Teirra Smith
Claymont,DE
Summary
Financial advisor with proven expertise in investment strategy, tax planning, and risk management. Demonstrated ability to enhance client satisfaction through effective communication and problem-solving skills. Experienced in high-pressure environments, consistently delivering quality results and adapting to changing circumstances. Committed to continuous improvement and professional development, ready to contribute to team success.
Overview
5
5
years of professional experience
Work History
Individual Tax Advisory Specialist
Internal Revenue Service, IRS
Wilmington , DE
07.2024 - Current
- Maintained detailed transaction records for client portfolios.
- Advised taxpayers on compliance with federal tax obligations across various tax types.
- Addressed taxpayer inquiries regarding accounts, bills, and notices received.
- Determined and clarified taxpayer account statuses, including resolution of discrepancies.
- Processed payments, non-cash transactions, and provided proof of delivery for submissions.
- Reviewed tax returns to verify taxpayer identities and ensure proper processing.
Tax Examining Technician
Internal Revenue Service, IRS
Philadelphia, PA
06.2024 - 07.2024
- Protected confidentiality of taxpayer information under disclosure laws and regulations.
- Assigned, updated, and closed cases in Examination Returns Control System (ERCS), Audit Information Management System (AIMS), and Report Generation System (RGS).
- Established controls on ERCS for collateral records and requisitioned returns in Technical Services.
- Prepared Form 10904 for deletion of ERCS/AIMS records as needed.
- Verified accuracy of inventory validation lists (IVL) and resolved associated issues.
- Identified and corrected problems with IVL; escalated complex issues to senior Coordinator or Supervisor.
- Maintained compliance with confidentiality standards while managing taxpayer records.
- Streamlined case management processes across multiple systems to enhance operational efficiency.
Accountant
Acro Staffing Angency (State of Delaware)
Wilmington , Delaware
09.2022 - 02.2024
- Monitored balance sheets and income statements to assess financial performance.
- Verified documented disbursements to facilitate timely payments.
- Reviewed financial information outlining assets, liabilities, and capital.
- Prepared balance sheets while identifying profits and losses from statements.
- Maintained a weekly log of quarterly reports and payments submitted by employers.
- Communicated daily with employers via telephone, email, and mail correspondence.
- Logged UCBA tax documents weekly to ensure compliance.
- Processed training tax payments weekly and mailed them to JP Morgan Processing Center.
Production Specialist- Tax Collections
State of Delaware
Wilmington, DE
06.2020 - 09.2022
- Oversaw collection team of 10+ employees to ensure timely resolution of past-due tax debts.
- Responded efficiently to taxpayer inquiries regarding bills and arranged payment plans.
- Trained all staff, including new hires, on job processes and company policies.
- Recommended and executed enforcement actions after adhering to due process agreements with customers.
Education
High School Diploma -
Concord High School
Wilmington, DE06-1997
Skills
- Tax compliance and preparation
- Financial analysis
- Client and case management
- Data entry and Microsoft applications
- Problem solving and logical solutions
- Customer service and relationship building
- Team leadership and communication
- Professionalism and professional demeanor
- Time management and multitasking
Timeline
Individual Tax Advisory Specialist
Internal Revenue Service, IRS
07.2024 - Current
Tax Examining Technician
Internal Revenue Service, IRS
06.2024 - 07.2024
Accountant
Acro Staffing Angency (State of Delaware)
09.2022 - 02.2024
Production Specialist- Tax Collections
State of Delaware
06.2020 - 09.2022
High School Diploma -
Concord High School
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