Tamara Marie Cardon

There are several responsibilities as a Tax Examiner Clerk

• Managed 2 different special processing teams within the workgroup
• The workload done by these teams include manual assessments, manual closures, appeals, penalty assessments and identity theft
• Have experience using IDRS, Report Generation Software (RGS), Audit Information Management System (AIMS), Frivolous Return Program (FRP) master database and I input Frivolous Mail
• The understanding of these programs allows me to contribute to multiple work streams within the business unit
• For example, I volunteered to assist the Identity Theft team with simplifying case maintenance
• I developed a spreadsheet that streamlined the tracking of these cases
• This spreadsheet assisted others on the clerical staff in identifying ID theft cases using AIMS and FRP
• I work with the Appeals business units archiving closed cases
• I receive a listing from the Appeals coordinator every other week
• With this listing, I retrieve the cases and correctly update each case to the correct status
• My efforts ensure the caseload accurately reflects the current Appeals inventory
• I also screened work for the Criminal Investigations (CI) business units
• I analyze IDRS looking for taxpayer accounts that contain a Z freeze code
• Once my research is complete, I identify the CI agent associated with each taxpayer and I log each case into the FRP master database
• I bundle all cases together and send to CI via the transmittal process
• My efforts ensure the CI branch is continuously receiving case work based on the frivolous return parameters
• I have experience in Accounting, Recruiting and I have management experience
• I have presented team building exercises during my unit meetings
• I am experienced using multiple IRS systems like ELMS and OS Get Services
• I am skilled in using all Microsoft Office tools and eFax
• Supervisor: Cynthia James (2345)
• Okay to contact this Supervisor: Yes

• Went on a detail to the Recon team as a Tax Examiner and I learned a new process and responsibilities on how to identify the work as Recon or Misroute to other customers service centers
• Formally used IDRS, TXMD, IDRS, IMFOLT, ENMOD, MFREQ AMDISA, IAT TOOL, AMS TOOL, TRANSMITTAL DATA BASE, RGS
• Gained knowledge and skills in the work to identify that the work was truly a consideration or a misroute
• If it is a misroute send to the correct route, then mail to the appropriate area as identified
• If it identifies as a recon then I would establish a control and re-route it to the Recon unit to be worked and close the case in a timely fashion
• Supervisor: Robyn Woosley (3926)
• Okay to contact this Supervisor: Yes

• My duties as a mail clerk included opening mail, routing mail to the correct department in a timely fashion
• Reviewed 100% of all mail for accuracy and then routed the mail to the appropriate area

S sort and pre-batch the work and make sure it was date stamped the day it was received

• I applied my skills to woRk with all the departments in the mail room to better my work ethic and customer service skills for personal growth in the government
• I woRked the FTD, foreign mail, statute correspondence, 1041, 1041EZ, 940, 941, miscellaneous correspondence
• I acted as back up lead foR our team of 21 and I also acted as a backup manager
• Input SETR, 3081 attended meeting and took appRopriate notes for feed back for the team
• SupeRvisor: Adarae S
• Nusink (6697)
• Okay to contact this SupeRvisor: Yes
• Reduced deliveRy errors by diligently sorting and categorizing mail according to recipient names, departments, and zip codes.
• Enhanced customeR satisfaction through timely and accurate mail distribution within the organization.

• Assisted with document scanning and imaging projects to support accurate file back-up.
• Identified and corrected inconsistencies in filing systems for increased accuracy.
• Examined, categorized, and sorted incoming documents.
• Created, implemented and monitored filing systems for easy retrieval of records.
• Sorted and classified documents into appropriate filing systems for increased traceability.
• Tracked incoming and outgoing files and materials and maintained accurate records for potential discrepancies.
• Located and retrieved requested documents in accordance with established policies.
• Enhanced productivity by processing incoming mail and filing documents promptly, allowing for easy access when needed.
• Restored old files and archived completed files for future reference.
• Maintained physical and computer-based filing system
• Reduced misplaced files by conducting regular audits and maintaining accurate records of all stored items.