Summary
Overview
Work History
Education
Skills
References
Accomplishments
Timeline
Generic

Terrence Charles Wilson

Chesapeake Beach

Summary

Dynamic Management and Program Analyst with the Internal Revenue Service, skilled in data analysis and project management. Achieved cost savings by implementing local recruitment strategies, enhancing operational efficiency. Proven ability to coordinate logistics and improve processes, ensuring timely execution of recruitment initiatives while fostering strong communication with stakeholders.

Overview

26
26
years of professional experience

Work History

Management and Program Analyst

Internal Revenue Service
Washington
10.2022 - 05.2025
  • I worked with the Tax Exempt and Government Entities recruitment team in Human Resources Customer Support 2 where I research college fairs in Handshake utilizing my analytical and evaluative methods and techniques.
  • I use my decision-making skills to search for career fairs targeting accounting majors to fill our positions needed.
  • Once all the fairs have been identified and we reach the goal number of fairs for the month, I will register for all the fairs in Handshake.
  • When the registration is approved, and I receive an invoice for the fairs I will forward the invoice on to be paid by our purchase card holder.
  • Handshake will send me all logistics to all the fairs, and I will forward them to the recruiters who are attending the fairs.
  • All of this information is kept on a recruitment spreadsheet utilizing quantitative and qualitative methods and techniques.
  • I update this spreadsheet daily with college fair locations, date and time, how much the fair costs from a budget standpoint, the recruiter attending this fair and how many students came to the table.
  • Using my analytical and evaluative skills I noticed a trend related to the type of college students attending our fairs and I adjusted the handouts appropriately.
  • This spreadsheet is reviewed and approved by my manager and then sent out to all the Project Management Office’s to recruit recruiters to attend these fairs.
  • Recruiting in general is very fast paced and requires a lot of planning and organization.
  • I prepare recommendations for resources to accomplish the project by informing the purchase card holder that we need more brochures and swag items for the career fairs.
  • When we are running low on tablecloths, I negotiate with Human Capital Office to obtain needed resources.
  • I also negotiate with the area Project Management Office’s to obtain needed support when recruiters back out of fairs and resources are needed.
  • I made a suggestion to improve the efficiency and effectiveness of operations related to having local recruiters attend career fairs as from a budgeting standpoint the cost of travel was outweighing the benefit.
  • Having local recruiters attend was a cost savings and improved the operation. My suggestion was adopted.
  • One of my project areas has to do with analyzing the proper routing paths in Concur.
  • I utilized my evaluative methods and techniques to identity problem areas where employees who were either in the wrong accounting path or needed to be removed.
  • This was affecting operations as employees were traveling using the incorrect routing numbers impacting budgets.
  • I am the back up to the TE/GE Telework Lead.
  • I input Telework agreements into the Telework Library Portal.
  • I run various reports from People Track present them and my findings to the Telework Lead who in turn sends emails to the business units PMO offices asking them to make corrections to their employees telework agreements.
  • I secure space for new hires.
  • I submit a work ticket to get the new hire’s space and track the ticket until it is closed and give the new hire’s manager the cubicle and phone number.
  • I am also the back-up to secure space for Voluntary and Involuntary Hardship Relocations.
  • I’m the POC for HR Customer Support 2 SharePoint site.
  • I frequently use oral communications techniques to present findings regarding my programs and projects related to telework and recruitment.
  • My position requires written communication daily.
  • I strive to have my communications clear and concise.

Management and Program Analyst

Internal Revenue Service
Washington
10.2020 - 10.2022
  • Utilizing my skills as a Management and Program Analyst in TE/GE Human Resource Department, I demonstrated a wide range of analytical and evaluative methods and techniques both quantitative and qualitative.
  • I was responsible for preparing comprehensive program analyses and evaluations pertaining to the effectiveness of program operations for HR’s Weather and Safety Reports that covered the Commissioner’s Office and Employee Plans.
  • I prepared these reports to be reviewed by managers, senior manager, directors and Executives.
  • I was POC for securing space for all new hires in TE/GE.
  • I worked with the Senior Analyst, Managers and Senior Managers in scheduling all interviews for Employee Plans.
  • Met weekly with Employee Plan Project Management office to discuss overall goals and objectives for their hiring needs.
  • I use my management and organizational principles to apply to all my programs.
  • Processed all Personnel Action Requests for Employee Plans.
  • The type of Personnel Action Request that I processed were Recruit Personnel Action Request, NTE PARS, Details, Career Ladder PARS, Realignment PARS, Reorg PARS, Extension PARS, Termination PARS and Special Act Awards.
  • Kept track and submitted to Employee Plans PMO office a Bi-Monthly Reports to Report Career Ladder Report and a Not To Exceeds Report.
  • I prepare an action plan that includes project accomplishments, both short and long-range ensuring that my plan is consistent with service goals, schedules, and policies which is reviewed and approved by my manager.
  • I was the backup POC for the HR Customer Support SharePoint site.
  • My duties included making sure there was no Personally Identifiable Information or Sensitive But Unclassified data stored on the SharePoint site.

