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Tax Examiner Resume Samples
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0-5 years of experience
Internal Revenue Service processes individual and corporate taxes for U.S. citizens.
- Reviewed tax returns for accuracy of information and corresponded with tax payers when essential information was missing.
- Assisted with tax fraud evaluation by noting suspicious or irregular returns and passing them to the investigation department.
- Always met or exceeded quotas for processed returns.
- Recognized with Certificate of Achievement and Star Performer
10+ years of experience
Completed paper audits for small businesses and self employed customers
- Completed individual tax returns for customers
- Provided customer service to tax payers, and calculated earned income credits
- Issued tax notices for under-reported income
- Assisted tax payers with tax law questions on Call Center 800 Number
- Trained new employees on new and existing tax laws
10+ years of experience
Examined data in order to determine taxpayers’ eligibility for acceptance of an offer in compromise using Excel and other computer programs, Internal Revenue Manuals and internet research.
- Designed quickpads for the accessory manager computer program.
- Answered phone and written taxpayer requests, adjusted taxpayer accounts, located and applied payments.
- Taught training classes and conducted on the job training.
- Reviewed taxpayer notices for accuracy and made corrections.
- Reviewed computer entries to correct tax returns as entered into the system.
6-10 years of experience
Provided customer service which included directing telephone calls to the appropriate person for services
- Answered simple to complex questions regarding taxpayers accounts regarding payment plans, payment options, and refund calculations
- Ensured all packages included scheduled forms (1040, 1040A, and 1040EZ Forms)
- Data Transcribed and updated taxpayer’s demographic and other information
0-5 years of experience
Navigated several computer systems (Integrated Data Retrieval System-IDRS, Integrated Automation Technologies-IAT, and the IRM-Internal Revenue Manual) to correct, research and verify information for current and prior year tax returns
- Verified that all schedules were attached and completed
- Ensured that all entries from all forms and supporting schedules were transferred correctly into our system
- Generated the necessary correspondence needed for clarification from schedules, signatures, etc
10+ years of experience
Received and processed payments for Tax Preparation
- Provided information on taxes administered by the Department, issued refunds or assessments, determined applicable interest and penalties.
- Worked with other tax entities such as the IRS, other states, and city, county, or local tax authorities.
- Responsible for examination/auditing of state tax returns; reviewed of tax account information to determine tax liabilities, solved protests, and/or to provided tax assistance.
- Worked closer with Revenue Officer (RO) and Criminal Investigating Detective (CID) under IRS
6-10 years of experience
- Performed pre-audit analysis and developed audit plans and procedures to establish audit trails
- Analyzed corporate records for tax compliance and presented organized results
- Prepared audit reports and audit workpapers in a neat and organized manner
- Ensured all audits were completed according to procedures and deadlines
- Researched audit leads
- Worked as needed to complete required tasks
6-10 years of experience
Financial Service Worker while, performing team lead roles.
- Two years of experience working as an Outreach Coordinator.
- Conducted studies, evaluation, and designed the system for the 58 million dollar Qualified Education Expensive Tax Credit Application Program, making the process to apply for the credit more efficient for the department and customer friendly.
- Currently on a special project in the Call Center training Call Center Agents how to investigate and research tax credits while, implementing a strategy plan for escalated inquiries from Call Center Agents to the Business Operations Department.
- Supervised the Tax Credit and Incentive, team of five.
- Prepared financial pages and coordinated projects for presentation to senior management.
- Supported management through risk identification, control testing and process improvement procedures.
- Communicated and analyzed audit reports to upper management and external directors and assistance directors through written reports and oral presentations.
- Collected and analyzed data on the effectiveness of programs and projects.
- Developed and streamlined systems for monitoring and tracking program effectiveness.
6-10 years of experience
Perform specific editing and coding from selected individual or corporate returns, scheduled, and related forms
- Conduct detailed research to determine accurate asset codes and required line entries
- Enter data from prior and current years returns directly into the database
- Knowledge of accounting practices, procedures, and terminology used in revenue processing
- Analyze and resolved unusual and complex tax reporting problems
0-5 years of experience
- Analyzed both Domestic and International tax returns for proper completion.
- Processed individual tax returns through coding and editing.
- Prepared and reviewed tax payer correspondence to ensure returns are complete and accurate.
- Selected for a detail team specialized in researching and editing taxpayer correspondence.
0-5 years of experience
- Examined and processed tax documents to ensure timeliness and accuracy.
