Melinda Wyatt
Tax Examiner
Austin,TX
Summary
Experienced with tax code interpretation, auditing, and compliance review. Utilizes analytical skills to identify discrepancies and ensure accurate tax processing. Strong understanding of regulatory requirements and proficiency in financial record examination.
Overview
21
21
years of professional experience
Work History
Tax Examiner
Department of Treasury, Internal Revenue Service
01.2012 - 01.2025
- Subject matter expert (SME) in individual international compliance. specializing in verification of 1042-S for non-resident aliens, dual-status citizenship and FACTA filing requirement.
- Daily processing of 1040s and reviewing W-2's and 1099s verifying withholding and credits.
- Reduced errors in tax assessments by meticulously reviewing calculations and documentation.
- Researched tax issues and stayed current on all federal and state tax laws.
- Increased tax compliance by thoroughly examining financial documents and identifying discrepancies.
- Ensured timely processing of returns through efficient workload management and attention to detail. Processing and correcting miscalculations reviewing at least 80 tax retuns in any given business day
Personal Banker
Wells Fargo Bank
01.2009 - 01.2011
- Recommended loan approvals and denials based on underwriter's review
- Educated clients on the variety of loan products and available credit options
- Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering Act, USA Patriots Act, and the Privacy Act
- Assessed client's financial situations to develop strategic financial planning solutions
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Processed deposits, withdrawals and ACH transfers accurately.
- Suspicious activity reporting (SAR) on questionable transactions
Installed Sales Manager
Lowe's Home Improvement
01.2004 - 01.2007
- Managed the daily operation of installation sales
- This includes supervising and training associates, managing associate's performance, ensuring adequate department coverage through the scheduling of associates
- Daily, I would utilize internal systems and review reports to plan inventory levels, resolve any issues, track orders, manage installation, acquire permits, and retrieve any other necessary information
- In this position, l often resolved conflicts between multiple parties (e.g., contractors and customers)
Education
Bachelor of Arts - CRIMINAL JUSTICE
SAN FRANCISCO STATE UNIVERSITY
San Francisco 1 2000 - 1 2004
Skills
Proficient in Outlook Functions
Proficient in Microsoft Word
Advanced Excel Skills
Experienced in Microsoft Teams Collaboration
Subject Matter Expert in Federal Taxation
Detail-Oriented Task Management
AML Regulatory Knowledge
SAR Compliance Reporting
Timeline
Tax Examiner
Department of Treasury, Internal Revenue Service
01.2012 - 01.2025
Personal Banker
Wells Fargo Bank
01.2009 - 01.2011
Installed Sales Manager
Lowe's Home Improvement
01.2004 - 01.2007
Bachelor of Arts - CRIMINAL JUSTICE
SAN FRANCISCO STATE UNIVERSITY
1 2000 - 1 2004