Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
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Open To Work

Michael Lopez

Tax Relief Specialist
Littleton,CO

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

Tax Relief SpecialistDebt Recovery Agent/SpecialistTax ResolutionTelemarketingSales Associate

Work Type

Full Time

Location Preference

Hybrid
Location: Littleton, CO, USDenver, CO
Open to relocation: Yes

Salary Range

75000/yr - 200000/yr

Important To Me

Career advancementFlexible work hoursWork from home optionWork-life balance

Summary

Tax relief specialist with a proven track record of reducing processing times by 20%. Expert in financial analysis and compliance, consistently resolving client liabilities averaging $50,000. Leverages strategic problem-solving to optimize tax processes and drive significant savings.

Overview

23
23
years of professional experience

Work History

Tax Relief Specialist

Integrity Financial Associates
02.2024 - 05.2025
  • Reduced tax liabilities by $50K annually for major clients
  • Enhanced customer satisfaction with timely and accurate issue resolution.
  • Followed all company policies and procedures to deliver quality work.
  • Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
  • Conducted follow-up calls as necessary in order to ensure complete satisfaction with resolutions provided.
  • Handled escalated calls professionally, ensuring full resolution of the issue at hand.
  • Increased efficiency in tax preparation by maintaining organized records of all relevant transactions throughout the year.
  • Filed requests for penalty abatement, successfully removing tax penalties based on reasonable cause.

Debt Recovery Agent/Specialist

BRW Financial
03.2005 - 11.2007
  • Initiate contact with debtors via phone, email, or mail to notify them of overdue accounts.
  • Discuss payment options, establish repayment plans, and settle debts to recover owed amounts.
  • Utilize tools and databases to locate debtors who have moved or changed contact information.
  • Handle customer inquiries, complaints, and discrepancies regarding the debt.
  • Meticulously managed data entry for 500+ client accounts, maintaining a 97% accuracy rate.
  • Precise attention to detail for tracking, reporting, and updating accounts.

Sales Director /Head of Sales Department

In the Spotlight
08.2002 - 08.2005
  • Streamlined internal processes related to lead generation and prospecting tactics, reducing time spent on administrative tasks.
  • Aligned sales objectives with corporate goals by creating strategic plans that balanced short-term wins with long-term sustainability.
  • Launched new product lines successfully after conducting thorough market assessments and identifying gaps in consumer needs.
  • Negotiated contracts with vendors and suppliers, resulting in cost savings for the company.
  • Increased sales revenue by strategically identifying and pursuing new business opportunities.
  • Contributed to overall company growth by sharing expertise during executive meetings, informing decision-making processes.

Education

Associate of Arts - Mechanical Engineering

Adams State University
Alamosa, CO
06-2017

Associate of Applied Science - Mechanical Drafting

IntelliTech
Colorado Springs, CO
10-2015

Associate of Arts - Computer Information Systems

VoTech
Boulder, CO
03-2005

Skills

  • Compliance Management
  • Financial Analysis
  • Deductions Maximization
  • Efficiency Optimization
  • Teamwork and collaboration
  • Negotiation & Representation
  • Proficient in OIC
  • Installment Agreements
  • Friendly, positive attitude
  • Customer service
  • Problem-solving
  • Time management
  • Multitasking
  • Computer skills
  • Multitasking Abilities
  • Critical thinking
  • Customer relations
  • Tax deductions optimization

Timeline

Tax Relief Specialist

Integrity Financial Associates
02.2024 - 05.2025

Debt Recovery Agent/Specialist

BRW Financial
03.2005 - 11.2007

Sales Director /Head of Sales Department

In the Spotlight
08.2002 - 08.2005

Associate of Arts - Mechanical Engineering

Adams State University

Associate of Applied Science - Mechanical Drafting

IntelliTech

Associate of Arts - Computer Information Systems

VoTech

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Michael LopezTax Relief Specialist