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Skills

  • Team building
  • Escalated case resolution
  • Change Management
  • Budget and Financial Analysis
  • Project organization
  • Regulatory compliance
  • Time management
  • Project management
  • Tax issue identification expertise
  • Customer service

Work Experiences

  • Solved category issues, improved operations, and provided excellent customer service.
  • Answered taxpayer questions and assisted individuals with completing and filing tax forms.
  • Boosted team accountability.
  • Awarded Outstanding Service Award for outstanding performance.
  • Collaborated with tax attorneys to resolve complex corporate tax audits, recovering $5 in underreported taxes.
  • Authored standard operating procedures for taxpayer communications.
  • Authored standard operating procedures related to taxpayer communications, reducing ambiguities and speeding up resolution by 3 days.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Approved claims for refunds and abatements.
  • Achieved time savings of over 6 hours per month.

Summaries

  • Costs were consistently reduced while profits were increased.
  • Desire to apply skills and knowledge to a new role in a method environment.
  • Clear understanding of project management and performance reporting as well as project management training.
  • Achieved results in the last 2016.
  • Computer savvy and quick learner with Tableau and Asana expertise.
  • Collaborative leader experienced in working with upper management.
  • Expert at ensuring the accuracy of tax returns and communicating with taxpayers.
  • Tax Examiner with 9 years of experience in tax preparation.
  • Capable of quickly and accurately reviewing large data sets to ensure data integrity.
  • Conducted comprehensive compliance checks.

Accomplishments

  • Collaborated with team of 11 in the development of procedure.
  • Led weekly staff briefings and performance reviews, leading to a 66% improvement in key performance metrics.
  • Collaborated with cross-functional departments to resolve escalated tax disputes, resulting in a 39% faster resolution time.
  • Developed and delivered training programs for new tax examiners, leading to a 69% improvement in overall team performance.
  • Resolved product issue through consumer testing.
  • Performed internal audits on tax filing processes, identifying crucial procedural improvements that led to a 41% error reduction.
  • Introduced a performance-tracking system for tax examiners that resulted in an overall 25% boost in team efficiency.
  • Led efforts to enhance document approval workflows, which shortened processing times by 36% days for standard filings.
  • Analyzed historical case data to inform process optimizations, reducing backlog cases by 83% within two years.
  • Authored a comprehensive training manual for new hires; adoption of this manual resulted in 29% faster onboarding times.

Affiliations

  • National Society of Accountants (NSA)
  • Chartered Institute of Taxation (CIOT)
  • Internal Revenue Service Advisory Council (IRSAC)
  • Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Society of Human Resource Management
  • Project Management Institute (PMI)
  • National Association of Social Workers
  • Professional Association of Tax Examiners (PATE)
  • American Institute of Certified Public Accountants (AICPA)
  • Association for Supply Chain Management (APICS)

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Certified Business Analysis Professional (CBAP)
  • Certified Payroll Professional (CPP) from the American Payroll Association
  • CompTIA A+ Technician
  • Certificate in Business Accounting from metric
  • Certified Government Financial Manager (CGFM) by the Association of Government Accountants
  • ServSafe
  • Certified Tax Resolution Specialist (CTRS) by American Society of Tax Problem Solvers
  • Six Sigma Green Belt Certification – Northwind
  • Certified Contracts Manager (CCM) by the National Contract Management Association

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