Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nicole Merlo

Holtsville,NY

Summary

Dynamic and results-oriented professional with extensive experience in administrative and clerical roles, notably at the Internal Revenue Service. Excelled in managing sensitive data, ensuring compliance with tax law, and enhancing digital record-keeping processes. Demonstrates exceptional organizational skills and a strong ability to communicate effectively, fostering teamwork and improving operational efficiency.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Tax Examining Clerk

Internal Revenue Service-Federal Government
Holtsville, NY
09.2024 - 02.2025

• Assisted Offer Examiners and Process Examiners with administrative and clerical tasks to support case processing and review.

• Reviewed, organized, and processed tax documents, ensuring accuracy and compliance with IRS regulations.

• Entered and maintained taxpayer information in government databases, handling sensitive data with confidentiality.

• Provided support in researching and verifying tax records to assist examiners in case resolution.

• Communicated with internal departments to facilitate the flow of information and ensure timely case processing.

• Participated in the transition to a fully digital filing system, ensuring that all new hires were trained in scanning procedures.

• Scanned and digitized all case files—both new and existing—onto a secure government hard drive for streamlined record-keeping and accessibility.

• Utilized excellent computer skills, including proficiency in Microsoft Excel, to track and manage case data efficiently.

Administrative Assistant

Northwell Health
East Setauket, NY
04.2022 - 08.2024

• Provide administrative support to department leadership and staff, ensuring efficient daily operations.

• Manage schedules, coordinate meetings, and arrange appointments for executives and medical personnel.

• Handle confidential patient and employee information in compliance with HIPAA regulations.

• Prepare and organize reports, correspondence, and other documentation for internal and external communication.

• Maintain and update electronic and physical filing systems for accurate record-keeping.

• Process invoices, expense reports, and purchase orders in accordance with company policies.

• Assist with onboarding new employees, including scheduling training sessions and preparing necessary documentation.

• Serve as a liaison between departments, answering phone calls, emails, and directing inquiries as needed.

• Utilize Microsoft Office Suite, including Excel, Word, and Outlook, to complete administrative tasks efficiently.

• Support special projects and initiatives to improve workflow and operational efficiency within the department.

Paraprofessional

Sachem Central School District
Holbrook, NY
09.2019 - 09.2022
  • Collaborated with special education staff to develop Individualized Education Plans.
  • Planned and supervised games and other recreational activities for students.
  • Monitored computer usage and assisted students with hardware and software issues.
  • Provided guidance to students in the classroom setting.
  • Administered assessments to determine student's academic performance levels.
  • Organized classroom spaces to meet students' learning needs and smoothly manage planned activities.
  • Facilitated communication between educators, administrators, and parents regarding student progress.
  • Helped implement behavior management strategies for individual students.

Administrative Assistant

Bay Fuel
Holtsville, NY
02.2020 - 05.2022
  • Attended professional development sessions related to working with special education populations.
  • Motivated students using feedback and encouragement.
  • Monitored behavior of students in order to ensure a safe, positive learning environment.
  • Evaluated student needs to provide helpful resources and support.
  • Provided disabled students with assistive devices and supportive technology.
  • Supported the development of social skills through modeling appropriate behavior and interactions with peers.
  • Assisted faculty members or staff with student conferences.
  • Supported students with personalized accommodations, extra assistance and educational assessments.
  • Improved behavior with modification and positive reinforcement techniques.
  • Provided feedback on how well a student is progressing towards meeting their IEP goals.
  • Notified instructors of errors or problems with assignments.
  • Participated in meetings with teachers, administrators, counselors, parents and guardians, outside agencies regarding student's progress.
  • Tutored neurodiverse children individually or in small groups to foster mastery of course concepts.
  • Collaborated with teacher to develop personalized and successful learning strategies.
  • Provided one-on-one instruction to students who needed extra help with learning tasks.
  • Offered emotional support during times of difficulty or crisis situations involving the student.
  • Worked in tandem with teacher to develop customized classroom environment conducive to students' needs.
  • Reviewed and reported on IEP progress.
  • Developed lesson plans for small groups or individual students that focused on academic, behavioral, and social goals established in IEPs.
  • Assisted neurodiverse students with classwork and activity preparation.

Education

Suffolk County Community College
Selden, NY

Skills

  • Deadline management
  • Accounting principles
  • Tax law
  • Auditing techniques
  • Teamwork orientation
  • Document review
  • Confidentiality
  • Strong communication skills
  • Client confidentiality
  • Organizational skills
  • Interpersonal communication
  • Filing
  • Bookkeeping
  • Scheduling
  • Letter preparation

Certification

New York State Cosmetology License.

License # AEC-22-11919

Issued by: New York State Departmeent of State

12/09/2022-12/09/2026

Timeline

Tax Examining Clerk

Internal Revenue Service-Federal Government
09.2024 - 02.2025

Administrative Assistant

Northwell Health
04.2022 - 08.2024

Administrative Assistant

Bay Fuel
02.2020 - 05.2022

Paraprofessional

Sachem Central School District
09.2019 - 09.2022

Suffolk County Community College
Nicole Merlo