Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nikelle Acosta

Roy,UT

Summary

Well-versed Tax Examining Technician with in-depth knowledge of tax laws and regulations. Experience includes processing tax returns, identifying discrepancies, providing taxpayer assistance, and maintaining accurate records. Strong analytical skills, ability to work under pressure and high attention to detail are key strengths. Past roles have demonstrated positive impact through increased accuracy in tax return examinations and improved efficiency in workflow management.

Overview

6
6
years of professional experience

Work History

Tax Examining Technician GS 6

Internal Revenue Service, IRS
Ogden, UT
01.2023 - Current
  • I review and analyze tax returns to ensure the accuracy of information and the completeness of forms.
  • Analyzed financial documents, such as bank statements, pay stubs, and W-2s to verify income reported on tax returns.
  • I prepare correspondence to taxpayers and employers regarding discrepancies found in filed returns.
  • Processed requests for abatements or refunds according to established policies and procedures.
  • I have conducted investigations into suspected cases of fraud or non-compliance with the Internal Revenue Code.
  • I verify that all required documents were included in the submitted tax returns.
  • Assisted other departments with special projects as needed, such as Entity Unpotable.
  • I have worked collaboratively with other departments within the organization to resolve customer inquiries promptly.
  • Performed quality assurance reviews on completed work by colleagues.
  • I utilize computer software programs, such as Microsoft Excel, to manage data efficiently, daily.
  • I have conducted independent field audits and investigations of income tax returns to verify the information provided.
  • Answered questions from taxpayers and assisted individuals with completing tax forms.
  • Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
  • Maintained up-to-date contact information for each case under review.
  • Researched federal and state laws, regulations and procedures to provide accurate advice to taxpayers.
  • Determined the amount of taxes due or refundable based on analysis of financial data.
  • Issued notices for delinquent accounts, calculated interest charges and penalties for late payment of taxes.
  • Provided guidance to taxpayers on filing requirements, payment options, filing deadlines.
  • Developed strategies for resolving complex cases involving multiple entities.
  • I have processed Individual Master File (IMF) and Business Master File (BMF) documents.
  • I got the opportunity to learn how to work with the Integrated Data Retrieval System (IDRS), amend taxpayers' taxes, W-7 forms, and Computer Program (CP) notices.
  • I am quick to learn and adapt to all changes as they may occur.
  • I got the opportunity to become a certified On-Job Instructor (OJI).

General Clerk GS 3

Internal Revenue Service
Ogden, UT
04.2021 - 01.2023
  • At the Input Corrections Operations (ICO/Files), I learned how to effectively read a Document Location Number (DLN), which is how we establish where to file or pull taxpayer documents.
  • It allows anyone to easily locate documents as the DLN travels throughout the pipeline.
  • It also enables me to differentiate between different document codes, and I scrupulously put the documents away or pull them out in a timely manner.
  • It is my responsibility, when pulling a document, to ensure that it is correct, so it can continue to be moved in the pipeline and worked on accordingly.
  • I have processed Individual Master File (IMF) and Business Master File (BMF) documents.
  • When refiling, I am required to make sure the document is placed and put away in the correct area, so it stays in DLN order.
  • If it is ever needed for future modifications, it can be accurately located and quickly transported to be processed.
  • I helped ensure that my department can have a continuous workflow by doing cycles.
  • I know how things get shelved in DLN order and by doc code.
  • I know how to effectively check folders for any errors, so they can be corrected if needed.
  • I can shift work to another area in the warehouse to make room for more incoming work.
  • I changed my tour of duty for a week when learning the cycle.
  • I know how to organize the work to easily find what I need to shelve.
  • I know how to locate my area in the warehouse, so my work is put in correctly.
  • I got the opportunity to become a certified On-Job Instructor (OJI), then lead and trained my peers on both refiles and pulls.
  • I reviewed the pulls reference guide to ensure the information is correct, so that it can be elevated and approved as an official guide.
  • I am always eager to learn any new phases that may come up for my job.
  • I also assisted in identifying and giving feedback for quality reviews (QR), ensuring that work was being done properly.
  • If an error is found, I will give feedback to the employee to produce high-quality production.
  • Assisted with data entry, filing, sorting mail, and other office duties.