Lead Management Assistant

Internal Revenue Service
Washington
09.2009 - 10.2020
  • Coordinate and facilitate SABA events for the Defined Benefit Knowledge Management program.
  • Developing changes in methods and conducting studies of employee/ organizational efficiency and productivity.
  • Responsible for preparing comprehensive program analyses and evaluations pertaining to the effectiveness of program operations for the Employee Plans Knowledge Management (K-Net) database.
  • Responsible for transferring data from the Employee Plans K-Net database onto the service-wide knowledge base SharePoint site requiring technical competency.
  • I conduct data analytics for the Employee Plans K-Net site.
  • Review the data and metrics from each of the Employee Plans K-Nets and compile the results in reports for management.
  • Edit links within the K-Net library to change to latest version of Lexis (Lexis Advanced).
  • Trained on finding resources within Westlaw to assist in legal research.
  • I was the Information Resource Coordinator for the Employee Plans Technical group requiring technical competency related to the TE/GE file plan retention standards.
  • Plan, coordinate, and establish operating methods and procedures for accomplishment of the records management project mission.
  • Maintain files and records and prepare the file plan for my work group in accordance with the TE/GE Records Control Schedule 24.
  • I identify federal records, non-records and personal files and inform the work group of the employee responsibilities for managing federal records.
  • I prepare and ship files to the federal records center upon retirement eligibility.
  • I have excellent technical skills and technical competency on several Internal Revenue Service software systems in MS Excel, Lexis, Nexis, Westlaw, TE/GE TRAC, IDRS, MAPICS, TEDS, Arbotext and RTS in FMSS ARCHER and PBIB.
  • I serve as the point of contact for complying with FOIA requests for documents, electronic files and paper records from Employee Plans Rulings and Agreements.
  • I am very conscious of identifying and redacting PII when forwarding documents to others.
  • I used my technical competency for converting over 60 Internal Revenue Manuals into Arbortext.
  • I coordinate all revisions and edits and assist with the clearance process to ensure that the IRMs are published timely and accurately.
  • I work independently and require minimal assistance in completing my assignments.
  • I provide guidance and analytical studies to resolve substantive problems to improve the effectiveness and efficiency of operating the user fee project and provided administrative support to senior management as well as prepared inventory reports.
  • I led the user fee project that consists of receiving and processing over $15 million dollars in user fees for Employee Plans Rulings and Agreements before the user fee process was transferred to Covington, KY in 2015.
  • I used my budgeting methods and techniques to analyze and prepare weekly, monthly, and yearly reports reviewing and identifying any problem areas before submission.
  • I further used my analytical methods and techniques to ensure proper reconciliation with the Beckley Finance Center.
  • I ensured that all policies and procedures were followed when we received an improper fee.
  • I ensured that refunds were processed, and checks were deposited in a timely manner.
  • I worked with senior management and the Beckley Finance Center to ensure the fees were processed correctly.
  • I disputed finances recommendation to change the user fee process and negotiated a solution to keep a working process as is.
  • I also worked with ImageX to prepare an estimate that was shopped around different software companies in order to upgrade our archaic software system.