- Conferred with taxpayers in person, by telephone, and through written correspondence regarding the disposition of their accounts.
- Coordinated with appropriate authority to ensure effective case management, accurate assessments, and the proper adjusting and crediting of taxpayer account information.
- Answered phones and emails to respond to customer requests regarding routine and/or complex issues.
- Prepared, reviewed and distributed reports.
6-10 years of experience
Performed technical, procedural and administrative actions to previously-examined tax returns or taxpayer case files
- Handled communications from Criminal Investigation related to successfully prosecuted taxpayers and request for civil status on newly-initiated criminal investigations for the Midwest’s 10 state geographic area
- Reviewed/analyzed documents and taxpayer files to determine the scope and nature of issues or conditions involved to determine which guidelines or processing procedures are to be applied
- Reached conclusions using the guidelines in the IRS manual, the Regulations and the Internal Revenue Code
- Evaluated/determined the priority of work on a daily basis and assign tax return inventory to Revenue Agent Reviewers
- Updated the inventory monitoring systems with proper status codes and statute dates as required
- Reviewed tax returns for closure and assure files are routed to appropriate campus locations for ultimate closure
- Researched the IDRS for examination activity on possible criminal cases and the preparation of the response memos to the appropriate CI Special Agent in Charge (SAC)
- Monitored the dedicated Midwest Fraud email account and verify that the CI Special Agent has submitted the correct documents for the civil resolution of the case
- Prepared the electronic spreadsheet tracking all documentation
- Prepared weekly/bi-weekly ERCS reports for manager and reviewers
0-5 years of experience
Reviewed notices sent to taxpayers for accuracy, clarity, and completeness.
- Reconciled and adjusted credits and payments on accounts.
- Calculated penalties and interest as necessary.
- Ensured compliance with Federal Tax law.
6-10 years of experience
Processed individual income tax, IFTA motor fuel and motor decals, alcohol citations payments, as well as Withholding and Sales Tax.
- Assisted taxpayers with interpreting, complying and filing in accordance with Georgia state tax
- In absences of permanent supervisor, acted as customer service back-up Supervisor.
- Prepares daily batches for microfilming and imaging to Processing Center.
- Verified daily cash receipts for reconciliation.
- Correct erroneous liabilities and/or credits.
- Received and processed loose checks.
- Ensured returns and payments post properly.
0-5 years of experience
Independently interprets tax history that approves and denies clearances for all tax liens with the Commonwealth of PA
- Researched and analyzed various data systems to determine individual or entity compliance with the Tax Law
- Communicate verbally and through correspondence with the taxpayers or their representatives in the areas of Personal Income Tax, Bankruptcy, Sale/Use, Employer Withholding, Corporation Tax and Inheritance Tax
- Initiate all collections activities through telephone calls, E-fax and emails
- Negotiate payment arrangements with taxpayers who have delinquent accounts
- Assist taxpayers with inquires and information requests and solve complaints relating to tax liens
6-10 years of experience
Assist taxpayers with various tax issues, including all tax types by phone and in person.
- Prepared returns for Individual Income tax, Sales, Withholding, Estate and the Property tax and rent program.
- Explained procedures on obtaining Sales account numbers, online filings and various tax law changes made on Sales tax.
- Processed Individual Income tax and Sales tax returns and checked for accuracy.
- Collection of all tax types due under M.S.R.A Title 36
- Maintained heavy case load and reviewed each case in a timely manner.
- Analyzed Federal and State data and assessed taxes on non- filers or incorrect returns.
- Answered all requests by voice or regular mail in a timely manner; tactfully handled difficult or irate individuals.
- Process refunds timely for the Off-Highway, Political Subdivisions & Retail Dealer’s Gasoline Shrinkage applications.
0-5 years of experience
Hand picked to participate in a correspondence pilot program responsible for issuing correspondence to the tax payer.
- Responsible for Quality Review for programs 1120S, 1065, 941 and 1041.
- Assisted in training Error Resolution Services (ERS) Employees on the Code and Edit correspondence process.
- Gained knowledge of specific ERS programs.
0-5 years of experience
Coded and edited tax forms for processing.
- Examined tax returns to determine if deductions and credits should be allowed.
- Determined the factual basis for claims or refunds.
- Performed clerical duties.
- Reviewed tax returns and entered them into a computer system for processing.
