Tax Examiner
Internal Revenue Service, IRS
Memphis
01.1985 - Current
- Reviewed tax returns to ensure accuracy and compliance with applicable laws, regulations, and policies.
- Evaluated financial statements for completeness and accuracy prior to submitting them for review.
- Participated in training sessions designed to stay abreast of current tax laws.
- Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
- Maintained records, phone numbers, contacts, and actions taken for each case.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Managed inventory and supplies to ensure materials were available when needed.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Worked effectively in team environments to make the workplace more productive.
- Identified tax-related issues and addressed with management team, suggesting methods for improvement.
- Adjusted both individual and business accounts.
- Responded to inquiries from taxpayers regarding their accounts or payments due.
- Answered questions from taxpayers and assisted individuals with completing tax forms.
- Assisted taxpayers in understanding their obligations related to filing taxes.
- Set up and monitored payment plans and processed payments.
- Investigated discrepancies in taxpayer information to determine the appropriate course of action.
- Conducted research on relevant tax law changes and updates to ensure accurate filing.
- Researched accounts with reported discrepancies.
- Advised taxpayers on how they can reduce their overall tax liabilities by taking advantage of available deductions or credits.
- Collaborated with colleagues to provide guidance on complex issues related to taxes.