Wendy C White
Summary
- Correspond with Tax Payers via phone and/or USPS to address compliance issues with many different tax forms.
- Reconcile 941 Forms for multiple years and accounts to ensure the Tax Payer paid enough according to how much they made for that tax period..
- Manipulate Integrated Data Retrieval System (IDRS) to open controls on tax periods I am working to let other Tax Examiners know that I am working on that tax period.
- Create multiple letters to address why we are corresponding, resend undeliverable mail, certify a follow-up letter if no reply is received, and to close the compliance case I am working.
- Print, stuff the envelope, and mail my letters.
- Send documents to Social Security if I receive original documents.
- Use Accurint to locate phone numbers and addresses for Tax Payers.
- Use Reporting Compliance Case Management System (RCCMS) to work my cases.
- Use Cisco Jabber to communicate with Tax Payers via phone.
- Use Excel to track my inventory and submit my back-up sheet to my manager weekly.
- Use Microsoft Teams to keep steady communication with my team.
- Use Microsoft Outlook for emails.
- Use Microsoft One Note to take and organize my notes.
Overview
10
10
years of professional experience
Work History
Tax Examining Technician
Internal Revenue Service
11.2024 - Current
- Company Overview: This is a federal job
- Respond to taxpayer's inquiries regarding preparation of a variety of tax returns, related schedules and other documentation; resolves account inquiries; advise taxpayers of enforcement actions; manages sensitive case problems designated as requiring special case handling.
- Analyzes and resolves tax processing problems.
- Adjusts taxpayer accounts, prepares and issues manual refunds, performs multiple credit transfers, computes tax, penalty, and interest (including restricted interest).
- Secure payment of delinquent taxes and filing of delinquent returns.
- Recommends lien and/or tax levy action, includes initiating supporting information for release.
- Extensive knowledge of individual and business tax law, the IRM.
- Extensive knowledge of available on-line systems, research materials, technology, and tools to resolve the taxpayer's inquiries.
- This is a federal job
Clerk -Postables Clerical
Department of Treasury / Internal Revenue Service
02.2016 - Current
- Company Overview: This is a federal job
- Perform a variety of administrative tasks using an automated system which involves assigning, maintaining, monitoring, updating work status and inventory records.
- Receive, record, batches, associates, controls, stages, collects, mails, extracts and distributes incoming/outgoing work.
- Maintains, update and purge suspense/closed files.
- This is a federal job
Lead Clerk
Department of Treasury / IRS
12.2019 - 11.2024
- Company Overview: This is a federal job
- Experience with interactions with the public analyzing tax and accounting issues.
- Experience analyzing and resolving problems, making adjustments and providing information on issues.
- Experience resolving high conflict issues in person, in writing or by telephone in a variety of situations.
- Experience interpreting account information to address a variety of issues, guidelines and transactions.
- Experience preparing and sending out written documents.
- Experience communicating information so the intended audience understands.
- Experience working with individuals from different backgrounds to determine concerns or issues as well as treating them with courtesy, sensitivity and respect.
- Experience reviewing financial documents to verify sources of income.
- Experience gathering information from others by phone, in person, by email, by Skype, Microsoft Teams, etc.
- Experience preparing, entering and filing data accurately.
- Experience explaining plans and procedures to others.
- Experience explaining to others how to fill out forms and follow instructions.
- Experience conducting research via internet or other types of searches to find relevant answers.
- Experience maintaining and ensuring the safe handling of sensitive documents and confidential material daily.
- Experience explaining to others technical procedures, regulations and laws.
- Experience suggesting new ways to complete work and improve performance.
- Experience listening to others and using what they say to solve problems on my own.
- Experience reading and interpreting guidelines to correct mistakes.
- Experience gathering, compiling, verifying and analyzing data from multiple sources.
- Experience working and completing projects as part of a team.
- Experience evaluating and establishing work priorities with minimal assistance.
- Experience leading a team that responds to technical questions.
- Experience verifying reports and tax forms to ensure completeness and accuracy.
- Experience following up with others to ensure that assignments are complete and deadlines are met.
- Experience working with others to plan work, discuss findings and solve issues.
- Experience communicating via email, Microsoft Teams, Skype, Zoom etc, Telephone/Voicemail, Excel spreadsheets, Word documents, Power point presentations and training sessions.
- Experience assessing others needs and providing custom products and services.
- Experience with administrative and clerical work processes, procedures, and relative rules, regulations, and other guidelines specific to the position and business operations.