6-10 years of experience
- Researched, explain, and administer tax laws to ensure compliance
- Performed case analysis on income tax returns and documentation supplied by taxpayers
- Conducted compliance interviews through written and oral communication
- Performed tax account adjustments
- Identified and resolve complex issues as they arise
- Provided assistance to taxpayers with documents and evidence needed to verify eligibility
- Advise callers on taxpayer’s rights, procedures, and the decision made regarding the correspondence audit
- Prepared comprehensive “Work Papers” documenting technical and factual details of the case, the final decision, and the action taken
6-10 years of experience
Transcribe data from individual tax forms to enter into computer system
- Work accurately and efficiently to complete daily objectives within established time lines
- Analyze information to determine appropriate coding for statistical compilation
- Self-motivated to exceed standards in quality and efficiency for contribution to team success
0-5 years of experience
- Provided customer service to taxpayers, their representatives and internal customers by telephone, e-mail, correspondence and interviews
- Examined and analyzed tax liabilities and returns to determine resolution of delinquent tax problems
- Examined returns to ensure accuracy and completion
- Maintained knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information
0-5 years of experience
Assist with procedural policies and implantation of the Intergraded Tax System for Sales & Used Tax.
- Facilitate tax seminar and preparation training for organizations throughout the State of Georgia.
- Ability to appropriately address internal & external customers issues while respecting business needs.
- Ability to meet deadlines and manage assignments and projects to achieve performance goals, while focused on efficient & effective problem resolution.
- Knowledge of Withholding, Individual, and Corporate Taxation.
0-5 years of experience
Responsible for examining, verifying, validating, processing tax returns and tax payments.
- Determines accuracy of tax returns (i.e. utilizing applicable internal procedures; computer systems and formal tax regulations)
- Examines and verifies tax returns and tax payment information for completeness.
- Make appropriate problem solving decisions.
- Corrects errors or discrepancies on tax returns using a variety of tools.
0-5 years of experience
Reviewed tax returns and entering them into accounting information systems for processing.
- Checked if claimed tax credits and deductions are legitimate.
- Review filed tax returns to make sure they are accurate and complete.
- Dealt with individual tax returns included business net losses.
- Correspond to verify information if all tax forms weren’t provided or incomplete.
0-5 years of experience
Evaluate all available information and take corrective actions, such as credit transfers requests, re-computed tax, and/or penalty and interest.
- Access relevant systems to view and/or update taxpayers’ accounts regarding payments received, review status of the case, and/or to make account adjustments.
- Enter data into automated system to adjust tax, penalty, and/or credit adjustments.
- Make determinations and use sound judgment concerning taxpayers’ data and responses.
- Interpret the law as it relates to the issues and if affects the performance and efficiency of the [company name].
6-10 years of experience
- Reviews, analyzes and identifies fraudulent and identity theft tax returns using various systems and resources
- Performs account research, manually posts or archives returns, performs adjustments, and issues taxpayer correspondence to achieve account resolution
- Works with senior analysts to identify work processes that can increase program efficiency
- Acts as On the Job Instructor, teaching new hires and training team members on new projects and programs
- Provides one-on-one technical coaching to employees at manager request to improve quality, efficiency
- Experience as technical lead, subject matter expert, course developer, training instructor, and interdepartmental liaison
0-5 years of experience
- Responded to Tax payer and Collection Agency queries about compliance for personal, sales, employer and corporation taxes
- Researched, processed, and submitted cases for referral to the Attorney General’s Office for further investigation and prosecution.
- Experienced with multiple Microsoft programs and various secure Department of Revenue software programs.
- Assists Tax Payers, Tax Professionals, and Corporate Officers with Sales Tax Revocation queries and performs review and analysis of accounts for Compliance and executes corrections and approves license issuance.
- Performs data collection and system analysis and executes or requests corrections for account or system issues.
10+ years of experience
Collect taxes from individuals according to prescribed laws and regulations.
- Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation. Send notices to taxpayers when accounts are delinquent.
- Check tax forms to verify that names and taxpayer identification numbers are correct, computations have been performed correctly, or that amounts match those on supporting documentation.
- Impose payment deadlines on delinquent taxpayers/payments to ensure that deadlines are met.
- Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
0-5 years of experience
- Analyze income tax returns and W7 documentation for accuracy and completeness
- Evaluate tax payer identification documentation including passport, foreign driver’s license, national identification documents, foreign voter registration, medical and school records for minors under 18 years of age to ensure documentation is acceptable per IRS guidelines
- Review and code income tax returns and enter into IRS accounting information systems
- Responsible for utilizing analysis tools to review ongoing changes to IRS rules and regulations
0-5 years of experience
Answer phone calls involving income tax returns, corporate tax returns, business registrations, sales/use tax returns and rates, wage withholding returns, refunds, delinquencies, statute and regulations.
