Stephanie Hollingsworth
Odenville,AL
Summary
Current Federal employee of the Internal Revenue Service working as a Tax Examiner with 2 years of previous tax preparation experience locally and currently working as a Tax Examiner for TE/GE E/O Exemptions. Diligent, detail-oriented and experienced specialist offering solid understanding of legal and regulatory issues surrounding Tax activities. Background reviewing large data sets with speed and accuracy to verify integrity of information. Talent spotting anomalies in data, information and documentation. Skilled in accurately transcribing updated taxpayers' demographics and other information. Previous 13+ years experience working in State/Private government as well as expert customer service skills. Detail-oriented professional that can work in any capacity. Quick to build rapport with team members and management to have a successful working experience. Willingness to take on added responsibilities to meet team goals. Coordinates ideal organizational outcomes by analyzing existing processes and developing tangible system improvements. Driven problem solver that can handle multiple tasks and projects simultaneously. Ready to help team achieve company goals. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Team-oriented, dependable and performance-driven. Prepares professional, polished statements and business correspondence. Capable and highly organized when coordinating documents, supplies and project resources. Clear communicator and self-motivated worker with decisive nature necessary to manage independent work.
Overview
16
16
years of professional experience
Work History
Tax Examining Technician
Department Of The Treasury, Internal Revenue Service
12.2023 - Current
- Current salary $51,807- GS7 Currently work 40 hrs a week
- Interpreting and applying pertinent parts of the Internal Revenue Code and related regulations and procedures.
- Responds to taxpayer's inquiries regarding processing of 1023EZ applications, related schedules and other documentation; resolves account inquiries; advises taxpayers of approval or denial actions; manages sensitive case problems designated as requiring special case handling.
- Analyzes and resolves problems for businesses wishing to be Tax Exempt. Adjusts taxpayers accounts for application fees, prepares and issues manual refunds. Revocations and approval working up to 15 cases per day.
- Reviews case file upon receipt including tax returns, agreement forms/decision Tax documents, work papers, reports, and adjustment documents to assure that all prescribed documents are present, complete and consistent with case file information.
- Analyzes case information to determine the appropriate procedures to close cases involving multiple work streams. Maintains and updates a variety of manual and automated tracking systems used in processing cases. Secures, updates, and reviews case information to build the administrative record.
- Ensures that all necessary documents are properly signed and executed. Takes expeditious corrective action to process adjustments to the taxpayer's account including less complex quick assessments, potential statute cases, and manual refunds. Analysis often requires the examiner to verify complicated conditions such as those affecting taxpayer's account history, or reviewer, and provide technical assistance on systemic problems and inconsistencies in IRMs.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Applies the relevant sections of the Internal Revenue Code and Regulations to determine adjustments and assess the impact and conditions such as net operating loss, carry backs/carryovers, unused or related investment tax credits and accumulated earnings tax.
- Managed time efficiently in order to complete all tasks within deadlines.
Administrative Support Assistant 2
State Of Alabama, Disability Determination DDS
10.2010 - 11.2023
- Current salary 44,856.00 Works 40 hours weekly
- Currently work 40 hours weekly in Ce examination unit for DDS of Alabama. Played crucial role in successful completion and closure of examinations by carrying out tasks like information retrieval, documentation from claimant medical records, and data organization.
- Schedule disability appointments for claimants based off disability specialists and or doctor recommendations.
- Analyzed large volume of data to identify patterns, trends and correlations at federal and state level for more than 10 years.
- Responsible for scanning incoming social security claims from claimants. Extract claims from validations and manually into data from claims into system to be processed for examination segment of cases.
- Answering inquiry calls from claimants regarding pending and processed claims, protecting claimants confidentiality data and making sure no PII issues occur. Started in intake department and now work in CE examination unit.
- Investigated and resolved customer inquiries and complaints quickly while working 40 hours every week.
- Performs a variety of receptionist and customer service functions, applying judgment to answer recurring questions and resolving routine and non-routine issues by receiving telephone calls and visitors, determining the nature of business, answering questions in accordance with Service policies and operations, or directing the caller or visitor to the appropriate person or office.
- Supports multiple offices and teams consisting of professional and technical employees both remotely and onsite.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Execute assigned CE examination segments or phases under guidance of team coordinator or team manager.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Handled customer inquiries and suggestions courteously and professionally.
- Applying and interpreting rules and regulations in order to convey technical information to customers
- Provide input to enhance monitoring systems that align with Industry and Division Strategic Business Plans and Balanced Measures goals and objectives.
- Contacts claimants and their representatives via phone, virtual or face-to-face to conduct interviews, hearings clarify facts and issues, and resolve problems.
- Answered constant flow of over 100 customer calls per day minimal wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Receives, reviews, establishes initial controls and distributes all incoming case information in accordance with management guidelines and timeframe specifications while in intake department. Requested medical record forms and worksheets for Doctors and specialists to review.
- Cross-trained and provided backup support for organizational leadership.
- Proved successful working within tight deadlines and fast-paced environment.
- Skilled at working independently and collaboratively with team manager and coordinators and played integral part when management was away.
- Produced briefs, located records and organized documentation to support court cases.
- Worked effectively in fast-paced environments.
- Managed time efficiently in order to complete all tasks within deadlines.
- Document facts and evidence meticulously to ensure comprehensive and accurate information is available for team members to make well-informed conclusions.
- Maintained accurate patient records for proper tracking of patient history and treatment.
