Auditing, Customer Service

Empathetic problem solver with a desire to continue learning new things and face new challenges. Seeking a position where I can utilize my customer service skills and experience interpreting and applying laws and codes to ensure consumers’ education, problem resolution and compliance.

EXPERIENCE:

State of Nevada- Department of Taxation

Audit Supervisor 01/2017 – 11/2017

Full supervisory authority over group of Auditor IIs.

Developed and presented training for auditors

Resolved disputes between taxpayers and auditors

Evaluated audits for compliance with appropriate statutes, acceptable audit procedures and adequately written audit reports

Worked with taxpayers, auditors and hearing officers on petitions for redeterminations

Interpreted Nevada Revised Statute, Nevada Administrative Code and Nevada Administrative Regulations to assist auditors in understanding the law.

State of Nevada - Office of the State Treasurer

Auditor III 08/2016 – 01/2017

Full supervisory authority over one Auditor II. Oversee activities of out of state contract auditors.

Engaged in outreach to businesses within Nevada, with regard to NRS 120A and NAC 120A

Answered inbound calls, researched customer concerns and resolved customer issues.

Conducted technical audits on accounts and records of business organizations, state agencies or other governmental jurisdictions holding unclaimed property belonging to others as specified in NRS 120A.

Identified, for future audits, business organizations in probable noncompliance with various provisions of Nevada’s Unclaimed Property Act.

State of Ohio-Department of Taxation

Tax Examiner Specialist/Tax Auditor Agent 1, 2, 4 02/2005 – 08/2016

Served as Technical Consultant to junior Tax Examiners

Planned and conducted field audits and refund investigations of taxpayers' business operations

Interpreted Ohio Revised Code, Ohio Administrative Code, Tax Commissioners Opinions, Board of Tax Appeals Decisions and Ohio Supreme Court Cases to resolve and support Audit Decisions.

Performed research and prepare review summaries of supporting schedules and audit worksheets

Conferred with Administrative Review, Office of Chief Counsel and Attorney General's Office on appeals of assessments and refund denials and testify before the Board of Tax Appeals and/or courts.

State of Ohio – Department of Taxation

Tax Commissioner Agent 08/2004 – 02/2005

Answered inbound calls in call center setting.

Assisted Tax Commissioner in the administration of tax laws, rules, regulations, and procedures through various tax service programs that included desk examinations and office audits

Researched taxpayer accounts for billings, delinquencies, tax filings, telephone inquiries, registration, and examination of tax returns

Performed line item adjustments to tax returns, demographic updates, and online issuance of taxpayer accounts

Assisted taxpayers in preparing and filing of tax returns; responsible for proper registration of taxpayers and issuance of licenses for accounts

Contacted taxpayers for clarification of application information, inactivation and reactivation of accounts as necessary, demographic updates

EDUCATION:

Bachelor of Business Administration – DeVry University - Columbus, Ohio, June 2004

CERTIFICATION/TRAINING:

Federal Taxes and Management Decisions - Training

State Taxes - Training

Advanced Managerial Finance - Training

Basic Mediation - Training

CORE COMPETENCIES:

Ohio Sales/Use Tax

Ohio Employer Withholding Tax

Ohio Commercial Activities Tax

Nevada Commerce Tax

Nevada Unclaimed Property

Lead Auditor

Financial Analysis

Business/Individual Audit

Research

Complex/Adjustment Audits

Investigations/Reports

Supervising Auditor

Customer Services

Mediation

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