- Reconcile and balance income tax accounts to determine assessments and refund amounts where appropriate.
- Reconcile and balance business and major tax accounts. Analyze the major and business tax accounts regarding refund claims and delinquencies.
- Determine tax liabilities based on account information and/or third party information received from taxpayers.
- Examine state income tax returns and supporting documentation.
- Resolve errors, discrepancies and taxpayer correspondence regarding adjustments and assessments made for all tax types.
0-5 years of experience
- Reviewed source documents for accuracy
- Performed alpha numeric data entry
- Delegated responsibilities to other work teams
- Prepared and audited files for source documents
- Performed rapid and accurate keying of tax documents
0-5 years of experience
Assist taxpayers, representatives, and other customers over the phone by interpreting and complying with tax laws and filing requirements.
- Register various tax types according to the Law of Georgia.
- Process payments in lock box using Wells Fargo Online Decision (OLD).
- Process cannot find Invalid and Undeliverable payments and returns for Individual, Withholding, Sales Tax, Corporate, and Fiduciary accounts using Gen Tax.
- Receive, Examines, Research and process loose checks exceptions items from Wells Fargo and Source Hov.
- Place stop payments on taxpayer’s refund checks using Commercial Electronic Office (CEO)
- Void and reissue taxpayers and deceased taxpayer refunds with proper documentation.
- Create excel spreadsheet to send to Bank of America in order for debit cards to be reissued.
- Monitor refund claims request form IA-81 to ensure the taxpayer’s received proper refund in a timely manner and in compliance with agency, state and federal laws.
- Ensure the proper changes are made to the taxpayer’s account in the Integrated Tax System (ITS).
- Reconciles errors, missing or questionable information on tax documents through research.
6-10 years of experience
- Customer Service Representative
- Mail Clerk
- Processed Power of Attorney Forms
- Researched tax payer’s accounts to fix and correct errors
- Performed credit transfers
- Answered general business tax knowledge questions
0-5 years of experience
- Verified tax forms in order to assured that names and taxpayer identification numbers were correct
- Verified that computations were calculated correctly
- Enters data from tax returns into computer databases
- Verified the amounts matched those on supporting documentation
- Reviewed employees tax forms
- Maintained Knowledge of tax code changes
- Analyzed and resolved errors in the computer system
- Verified demographic information
- Generated informative letter to taxpayers for complete missing documentation in the tax forms
0-5 years of experience
- Accounting Skills
- Review tax returns for accuracy and completeness
- Review and code tax returns for computer processing
- Resolves errors and corresponds with taxpayers to obtain any missing information
- Train and coach mobile staff to achieve business goals
- Provide solutions, create ease and add value, ensuring customers end-to-end needs are met
- Excel at selling products and services, develop strong relationships with customers close the gaps with technology
6-10 years of experience
Examine and process varied tax documents – Individual, Fiduciary, and Corporate forms
- Individual and Tax inquires
- Perform job responsibilities with minimal supervision
- Update and maintain processing guidelines for Individual Verification Unit
- Conducts extensive research to compile information needed to better process returns
- Identify areas where new procedures were implemented
- Assist in training both permanent and temporary employees
- Analyze problems, questions, issues and provide solutions to eliminate issues or problems
- Serves as the ‘Go To’ person for ITS and guideline questions
0-5 years of experience
- Responsiblities include processing tax documents in area such as Individual Tax and Tax Credits & Incentives
- Responsibilities for one’s action with honesty and integrity, while maintaining credibility
- Demonstrated the ability to work under pressure in a production environment
- Experience in processing, examination, or adjusting of income tax returns
0-5 years of experience
- Review filed tax returns to define whether claimed tax credits deductions are allowed by law.
- Review selected tax returns to define the nature extent of audits to be performed on them.
- Enter tax return information into computers for processing.
- Check tax forms to verify that names taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
- Examine and analyze tax assets liabilities to define resolution of delinquent tax problems.
- Process individual and corporate income tax returns, and sales excise tax returns.
- Impose payment deadlines on delinquent taxpayers monitor payments to make sure that deadlines are met.
