Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
8
8
years of professional experience
Work History
Tax Examining Technician
Internal Revenue Service, IRS
Ogden
01.2021 - Current
Set up and monitored payment plans and processed payments.
Maintained records of taxpayer interactions according to departmental policy and IRS regulations.
Developed strategies for resolving complex cases involving multiple entities.
Prepared correspondence to taxpayers and employers regarding discrepancies found in filed returns.
Assisted taxpayers in understanding their rights and responsibilities under the law.
Reviewed and analyzed tax returns to ensure accuracy of information and completeness of forms.
Evaluated existing processes for efficiency improvements.
Assisted other departments with special projects as needed.
Participated in training sessions related to changes in federal and state tax laws.
Performed quality assurance reviews on completed work by colleagues.
Checked completeness of information when processing applications and transactions.
Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
Worked collaboratively with other departments within the organization to resolve customer inquiries promptly.
Analyzed financial documents, such as bank statements, pay stubs, and W-2s to verify income reported on tax returns.
Verified that all required documents were included in submitted tax returns.
Reviewed historical data to check compliance with internal and regulatory standards.
Provided guidance to taxpayers on filing requirements, payment options, filing deadlines.
Researched federal and state laws, regulations and procedures to provide accurate advice to taxpayers.
Processed requests for abatements or refunds according to established policies and procedures.
Utilized computer software programs such as Microsoft Excel to manage data efficiently.
Conferred with taxpayers and representatives to discuss issues, laws, and regulations related to returns and address problems.
Issued notices for delinquent accounts, calculated interest charges and penalties for late payment of taxes.
Identified needs of customers promptly and efficiently.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Computer Operator
Internal Revenue Service, IRS
Ogden
10.2020 - 01.2021
Removed printed products from printing machines manually or via hand trucks or power lifts and transitioned material to drying and finishing or storage areas.
Maintained a clean working environment by disposing of scraps properly.
Used hand tools to make small repairs and regularly clean printing presses.
Collaborated with technicians to diagnose equipment breakdowns and address quality issues.
Performed regular inspections of equipment to identify potential problems early on.
Performed minor repairs on printing machines when necessary.
Performed daily maintenance on printers such as cleaning rollers and replacing worn parts.
Ensured that all safety procedures were followed while operating machinery.
Set up and adjusted printing equipment, including feeders, folders, stitchers, cutters, collators and joggers.
Loaded printing press with paper and modified margins to comply with paper size requirements.
Troubleshot mechanical problems with printers or other machinery during production runs.
Mail and File Clerk
Internal Revenue Service, IRS
Ogden
04.2019 - 10.2020
Retrieved requested files from archives or other offsite locations.
Added new material to file records or created new records.
Processed incoming mail by sorting, batching, and distributing documents for filing.
Modified or improved filing systems or implemented new filing systems.
Assigned and recorded or stamped identification numbers or codes to index materials for filing.
Ensured confidentiality and security of all files in compliance with privacy regulations.
Placed materials into storage receptacles according to classification and identification information.
Collaborated with team members to update and maintain office filing procedures.
Assisted in the transition from paper to digital filing systems, including scanning and categorizing documents.
Pulled files for staff, management and third-party requests.
Provided administrative support as needed, including data entry and document preparation.
Handled sensitive documents with discretion, adhering to confidentiality agreements.
Scanned or read incoming materials to determine classification or filing.
Performed data entry tasks related to filing activities.
Trained new staff on file management systems and best practices.
Scanned and filed forms, reports, correspondence and receipts.
Organized and filed documents according to established procedures.
Classified information into chronological, alphabetical, or numerical order.
Retrieved requested files and delivered to appropriate personnel.
Sorted or classified information according to content, purpose or user criteria.
Assisted with purging inactive files following retention schedules set forth by department policies.
Prepared labels for new files and folders as needed.
Sorted and distributed mail on a daily basis.
Responded to requests for file retrieval, ensuring timely and accurate access to documents.
Worked with cross-functional teams to achieve goals.
Mail Clerk
Internal Revenue Service, IRS
Ogden
12.2018 - 11.2019
Sorted and distributed incoming mail according to predetermined routing procedures.
Ensured compliance with federal regulations governing mailing processes.
Prepared and processed outgoing mail, ensuring correct postage and timely dispatch.
Maintained accurate records of incoming and outgoing mail.
Maintained a clean work environment by disposing of waste material properly.
Sorted and distributed incoming mail to appropriate departments and personnel.
Received, sorted and organized incoming letters and packages.
Merchandise Associate
The Home Depot
Ontario
03.2017 - 05.2018
Maintained accurate records of inventory levels and sales data to ensure optimal product availability.
Organized and located inventory, updating store spreadsheets to reflect statistical data.
Participated in physical inventories by counting merchandise stored in backroom areas.
Placed prices and descriptive signage to enhance displays and promote items.
Greeted store customers, offered assistance, and thanked each for patronage.
Communicated and coordinated planogram execution with store management.
Adhered strictly to safety regulations when handling hazardous materials such as cleaning supplies or chemicals.
Ensured compliance with company policies regarding pricing and promotions.
Executed markdowns according to established procedures while maintaining appropriate margins.
Cleaned and organized display cases, shelves and aisles.
Facilitated daily store operations, including replenishing stock and organizing merchandise displays.
Moved merchandise to retail areas and added new products to shelves, racks and bins in neat and well-presented fashion.
Helped customers locate desired items and assisted with carrying heavy loads.