Pamela Corby

Continue to expand and grow all duties from being an Audit Intern

Determine specific records to be audited

Follow audit procedure and modify as needed

Determine audit timeframe

Apply appropriate tax laws and statutes to varied situations

Analyze and interpret results from incomplete records

Prepare worksheets and narratives to describe results and audit procedures

Collect information from the taxpayer and other entities

Assist and educate taxpayer in applicable state laws and help facilitate changes to become compliant

• Acquired knowledge through formal and informal training and through independent field audit work
• Performed field audits at locations of small taxpayer accounts for all taxes the account is liable for
• Assisted higher level auditors in audits
• Wrote narrative report and assemble the audit file for submission to reviewer
• Entered all accounting data for time tracking, audit hours and adjustment data in the various computer software
• Continued to develop skills to create and prioritize workplans to productively use work time
• Researched applicable policy statements and develop ability to find statutes
• Performed preliminary audit work for field audit of small businesses
• Conducted opening and closing conferences with small taxpayers
• Conducedt routine interviews and discussions with taxpayer staff, taxpayer agents or other parties in the routine audit.

• Reviewed tax returns for accuracy and completeness ensuring they can be processed as filed
• Resolved errors and correspond with tax payers
• Analyzed account files
• Issued refunds, bills and made adjustments
• Calculated penalty and interest
• Collected delinquent taxes
• Handled customer complaints
• Worked with other taxing authorities such as the IRS, local municipalities and other state agencies
• Trained and managed other employees
• Monthly presentations to the public.

• Computed taxes owed or overpaid using adding machines or personal computers
• Completed entries on forms
• Followed tax form instructions and tax tables
• Used all appropriate adjustments, deductions and credits to keep client's taxes to a minimum
• Reviewed financial records such as income statements and documentations of expenditures to determine forms needed to prepare tax returns.

• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan
• Recommended strategies to clients in cash management, insurance coverage, investment planning or other areas to help them achieve their financial objectives
• Analyzed financial information obtained from clients to determine strategies for meeting their financial objectives
• Reviewed client's accounts and plans regularly to determine life changes, economic changes, concerns and financial performance to indicate plan reassessment
• Managed client portfolios, keeping client plans up to date
• Contacted clients to determine any changes in their financial status
• Prepared or interpreted client's information such as investment performance reports, financial document summaries or income projections
• Investigated available investment opportunities to determine compatibility with client goals
• Conducted seminars or workshops on various financial topics.

• Computed taxes owed or overpaid using adding machines or personal computers
• Completed entries on forms
• Use all appropriate adjustments, deductions and credits to keep client's taxes to a minimum
• Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses
• Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.