Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Monique Moise

Philadelphia,PA

Summary

Results-driven Tax Examining Technician at the Department of Treasury, skilled in financial reporting and audit management. Enhanced taxpayer compliance through meticulous document review and exceptional interpersonal relations, significantly reducing case backlog. Proven ability to streamline processes and foster organizational growth while maintaining high standards of accuracy and customer satisfaction.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Tax Examining Technician

Department of Treasury
Philadelphia, PA
07.2023 - Current
  • Enhanced taxpayer compliance by accurately processing tax returns and identifying discrepancies.
  • Enabled quicker resolution of outstanding cases through excellent organizational skills when managing caseloads.
  • Facilitated accurate reporting for taxpayers by reviewing financial documents and ensuring proper application of tax laws and regulations.
  • Participated in professional development opportunities such as training sessions or workshops, further enhancing expertise in tax examination processes.
  • Provided exceptional customer service to taxpayers, consistently receiving positive feedback on professionalism and helpfulness.
  • Supported audit process by meticulously examining financial statements, identifying potential errors, and recommending corrective actions.
  • Assisted in reducing case backlog by prioritizing tasks and efficiently managing workload.
  • Helped maintain Integrity of tax system by identifying instances of potential fraud or abuse through diligent examination practices.
  • Streamlined communication with taxpayers by promptly addressing inquiries and providing clear, concise information on tax-related matters.
  • Helped maintain the integrity of the tax system by identifying instances of potential fraud or abuse through diligent examination practices.
  • Reduced processing time for complex cases by conducting thorough research and analysis to identify underlying issues quickly.
  • Provided support to colleagues when needed, sharing knowledge on best practices within the field.
  • Responded to taxpayer questions and helped individuals complete and file tax documentation.

Administrative Clerk

Department of Commerce
01.2020 - 06.2023
  • Entered data into system and updated customer contacts with information to keep records current.
  • Safeguarded sensitive information by maintaining strict confidentiality protocols when handling personnel files or company documentation.
  • Input data and processed system change to generate accurate reports.
  • Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
  • Created welcoming environment for customer by greeting and assisting, as well as quickly responding to customer inquiries and needs.
  • Increased customer satisfaction with prompt and courteous service while addressing inquiries and concerns.
  • Reduced errors in data entry tasks by maintaining accurate records and utilizing verification methods.
  • Balanced multiple roles to accomplish diverse tasks and make larger impact to organization.
  • Coordinated and maintained impressive office organization to keep facilities efficient, organized, and professional.

Education

Master of Science - Public Administration

West Chester University
West Chester
05-2013

Bachelor of Science - Criminal Justice

Kutztown University of Pennsylvania
Kutztown, PA
05-2006

Skills

  • Organizational growth
  • Teamwork orientation
  • Financial statements
  • Data entry proficiency
  • Document review
  • Interpersonal relations
  • Financial reporting
  • Audit management
  • Analytical mindset
  • Spreadsheet management

Certification

  • Certified Tax Examiner, Department of Treasury - 2 yrs

Timeline

Tax Examining Technician

Department of Treasury
07.2023 - Current

Administrative Clerk

Department of Commerce
01.2020 - 06.2023

Master of Science - Public Administration

West Chester University

Bachelor of Science - Criminal Justice

Kutztown University of Pennsylvania

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