Wendy Pabon
Administrative and Tax Law Specialist
Haines City,FL
Summary
Senior professional with a proven record in administrative and financial roles, proving strong problem-solving, leadership, research and analytical skills. Adept at managing teams, streamlining processes, and delivering data-driven solutions. Extremely adaptable in diversified industries.
Overview
21
21
years of professional experience
Work History
Individual Taxpayer Advisory Specialist
Internal Revenue Service
01.2021 - 01.2023
- Face to face interviews with taxpayers to probe, diagnose and inform taxpayer of incorrect filing/processing of Federal Income Tax Returns
- Help taxpayers with completion of Internal Revenue Forms and applications for resolution
- Referred taxpayer issues to proper department for corrective measures
Lead Financial Assistant
Internal Revenue Service
01.2019 - 01.2021
- Led a team of Tax Examiners auditing returns
- Assignment, monitoring, critique and advisement to examiners for quality assurance
- Weekly reports for aged and statute checks
- Provided both one-on-one and classroom training for annual tax law updates and policies/procedures
Correspondence Exam Technician
Internal Revenue Service
01.2010 - 01.2021
- Worked caseload assignments of Federal Income Tax Returns chosen for audits by IRS checkpoints
- Performed extensive research using Internal Revenue Manuals, guidelines, and outside sources for analyzation of tax returns
- Performed adjustments of taxpayer accounts, generated reports, authored taxpayer correspondence and workpapers for case follow-up and resolution
- Answered incoming cold calls for taxpayer audit status through nationwide toll-free number
- Consulted with accountants and attorneys for case explanation and resolution
Clerk
Internal Revenue Service
01.2009 - 01.2010
- Screened, assigned and delivered casework to examiners
- Filed pending work and mailed out correspondence for case follow-up and resolution
Senior Registrar
Wellington Regional Diagnostic Center
01.2005 - 01.2007
- Greeted and registered patients for diagnostic imaging testing
- Verified insurance, collected co-payments, and obtained preauthorization
- Liaison between physicians and hospital; worked with insurance companies to obtain reimbursement and referrals
- Informed patients of diagnostic testing procedures and preparation instructions
Branch Office Administrator
OMI MRI Medical Imaging
01.2002 - 01.2005
- Provided high quality service to patients, office staff, and medical personnel, setting the tone & culture for the center
- Hired, managed, & developed office staff, conducted performance evaluations, & led regular team & Center meetings
- Managed budget, payroll, accounts payable and receivable, collections, and ran & issued regular Management reports
- Analyzation of procedures and policies for proper workflow, identifying significant factors.
- Gathering data from various resources to determine planning and execution of policies and procedures for staff.
- Effective communication skills, both orally and written to communicate with a variety of audiences such as physicians, patients, staff members and vendors.
- Communicated with new hires about HR policies and procedures, giving guidance to questions.
- Annual reviews of staff achievements, recommendations for awards/bonuses and promotions.
- Oversaw admissions, patient scheduling & screening, insurance verification, and patient transportation management
- Accountable to keep facility compliance with JACHO, HIPPA, OSHA, as well as Center policies and procedures
- Planning and leading events, such as "Back to School", “Christmas Auctions”, & more
Education
High School Diploma -
Sachem High School North
Lake Ronkonkoma, NY06-1987
Technical Diploma - Broadcast And Communications
Connecticut School of Broadcasting
North Palm Beach, FL06-1994
Skills
- Tax Law Expertise: In-depth knowledge of federal tax regulations and compliance
- Management: Experienced in team leadership, staff training, and workflow optimization
- Research & Analytical Skills: Proficient in investigating complex issues and data interpretation
- Data Entry: Accurate and efficient in processing high-volume data
- Event Planning: Skilled in coordinating meetings and events
- Administration: Strong background in office management and customer service
- Healthcare: Proficient in medical terminology, procedures, insurance and radiology
- Data analytics
- Teamwork and collaboration
- Customer service
- Problem-solving
- Honest and dependable
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Microsoft Excel
- Task prioritization
- Self motivation
- Interpersonal skills
- Client relations
- Analytical thinking
- Conflict resolution
- Professionalism
- Adaptability
Accomplishments
- Six-year recipient of Managers Award, given to staff for outstanding achievements during Annual Reviews
- Active member of multiple strategic committees tasked with streamlining training, processes, & protocols
- Drafted robust PowerPoints for Annual CPE and new hire training for multiple technician/Exam procedures such as writing correct and complete workpapers and tax law.
- Significantly improved unit documentation accuracy through implementation/oversight of vigilant review system
- Increased patient scan volume by 30% within three months upon onboarding.
- Maintained staff retention rate of 95.7% annually.
- Promoted to Senior Registrar position after just one year of service as Patient Representative hire
- Became sole liaison between physicians and insurance companies to obtain STAT referrals
Timeline
Individual Taxpayer Advisory Specialist
Internal Revenue Service
01.2021 - 01.2023
Lead Financial Assistant
Internal Revenue Service
01.2019 - 01.2021
Correspondence Exam Technician
Internal Revenue Service
01.2010 - 01.2021
Clerk
Internal Revenue Service
01.2009 - 01.2010
Senior Registrar
Wellington Regional Diagnostic Center
01.2005 - 01.2007
Branch Office Administrator
OMI MRI Medical Imaging
01.2002 - 01.2005
High School Diploma -
Sachem High School North
Technical Diploma - Broadcast And Communications
Connecticut School of Broadcasting
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