Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Passionate about continuous learning and professional development.
Overview
29
29
years of professional experience
Work History
Appeals Officer
Internal Revenue Service, IRS
Newark
09.2021 - Current
Drafted decision letters outlining the basis for the ruling.
Participated in regular meetings with senior management to discuss current issues related to appeals.
Conducted research on applicable laws, regulations, and policies to support decisions.
Reviewed documents such as legal briefs, motions, pleadings, transcripts, contracts, and other records related to the appeal.
Performed administrative tasks such as scheduling hearings and preparing reports.
Held hearings with appellants to review their cases and render decisions.
Researched and analyzed laws and statutes to assist in making just decisions.
Prepared thorough written papers and presentations outlining opinions and decisions.
Revenue Officer
Internal Revenue Service, IRS
New York
02.2010 - 09.2021
Participated in training sessions designed to increase understanding of revenue policies, procedures, systems, and tools.
Identified discrepancies between reported income and actual income levels for individuals or businesses.
Prepared detailed reports on delinquent accounts and recommended appropriate action for collections.
Educated taxpayers on their rights and responsibilities when it comes to paying taxes.
Investigated taxpayer complaints regarding discrepancies in payments or billing errors.
Performed research activities as needed in order to verify information provided by taxpayers or other entities.
Analyzed financial data from various sources to identify potential areas of noncompliance.
Verified accuracy of financial documents such as income tax returns, balance sheets, and bank statements.
Provided guidance to taxpayers on filing requirements, payment options, and applicable laws and regulations.
Handled the collection of delinquent taxes and other debts owed to the government.
Interacted with taxpayers, attorneys, accountants, and representatives to collect on delinquent taxpayer accounts and secure late returns.
Levied salaries, wages and bank accounts.
Prepared administrative reports and assembled case files for closure.
Reviewed historical data to check compliance with internal and regulatory standards.
Field Assistant
Internal Revenue Service, IRS
Fairfield
01.2008 - 02.2010
Helped customers by answering questions and resolving issues using excellent troubleshooting and testing abilities.
Escalated complex concerns to effectively meet customers' needs and walked customers through next steps.
Coordinated office activities to streamline operations and promote compliance with organizational policies.
Trained staff members to perform work activities and use computer applications.
Customer Service Representative
Internal Revenue Service, IRS
Guaynabo.
08.2001 - 12.2007
Resolved customer complaints promptly and efficiently.
Assisted customers with tax questions, returns, and account issues.
Answered customer inquiries via phone.
Maintained a high level of professionalism when dealing with difficult customers.
Provided excellent customer service to resolve customer inquiries in a timely manner.
Asked probing questions to determine service needs and accurately input information into electronic systems.
Engaged in conversation with customers to understand needs, resolve issues and answer questions.
Fraud Investigator
HRA
Bronx
01.1996 - 12.1999
Created reports detailing the results of investigations into suspected cases of fraud.
Evaluated internal processes and procedures to detect areas of vulnerability to fraud.
Conducted interviews with customers to gather information on suspected cases of fraud.
Input information regarding fraud investigations into detailed reports for submission to supervisors.
Utilized effective interpersonal and active listening skills during interviews with witnesses regarding cases.
Appeals Officer at U.S. Citizenship and Immigration Services, Administrative Appeals OfficeAppeals Officer at U.S. Citizenship and Immigration Services, Administrative Appeals Office