Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Revenue Tax Specialist II
Illinois Department Of Revenue
12.2020 - Current
Examines and analyzes Internal Revenue Service (IRS) and other state audit reports to determine effects on Illinois returns
Provides advice and assistance to taxpayers and IDOR personnel on complex technical and/or procedural problems in reviewing Revenue Agent Report’s, Federal/State Exchange accounts, account files, Board of Appeals petitions, claim for credit, and various complex tax returns
Reviews completed tax accounts and conducts in-depth analysis of completed cases, identifying methods used and any special or unique issues addressed in review
Responds to inquiries from taxpayers and IDOR employees regarding status of cases and other accounts, assessments, statutes of limitation, statutory notices, application of laws, rules, regulations, letter rulings, legal opinions, policies and procedures
Speaks to taxpayer groups regarding tax laws
Determines proper method to implement highly technical and complex audit results, legal settlements, hearing decisions, etc., into the computer system
Serves as a member on special projects or test teams
Revenue Tax Specialist I
Illinois Department Of Revenue
07.2018 - 12.2020
Provided technical guidance and assistance to taxpayers concerning all taxes administered by IDOR
Performed technical analysis of routine and involved original and amended tax returns, corresponding schedules, and/or supporting documentation by reviewing pertinent records and documentation, and/or adjusting taxpayers’ accounts
Reviewed and researched various source documents to provide guidance and assistance to Illinois and out-of-state individuals, Illinois employers and their representatives, licensees, and others through telephone contact relating to the various tax types administered by IDOR
Utilized progressively difficult research methods necessary for resolution of discrepancies
Assisted taxpayers, their representatives, licensees and others in preparing general and complex current, amended and electronically filed tax returns
Provided guidance to taxpayers in oral and written communications
Participated in on-the-job training and quality review
Quality Control Specialist
United Community Bank
01.2015 - 06.2018
Reviewed new checking, savings, and certificate of deposit accounts to ensure they were opened correctly
Communicated with bankers by phone and email for documents needed for new accounts
Helped create and maintain database to keep track of new accounts
Reviewed daily non-post report, researching and decisioning transaction errors