Detailed General Clerk GS 3

Internal Revenue Service
Farr West, UT
03.2022 - 06.2022
  • While on a volunteered detail to Receipt and Control Operations (RCO), I received, opened, sorted, and distributed both incoming and outgoing mail; I would route mail to various points within and outside the organization.
  • I ensured all mail contained sufficient information for proper delivery.
  • I maintained logs for mail accountability purposes.
  • I screened documents, forms, and letters addressed or routed to various offices, and researched correspondence not addressed to specific functional areas.
  • I screened material initially identified as 'unable to route' to determine the information requested, and based on a thorough knowledge of the organization and the functions of various offices, I located the proper office where the material should be sent.
  • I identify forms or documents requiring special priority handling, and I treat them accordingly.
  • I receive and process incoming and outgoing registered, certified, and express mail shipments.
  • I maintain appropriate records and/or logs for tracking and reconciliation purposes.
  • I review and process outgoing mail through the mail metering system.
  • I obtained and provided mail count data daily to the senior manager.

Detailed General Clerk GS 3

Internal Revenue Service
Ogden, UT
12.2021 - 03.2022
  • On a volunteered detail to RAVIS/IVES in the Data Convention Operation (DCO) department, I had the opportunity to learn something new and expand my knowledge.
  • During my time in RAVIS/IVES, I learned how to sort documentation and prepare it for shipment.
  • After the tax examiners finish their printed work, it will be given to me to continue the process.
  • I would do this by folding, packaging the document, and then shipping it out to a new department.
  • I also helped improve the RAVIS/IVES process by communicating with my teammates to think of an idea we called a 'Money Wall Truck.'
  • This created an area in which forms could be transported in an organized manner, therefore leading to an efficient and effortless daily workflow.

Cook/Cashier

Burger King
Layton, UT
08.2018 - 04.2021
  • While working at Burger King, I constantly treated the company’s property and equipment with the utmost care and respect.
  • Remained calm and professional during high-stress situations.
  • Earned Employee of the Month, along with a pay raise.
  • As a line cook in a fast-paced restaurant, I would prepare an organized station before the start of service each day.
  • Adhered to food safety regulations, such as storing food properly, and maintained proper temperatures and conditions as needed.
  • I cleaned the kitchen and organized the cooking utensils.
  • While working as a cashier, I would take orders, modify customers’ orders, and package their meals while always maintaining a neat appearance and professional attitude.
  • I serve customers and my peers as a friendly, hardworking, and punctual employee.
  • Constantly being organized and completing assignments in a timely, efficient manner.
  • Prepared meals according to recipes and menus, adjusted ingredients and cooking times accordingly.
  • Adhered to food safety standards when storing and preparing foods.
  • Supervised and trained kitchen staff on proper preparation techniques.
  • Checked quality of ingredients before use in order to ensure freshness.

Education

High School Diploma -

Layton High School
Utah
06-2020

Skills

  • Analytical mindset
  • Data entry proficiency
  • Taxpayer relations
  • Business ethics
  • Research proficiency
  • Multi-tasking ability
  • Communication Skills
  • Teamwork skills
  • Professionalism
  • Leadership skills

Timeline

Tax Examining Technician GS 6

Internal Revenue Service, IRS
01.2023 - Current

Detailed General Clerk GS 3

Internal Revenue Service
03.2022 - 06.2022

Detailed General Clerk GS 3

Internal Revenue Service
12.2021 - 03.2022

General Clerk GS 3

Internal Revenue Service
04.2021 - 01.2023

Cook/Cashier

Burger King
08.2018 - 04.2021

High School Diploma -

Layton High School

Similar Profiles

CREATE PROFILE
Nikelle Acosta