Valerie Castillo
Austin,TX
Overview
21
21
years of professional experience
Work History
Lead Financial Assistant
IRS
AUSTIN, TX
06.2018 - Current
- Monitored workload distribution to align with workflow and job specialization objectives.
- Ensured equitable task allocation for timely assignment completion among employees.
- Amended or rejected substandard work, escalating performance issues to supervisor.
- Maintained current knowledge of procedures and policies; delivered training for staff development.
- Resolved informal complaints and referred significant issues to supervisor.
- Performed administrative duties during manager's absence to ensure operational continuity.
- Executed tasks equivalent to supervised employees, upholding consistent quality standards.
- Analyzed complex tax issues and provided expert recommendations.
- Communicated findings to stakeholders through detailed reports and presentations.
- Developed policies to enhance operational efficiency in tax examinations.
- Analyzed financial documents to ensure accurate reporting of income, deductions, exemptions and credits.
- Developed strategies to identify areas of non-compliance or potential fraud.
- Identified weaknesses in existing processes that could lead to inaccurate results or missed opportunities for revenue collection.
- Provided technical assistance to other departments within the organization.
- Attended conferences and training sessions related to taxation law updates or new developments.
- Performed quality control reviews on work completed by Tax Examiners prior to submission.
- Ensured timely completion of all assigned tasks while adhering to established deadlines.
- Provided leadership in developing new procedures designed to improve operational efficiency within the department.
- Identified tax-related issues and addressed with management team, suggesting methods for improvement.
- Conducted research on different tax issues and remained up to date on tax law changes.
- Performed regular analytics and reporting of key performance measures and performed variance analysis to assist management with financial decision making.
- Delivered best-in-class tax compliance advice and technical support to business departments and executive management to verify adherence to regulatory tax obligations.
Supervisory Financial Technician
IRS
AUSTIN, TX
10.2020 - 05.2021
- Supervised tax examining staff, ensuring compliance with federal regulations.
- Planned and organized work for subordinates, adjusting priorities for task completion.
- Assigned tasks based on priority, difficulty, and employee capabilities.
- Evaluated subordinate performance, recommending recognition or disciplinary actions as needed.
- Provided guidance to employees on administrative matters related to work.
- Conducted interviews, recommending appointments or promotions based on suitability.
- Resolved employee complaints, addressing grievances and escalating serious issues when necessary.
Tax Examiner
IRS
Austin, tx
04.2004 - 06.2018
- Reviewed tax returns for compliance with federal and state regulations.
- Analyzed taxpayer information to verify accurate reporting and documentation.
- Conducted audits on selected cases to confirm reported income and deductions.
- Communicated with taxpayers to resolve discrepancies regarding tax liabilities.
- Maintained meticulous records of findings and resolutions for future reference.
- Prepared reports summarizing audit results and conducted thorough research on tax law changes.
- Developed training materials for new tax examiners to enhance team efficiency.
- Collaborated with legal and accounting teams to improve compliance and reporting processes.
Education
Some College (No Degree) - Fundamentals of Accounting
University of Maryland
Heidelberg GermanySkills
- Financial analysis
- Tax compliance
- Policy development
- Regulatory knowledge
- Risk assessment
- Team leadership
- Detail orientation
- Time management
- Documentation skills
- Office administration
- Process improvement
Document analysis
Team management
Tax law expertise
Auditing
Tax research
Tax return filing
Research and documentation
Confidential document control
Team bonding
Strong problem solver
Highly organized
Professional communication
Employee timesheet processing
Typing proficiency
Microsoft outlook
Technical support
Critical thinking
Document management
Complex Problem-solving
Summary
Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Accomplishments
Performance Award 11-17-2024
Performance Award Time OFF 11-17-2024
Manager’s Award Time Off Award 08-25-2024
Manager’s Award-Treasury 06-30-2024
Time Off Performance Award 11-05-2023
Performance Award 11-05-2023
Timeline
Supervisory Financial Technician
IRS
10.2020 - 05.2021
Lead Financial Assistant
IRS
06.2018 - Current
Tax Examiner
IRS
04.2004 - 06.2018
Some College (No Degree) - Fundamentals of Accounting
University of Maryland
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