Tanja Lee
Williamstown
Summary
Focused, detail-oriented and conscientious professional with advanced understanding of regulations and standards. Reviews large volumes of physical and digital data to assess accuracy and integrity of provided information while meeting tight deadlines.
Skilled in navigating complex tax regulations and ensuring compliance, bringing valuable experience in tax examination, collection, and revenue enforcement. Possess strong analytical abilities to identify discrepancies and enforce tax laws effectively. Demonstrated capability in improving revenue collection processes and enhancing departmental efficiency through strategic planning and implementation. Have led initiatives that resulted in improved taxpayer compliance rates and streamlined audit procedures.
Overview
13
13
years of professional experience
Work History
Tax Examining Technician
Internal Revenue
Philadelphia
07.2022 - Current
- Conducted thorough examinations of documents, records, and financial statements to ensure compliance with regulations.
- Performed audits on various financial transactions to verify accuracy and completeness
- Provided guidance and support to junior examiners in conducting their examinations effectively
- Reviewed policies, procedures, and systems to ensure compliance with regulatory requirements
- Answer calls to discuss and resolve tax payers issues regarding discrepancies
- Discussed and explained various tax forms with taxpayers.
- Performed quality assurance reviews on completed work by colleagues.
- Developed strategies for resolving complex cases involving multiple entities.
- Reviewed and analyzed tax returns to ensure accuracy of information and completeness of forms.
- Conducted investigations into suspected cases of fraud or noncompliance with the Internal Revenue Code.
- Worked collaboratively with other departments within the organization to resolve customer inquiries promptly.
- Assisted with audits by gathering requested documents from taxpayers or their representatives.
- Maintained up-to-date contact information for each case under review.
- Issued notices for delinquent accounts, calculated interest charges and penalties for late payment of taxes.
- Analyzed financial documents, such as bank statements, pay stubs, and W-2s to verify income reported on tax returns.
- Conducted independent field audits and investigations of income tax returns to verify information provided.
- Audited calls to evaluate quality, accuracy, and service levels of interactions.
- Determined the amount of taxes due or refundable based on analysis of financial data.
- Assisted other departments with special projects as needed.
- Prepared correspondence to taxpayers and employers regarding discrepancies found in filed returns.
Reservist
DHS FEMA
Gloucester City
03.2020 - 05.2024
- Ensuring that individuals and families affected by disasters have access to the full range of FEMA assistance programs in a timely manner.
- Providing the best possible level of service to applicants applying for FEMA programs.
- Communicating the case status and confirming that survivors understand the disaster assistance programs and the process.
- Developing partnerships with the States, voluntary organizations, the private sector and other Federal agencies that are delivering assistance to survivors.
- Provide applicants with appropriate referrals to other Federal, State and local agencies, voluntary organizations, and faith based organizations.
- Document phone messages
- Review correspondence for consistency and compliance. Maintain correspondence tracking log.
- Develop correspondence distribution plan.
- Provide clerical support.
- Document and distributes meeting minutes.
- Manage visitor/personnel flow.
- Supports data processing including: entering project worksheets in EMMIE, scanning documentation into EMMIE, and project worksheet tracking report. Maintaining records and files.
- Coordinate with the Data Processing Manager on the office filing system
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
CSR Supervisor
Spirit Airlines
Egg Harbor Township
10.2016 - 03.2020
- Coordinates proper handling of OJI's including the acquisition of medical attention and corporate reporting.
- Assigns vacant shifts to new hires, participates in employee disciplinary measures and ensures counseling is documented.
- Ensuring compliance with all safety policies and procedures and working conditions for the entire operation.
- Attend safety meetings, team meetings, etc., and other airport forums.
- Handle all location personnel functions, ensuring proper personnel coverage on a daily basis.
- Serve as the liaison with airline customers as well as local airport authorities.
- Establishing shift assignments for both full-time and part-time employees
- Monitoring and responsibility for the safe and efficient operation of all airline ground support equipment
- Reporting discrepancies that may exist both functional and mechanical on the ground support equipment
- Coordinating between each assigned carrier to ensure that service for cargo and baggage meet the needs of the carrier to ensure on-time schedules are met
- Responsible for equipment and ensuring its safe and efficient operating status
- Conferring with other supervisors and managers to coordinate activities with other departments
- Determining manpower requirements
- Ensuring disciplinary procedures are conducted in a fair, timely, and consistent manner
- Ability to comply with attendance/tardiness standards.
- Able to perform under pressure and within fixed time constraints
- Read and interpret aircraft weight and balance loading instructions, hazardous materials identification labels, aircraft loading manifest, and baggage routing tags
- Follows and complies with all federal, state, municipal, airport authority, and carrier rules and regulations
- Ensure crews are being briefed before flights on positions to take and how the flight will work
Front Desk Clerk
Housing Authority Atlantic City
Atlantic City
02.2015 - 10.2016
- Provided administrative support to department staff including typing letters and reports; preparing mailings; photocopying; collating; faxing; scanning documents.
- Developed new filing systems to improve accuracy of document retrieval processes.
- Ensured compliance with all organizational policies and procedures relating to administrative operations.
- Broke down boxes for garbage and recycling.
- Provided assistance with special projects as assigned by management team members.
- Prepared and distributed agendas, minutes, presentations and other related materials for meetings.
- Processed invoices and payments using accounting software programs such as QuickBooks or Microsoft Dynamics GP.
- Automated office operations, managing internal communications, correspondence, record tracking and data analysis.
- Reserved and managed meeting room availability.
- Answered phone inquiries, directed calls and took messages.
- Organized and maintained filing systems for confidential documents, correspondence, and reports.
- Participated in credit and collections activities.
Homecare Scheduler
Karing with kindness
Linwood
10.2012 - 01.2015
- Understands and adheres to established FirstLight Home Care policies and procedures.
- Creates and maintains staff schedules.
- Provides staffing for sick leave, vacation, long term leaves.
- Schedules client appointments/visits according to care plans and staff availability.
- Enters scheduling data, creates schedules.
- Contacts care providers and clients regarding day-to-day changes.
- Discerns client services required as outlined in agreements, urgent requests and care plans.
- Enters staff and client information into database.
- Maintains staff and client database (dates and reminders of TB, client admission, client hospital admission and discharge).
- Maintains staff and client statistics, and reports.
- Maintains call-in and retention report.
- Performs general office duties including but not limited to word processing, photocopies, files, shreds, sort/distributes mail, provides reception and telephone services.
Education
High school diploma -
Woodbury Jr Sr High School
Woodbury, NJ06-2013
Skills
- Tax compliance
- Financial analysis
- Document examination
- Quality assurance
- Case management
- Customer service
- Data analysis
- Case resolution
- Time management
References
- Latoya Waller, Unit Clerk, Meadview Nursing, 609-645-5955 ext:4511
- Judy Grate, Housing Director, Atlantic City Housing Authority, 609-957-9878
- Amira Davies, Coworker, Fema Atlantic City, 609-289-9889
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Tax Examining Technician
Internal Revenue
07.2022 - Current
Reservist
DHS FEMA
03.2020 - 05.2024
CSR Supervisor
Spirit Airlines
10.2016 - 03.2020
Front Desk Clerk
Housing Authority Atlantic City
02.2015 - 10.2016
Homecare Scheduler
Karing with kindness
10.2012 - 01.2015
High school diploma -
Woodbury Jr Sr High School