Management and Program Assistant

Internal Revenue Service
Washington
12.2015 - 07.2016
  • During my temporary 7 month detail with the Contractor Security Management CSM Training Department of Facilities Management and Security Services I worked on security issues pertaining to IRS contractors.
  • I conducted research in the Personal Identity Verification (PIV) Background Investigation (PBIP) and ARCHER systems to locate and update contractor Security Awareness Training (SAT) records and to determine contractor compliance with the training requirements.
  • These records were summarized on a regular basis and forwarded to Cybersecurity.
  • I evaluated SAT requests for inaccurate or incomplete information, identified ways to resolve and address the issues, and entered all the information into the PBIB and ARCHER systems.
  • I assisted in testing the new ARCHER system.
  • I advised the Contracting Officer Representative (COR) managers and stakeholders of issues or problems and when they were resolved.
  • I met regularly with the COR managers to discuss instances of incomplete security awareness training and worked with them to ensure that all deadlines were met.
  • I supported the Senior Lead Training Analyst by recommending how the training process for contractors could be improved.
  • My objective was to introduce new initiatives that would assist the contractors in complying with their security obligations.
  • I consult and advise the Contracting Officer Representative managers and stakeholders when any issues or problems are resolved.
  • I support the Senior Lead Training Analyst by identifying and advising recommendations regarding the training process to help effectively improve services provided to customers ensuring to stay within the regulations and guidelines helping to introduce new initiatives.
  • I assist with making sure all timelines are met with planning and organization.
  • I met with the COR managers to discuss incomplete security awareness training courses of their contractors which requires me to have strong oral and written communication skills.

Lead Management Assistant

Internal Revenue Service
Washington
11.2006 - 09.2009
  • Utilizing my skills as Lead Management Assistant, I served as acting supervisor in the absent of my manager on several occasions.
  • Having knowledge, skills, and abilities of all program areas within the work group, I led employees in the day-to-day activities of the work group and had to rely on my decision-making skills.
  • I handle the smooth workflow of the unit, and I recommend changes in processing to improve administrative procedures.
  • I established a system of review to control and report out on project status and met with the Executive Rulings and Agreement Director weekly to discuss all the incoming and outgoing cases to define the overall goals and objectives of the project.
  • In addition to my supervising duties, I received Form 3115 which are change in accounting method forms.
  • I research them on the Integrated Data Research System (IDRS) to ensure that they are filed prompt and that proper extensions were filled.
  • I also receive Form 1128 which are change in tax year.
  • I send letters to the taxpayer and Power of Attorney which shows my written communication abilities.
  • I also upon completion of my research send a letter to the taxpayer and Power of Attorney showing their changes were made.
  • I took part on a team that helped Employee Plans and /Exempt Organization test their new Determination case tracking system called TEDS.

Management and Program Assistant

Internal Revenue Service
Washington
03.2002 - 11.2006
  • I worked in the Tax Exempt and Government Entities Exempt Organizations Rulings and Agreements Technical Processing Unit.
  • I served as point of contact for all incoming requests for Private Letter Rulings.
  • I kept a log of each request in our case tracking system (TRAC).
  • I review each user fee check for a signature as well as a current date.
  • I stamp each check with the Treasury Dept. on any check made out to the IRS.
  • I communicate both orally and in written communication with organizations when a proper user fee is not received.
  • I keep and watch a suspense file of all inadequate fees until the proper fee is received.
  • Based on established program policies and procedures I recommend, evaluate, and identify cases needing special attention and forward to my managers attention.
  • I fill out proper paperwork and follow reporting processes to make timely deposits of checks daily.
  • I compile daily, weekly, and monthly statistical reports of user fee deposits and forward reports to the Beckley Finance Center.
  • I also communicate with the Chief Financial Officer and GAO.
  • Based on workload set up I monitor case files, close them on TRAC and retrieve them to be imaged for future reference.
  • I respond to data calls.
  • I search and gather information from case files and report and present findings to the requesting staff official or field offices.
  • I have access to IDRS the (Integrated Data Research System) and I research organizations to ensure they have given proper tax-exempt status information and make changes when necessary.
  • When application cases are received and ready for processing I take the initiative to close the case in 2 IRS database called TRAC and EDS without managerial intervention.
  • This is done to facilitate the smooth flow of work and help provide efficient and timely customer service.
  • I serve as point of contact for the public with Tax exemption questions.
  • I have a designated phone line at my desk and any questions I'm unable to answer I refer to a TLS for handling.
  • I act as the work group business unit POC by assisting employees with trouble shooting questions, input timesheets in a IRS time keeping database called TAPS/SETR and time and attendance corrections for the work group.
  • I also retrieve reports from the TAPS/SETR database.
  • I also track the use of credit hours and ensure timesheets are processed in accordance with established procedures.
  • I've also served as the lead in several large projects such as Katrina Relief and aiding our Cincinnati office with Inventory Reduction.
  • I volunteer to take on additional duties when assignments are complete.
  • I help with expedite and special projects.
  • As a reliable employee, senior leadership has referred to me on several occasions to step in and assist or take lead in a critical project.
  • I am a team player and make recommendations for improving methods and procedures when I have a time or cost saving idea for improving processes.

