Summary
Overview
Work History
Timeline
Generic

Susan Maloney

Nashua,NH

Summary

With a strong background at the IRS, I am proficient in interpreting tax laws and communicating with taxpayers, combining meticulous attention to detail with exceptional customer service. It includes the audit processes and improving compliance accuracy, demonstrating my ability to manage multiple tasks efficiently under pressure.

Overview

16
16
years of professional experience

Work History

Correspondence Examining Technician

Internal Revenue Service, IRS
04.2022 - Current
  • Conducting tax audits through mail by reviewing taxpayer documents and correspondence to identify potential issues, calculate accurate tax liabilities, and contact taxpayer via mail or phone to gather additional information and ensure compliance with tax laws, all while staying updated on relevant tax regulations and procedures; essentially performing case analysis on pre-classified tax returns and unresolved responses through correspondence.
  • Reviewing tax returns and supporting documents. Analyze tax returns, schedules, and other supporting documents submitted by taxpayers through mail to identify discrepancies or potential error.
  • Identifying specific tax issues that require further investigation based on the information provided in the documents.
  • Researching tax laws. Utilize IRS systems and databases to research relevant tax laws and regulations to support findings. IRM's, Publication, and Document 6209 (Automated Management Services), IAT (Integrated Automation Technologies, and IDRS (Integrated Data Retrieval System).
  • Contacting taxpayers. Communicate with taxpayer via mail or phone to request additional information, clarify details, and explain potential adjustments to their tax liability.
  • Calculating adjustments. Compute and adjust gross income based on the information gathered, including identifying and correcting errors in calculations.
  • Reconstructing transactions. In cases with incomplete records, reconstruct transactions to accurately asses tax liability.
  • Documenting findings. Prepare detailed report documenting the examination process, including findings, adjustments made, and supporting evidence.

Tax Examining Technician

Internal Revenue Service, IRS
07.2009 - 08.2016
  • Aide and support taxpayers on post-filing issues. Effectively communicate orally and/ or in writing to taxpayers to explain their regulatory options in resolving their accounts. Listen to their questions and provide answers regarding deadlines and tax law while protecting and managing their confidential information. Utilize online and manual research tools such as IDRS, IRM's, Publication, and Document 6209 to resolve taxpayer issues effectively and timely.
  • Perform research on cases using a number of different computer systems such as IDRS,RGS, and SERP as well as IRS publications and IRM to provided information to taxpayers or take corrective action on a case where needed. Corrective could be in the for of adjusting a taxpayer's account, re-computing tax liability, and preparing manual refunds.
  • Prepare and submit letters to taxpayers providing clear and concise information relating to their issue or complaint.
  • Manually adjust taxpayer's account according to their significant correspondence and tax law.
  • Identify possible tax violations by studying tax law and referring cases to appropriate personnel.
  • Meet deadlines and maintain my case inventory. Input information using various database such AMS (Automated Management Services) and IDRS (Integrated Data Retrieval System) and AUR (Automated Underreporter).
  • Prior to initiating phone calls to taxpayer using Videophone I perform and gather facts.

Timeline

Correspondence Examining Technician

Internal Revenue Service, IRS
04.2022 - Current

Tax Examining Technician

Internal Revenue Service, IRS
07.2009 - 08.2016

Similar Profiles

CREATE PROFILE
Susan Maloney