Experienced Tax Analyst with over 15 years of experience in electronic payment, skilled in multitasking, and meticulous documentation. Proven ability to identify issues, lead teams, and enhance processes for improved efficiency. Known for fostering collaboration among teams and stakeholders, driving significant improvements in the tax payment process.
Overview
2026
2026
years of professional experience
Work History
Tax Analyst
Internal Revenue Service, IRS
Lanham, Maryland
04.2010 - Current
Support audits by providing the necessary documentation and explanations.
Communicate with stakeholders regarding tax payment inquiries and required information.
Identify tax payment-related issues and addressed them with the management team, suggesting methods for improvement.
Conduct research using various resources and tools to verify the proper posting of electronic payments.
Lead the team to create the Make a Payment (MaP) flow within the Individual Online Account (IOLA), Business Tax Account (BTA), and Tax Pro applications.
Lead analyst for Direct Pay, Individual, and Business, and submit change requests for all necessary and required updates throughout the year.
Create and submit change requests for all changes within EFTPS and follow the process with external stakeholders to the production release.
Respond to many inquiries regarding the electronic payment process with detailed answers and include any required and necessary documentation.
Coordinate all new requirements with necessary stakeholders, including EFPPS developers, Fiscal Service, and Fiserv, to ensure a quality product.
Understand the importance of working as a team and have a solid working relationship with my teammates.
Assist co-workers with any guidance they request or need in their daily tasks.
Internal Revenue Agent
Internal Revenue Service, IRS
Wheaton, MD
01.2008 - 04.2010
Conducted comprehensive audits of taxpayer accounts for compliance with federal regulations.
Analyzed financial records to identify discrepancies and potential tax liabilities.
Prepared detailed reports summarizing audit findings and recommendations for taxpayer actions.
Educated taxpayers on tax laws, regulations, and filing requirements during audits.
Analyzed financial records and tax returns to identify discrepancies or potential fraud cases.
Conducted audits of individual, corporate, and partnership income tax returns.
Tax Compliance Officer
Internal Revenue Service, IRS
Garden City, New York
06.2006 - 01.2008
Conducted detailed financial audits to ensure compliance with tax regulations.
Analyzed financial records to identify discrepancies and areas of concern.
Documented proposed changes by evaluating schedules and reports.
Compiled detailed reports of audit findings and discussed them with taxpayers.
Subpoenaed bank account records to review and analyze income received versus income reported.
Researched complex tax issues using appropriate resources such as the Internal Revenue Code and other relevant materials.
Reviewed tax returns for accuracy and completeness, verifying reported income and expenses.
Trained new tax compliance officers in a 6-week training class.
Maintained up-to-date knowledge of changing tax codes, policies, and regulations.
Provided guidance on tax regulations and procedures to taxpayers.
Offer Examiner
Internal Revenue Service, IRS
Holtsville, New York
2005 - 05.2006
Examined and analyzed offers to assess whether an offer should be accepted to rejected.
Communicated determinations regarding acceptability and explained the basis for the determination to taxpayers and their representatives.
Researched and analyzed information retrieved from automated and manual systems to verify financial information and to conduct investigations.
Provided technical and procedural information to taxpayers and their representatives over the telephone and in writing.
Conducted interviews with stakeholders to gather essential information.
Prepared detailed reports summarizing findings and recommendations.
Customer Service Representative Team Lead
Internal Revenue Service, IRS
Holtsville, New York
01.1995 - 07.2005
Provided a positive environment through cooperative teamwork.
Managed daily operations of customer service team to enhance efficiency.
Oversaw scheduling and workflow assignments for optimal resource allocation.
Resolved complex customer inquiries and escalated issues as needed.
Answered customers' questions and addressed complaints received by mail or by phone to immediately rectify issues.
Provided guidance and support to customer service representatives.
Conducted a quality review of the teams' closed cases and live phone calls, and provided feedback to CSRs.
Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
I'm a classroom instructor trained and have taught many classes on duplicate returns, 1040X's, written correspondence, and No Merge cases.
Developed training materials to improve staff onboarding process.