and statute control, and effect case closure
- Analyze and interpret transcripts and other documents in the case file and relevant data bases
- Consistently maintain appropriate and professional contact with other divisions of the IRS (internal customers) as well as external customers via written correspondence
- Remain informed of changes in tax laws and regulations
- Consistently utilize the Internal Revenue Manual (IRM) and the Service wide Electronic Research Program (SERP) resource pages to stay up to date on all IRS practices
- Excellent communication skills, both verbal and written
- Cultivated interpersonal skills by building positive relationships with others
- Routinely assist as an OJI (On the Job Instructor) providing classroom instruction, form review, and technical assistance
- Routinely utilized as team B6001 Back-Up Lead
- Independently reviews assignments to identify nature and scope of issues involved and determine the steps, methods, and procedures necessary to complete the assignment
- This is a federal job
- Supervisor: Dayna Farr
- Okay to contact the supervisor: No (No longer with company)
Mail/File Clerk: ICT 1040X
Internal Revenue Service
12.2019 - 10.2021
- Company Overview: This is a federal job
- Successfully batch, prepare documents, scan, review, validate, and sort forms daily
- Verified and perfected taxpayer’s information to ensure documents can be properly indexed after scanning
- Archived and disposed of documents according to established policies
- Sorted and classified documents into appropriate filing systems for increased traceability
- Followed security protocols to protect sensitive and proprietary information
- Distributed and balanced workload among employees in accordance with established workflow or job specialization, assuring timely accomplishment of assigned workload
- Used strong analytical problem-solving skills to develop effective solutions for challenging situations
- Participated in team projects, demonstrating ability to work collaboratively and effectively
- Work requires long periods of standing, bending, lifting, and carrying of files or other materials; operating a High-Speed Scanner and related components; and requires recurring lifting and carrying of files and cartons of moderate weight
- Work is performed in an office type files area but expands throughout the entire ARKA building as necessary
- This is a federal job
- Supervisor: Krysta Bell
- Okay to contact the supervisor: No (No longer with company)
Customer and CSR Advocate (Escalations Line)
Bed Bath and Beyond
02.2018 - 11.2019
- Routinely work directly with external customers as well as internal contacts
- Answer customer calls timely and professionally, utilize all ordering and inventory systems (including the customer facing website)
- Promoted to CSR Advocate which increased my responsibilities: Routinely resolved escalated customer issues which involved correctly identifying and addressing coaching opportunities for CSRs
- Consistently worked directly with corporate as well as all stores, warehouses, and external vendors that Bed Bath and Beyond held contracts with
- Consistently utilized and updated spreadsheets, order forms (online and physical), and membership contracts
- Emailed a daily list from Loss Prevention (Fraud Prevention) regarding orders that were flagged as fraudulent
- I routinely called the customer on the order and spoke with them regarding the discrepancies we found that moved them to our fraud risk team
- I consistently kept detailed documentation of the call and the case, then I would email the information to the Loss Prevention Manager with a link to the recorded call for them to save for our long-term records
- Routinely reviewed, approved, and released replacement orders that were created throughout my tour of duty
- This was a specialty task assigned to me as I was the most efficient member of my team
Acting Supervisor
Bed Bath and Beyond
11.2018 - 02.2019
- Managed two teams consisting of twelve CSRs each
- Duties included call monitoring, employee evaluations, call floor support, and attendance tracking
- Consistently placed in charge of the entire night shift, which included an extra service center in Ocoee, FL (a total of twelve teams of ten to twelve CSRs)
- Utilized chat systems in order to keep the entire enterprise supported
- Successfully led multiple large training groups to introduce new job functions, new priority systems, and to address enterprise-wide issues
- The two teams that I was supervising directly were initially the two lowest performing teams on their shift
- However, after I held multiple training sessions and worked with each CSR directly, my teams became the two highest overall performing teams in the enterprise
- The evaluations included quality review (Scores started around 45% then improved to be 98% and above), quantity review (Received calls started around 15 then improved to be around 45-60), and system utilization (Utilization began at 0% then improved to 99%)
- I routinely managed and updated Excel spreadsheets for attendance tracking, adherence tracking, and inventory reports
Education
High School Diploma -
Ben Lomond High School
05.2017
Concurrent Enrollment Language Arts, AP US Government, AP English Literature
Weber State University
05.2017
Skills
- Tax analysis
- Financial documentation
- Data verification
- Compliance assessment
- Detail orientation
- Problem solving
- Time management
- Written communication
Timeline
CSCO Collections Tax Examiner
Internal Revenue Service
07.2024 - Current
CAF/POA Tax Examiner
Internal Revenue Service
10.2021 - 07.2024
Mail/File Clerk: ICT 1040X
Internal Revenue Service
12.2019 - 10.2021
Acting Supervisor
Bed Bath and Beyond
11.2018 - 02.2019
Customer and CSR Advocate (Escalations Line)
Bed Bath and Beyond
02.2018 - 11.2019
High School Diploma -
Ben Lomond High School
Concurrent Enrollment Language Arts, AP US Government, AP English Literature
Weber State University