Timothy Winters
Ogden,UT
Summary
Dynamic tax examiner with the IRS, skilled in recordkeeping and documentation. Expert in analyzing financial documents to identify discrepancies, while providing exceptional oral communication to resolve taxpayer inquiries. Proven ability to enhance team efficiency and mentor junior staff, ensuring compliance with tax laws and fostering client confidentiality.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Exam Tax Examiner
IRS
02.1987 - 11.2013
- Worked with taxpayers on phone calls to provide the assistance needed to have their exam closed in a positive way for them Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Managed high-volume call traffic while maintaining professionalism and efficiency.
- Analyzed financial documents to identify discrepancies and potential fraud indicators.
- Conducted audits to ensure adherence to tax laws and IRS policies.
- Provided guidance to taxpayers regarding their rights and obligations under tax law.
- Resolved taxpayer inquiries through effective communication and problem-solving skills.
- Mentored junior examiners on best practices in tax examination procedures.
- Implemented feedback systems to gather customer insights for service enhancement initiatives.
- Developed training materials to enhance team understanding of tax regulations and processes.
- Led initiatives to streamline workflow, improving efficiency in case processing operations.
- Ensured timely processing of returns through efficient workload management and attention to detail.
- Communicated with taxpayers in writing and by telephone.
- Collaborated with team members to enhance overall efficiency and effectiveness within the department.
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Provided product knowledge and support to enhance customer satisfaction and loyalty.
Custodian
Ogden Regional Medical Center
06.1984 - 02.1987
- Maintained cleanliness and organization of facilities using commercial cleaning equipment.
- Performed routine inspections to ensure compliance with safety and health standards.
- Collaborated with management to enhance overall facility cleanliness and appearance standards.
- Maintained a well-organized supply closet for easy access to necessary tools.
- Resolved maintenance issues promptly, minimizing disruption to daily operations.
Education
MBA - Marketing/finance
Utah State University
Logan, UT06-1980
Bachelor of Science - Marketing/finance
Brigham Young University
Provo, UT06-1979
Skills
- Recordkeeping and documentation
- Deduction legitimacy
- Payment plan processing
- Basic accounting principles
- Oral communication
- Client confidentiality
Certification
- Certified Tax Examiner G-S 5,6 and 7, in the IRS - in 3 years
- Yearly updates on tax law training - in January each year
Yearly awards from the IRS
Each year that I was employed by the IRS, I received a bonus and an award for outstanding performance.
Languages
English
Professional Working
Timeline
Exam Tax Examiner
IRS
02.1987 - 11.2013
Custodian
Ogden Regional Medical Center
06.1984 - 02.1987
MBA - Marketing/finance
Utah State University
Bachelor of Science - Marketing/finance
Brigham Young University