Regina Tela
Fresno,CA
Summary
Seasoned Tax Examiner with background in managing taxpayer records and interpreting tax laws. Notable strengths include analytical reasoning, problem-solving skills, and strong attention to accuracy. Previous roles have demanded ability to prioritize tasks under tight deadlines while maintaining high standards of work quality. Have contributed significantly to enhancing documentation processes in previous capacities. 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.
Overview
22
22
years of professional experience
Work History
Tax Examiner
Internal Revenue Service, IRS
Fresno, CA
08.2020 - Current
- Negotiated payment plans with delinquent taxpayers when needed.
- Investigated discrepancies in taxpayer information to determine the appropriate course of action.
- Performed calculations necessary for determining a taxpayer's taxable income and liability amount.
- Evaluated financial statements for completeness and accuracy prior to submitting them for review.
- Collaborated with colleagues to provide guidance on complex issues related to taxes.
- Identified discrepancies between reported income and expenses, as well as any other irregularities.
- Analyzed complex financial documents such as bank statements, ledgers, and account records.
- Responded to inquiries from taxpayers regarding their accounts or payments due.
- Set up and monitored payment plans and processed payments.
- Researched accounts with reported discrepancies.
- Identified tax-related issues and addressed with management team, suggesting methods for improvement.
- Conducted research on different tax issues and remained up to date on tax law changes.
- Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
- Maintained up-to-date contact information for each case under review.
- Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
- Checked completeness of information when processing applications and transactions.
- Reviewed historical data to check compliance with internal and regulatory standards.
Lead Tax Examiner
Internal Revenue Service, IRS
Fresno, CA
03.2024 - 08.2024
- Supervised a team of Tax Examiners during the course of an examination or audit process.
- Identified weaknesses in existing processes that could lead to inaccurate results or missed opportunities for revenue collection.
- Analyzed financial documents to ensure accurate reporting of income, deductions, exemptions and credits.
- Ensured timely completion of all assigned tasks while adhering to established deadlines.
- Performed quality control reviews on work completed by Tax Examiners prior to submission.
- Advised management on best practices when dealing with challenging situations involving taxpayer disputes.
- Provided leadership in developing new procedures designed to improve operational efficiency within the department.
- Drafted correspondence for taxpayer notification of assessment and refund status or audit results.
- Led, managed and coordinated annual tax compliance monitoring and inspections program to achieve corporate objectives commensurate with regulatory risk levels.
- Performed regular analytics and reporting of key performance measures and performed variance analysis to assist management with financial decision making.
- Set up and monitored payment plans and processed payments.
- Examined accounting systems and records to determine appropriateness of methods and controls.
- Reviewed historical data to check compliance with internal and regulatory standards.
- Maintained up-to-date contact information for each case under review.
- Checked completeness of information when processing applications and transactions.
- Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
Data Entry Clerk
Internal Revenue Service, IRS
Fresno, CA
02.2003 - 08.2020
- Prepared summaries of daily work completed for review by supervisors.
- Verified accuracy and completeness of data entry into the database system.
- Reviewed existing information for accuracy and made necessary corrections.
- Created spreadsheets to track data entries.
- Utilized specialized software applications related to the job role.
- Followed up on pending tasks until completion.
- Checked source documents against entered data to ensure accuracy.
- Operated various office equipment such as scanners, printers. when required.
- Maintained confidentiality of sensitive information entered into the system.
- Updated existing records with new or revised information as needed.
- Performed data entry from paper documents, emails, and other sources into computer systems.
- Organized files according to established procedures for easy retrieval later on.
- Maintained updated knowledge of industry trends related to data entry operations.
- Maintained confidentiality of sensitive information.
- Identified discrepancies between source documents and entered data.
- Provided support to management staff in regards to data entry processes.
- Assisted colleagues with resolving any issues related to data entry operations.
- Identified and corrected data entry errors to prevent duplication across systems.
- Responded to daily inquiries and requests within mandated timeframe to meet deadlines.
- Followed data program techniques and procedures to maintain data entry requirements.
- Maintained database by entering new and updated customer and account information.
- Collected and organized information for entry, prioritizing entries to increase efficiency.
- Reviewed, corrected or deleted data, verifying customer and account information.
- Transferred data from hard copies to digital databases, organizing information in new formats.
- Exceeded quality goals to support team productivity.
- Maintained data entry requirements by following data program techniques and procedures.
- Identified, corrected, and reported data entry errors.
- Shared incomplete and deficient data sets with supervisors for resolution.
- Identified data entry errors and corrected mistakes to achieve near-perfect accuracy in data sets.
Tax Examining Clerk
Internal Revenue Service, IRS
Fresno, CA
07.2019 - 09.2019
- Sorted incoming fax correspondence and mail
- Analyzed information and routed to proper departments.
- Handled Letter flags, Independent Reviews, and Batch ticket route outs.
- Stripped and sanitized folders.
- Put batches together including filing and stamping.
Education
High School Diploma -
Herbert Hoover High School
Fresno, CA07-1999
Skills
- Tax compliance
- Financial analysis
- Data entry
- Payment processing
- Regulatory compliance
- Customer service
- Team leadership
- Conflict resolution
- Attention to detail
- Problem solving
- Analytical thinking
- Effective communication
- Time management
- Recordkeeping and documentation
- Reliability
- Teamwork skills
- Client confidentiality
- Payment plan processing
- Problem-solving abilities
- Decision-making skills
- Decision-making
- Research and documentation
- Data analysis
Timeline
Lead Tax Examiner
Internal Revenue Service, IRS
03.2024 - 08.2024
Tax Examiner
Internal Revenue Service, IRS
08.2020 - Current
Tax Examining Clerk
Internal Revenue Service, IRS
07.2019 - 09.2019
Data Entry Clerk
Internal Revenue Service, IRS
02.2003 - 08.2020
High School Diploma -
Herbert Hoover High School