Tanisha Conner
Homewood,IL
Summary
Knowledgeable Auditor with solid background in tax assessments, audits, and compliance. Successfully identified and corrected discrepancies in complex tax filings, ensuring accurate and fair taxation. Demonstrated expertise in financial analysis and tax law, coupled with proficiency in problem-solving and attention to detail. Dependable and committed to integrity in all tasks.
Overview
12
12
years of professional experience
Work History
Internal Revenue Agent
Department of Treasury, Internal Revenue Service
01.2022 - Current
- Works independently and as a team to plan and conduct examinations using various auditing techniques
- Using specialized accounting knowledge and investigative audit techniques to examine Federal Tax Returns (1120 and 1040) and resolve various complex tax compliance issues
- Conducts investigative research by obtaining business facts including ownership, subsidiaries, related businesses, diversified activities, and international operations using Accurint, SEC Website, etc.
- Follows LB&I (Large Business & International) Examination Policy and Procedures while ensuring statutes of multiple cases remain in good standing
- Analyze financial statements and reconciles tax return to the working trial balance
- Scrutinizes accounts noting any large or questionable transactions, requesting detailed information as needed
- Analyze transactions to ensure proper deductions and taxpayer's methodology of accounting is acceptable and substantiated
- Collaborate with agents from the appropriate Practice Network Area to expand or resolve complex issues, exemplifying positive and professional interactions
- Leads examination team by communicating effectively with other revenue agents and specialists assigned on the case, officers/executives of the business, accountants, attorneys or other appointed representatives
- Explain accounting issues, complex tax laws and regulations (referencing Westlaw and Bloomberg Tax) and proposed adjustments
Employment Tax Auditor
Illinois Department of Employment Security
02.2018 - 01.2022
- Planned and conducted audits on small business organizations in Illinois, examining Federal Tax Returns (Form 1040-Schedule C, 1065, 1120, 1120-S and Form 990)
- Conducted research on the business to obtain facts, owner information, liability and entity type ensuring the proper policies and procedures are followed; Explained Employer's rights and responsibilities under the Unemployment Insurance Act as it relates to their business
- Used specialized accounting knowledge and investigative audit techniques to examine Payroll Registers, W-2s (1 to 2,000 employees), W-3, Federal Form 940 and 941s, Employer’s Contribution and Wage Reports verifying payroll was reported accurately; applying pertinent unemployment tax laws to determine if identified discrepancies are proper or improper
- Communicated effectively to conduct audits with the business owner, agent, accountant or other appointed representative, exemplifying positive and professional interactions
- Examined Bank Statements, Check Registers, Check Images, EFT Transaction Reports, Chart of Accounts, General Ledger and Petty Cash Records to trace payroll and ensure no additional individuals were paid outside of payroll
- Requested additional documents for examination and resolve various unemployment tax issues during the process of the audit
- Prepared all work papers, narratives and audit activity in State's audit software; providing feedback regarding issues throughout the audit examination process and audit results, proposing adjustments if needed
- Maintained an inventory with 25-30 cases in different stages of progress
Manager, Pricing Department
Ultra Foods
01.2016 - 06.2017
- Supervised four employees insuring proper understanding and completion of department duties to accurately hang over 10,000 computer generated tags/signs and hand written tags/signs weekly
- Traveled to other locations to fill in for manager vacations and help when needed
- Accurately completed reports comparing competitive store prices, allowing Ultra Foods to stay within a competitive range
- Maintained positive and professional interaction with customers, vendors and management to maintain price accuracy and resolve any pricing discrepancies
Bookkeeper/Administrative Assistant
Lydia Healthcare
09.2013 - 03.2015
- Performed professional office management duties, with regards to time management
- Entered accounts payable, after examining invoices and attaching accurate purchase orders
- Performed electronic bank deposits and filed proof of all deposits for auditing purposes
- Entered accounts receivable into software and prepared detailed accounts receivables aging reports using Excel and Pivot Tables
- Confirmed all residents were insured and were approved for Social Security disability benefits
- Examined direct deposits on the bank statements (resident account) to verify Social Security payments; recording stopped payments and/or overages
- Examined resident’s trust fund accounts, resolving discrepancies as needed
- Accurately managed the office safe, including daily bank deposits and cash withdrawals
- Billed insurance health plans for patients’ custodial care
- Contracted and credentialed the facility with available Illinois Health Plans
Education
Master’s Program - Accounting
University of Phoenix
Phoenix, AZBachelor of Science - Accounting
Chicago State University
Chicago, IL05.2013
Skills
- Compliance Auditing Techniques
- Teamwork and Collaboration
- Investigative Tools
- Attention to Detail
- Effective Communication
- Tax Code Interpretation
Timeline
Internal Revenue Agent
Department of Treasury, Internal Revenue Service
01.2022 - Current
Employment Tax Auditor
Illinois Department of Employment Security
02.2018 - 01.2022
Manager, Pricing Department
Ultra Foods
01.2016 - 06.2017
Bookkeeper/Administrative Assistant
Lydia Healthcare
09.2013 - 03.2015
Master’s Program - Accounting
University of Phoenix
Bachelor of Science - Accounting
Chicago State University
Similar Profiles
Melinda WyattMelinda Wyatt
Tax Examiner at Department of Treasury, Internal Revenue ServiceTax Examiner at Department of Treasury, Internal Revenue Service
Alan ChengAlan Cheng
General Engineer (GS-13) at Department of Treasury – Internal Revenue ServiceGeneral Engineer (GS-13) at Department of Treasury – Internal Revenue Service
Hilary FariasHilary Farias
ACS SBSE Collections Representative at Department of Treasury/ Internal Revenue ServiceACS SBSE Collections Representative at Department of Treasury/ Internal Revenue Service