0-5 years of experience
- Research and process Power of Attorney forms for taxpayers and/or representatives
- Receive and analyze taxpayer inquiries to determine nature of problem, and determine what information is needed to resolve the problem or case.
- Research IRS sources for pertinent data; Contact taxpayers and/or their representatives to obtain necessary information through written correspondence.
- Respond to taxpayer’s inquiries regarding the preparation of a variety of tax returns, related schedules and other documentation; and manage sensitive case problems designated as requiring special handling
- Protect confidentiality of taxpayer information within the confines of disclosure laws, rules, and regulations.
- Review the completed work of the tax-examining technicians.
- Receive and update representatives information
6-10 years of experience
Research and verify taxpayer’s information.
- Providing assistance in processing problem resolution cases.
- Correspond with other T.E. with duplicate returns or tax return errors.
- OJI On the Job Instructor/Trainer
- Assist new hires with learning procedures of the dept
- Assist new hires in learning how to solve cases
- Assist new hires in reading/learning the IRM (Manuel)
10+ years of experience
- I perform work that involves resolving previously unsatisfied cases regarding difficult and/or sensitive taxpayer problems, complaints or inquiries involving potential tax adjustments on all types of tax accounts.
- I adjust current and prior year tax accounts involving complex account interrelationships or codes to override controls, retrieve data and construct records from frozen accounts.
- Calculates taxes, penalties and interest.
- Identify gaps in internal procedures and processing methods.
- Work involves applying current and prior year tax rules, regulations and procedures. The work also involves research and analysis.
10+ years of experience
- Perform analysis of tax returns to determine if applicable rules and laws have been met for items claimed or reported.
- Identify and resolve additional issues as they arise during the course of examination.
- Contact taxpayers by phone or written correspondence to obtain information, explain liability, and encourage compliance.
- Take appropriate action to protect government’s interest and taxpayer rights.
- Interview taxpayers to determine if they meet criteria.
- Maintain a variety of files and documents; cross-referencing when necessary.
0-5 years of experience
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Uncover potential deductions and credits.
- Consult tax law handbooks for especially difficult tax returns.
- Prepare tax returns using electronic filing software.
- Review financial records such as income statements and documentation of expenditures
0-5 years of experience
- Evaluate all available information and take corrective actions, such as credit transfers requests, re-computed tax, and/or penalty and interest.
- Access relevant systems to view and/or update taxpayers’ accounts regarding payments received, review status of the case, and/or to make account adjustments.
- Enter data into automated system to adjust tax, penalty, and/or credit adjustments.
- Recognize indications of tax fraud; make determinations and use sound judgment concerning taxpayers’ data and responses.
- Gain cooperation of taxpayers by explaining the best options available to resolve the problem or question, mutual interests, and to make sure they understand their responsibilities.
- Interpret the law as it relates to the issues and if affects the performance and efficiency of the Internal Revenue Service.
- Educate taxpayers on future action(s) needed to achieve and offer advice on tax liability.
0-5 years of experience
- Was the only person responsible for the state of Pennsylvania’s malt beverage tax collection
- Reviewed and approved Small Games of Chance submissions from developers
- Reviewed, approved and processed multi-million dollar cigarette stamp orders for Cigarette Stamping Agents
- Spoke with taxpayers daily to assist with tax questions.
- Used the internet daily to research and locate new businesses that were selling malt beverages that had not yet registered with [company name]
0-5 years of experience
- Code and Edit Tax returns for data transcriber. Correcting obvious errors.
- Detail at C-Site- Filing and Gathering Requested tax documents
- Lifting boxes weighing 35 to 40 lbs
0-5 years of experience
- Reviewing tax returns to ensure accuracy
- Determine allowable deductions and reporting any adjustments
- Analyze claims for accuracy for the individual to be granted a refund
- Notify taxpayers of any discrepancies and work with them to make corrections
0-5 years of experience
- Receive and analyze taxpayer inquiries, requests for adjustment action, and other input documents to determine nature of problem.
- Perform the full range of corrections to taxpayer account.
- Prepare tax adjustment documents, payment tracer documents, payment-posting vouchers, and posts payments received.
- Initiate and send correspondence to taxpayers and/or third parties.
6-10 years of experience
- Analyze tax returns using IRS manuals, publications, and procedures to determine tax compliance.
- Use proprietary software and systems to ensure correct tax computations.
- Review the end product to ensure the taxpayer is provided with a resolution that meets quality standards.
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[Tax Examiner]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
