PATRICIA PEREZ
Ogden,Utah
Summary
Accomplished Tax Examiner with a proven track record at the IRS, adept in tax compliance and case management. Excelled in resolving complex account discrepancies and demonstrated excellent negotiation skills. Bilingual in Spanish, enhancing client communication and confidentiality. Achieved significant improvements in process efficiency and accuracy, benefiting both taxpayers and the agency. Looking to enter the public sector after over 20 years experience working for different government agencies.
Overview
27
27
years of professional experience
Work History
Tax Examiner
INDEPENDENT OFFICE OF APPEALS - IRS
03.2023 - Current
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Analyze, resolve and processed all types of difficult and complex issues/problems for appeals and counsel cases including complex restricted interest and problem resolution cases.
- Utilized a variety of automated systems to verify, correct and adjust taxpayer information, update status, secure and interpret information, determine appropriate actions, maintain inventory and statute control.
- Analyze and interpret transcripts and other documents in the case file and relevant databases to resolve problem resolution cases and to process adjustments to accounts which require in depth knowledge of complex account codes.
- In-depth knowledge of the applicable portions of the Internal revenue Code and regulations to protect statute of limitations, process quick assessments, adjust taxpayer's accounts, close cases, compute restricted interest, net rate and various penalties, determine carracks/carryovers allowances and recaptures.
TAX EXAMINER - Unpostable Team
IRS
11.2019 - 05.2023
- Was assigned documents that had errors which prevented them to post automatically to tax payer accounts and assisted said tax payers in correcting errors.
- Recommended financial solutions in relation to tax implications.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Professionally dealt with taxpayers in confrontational situations in regards to their un-postble document and provided solutions.
- Conducted quality review of other Tax Examiners work for accuracy and provided feedback regarding the IRM section they should have followed to prevent error.
- Acted as an on-the-job instructor for new Tax Examiners.
- Communicated with taxpayers in writing and by telephone.
Eligibility Worker
Santa Barbara County Department of Social Services
07.2007 - 10.2019
- Managed processing of financial assistance and food stamp benefits applications.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Interviewed applicants and explained scope of different available benefits.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Communicated with people from various cultures and backgrounds on application process.
- Assisted clients with accurate eligibility form, application and document completion.
- Resolved discrepancies with client applications to verify eligibility.
- Extensive knowledge of California Medicaid systems including access to SSA data for eligibility verification of SSA benefits and Medicare.
- Created manual budgets to ensure accuracy of benefits issued. Also created overpayment budgets in preparation for fraud cases.
Bilingual Instructional Assistant
Lompoc Unified School District
04.1998 - 07.2005
- Supported teacher in classroom discipline and maintained standards of pupil behavior.
- Served as translator and interpreter for written and verbal communication to students, parents and staff members.
- Worked expertly and productively with students and parents from diverse ethnic groups.
- Displayed knowledge of various routine educational tasks, duties and procedures and followed specific instructions of teacher.
- Demonstrated flexibility, coped with challenges of rapidly changing world and assisted students lacking language proficiency.
- Conducted weekly review sessions to help students prepare for exams.
- Cleaned, organized and restocked classrooms for upcoming classes.
- Prepared reports and maintained administrative records.
- Helped teacher prepare instructional material and displays.
- Enforced rules and instructions to maintain discipline.
- Monitored students in computer lab to enforce proper use of resources.
- Collaborated with instructors to develop engaging lesson plans.
- Assisted students in developing deeper understanding of course concepts by providing one-on-one support.
- Demonstrated specific skills and activities for students to improve understanding and take excess workload off teachers.
- Developed and implemented strategies to improve student engagement.
Education
Medical Billing And Coding
Ogden-Weber Technical College
Ogden07-2025
Santa Barbara Business College
Santa Maria, Ca06-1993
Skills
- Account discrepancies
- Excellent negotiation skills
- Oral communication
- Basic accounting principles
- Case management skills
- Tax compliance
- Client confidentiality
- Recordkeeping and documentation
- Assessment collection
- Bilingual - Spanish
- Software applications
- Ethical standards
Languages
Spanish
Full Professional
Timeline
Tax Examiner
INDEPENDENT OFFICE OF APPEALS - IRS
03.2023 - Current
TAX EXAMINER - Unpostable Team
IRS
11.2019 - 05.2023
Eligibility Worker
Santa Barbara County Department of Social Services
07.2007 - 10.2019
Bilingual Instructional Assistant
Lompoc Unified School District
04.1998 - 07.2005
Medical Billing And Coding
Ogden-Weber Technical College
Santa Barbara Business College
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