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internal revenue agent resume example with 20+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Skilled in verifying documents and checking individual details against required standards. Basic abilities. Rational Tax Examiner looking to tackle new responsibilities and build upon skills. Capable of identifying tax issues during the preparation process. Self-motivated and confident with outstanding written and verbal communication talents. Proficient in using NY state computer applications. Resourceful Tax Examiner capable of ensuring all tax information is completed according to deadlines and procedures. Organized and coordinated with the ability to work a flexible schedule. Outstanding research and writing skills with the creativity to think outside-the-box. Computer literate with proficiency in Focused, detail-oriented and conscientious with advanced understanding of regulations and standards. Able to review large volumes of physical and digital data to assess accuracy and integrity of provided information while meeting tight deadlines. Seek to offer expertise and hardworking nature and take on new professional challenges in environment.

Skills
  • Case management skills
  • Account reconciliation
  • Audits
  • Legal codes and laws knowledge
  • Delinquent account management
  • Tax form proficiency
  • Process improvement
  • MS Office
  • Customer service
  • Communications
  • Problem resolution
Experience
10/2017 to 01/2023 Internal Revenue Agent Department Of The Treasury | Mobile, AL,
  • • Independently provide a very wide range of technical assistance to tax payers, POA and/or businesses primarily through telephone interaction.
    • Expeditiously address a wide range of issues and problems that require unique solutions.
    • Apply the tax code to assist taxpayers in understanding and meeting their tax responsibilities. Work together with management and Leads for cases were further information required is out of my range of duties.
    • Continually monitor and track personal inventory levels and deadlines using qualitative and quantitative methods spreadsheet to achieve daily goals.
    • Daily usage of IDRS, XRET, IAT, AMS, WORD 2016
    • Analyze, secure and protect all taxpayers sensitive personal and financial information (PII).
    • Work independently to make final determinations using sound judgment to resolve taxpayer disputes and delinquency issues.
    • Develop, analyze and evaluate information involving the research of computerized records by accessing multiple online/database systems- IDRS, XRET, IAT, AMS, WORD 2016
10/2010 to 10/2017 Customer Service Representative Allied Universal Security | Tampa, FL,
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Assessed customer needs and upsold products and services to maximize sales.
  • Set up and activated customer accounts.
  • Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Worked with managers to develop service improvement initiatives.
  • Educated customers on special pricing opportunities and company offerings.
  • Created and implemented process improvements to reduce workloads and bolster callback efficiency.
  • Reviewed account and service histories to identify trends and issues.
  • Delivered high level of service and support to each customer, paving way for future business opportunities.
  • Consulted with customers to determine best methods to resolve service and billing issues.
11/1999 to 06/2009 Customer Service Representative Allied Universal Security | Tucson, AZ,
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Assessed customer needs and upsold products and services to maximize sales.
  • Assessed customer needs and upsold products and services to maximize [Type] sales.
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
  • Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
  • Set up and activated customer accounts.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Documented conversations with customers to track requests, problems and solutions.
  • Worked with managers to develop service improvement initiatives.
  • Trained new employees in procedures and policies in order to maximize team performance.
  • Educated customers on special pricing opportunities and company offerings.
  • Answered inbound calls per day and directed to designated individuals or departments.
  • Created and implemented process improvements to reduce workloads and bolster callback efficiency.
  • Reviewed account and service histories to identify trends and issues.
  • Delivered high level of service and support to each customer, paving way for future business opportunities.
  • Consulted with customers to determine best methods to resolve service and billing issues.
06/1998 to 11/1999 Bank Teller Applied Card Systems | Wilmington, DE,
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Verified amounts and integrity of every check or funds transfer.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Counted as much as five hundred thousand dollars in daily funds with manual and machine-assisted methods.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Prepared official checks for customer and internal bank needs.
  • Processed new accounts, including checking and savings accounts credit applications.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Recommended bank products and services to current and prospective customers.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
  • Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
  • Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
  • Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
  • Explained bank services, financial products and applicable fees to customers.
  • Opened new customer accounts, including checking, savings and lines of credit.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
Education and Training
Expected in 06/1998 to to High School Diploma | Sachem High School North, Lake Ronkonkoma, NY GPA:

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Resume Overview

School Attended

  • Sachem High School North

Job Titles Held:

  • Internal Revenue Agent
  • Customer Service Representative
  • Customer Service Representative
  • Bank Teller

Degrees

  • High School Diploma

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