- Experience and knowledge of the organizational functions, terminology, quality assurance techniques, and reporting requirements sufficient to coordinate the flow of work within the assigned area.
- Experience with work distribution and balances the workload among employees in accordance with established work flow or job specialization, assures timely accomplishment of the assigned workload, and assures that each employee has enough work to keep busy.
- Experience keeping the status and progress of work, and make adjustments in accordance with established priorities, obtaining assistance from the supervisor on problems that may arise.
- Experience with estimates and reports on expected time of completion of work and maintains records of work accomplishments and time expended and prepare production reports as requested.
- Experience instructing employees in specific tasks and job techniques and make available written instructions, reference materials and supplies.
- Experience with on the job training to new employees in accordance with established procedures and practices.
- Experience with completing Combined Weekly Report, Weekly Aged Report & Mistle Report.
- Experience with daily productions meetings and coordination with three dept team Leads and Managers to coordinate the assigning and distribution of weekly work.
- Experience with consolidation efforts for the Cincinnati Service Center regarding receiving, organizing, sorting and shipping from Cincinnati.
- Experience with overtime reporting and projections for the team including validation of SETR in coordination with the overtime tracker.
- This is a federal job
Manager
IRS
03.2023 - 06.2023
- Company Overview: This is a federal job
- Detailed in as the manager of the Entity/Unpostables Clerical Team.
- I was responsible for monthly & annual reviews for 25 employees.
- Onboarded 2 new employees, ordered laptops, TSID's and got them access to the command codes and programs needed to be successful.
- Took the USR course to gain access to get my employees the programs & command codes needed to perform the duties on the clerical team.
- Taught a class in new hire orientation from the direct hire in April 2023.
- Was responsible for training 4 borrowed clerks from Extracting.
- Learned how to deal with and manage a hostile work environment.
- Attended Production, Staff and Manager meetings weekly.
- Responsible for validating and signing SETR.
- This is a federal job
Manager (Detail)
Department of Treasury / Internal Revenue Service
12.2021 - 01.2022
- Company Overview: This is a federal job
- Was responsible for bringing aboard 8 borrowed employees from the Files department.
- Responsible for getting the loaner laptops requested and delivered.
- Also responsible for requesting programs and command codes needed to perform the duties on the team and be successful.
- Made a big difference in morale the short 59 days in the position.
- This is a federal job
Clerk/Files
Department of Treasury/Internal Revenue Service
11.2017 - 02.2018
- Company Overview: This is a federal job
- Detail in Files.
- Refile, Cycle and shelf Documents.
- Skills used BBTS.
- This is a federal job
Clerk-RAVS/IVS
Department of Treasury /Internal Revenue Service
11.2016 - 02.2017
- Company Overview: This is a federal job
- Detail in RAVS/IVS-Sort, certify, batch, scan, e-fax, date stamp, re-associate and file 4506T forms for processing.
- Keep fax machines stocked.
- This is a federal job
Clerk-Correspondence
Department of Treasury / IRS
01.2016 - 02.2016
- Date stamp, review, sort and batch correspondence to proper departments and mail stops.
- Responsible for researching forms and statutes.
Clerk/extracting
Department Treasury/Internal Revenue Service
01.2015 - 01.2016
- Company Overview: This is a federal job
- Extract & sort mail in timely manner with quality & accuracy.
- This is a federal job
Education
High School Diploma -
Hillcrest High
Midvale, UT05-1982
Skills
- Organizational growth
- Teamwork orientation
- Financial statements
- Data entry proficiency
- Team Leader
- Proficient in Microsoft One Note, Outlook, Teams Excell spreadsheets
- Manipulate many data systems for research
Timeline
Tax Examining Technician
Internal Revenue Service
11.2024 - Current
Manager
IRS
03.2023 - 06.2023
Manager (Detail)
Department of Treasury / Internal Revenue Service
12.2021 - 01.2022
Lead Clerk
Department of Treasury / IRS
12.2019 - 11.2024
Clerk/Files
Department of Treasury/Internal Revenue Service
11.2017 - 02.2018
Clerk-RAVS/IVS
Department of Treasury /Internal Revenue Service
11.2016 - 02.2017
Clerk -Postables Clerical
Department of Treasury / Internal Revenue Service
02.2016 - Current
Clerk-Correspondence
Department of Treasury / IRS
01.2016 - 02.2016
Clerk/extracting
Department Treasury/Internal Revenue Service
01.2015 - 01.2016
High School Diploma -
Hillcrest High
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