Dedicated Taxpayer Service Specialist with expertise in tax compliance, issue resolution, and customer service. Committed to streamlining processes and enhancing taxpayer communications for effective outcomes.
Overview
29
29
years of professional experience
Work History
Taxpayer Service Specialist 1
NYS Department of Taxation and Finance
New York
01.2013 - Current
Assist taxpayers with inquiries and complaints regarding tax laws and regulations.
Provide guidance on compliance requirements for various tax matters.
Collaborate with team members to streamline customer service operations.
Respond promptly to taxpayers' concerns, and coordinate swift resolutions to handle service issues.
Organize the daily work schedule to ensure efficient use of time while adhering to company policies and procedures.
Facilitate communication between taxpayers and the government for issue resolution.
Ensure compliance with applicable laws, regulations, safety standards, and internal policies and procedures when providing service.
Participate in team meetings regularly in order to share ideas or provide updates on progress towards goals.
Assist in the process of seizing and auctioning taxpayer assets.
Document Tracking Field Agent
Revival Home Health Care
Brooklyn
06.2010 - 12.2012
Prepared a daily work route to accommodate scheduling conflicts.
Track and meet with doctors and medical personnel regarding home care orders.
Concluded all sessions with doctors' signatures on all assigned orders.
Prepared written reports on daily work for future reference.
Worked independently, with minimal supervision.
Used the internet to track locations and obtain necessary case information.
Shipping Coordinator
Masterpiece International Ltd.
Jamaica
01.2008 - 05.2010
Supervised shipping and receiving assignments.
Inspected cargo for damage or irregularities.
Prepared written reports as feedback for the customs brokers.
Recorded and maintained all details of assignments.
Interacted with clients to assure satisfaction upon deliveries.
Operations Supervisor
JPMorgan Chase Bank
New York
08.2000 - 08.2007
Prepared and monitored daily check logs and reconciliation reports.
Prepared and monitored the monthly metrics report.
Interacted with systems, supporting staff to resolve service issues.
Managed a staff of employees and daily operations.
Provided feedback to off-site management.
Created and implemented contingency plans for disaster recovery efforts.
Operations Specialist
JPMorgan Chase Bank
New York
08.1996 - 08.2000
Handled various payment distribution requests in accordance with IRS guidelines.
Assisted in federal wire/ACH transfers to various financial institutions.
Interact with branch representatives regarding compliance issues.
Prepared and monitored the daily security report.
Tracked quality assurance measures related to staff performance.
Education
Bachelor of Science - Business Management And Finance
Brooklyn College
Brooklyn, NY
02-1996
Skills
Tax compliance
Customer service
Issue resolution
Data analysis
Ability to work independently
Affiliations
Volunteer as church usher at Divine Mercy Academy
References
References available upon request.
Timeline
Taxpayer Service Specialist 1
NYS Department of Taxation and Finance
01.2013 - Current
Document Tracking Field Agent
Revival Home Health Care
06.2010 - 12.2012
Shipping Coordinator
Masterpiece International Ltd.
01.2008 - 05.2010
Operations Supervisor
JPMorgan Chase Bank
08.2000 - 08.2007
Operations Specialist
JPMorgan Chase Bank
08.1996 - 08.2000
Bachelor of Science - Business Management And Finance