Tonja Harrison
Memphis
Summary
Detail-oriented tax compliance professional with strong skills in financial analysis, report preparation, and customer relationship management with more than 32 years of experience. Proven ability to negotiate fair settlements and ensure regulatory compliance. Solid team player who offers a positive and cooperative attitude, with a capacity to efficiently multi-task.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Self-Employed Offer Examiner
Department of the Treasury, Internal Revenue Service
Memphis
09.2019 - 09.2025
- Prepared detailed reports on findings for senior management review.
- Collaborated with taxpayers to resolve issues and provide guidance.
- Reviewed tax returns for accuracy and compliance with federal regulations.
- Engaged in negotiations to reach fair settlements, ensuring compliance with established guidelines.
- Prioritized tasks and managed deadlines to ensure efficient workflow and timely completion of projects.
- Determine effective tax administration for economic hardship.
- Communicated effectively with other departments to facilitate information exchange.
- Recommend and prepare an application for filing Federal Tax Liens when appropriate.
- Review taxpayers' financial information which included bank statements, mortgage statements and Form(s) 1099-NEC/MISC
Offer Examiner
Department of the Treasury, Internal Revenue Service
Memphis
04.2012 - 09.2019
- Analyzed financial documents to identify discrepancies and potential fraud.
- Conducted interviews with taxpayers to gather information and clarify issues.
- Collaborated with teams to communicate findings effectively and ensure understanding of complex issues.
- Investigated inconsistencies in documentation or reports obtained from third parties.
- Monitored the progress of offers, such as receiving requested information and payments in a timely manner.
- Maintain knowledge of procedures, policies, and tax laws per IRM 5, per IRS.gov.
Lead Offer Examiner
Department of the Treasury, Internal Revenue Service
Memphis
11.2014 - 01.2015
- Collaborated with the Revenue Officer to clarify offer details and resolve discrepancies.
- Conducted investigation to ensure adherence to IRS policies and procedures.
- Collaborated with taxpayers to clarify information and resolve inquiries.
- Prepared detailed reports on investigation findings and recommendations.
- Facilitated communication among departments to enhance teamwork and project outcomes.
- Advised taxpayers on tax laws and compliance requirements.
Lead Contact Representative
Department Of Treasury, IRS
Memphis
10.2011 - 04.2012
- Promoted high customer satisfaction by resolving problems with knowledgeable, efficient service.
- Managed inbound inquiries regarding tax regulations and procedures.
- Assisted taxpayers in understanding their rights and responsibilities.
- Coordinated communication between taxpayers and IRS departments.
- Developed informational materials for taxpayer assistance initiatives.
- Trained new staff on customer service best practices and IRS protocols.
- Provided feedback to improve service efficiency and effectiveness.
- Ensured compliance with federal regulations in all interactions.
- Researched complex cases that required additional investigation or review by other departments.
- Provided direct customer service to callers, including answering inquiries, resolving problems and obtaining information.
- Participated in team meetings to provide updates on progress of open cases or discuss potential process improvements.
- Monitored incoming calls and correspondence for trends in customer feedback.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Process amended tax returns (Form 1040X).
- Input adjustments on taxpayer accounts when taking phone calls, such as if their dependent's Social Security Number is incorrect.
Education
Associate of Applied Science - Microcomputer Technology
Southwest Community College
Memphis, TN04-1993
Skills
- Tax compliance
- Financial analysis
- Report preparation
- Regulatory review
- Offer negotiation
- Customer relationship management
- Problem solving
- Effective communication
- Multitasking
- Researching skills
- Professional correspondence
Certification
Preparer Tax Identification Number (PTIN) 2026
Timeline
Self-Employed Offer Examiner
Department of the Treasury, Internal Revenue Service
09.2019 - 09.2025
Lead Offer Examiner
Department of the Treasury, Internal Revenue Service
11.2014 - 01.2015
Offer Examiner
Department of the Treasury, Internal Revenue Service
04.2012 - 09.2019
Lead Contact Representative
Department Of Treasury, IRS
10.2011 - 04.2012
Associate of Applied Science - Microcomputer Technology
Southwest Community College