Dynamic Tax Examining Technician with expertise from the I.R.S. Department of the Treasury, skilled in tax compliance and document verification. Proven ability to analyze financial discrepancies and safeguard sensitive information. Recognized for effective communication and critical thinking, ensuring accurate processing of tax returns and enhancing operational efficiency. Adheres to policies, procedures outlined by the IRS, Department of the Treasury.
(Over 25 yrs Combined DoD and Federal Service) - As a Tax Examiner, I reviewed submitted documents from taxpayers from all over the world. Documents would include 13 acceptable documents that the IRS has determined to be valid proof of identification. Responsible for keeping these documents safeguarded at all times, and also determining if some documents may be PII (questionable for validity), and placing a flag on the taxpayer's application for further review down the pipeline.
Uploaded information for assigned taxpayers regarding their personal information, as well as their supporting document information, onto an IRS internal automated platform. Those deemed valid and who have all necessary supporting documentation are assigned; those missing information are classified as suspended; and those applicants with little to no information or lacking a citizen relationship with someone in the US are Rejected. All final dispositions have an ITIN number assigned if accepted by internal processing rules, regulations, and guidelines. All information submitted and approved is uploaded manually by database entry into the IRS Secured, automated system for final disposition of Assigned, Suspended, or Rejected. All work was performed as trained by me, with the DLN number and final assigned numbers edited onto the tax return and the W-7.
Responsible as an AP Accountant to log into the internal HHSC database to devise Purchase Orders for Field Service Vouchers coming in for payment. Once the supporting documentation is reviewed for accuracy, a P.O. is created and reviewed again with attention given to the SOW, Pop, accounting codes for proper assignment of purchase against code that is assigned to cover those expenses. Fielded calls from all over Texas regarding training, troubleshooting, and all problems with representatives in remote areas to help create those PRs to submit for payment.