Hi, I’m
Teri Sorensen
Brigham City,UT
Work History
Internal Revenue Service
Tax Examining Technician
04.2019 - Current
Job overview
- Analyze taxpayer returns to identify underreported/over reported income, credits, deductions, and other taxes for case analysis
- Including filing status changes and issuing manual refunds
- Analyze all available information and take corrective actions, such as, credit transfers requests, re-computed tax, penalty, and interest
- Obtains information and explains adjustments, while encouraging compliance to taxpayers or their POA/third parties
- Written contact with taxpayers and/or their representatives to obtain information, explain adjustments, and encourage compliance
- Carry out a range of administrative and technical assistance to taxpayers
- Enforce regulations, practices, tax forms, notices, bills, and other documents to fully advise the taxpayer of options available for meeting tax obligations
- Exercise judgement and interpretation of guidelines, identifying issues, and determining appropriate processes
- Recognize and resolve any discrepancies and take all necessary action in accordance with tax law, IRM, IRC, IRS collection and government regulations
- Review replies- when the taxpayer disagrees to Automated Under Reporting (AUR) notices and proposing adjustments
- Determine acceptability, enter data, generate notices, and issue letters or revised notices
- Utilize technical tools in Integrated Data Retrieval System (IDRS), Integrated Automation Technologies (IAT), Employee User Portal (EUP), Account Management Service (AMS) and Share point to provide accurate advice, instruction, and professional work for the taxpayer
- The actions I take and information I provide the taxpayer has a direct impact on voluntary compliance and customer satisfaction.
Self Employed
Nail Technician Self Employed
06.1987 - Current
Job overview
- I am a licensed beauty professional who provides gel nail services to my clients
- I schedule nail appointments, sanitize nail equipment and tools, use electric tools to take old product off the nails, reshape and shorten nails
- I maintain a clean and organized work environment
- I also maintain my nail receipts and books for taxes
- Built and retained my personal clients for 25+ years.
Volunteer Surge 1 &2- SCRIPS Clerk & ICT Clerk
04.2022 - 04.2023
Job overview
- Volunteered for Surge 1 and Surge 2 Service Center Processing System (SCRIPS)
- Clerk duties are to examine, perfect, process, and convert information from a variety of taxpayer prepared returns and related schedules, federal tax forms, and other taxpayer information
- The purpose of the work is to bring documents into compliance with guidelines, prepare them for entry into SCRIPS, and to transcribe/correct the data
- This work is a critical phase of the tax processing system
- SCRIPS is unpredictable and subject to fluctuations requiring constant shifting of work assignments
- I was a volunteer to help get the work caught up for SCRIPS and ICT for timely and accurate processing of documents which has a direct impact on the work of other submission processing center functions and on taxpayers.
Internal Revenue Service
Tax Examining Technician in Error Resolution Department
12.2014 - 04.2019
Job overview
- Used word processing database, prepare, and create memos, reports, and records in final form
- Utilized programs such as Outlook, IDRS and Single-Entry Time Reporting (SETR) to complete my daily tasks
- Knowledge on a variety of automated systems and databases., including IDRS, Microsoft Office, Adobe Acrobat, On-line IRM, ELMS, SERP and SETR
- I am skilled at Forms 940, 941, 943
- 944, 945,1065, 1120S,7004, 8968, payments and IMF E-file, IMF paper and Replies, offering her expertise as an OJI to the team and to other teams as well
- Served as backup lead by performing duties such as coaching new hires, tracking team's CARE and quality, assisting others in completing their forms, giving feedback, and delegating workload.
Self-employeed
Mortgage Loan Officer
06.2006 - 06.2010
Job overview
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Fielded customer complaints and provided solutions.
- Reviewed loan files and updated to match current standards.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Checked loan documents for accuracy prior to closing.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Processed loan applications and monitored progress from start to finish.
- Compiled closing packages for drafting and presentation accuracy.
- Assisted customers with completing loan applications and other paperwork.
- Researched and updated industry knowledge on changing legislation and regulations.
Nordstrom
Striker, Sales Associate
01.1989 - 01.1992
Job overview
- Greeted and welcomed buyers into the department
- Recommended, selected, and helped obtain merchandise customer is looking for
- Helped customers with merchandise in fitting rooms, recommended accessories and shoes
- Recognized security risks and theft
- Opened and closed the registers, balanced the evening deposits
- Helped customers with returns
- Assisted department manager with stock, merchandise to the floor, and helped with inventories and markdowns
- Called personals to inform them about sales and new arrivals
- Mentored new salespeople.
GAP
Assistant Manager
01.1987 - 01.1989
Job overview
- Opening and closing of the store and register
- Carried the keys to the store and safe
- Handled customer returns and concerns
- Mentored new hires with retail sales techniques
- Took care of the incoming inventory shipments, opened, counted, and merchandised the inventory to the sales floor
- Managed 6-10 employees
- Interviewed and hired new employees
- Scheduled all employees for all shifts
- Organized the excess in back stock in our back room.
Education
Weber State UniversityOgden, UT
from General Studies
Skills
- Customer Service Oriented
- Critical Thinking
- Problem Solving
- Time Management
- Interpersonal Skills
- Administration and Management
- Friendly
- Outgoing
- Organized
- Communication
- Creative
Similar Profiles
Debbie BalsitisDebbie Balsitis
Case Advocate at Internal Revenue Service-Taxpayer Advocate ServiceCase Advocate at Internal Revenue Service-Taxpayer Advocate Service
Towanda GlennTowanda Glenn
Contact Representative at Internal Revenue ServiceContact Representative at Internal Revenue Service
Meredith RenfroMeredith Renfro
Correspondence Examination Technician at Internal Revenue ServiceCorrespondence Examination Technician at Internal Revenue Service
Mistie GonzalesMistie Gonzales
Tax Examiner/Data Transcriber at Internal Revenue Service, IRSTax Examiner/Data Transcriber at Internal Revenue Service, IRS
Laura A FullmerLaura A Fullmer
Full Time Care Taker at SelfFull Time Care Taker at Self