Calculation Assistant 8 Resume Example Discovery And Tax Enforcement Division

CALCULATION ASSISTANT 8

Professional Summary

Interested in becoming a Financial Analyst with the Office of Revenue and Tax Analysis.

Skills

Superior analytic and reasoning skills
10 years experience in Michigan taxation and 20 years customer service experience
Team oriented

Work History

Calculation Assistant 8, 02/2010 to Current
Discovery and Tax Enforcement Division – Michigan Department of Treasury

Examine and analyze Michigan tax returns, property tax schedules and federal tax information to ensure tax compliance.
Identify patterns of fraud and communicate information with team members and management to assist in the development of project parameters and queries.
Evaluate the reliability of documentation provided and research for further information using multiple resources, when presented with incomplete documentation.
Review the most complex returns involving property tax credits and other state income subtractions or credits. Average a review of over 10,000 returns annually, working under stressful conditions and within tight deadlines.
Communicate with taxpayers or their representatives as needed, both verbally and in writing, to complete the return review and explain adjustments.

Calculations Assistant 8, 05/2006 to 02/2010
Motor Fuel Customer Contact Division – Michigan Department of Treasury

Examined International Fuel Tax Agreement (IFTA) license applications and tax returns for compliance to tax statutes.
Communicated and responded to taxpayer inquiries.
Researched and resolved unassociated payments and warrants.
Reviewed, reconciled, evaluated and verified IFTA transmittal accounts receivable transactions and ensured the proper posting of other state transmittal payments.
Identified areas of inconsistency and communicated with management, which resulted in changes made to banking procedures.

Calculations Assistant 5, 02/1998 to 05/2006
Receipts Processing Division – Michigan Department of Treasury

Batched individual income tax returns and verified the negotiability of taxpayer payments.
Performed quality check and ensured accuracy.
Researched taxpayer accounts and matched up payments received to the correct taxpayer.
Assisted Financial Operations, using unfamiliar software, to create over 3000 paradox records for duplicate refunds. Completed the assignment two weeks under budgeted time.

Assisted other divisions as needed. Acted as interim receptionist for the Human Resources Division and helped the Disbursements Unit with the manual mailing of over 30,000 state warrants.

Education

Bachelor of Science: Organizational Management, May 2016
Central Michigan University - Mt. Pleasant, MI

Associate of Arts: Accounting, December 2012
Lansing Community College - Lansing, MI
Graduated Summa Cum Laude 3.74 GPA

Additional Information

Extensive use of state software programs: Bridge, Siebel, STAR, MARCS, JELF, Filenet and with local assessor's office, using BS&A for review of property taxes, taxable values and principle residence exemptions.
Familiar with MAIN, SAP and Microsoft Access.
Proficient with Microsoft Excel, Word, Outlook.
Received training in Flow-Through Withholding, Foreign Earned Income Exclusion and SAP.

Resume Overview

Companies Worked For:

School Attended

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Degrees

Bachelor of Science : Organizational Management , May 2016
Associate of Arts : Accounting , December 2012