- First 3 years administrative support, and then did 7 years disability rehabilitation assistant/ administrative support duties. Last 3 years spent in CE unit. All 13 years at this same job is in private sector.
Tax Preparer- Seasonal
Jackson Hewitt
01.2018 - 09.2020
- Paid 15.00 hourly worked 25 hours weekly
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels while searching, locating, and documenting specific information from taxpayer's books and records. Analyzing data from tax documents to ensure accuracy of returns.
- Maintained complete records of client tax returns and supporting documentation in secured areas. Analyzes pertinent statistics or information concerning different tax returns and laws.
- Assessed client tax situations to determine best filing options using taxpayer books and records. Conduct independent examinations by adhering to current tax laws and regulations.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation. Assisting customers that are getting audits by researching tax laws to assist them in their business or personal tax situation.
- Utilized tax software to prepare returns and meet deadlines. Prepared 20-30 tax returns daily.
- Calculated estimated tax payments for clients and individuals with relatively large gross income from diversified sources, self employed professionals, medium sized partnerships, corporations involved retail, manufacturing, construction, wholesale, and other businesses as well as smaller businesses with valuable or unusual assets.
- Facilitated communication between clients and tax authorities. Worked 25 hours weekly.
- Analyzed tax issues and made recommendations for remediation to management.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Facilitated integration of modern tax software with client accounting software.
- Responded to inquiries from IRS and other tax authorities.
- Applies expense standards and provides guidance on wide ranges of financial alternatives to assist taxpayers in identifying options that could assist in resolving delinquent tax obligations including installment agreements, offers in compromise or suspending collection action.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Communicated with taxpayers in writing and by telephone.
- Applying and interpreting rules and regulations in order to convey technical information to customers
- Analyzing errors to resolve issues or problems
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- For business taxpayers, analyzes financial statements that include balance sheets, income statements and profit and loss statements.
Fraud Customer Service
Wachovia/ Wells Fargo
02.2010 - 09.2010
- Customer Service / Loss Management Opening Fraud cases for compromised accounts. Unblocking restricted cards once customers authorize charges Going over billing inquiries with customers. Documenting each account after each interaction with customer.
- Evaluated customer data to identify and prevent fraudulent activities. Initiate account adjustments for credits or refunds.
- Performed risk assessments to determine level of fraud risk and prioritize investigations.
- Reviews and analyzes information from internal and external sources to resolve issues and close cases."
- Creating goals and objectives daily for my workflow daily. Keeping balanced measures of how many claims I handled each day to send report to case management.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Perform various aspects of assistance in responding to customer calls related to claims issues. This includes receiving calls on payment status, responding to basic inquiries related to claims status and other claims actions.
- Conducted forensic analyses of financial records 50 or more accounts per day to identify fraudulent activity and accurately report findings. Working in different databases regarding financial records for customers.
- Searching customers accounts to locate pertinent information to each case.
- Customer Service / Loss Management Opening Fraud cases for compromised accounts. Unblocking restricted cards once customers authorize charges Going over billing inquiries with customers. Documenting each account after each interaction with customer.
- Reviewed transactions and receipts to identify any suspicious activity. Researches, analyzes, and extracts information from internal and external sources, subject to different sets of rules, regulations, and procedures.
- Contacted customers directly to notify of fraudulent activity and minimize impacts. Going over facts and evidence found after each investigation is completed and closing case with customer.
- Applying and interpreting rules and regulations in order to convey technical information to customers
- Answering recurring questions and resolving routine and non-routine issues by receiving telephone calls. Worked 40 hours weekly.
Billing Specialist/Customer Service Representative
Bellsouth
10.2007 - 10.2009
- Researched and resolved billing discrepancies to enable accurate billing using facts and evidence presented by customers.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Responded to customer concerns and questions on daily basis.
- Handled account payments and provided information regarding outstanding balances. Research incorrect billing discrepancy with customer.
- Provide advice and assistance to customers on a large local problem to troubleshoot complex problems; and provide support in a manner that minimizes interruptions in customers' ability to carry out critical business activities.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly. Handling over 40 customer calls per day on regular basis.
- Responded to taxpayer questions.
- Self-motivated, with strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in team setting, providing support and guidance.
- Worked effectively in fast-paced environments.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
- Proved successful working within tight deadlines and fast-paced environment. Worked 40 hours weekly.
Education
High School Diploma -
Ensley High School
Birmingham, AL05.2022
Skills
Customer Service Support
- Credit Card Payment Processing
- Conflict Resolution
- Administrative Support
- Account Collections
Administrative support
- Scheduling appointments
- Filing documents
- Perform routine data entry
- Receiving and sorting incoming mail
Information Processing
- Electronic Filing Software
- Legal Research
- Trained in Tax Software
- Government Regulations
Tax Issue Research
- Critical Thinking
- Tax Code Knowledge
- Individual Income Tax Preparation
- Data Inputting
Timeline
Tax Examining Technician
Department Of The Treasury, Internal Revenue Service
12.2023 - Current
Tax Preparer- Seasonal
Jackson Hewitt
01.2018 - 09.2020
Administrative Support Assistant 2
State Of Alabama, Disability Determination DDS
10.2010 - 11.2023
Fraud Customer Service
Wachovia/ Wells Fargo
02.2010 - 09.2010
Billing Specialist/Customer Service Representative
Bellsouth
10.2007 - 10.2009
High School Diploma -
Ensley High School
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