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Skills

  • Process automation
  • Basic accounting principles
  • Motor fuel tax laws
  • Client relationship management
  • Financial reporting standards
  • Corporate tax filing review
  • Fraud Detection and Investigation
  • Deduction legitimacy
  • Team management
  • Continuous professional development in tax laws

Work Experiences

  • Oversaw the delivery of framework project by standard team, which resulted in system.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved 85% improved accuracy in income reporting.
  • Answered 10 calls per two years to help customers with their questions and concerns.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Aligned findings with statutory regulations.
  • Had an excellent attendance record and was always on time for work.
  • Aligned findings with IRS regulations.
  • Captured $15 in understated liabilities.
  • Conducted tax assessments for Miscellaneous industry.

Summaries

  • Revenue Agent is a multi-talented Revenue Agent who is consistently rewarded for planning and operational improvements.
  • Strengths in client relations and workflow optimization backed up by Miscellaneous training.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Desire to apply skills and knowledge to a new role in a method environment.
  • Adept at reviewing thousands of corporate tax filings annually, identifying improper expense categorization, and rectifying 8 discrepancies per year.
  • Type 6 wpm and double-checks all forms and entries for accuracy.
  • Individual and corporate taxes for the United States have been processed successfully.
  • Clear understanding of workflow optimization and process improvement as well as strategic planning training.

Accomplishments

  • Managed a caseload of 7 complex audits, reducing processing time by 44% and improving compliance accuracy.
  • Collaborated cross-departmentally to enhance compliance protocols, growing audit case resolution by 43%.
  • Documented and resolved initiative which led to metric.
  • Generated robust income recognition frameworks for businesses, ensuring 19% accurate tax reporting across complex financial instruments.
  • Assisted over 10 corporate clients with tax compliance, reducing filing discrepancies by 23%.
  • Participated in technology integration projects that improved automated audit workflows, increasing audit capacity by 72% and reducing manual errors.
  • Provided guidance on income recognition practices, reducing client filing errors by 53%, and minimizing subsequent audits.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Analyzed 10 corporate tax returns and highlighted over $9 in improperly categorized expenses, improving financial accuracy.
  • Implemented new audit documentation procedures to streamline reporting, cutting down administrative time by 27%.

Affiliations

  • International Council of Nurses
  • Contributor and member of the Institute for Professionals in Taxation (IPT) for specialized training on property tax.
  • Affiliated with the Council for Electronic Revenue Communication Advancement (CERCA) to develop e-file technologies.
  • Active participant in continuing education through the IRS Nationwide Tax Forums 2018.
  • Attended the Western CPE Conference for Tax Advisors, expanding knowledge on high-net-worth individual tax planning.
  • Association for Computing Machinery
  • Volunteer tax preparer with Volunteer Income Tax Assistance (VITA), providing tax support to underrepresented communities.
  • Joined the Tax Section of the ABA (American Bar Association) to collaborate on tax reform advocacy initiatives.
  • Served as a financial officer for Chicago’s Rotary Club, managing audit-compliant bookkeeping.
  • Presented at the National Society of Tax Professionals (NSTP) on improving compliance through audit automation.

Certifications

  • Certified Anti-Money Laundering Specialist (CAMS)
  • Cisco Certified Internetwork Expert (CCIE)
  • Accredited Tax Advisor (ATA)
  • Tax Law Specialist Certification – Northwind
  • Accredited Business Accountant (ABA)
  • Chartered Professional Accountant (CPA)
  • Cisco Certified Network Associate (CCNA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Government Financial Manager (CGFM)
  • Certified Financial Services Auditor (CFSA)

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