Matthew Underwood
Bristol,PA
Summary
Detail-oriented Tax Examiner Clerk with the IRS, skilled in recordkeeping and documentation. Successfully streamlined processes, enhancing efficiency and reducing paper waste. Adept at analyzing taxpayer returns and internal documents, while fostering collaboration through training sessions. Proven ability to manage high-volume caseloads and maintain accuracy under tight deadlines.
Overview
20
20
years of professional experience
Work History
Tax Examiner Clerk
Internal Revenue Service, IRS
05.2005 - Current
- Ensured timely processing of returns through efficient workload management and attention to detail.
- Collaborated with team members to enhance overall efficiency and effectiveness within the department.
- Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines
- Streamlined document storage process by digitizing files onto a secure server, improving accessibility for all team members and reducing paper waste.
- Conducted training sessions for new employees, sharing best practices and insights to facilitate a smooth onboarding experience.
- Managed multiple projects simultaneously while maintaining strict attention to detail, enabling timely completion without sacrificing quality or accuracy.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Input financial data.
- Maintained account accuracy by reviewing and reconciling checks.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Gathered, evaluated and summarized account data to determine the nature and scope of issue.
- located and selected appropriate guidelines for resolution, based on information received from taxpayer, including internal documents, correspondence, and taxpayer returns.
- input returns to be assigned to individual teams for further processing.
- Receive, record, sort, batch, associate controls, stages,collects,mails, extracts to distribute incoming/ outgoing work.
- perform various clerical and procedural tasks using an automated tax system.
- assign and maintain scanned documents.
- monitor and update work status and inventory records
- ordered research and acknowledge correspondence.
- perform other support activity as required.
Education
Computer Skills
MBF Center
Norristown, PA05-1997
High School Diploma -
Abraham Lincoln High School
Philadelphia, PA06-1990
Skills
- Recordkeeping and documentation
- Payment plan processing
- Deduction legitimacy
- Basic accounting principles
- Review and analyze internal documents, correspondence, and taxpayer returns
- Receive inputted returns to be assigned to individual teams to be worked
- Record, sort, and batch associated controls, stages, mails, extracts to distribute work
Manager award for team development
Performance award.
Individual execellence in performance award
Overall execellence in performing duties with accuracy and diligence.
Timeline
Tax Examiner Clerk
Internal Revenue Service, IRS
05.2005 - Current
Computer Skills
MBF Center
High School Diploma -
Abraham Lincoln High School
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