Patricia Casey Ortiz
Milford,MA
Summary
Accomplished Revenue Officer at the US Treasury - Internal Revenue Service, adept in financial analysis and interpersonal communication. Excelled in resolving complex tax issues, enhancing voluntary compliance, and recovering unpaid taxes through investigative techniques. Demonstrated exceptional customer service, securing favorable settlements and fostering taxpayer trust.
Overview
34
34
years of professional experience
Work History
Revenue Officer
US Treasury - Internal Revenue Service
06.1991 - Current
- Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
- Developed strong working relationships with taxpayers, fostering trust and encouraging voluntary compliance.
- Contributed to a positive work environment through proactive collaboration and effective communication with colleagues.
- Maintained detailed case documentation, ensuring accurate recordkeeping and streamlined communication among team members.
- Utilized negotiation skills to secure favorable settlements with delinquent taxpayers while maintaining professionalism at all times.
- Provided exceptional customer service to address taxpayer inquiries and resolve disputes quickly.
- Considered alternative means of resolving tax debt issues if taxpayer could not pay
- Conducted thorough investigations to uncover hidden assets, increasing revenue collection success rates.
- Collaborated with cross-functional teams to identify underreported income and enforce tax laws.
- Negotiated payment agreements with delinquent taxpayers, ensuring prompt debt resolution.
- Conducted research, interviews and investigations for information pertaining to alleged criminal violations.
- Identified potential fraud cases, leading to the recovery of unpaid taxes and prevention of revenue loss.
- Collected delinquent federal taxes and secured all delinquent returns.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
Education
Bachelor Of Business Administration - Marketing
Suffolk University
Boston, MASkills
Research Skills
Customer Service
Investigative Techniques
Financial Analysis
Interpersonal Communication Skills
Detailed Documentation
Timeline
Revenue Officer
US Treasury - Internal Revenue Service
06.1991 - Current
Bachelor Of Business Administration - Marketing
Suffolk University
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