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Skills

  • Customer service
  • First Aid/CPR
  • Financial account reconciliation
  • MS Office
  • Operational improvement
  • Legal compliance in tax filings
  • Account discrepancies
  • Data-driven decision making
  • Tax Audit Management
  • Cost reduction through audit efficiency

Work Experiences

  • Conducted outreach to noncompliant taxpayers.
  • Advised on tax issues for complex mergers and acquisitions, ensuring transactions were tax-efficient while remaining fully compliant with IRS regulations.
  • Conducted investigations into offshore financial accounts.
  • Collaborated on inter-agency investigations into tax shelter abuses, leading to the closure of 7 fraudulent schemes and recovery of $16.
  • Conducted field audits for large corporations.
  • Analyzed complex financial data.
  • Advised on tax issues for mergers and acquisitions.
  • Consulted on system, advising taxpayers on filing strategies and resolving complex tax disputes, resulting in a 25% reduction in appeals.
  • Oversaw the delivery of category project by program team, which resulted in initiative.
  • Addressed gaps in the audit process.

Summaries

  • Collaborated with legal teams on tax litigation.
  • Achieved 78% improvement in audit case accuracy.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Type 17 wpm and double-checks all forms and entries for accuracy.
  • Bolstered revenue streams.
  • Internal Revenue Agent with 18 years of successful team leadership and client relations experience.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved a 29% reduction in penalty appeals.
  • Expert at accurately transcribing updated demographics and other data from taxpayers.
  • Adept at tax amnesty program coordination.

Accomplishments

  • Managed audits of 9 high-net-worth individual accounts, identifying misreported income and securing additional revenue of $7.
  • Led risk management review for complex tax cases, reducing exposure by $14 through proactive assessments.
  • Performed root cause analysis on recurring audit issues, implementing corrective actions that reduced discrepancies by 37%.
  • Collaborated with team of 18 in the development of system.
  • Conducted deep-dive analyses of real estate investment trusts (REITs) compliance, uncovering underreported income of $6.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated on inter-agency investigations into tax shelter abuses, leading to the closure of 18 fraudulent schemes and recovery of $3.
  • Played key role in team that developed new metrics for measuring audit effectiveness, leading to 33% improvement in accuracy.
  • Conducted investigations into offshore accounts, leading to the discovery of $14 in undeclared assets and successful avoidance of additional penalties.
  • Consulted with senior leadership to resolve outstanding tax liabilities, reducing client penalties by $16.

Affiliations

  • National Federation of Independent Business (NFIB) for small business tax initiatives
  • Jaycees
  • International Association of Administrative Professionals
  • Institute for Professionals in Taxation (IPT)
  • Partnership for Public Service – Center for Government Leadership
  • American Medical Informatics Association
  • Society of Women Engineers
  • National Association of Social Workers
  • Membership in Financial Executives International’s (FEI) Committee on Taxation
  • Participation in 2019 Tax Code Reform Working Group

Certifications

  • Advanced Tax Law Certificate by Vantage
  • Certified in Financial Forensics (CFF) by the AICPA
  • Certified Public Accountant
  • Certified Tax Resolution Specialist (CTRS) by the American Society of Tax Problem Solvers (ASTPS)
  • Accredited Tax Preparer (ATP) Certification
  • Google Certified Professional Cloud Architect
  • Cisco Certified Network Associate (CCNA)
  • Certified Business Analysis Professional (CBAP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Apple Certified Associate (ACA)

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