Administrative Assistant

Corporation for National and Community Service
Washington
12.1998 - 03.2002
  • I was assigned to the department of Learn and Serve America (LSA) where I was responsible for providing the following administrative and Clerical duties; I processed all incoming mail including faxes and emails.
  • I posted mail and routed to the appropriate staff member and followed up on items needing immediate action; Scheduled and arranged meeting space for LSA staff and notified all participants of the arrangements.
  • Maintained all office files including grant, subject and case files.
  • Provided both oral and written responses to the general public on requests for information about the President Student Service Challenge and Learn and Serve America.
  • Attend staff meetings and record meeting minutes to share with group members, in order to complete tasks for follow up items.
  • Xeroxed and faxed information as requested.
  • Compiled and assembled the Departments Weekly Activity Report for the Director.
  • Staged information for the office mailings and meetings.
  • Assisted in the grants process - set up files for new grant applications, prepared applications for review, helped arrange grantee meetings usually consisting of 200 or more grantees, including the inspection of the hotel space and purchase of all the supplies.
  • Provided administrative support during the conference including registration of all the attendees.
  • Reviewed program database and made selections based on established criteria of best programs to reimburse forms.
  • Assisted Office Director when the Executive Assistant was absent.
  • I received one cash award, and two salary increases for my performance.

Education

High School or equivalent -

Archbishop Carroll High School
Washington, DC

Some College Coursework Completed - Sociology

University District of Columbia
Washington, DC

Skills

  • Data analysis
  • Budget management
  • Project management
  • Process improvement
  • Recruitment strategies
  • Logistics coordination

References

  • Darnell Hardy, Tax Law Specialist, Internal Revenue Service, 255-439-5825, Darnell.C.Hardy@irs.gov
  • Matthew Parrish, Program Analyst, Internal Revenue Service, 202-317-8416, Matthew.C.Parrish@irs.gov
  • Wilbert Laird, Tax Law Specialist, Internal Revenue Service, 202-317-8713, Wilbert.G.Laird2@irs.gov

Accomplishments

  • I received 25 performance award in my 26 years in the federal government

Timeline

Management and Program Analyst

Internal Revenue Service
10.2022 - 05.2025

Management and Program Analyst

Internal Revenue Service
10.2020 - 10.2022

Management and Program Assistant

Internal Revenue Service
12.2015 - 07.2016

Lead Management Assistant

Internal Revenue Service
09.2009 - 10.2020

Lead Management Assistant

Internal Revenue Service
11.2006 - 09.2009

Management and Program Assistant

Internal Revenue Service
03.2002 - 11.2006

Administrative Assistant

Corporation for National and Community Service
12.1998 - 03.2002

High School or equivalent -

Archbishop Carroll High School

Some College Coursework Completed - Sociology

University District of Columbia

Similar Profiles

  • Debbie Balsitis

    Debbie BalsitisDebbie Balsitis

    Case Advocate at Internal Revenue Service-Taxpayer Advocate ServiceCase Advocate at Internal Revenue Service-Taxpayer Advocate Service

  • Sharonda Perry

    Sharonda PerrySharonda Perry

    Contact Representative at Internal Revenue ServiceContact Representative at Internal Revenue Service

  • Alesha Ruffin

    Alesha RuffinAlesha Ruffin

    Customer Service Representative at Internal Revenue Service, IRSCustomer Service Representative at Internal Revenue Service, IRS

  • Dean M. Ferro

    Dean M. FerroDean M. Ferro

    Exchange Administrator at Internal Revenue Service Department of the TreasuryExchange Administrator at Internal Revenue Service Department of the Treasury

  • Raynell McClung

    Raynell McClungRaynell McClung

    Benefits Specialist at Calvert County Public SchoolBenefits Specialist at Calvert County Public School

CREATE PROFILE
Terrence Charles Wilson
Resume profile built at Resume-Now.com