Shan Shaikh

Company Overview: This is a federal job

• Tax Examining Technician (Certified) at the Internal Revenue Service (IRS) within the Taxpayer Relations department at the Submission Processing center at the Austin, TX IRS campus.
• Manage and /process an average of 100+ tax cases per week, ensuring accuracy and compliance with IRS regulations and deadlines in a fast-paced environment.
• Making necessary corrections to account information, such as updating personal details, correcting filing statuses, and adjusting reported income or deductions.
• Implementing updates based on verified documentation provided by taxpayers, such as amended returns or additional information requests.
• Processing and issuing manual refunds, conducting refund research using the Integrated Data Retrieval System.
• Reviewing financial documents to verify sources of income or assets
• Reviewed and examined complex payment methods—including credit card transactions, checks, and electronic payments—to accurately resolve taxpayer cases and ensure proper application of funds in compliance with IRS procedures.
• Following guidelines to resolve math errors and freeze codes on taxpayer accounts and learning to perform a closure.
• Analyzed Taxpayer data to detect fraudulent claims in relation to identity theft, fraud and return integrity verification, while also resolving any errors and discrepancy in accounts
• Using IRS-specific software and databases to access taxpayer accounts securely and learned to access and master the use of automated databases.
• Ensuring the accuracy of taxpayer information by cross-referencing with submitted documentation and IRS records.
• This includes sorting, coding, data entry, and verification of information to ensure accuracy and completeness of tax filings.
• Increased tax compliance by thoroughly examining financial documents and identifying discrepancies.
• Utilized automated systems to correct/adjust Taxpayer accounts, and automated templates to create correspondence such as a variety of letters and forms.
• Reduced errors in tax assessments by meticulously reviewing calculations and documentation.
• Streamlined the audit process for faster completion and more accurate results.
• Managed high-volume caseloads such as Operations Assisted Requests (OAR), maintaining organization and prioritization to meet strict deadlines.

Training & Skills:

• Tax Law Knowledge: Trained in federal tax codes, regulations, and procedures.
• Accounting & Auditing: Proficient in basic accounting principles and auditing practices.
• Attention to Detail: Skilled in identifying discrepancies or errors in tax documents.
• Analytical Thinking: Able to interpret and analyze financial documents and taxpayer information.
• Communication: Effective in written and verbal communication for interacting with taxpayers and colleagues.
• Time Management: Capable of managing and prioritizing multiple cases or tasks under deadlines.
• Confidentiality & Integrity: Trained to handle sensitive taxpayer data in compliance with federal privacy laws.

Machines & Office Equipment:

• Printers & Scanners: Used for processing paper documentation and creating hard copies of digital files.
• Fax Machines: Occasionally used for transmitting documents securely.
• Filing Systems: Both digital and physical filing systems for storing and retrieving tax documents.

Computer Equipment:

• Desktop Computers: Equipped with dual monitors for reviewing multiple documents and databases simultaneously.
• IRS-Specific Terminals: Secure access to IRS internal networks and databases.

Software & Systems:

• Integrated Data Retrieval System (IDRS): Central system used for accessing taxpayer records.
• Accounts Management System (AMS): Used to track taxpayer cases and communication.
• Electronic Filing Systems (e.g., Modernized e-File – MeF): For reviewing electronically submitted tax returns.
• Microsoft Office Suite: Especially Excel, Word, and Outlook for documentation and communication.
• Tax Preparation Software: Internal IRS software or commercial packages for simulating or reviewing taxpayer filings.
• Document Management Systems: Tools like Adobe Acrobat for reviewing and annotating scanned documents.

• Successfully Co-authored scientific manuscript for review article working alongside visiting scientist Dr. Aamir Hameed from The Royal College of Surgeons Dublin, Ireland focusing on the Targeted delivery of Anti-Inflammatory drugs to combat and reverse Heart disease with more efficiency
• The review article was accepted for publication in ‘Biomedicine and Pharmacotherapy’ Journal
• Published two Letters to the Editor; Writing constructive criticism regarding two research articles alongside our Clinical Research Scientist Dr. Saeed Shoar
• Analyzed existing clinical studies and models where a targeted delivery of Anti-Inflammatory drugs proved to be efficient in reversing a Myocardial Infarction (MI) without adverse effects as opposed to a systemic dosage
• Conducted Meta-analysis to synthesize large data sets of research by combining clinical studies on spreadsheets to extract data results of specific clinical practices and applying those which are useful and relevant for our interventions and research
• Engaged in Data analysis and collection for Literature Research in order to build references related to our project to establish a foundation for our publications aimed at advancing our knowledge of a broad range of heart conditions
• Utilizing Literature research to expand medical knowledge in the field of cardiology to develop scientific manuscript for research publications more efficiently
• Organized research materials, maintaining a well-ordered workspace conducive to productivity.
• Maintained open lines of communication with project leads and team members for effective collaboration on common goals.
• Conducted literature reviews to support hypothesis development and identify gaps in existing knowledge.
• Utilized statistical software for data analysis, generating accurate insights into complex datasets.

• Accomplished Centers for Medicare & Medicaid Services (CMS) Training and recognized as a Federally Certified Marketplace Navigator by the US Department of Health and Human Services (HHS)
• Working with 20 clients per day in the Austin area to help them select and sign up for an appropriate health insurance plan
• Provided comprehensive customer service to drive client satisfaction.
• Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
• Assisted clients in resolving claims-related issues promptly, alleviating stress during difficult times.
• Facilitated enrollment in health insurance plans through the Federally Facilitated Marketplace (FFM)
• Conducted health coverage eligibility and reviewed Marketplace plan options to help uninsured customers understand their insurance options

• Engaged in Clinical rotations under the guidance of Dr. Farhat Zaidi MD consisting of patient care with direct patient contact, admitting and seeing up to 10 patients per shift
• Gained a reality of Healthcare management by observing work at the hospital to develop an understanding of how a clinic is run
• Cross-questioned patients on medical history, identify their chief complaint then followed up with a History of the Present Illness
• Recorded patient vital signs (Blood Pressure, Pulse, Heart Rate, and Respiratory Rate)
• Documented and identified symptoms perceived by patients using the Review of Systems (ROS) technique