Summary
Overview
Work History
Education
Skills
Workschedule
Jobtype
Timeline

Toni Brown

Locust Grove,GA

Summary

Highly analytical and technical deadline-driven with years of experience in Federal Tax law and compliance. Provide face-to-face customer assistance serving as an advisor and educator. A team player who is very capable of taking on additional duties, meeting deadlines, monitoring trends and analysis to present to upper management and team members. Strong work ethic and sense of ownership needed to excel in a government-regulated environment. Evaluate financial records to ensure compliance with applicable law. Customer oriented with 35 years working in a fast-paced environment and interacting with all levels within an organization and the public. Knowledgeable in MS Excel, Word, Access and PowerPoint.

Overview

30
30
years of professional experience

Work History

Senior Tax Accountant

Taxwize
10.2023 - 04.2024
  • Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Stayed current on changing tax laws and regulations, ensuring accurate application of rules to client cases.
  • Computed tax depreciation rates on business assets like technology and vehicles.
  • Responded promptly to official tax notices requiring clarifications and additional submissions.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Handled business clients' requirements in special areas such as franchise taxation and federal highway use taxes.
  • Represented clients before federal, state and local taxing authorities.
  • Evaluated potential tax credit opportunities for clients, maximizing savings through strategic application of available incentives.
  • Established strong relationships with government agencies, facilitating communication during audits or other inquiries.

Individual Tax Advisory Specialist

Internal Revenue Service
09.2004 - 09.2022
  • Conduct face-to face interviews with taxpayers and/or their representatives to perform a wide variety of duties relative to individual and business tax compliance
  • Prepare tax returns for individuals and self employed business owners.
  • Extensive knowledge of tax law and the ability to respond to difficult questions
  • Utilize analytical skills for examination and collection issues and notices
  • Specialized in research, locating, reviewing and redacting information before releasing the documents to the requester
  • Ensure the requester has the authority to receive the federal tax information
  • Confirm the validity of any consent given to a third party prior to releasing the federal tax document; i.e review Form 2848 Power of Attorney, Form 8821Tax Information Authorization and court documents
  • Proficient in writing course material for internal entry level and advanced users to change the previously available information used for training purpose
  • As subject matter expert created and delivered to internal users visual and oral presentations to aide other employees in proficient case processing on Collection issues i.e analyzing, review, completing financial information, and use of the Integrated Automated Technology (IAT)
  • Analyzed and make all necessary actions to taxpayer’s accounts using Integrated Data Retrieval System (IDRS), Integrated Automated Technologies
  • Apply my knowledge of the Internal Revenue Code in effectively dealing with the rights and responsibilities regarding the release and non-release of account information in relation to disclosure policies and procedures
  • Perform all technical and analytical reviews by using fact finding skills and judgement to evaluate information and to reach a determination based on the information obtained
  • Served as Referral Coordinator reviewing and processing case that need to be referred to other areas based on the Internal Revenue Manual guidelines
  • Work on projects to review, prepare and input manual refunds for decedent taxpayers
  • Worked daily on projects processing correspondence cases using the Correspondence Imaging System (CIS)
  • Review and processes payments received for tax payments on delinquent accounts utilizing Remittance Strategy for Paper Check Conversion System (RSPCC)

Tax Examiner-Automated Collection System (ACS)

Internal Revenue Service
08.1998 - 09.2004
  • Provided taxpayers with guidance on technical and procedural tax cases covering a full range of issues
  • Routinely worked researching technical issues and process cases and making a final determination to allow or disallow issues concerning balance due, adjustments, collection, levies and liens and underreported income
  • Effectively and efficiently resolved areas where systemic issues were identified and took necessary actions to refer to Taxpayer Advocate Services based on hardship or delay in processing of taxpayer’s account
  • Educated taxpayers and/or their representatives regarding tax obligations, responsibilities, rights, and options, including possible adverse consequences of decisions
  • Effectively communicated taxpayer of all rights and, as applicable, secured full payment or established payment plans
  • Proficiently utilized Integrated Data Retrieval System

Problem Resolution Representative (PRP)

Internal Revenue Service
08.1998 - 08.2000
  • Protected taxpayers’ rights by ensuring that all taxpayers are treated fairly, and that they know and understand their rights under the Taxpayer Bill of Rights
  • Responded to written correspondence received from taxpayers timely when they did not receive a response within a given timeframe
  • Provided full explanations to specific inquiries initiated by the individuals in writing or internally generated when no one has responded after repeated attempts or the IRS has not responded by the date promised.

Customer Service Representative

Internal Revenue Service
01.1995 - 07.1998
  • Responsible for processing back end trust fund recovery payments made to a personal or business accounts by manually posting payments that have been assessed do to a civil penalty.

Tax Auditor

Internal Revenue Service
01.1994 - 01.1995
  • Conducts pre-selected examinations and related investigations of a variety of individual taxpayers, or exempt organizations, employee plans or government entities involving complex tax issues and financial records and typical methods
  • Conduct examinations on concurrent years as defined by the examination procedures
  • Determine the collectability of a potential tax deficiency at all stages of the review
  • Solicit payment and/or offer installment agreements when appropriate
  • Develop, disseminate, and administer practices, and procedures according to guidelines
  • Provided technical guidance to customers concerning the examination process orally and in writing by preparing workpapers and reports to document finding and/or conclusions
  • Utilized advanced knowledge of accounting principles, practices, methods and auditing standards to analyze and evaluate records.

Education

Bachelor of Science in Marketing and Computer Information Systems -

Central State University
06.1988

Skills

  • Data Analytics
  • Industry Expertise
  • Financial Budgeting
  • Teamwork and Collaboration

Workschedule

Full-Time

Jobtype

Permanent

Timeline

Senior Tax Accountant - Taxwize
10.2023 - 04.2024
Individual Tax Advisory Specialist - Internal Revenue Service
09.2004 - 09.2022
Tax Examiner-Automated Collection System (ACS) - Internal Revenue Service
08.1998 - 09.2004
Problem Resolution Representative (PRP) - Internal Revenue Service
08.1998 - 08.2000
Customer Service Representative - Internal Revenue Service
01.1995 - 07.1998
Tax Auditor - Internal Revenue Service
01.1994 - 01.1995
Central State University - Bachelor of Science in Marketing and Computer Information Systems,

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Toni Brown