Highly competent human service professional with experience in managing projects, coordinating teams, and implementing strategic plans. Known for strong problem-solving skills and ability to adapt to new technologies quickly. Proven track record of effecting positive change and enhancing operational efficiency in previous roles. Skilled in data analysis and client relations.
Overview
17
17
years of professional experience
1
1
Certification
Work History
ASSOCIATE PROFESSIONAL
ELEVATED FAMILY SERVICES
Winston Salem, NC
05.2024 - Current
Executed therapeutic monitoring to improve client support outcomes.
Supervised paraprofessional staff during Person-Centered service delivery.
Implemented behavior and anger management interventions with clients effectively.
Managed administration and accurate recording of medication administration records.
Completed daily service notes for each client in the Tebra system.
Educated clients comprehensively on substance use and abuse issues.
Reviewed referral documentation, compiling actionable recommendations for the director.
Developed monthly food menus for the group home, considering dietary preferences and allergies.
REVENUE OFFICER
DEPARTMENT OF TREASURY, INTERNAL REVENUE SERVICE-SBSE
06.2023 - Current
Collected over $2 million in revenue through effective tax delinquency resolution.
Resolved an average of five cases monthly, ensuring compliance with tax obligations.
Conducted interviews with taxpayers in varied environments to gather necessary information.
Counseled taxpayers on filing and payment obligations to achieve full compliance.
Performed credit and financial analysis of taxpayer records to assess theability to pay.
Analyzed financial information, including balance sheets and profit and loss statements.
Provided guidance on financial alternatives like installment agreements and offers in compromise.
Delivered customer service by explaining taxpayer rights and IRS policies.
TAX SPECIALIST (TAX COMPLIANCE OFFICER)
DEPARTMENT OF TREASURY, INTERNAL REVENUE SERVICE-SBSE
12.2021 - 06.2023
Plan and conduct examinations and related investigations of a variety of individual and/or business taxpayers.
Review examinations and related investigations of a variety of individual and business taxpayers, involving complex tax issues and accounting records.
Advise taxpayers of their rights as defined in the examination and appeal guidelines, the actual examination procedures, an explanation of current tax and reporting responsibilities, and the importance and benefits of meeting future responsibilities.
Research taxpayer accounts and determine whether penalty and interest determinations follow statutory provisions, procedural requirements, and policy requirements.
Train and provide guidance to taxpayers, practitioners, and volunteers on technical tax law and accounting policies, practices, and principles as they relate to pertinent tax law modifications through seminars, speeches, or workshops.
Created helpful resources to move efficiently through case processes.
Completed financial analysis on all cases.
CHIP CASE MANAGER/SUPERVISOR
MONTGOMERY COUNTY COALITION FOR THE HOMELESS
ROCKVILLE, MD
07.2015 - 07.2022
On behalf of individuals that continuously encounter situations in which permanent housing is not secured, evaluate housing barriers as well as assess clients’ needs, leveraging company resources and organization, agency, and tenant / landlord partnerships to overcome issues.
Offer clients support concerning budget counseling and financial management and responsibility.
Additionally, develop plans to pay outstanding debts, crucial to obtaining and maintain permanent housing solutions.
Furthermore, conduct annual reviews, oversee payroll, complete forms / reports, and update and maintain program data including the Homeless Management Information System.
Direct the Program Assistant with efforts enhancing operations and contributing to high-quality service being delivered.
To date, 85% of clients have stable housing.
TAX ASSOCIATE-SEASONAL
INTUIT-TURBO TAX
MOUNTAIN VIEW, CA
01.2021 - 05.2021
Assisted individuals and businesses with tax compliance through virtual consultations and meetings.
Conducted comprehensive analyses of financial records, statements, and expenditures.
Verified adherence to IRS regulations and additional tax obligations for clients.
Identified strategies to reduce liabilities and addressed various tax-related issues.
Reviewed prepared tax information, ensuring client comprehension of all processes.
Promoted company services to potential clients, converting leads through effective sales techniques.
Completed an average of 40 to 50 individual tax returns each season.
Achieved Certified Tax Expert designation in 2021 after passing the exam.
TAX PREPARER-SEASONAL
JACKSON HEWITT
BALTIMORE, MD
01.2016 - 07.2020
Reviewed financial records and submitted tax returns to the IRS for individuals and businesses.
Mastered current tax codes to maximize deductions and optimize savings.
Determined appropriate forms based on clients’ financial status and filled out information accurately.
Communicated with clients to address questions and assisted with audits.