Post Job Free

Resume

Sign in

Customer Service Sales

Location:
Monroe, LA
Posted:
June 13, 2014

Contact this candidate

Resume:

Damian J. Ortolano, Jr.

CURRENT IRS EMPLOYEE

Monroe, LA

acej1c@r.postjobfree.com - 318-***-****

Five Years of experience as an IRS field collection officer seeking accounting, tax, or financial analyst position

WORK EXPERIENCE

Revenue Officer

Internal Revenue Service - Monroe, LA - June 2009 to Present

Conduct compliance investigations on known delinquent taxpayers for failing to file and/or pay federal income,

employment, and FUTA taxes.

• Establish professional working relationships with business owners and corporate officers to resolve tax

delinquencies.

• Complete financial analysis of business records to help officers and owners develop a strategy to free up

cash, save money, and/or generate more or new income.

• Coordinated and executed seizure of business property for the non-payment of taxes.

• Educate taxpayers of filing requirements, assist in preparation of different types of federal tax returns, and

assist taxpayers in specific tax implications of transactions.

• Work complex cases for career development that involve large dollar cases, very egregious non-compliance,

multiple issues, and/or potential fraud.

• Complete in-depth financial analysis of bank records and financial statements to verify or determine

discrepancies in taxpayer reported data.

• Overall, gained in-depth knowledge of internal processes of the Internal Revenue Service's Collection

functions. Expert knowledge of the Internal Revenue Manual, expert knowledge of different types of federal

taxes, how they are calculated, assessed, and collected.

Warehouse #1 Restaurant

Server/Bartender

One Olive St - Monroe, LA - September 2008 to October 2013

• Provide top-notch customer service in an upscale dining establishment

• Work as a team with other servers and/or bartenders to ensure customer satisfaction

Senior Account Executive/Loan Officer

Beneficial/HSBC Mortgage - Monroe, LA - March 2007 to March 2009

Have face-to-face contact with customers to market and sell loan products, including: 1st and 2nd mortgages,

home equity loans, automobile refinance, and signature loans

• Responsible for financial review of potential loan customers to determine income and expenses.

• Responsible for loan origination, follow up, and closing of both secured and unsecured loans

• Meet or exceed monthly sales goals, including new money and volume goals.

• Primarily solicited current customers by telephone, and interested consumers shopping online.

Staff Accountant

Oreck Corporation - New Orleans, LA - December 2005 to March 2007

Perform closing entries for a subsidiary of Oreck Corporation

• Reconcile general ledger accounts

• Prepare closing monthly journal entries with supporting schedules and worksheets for revenues and

expenses

• Perform analysis of store leases to correspond to the rent schedule to maintain correct payments to 100

landlords of retail locations nationwide

• Investigate discrepancies in payments made versus payment according to lease terms

• Specifically responsible for cash assets and current liabilities

• Calculate commissions based on sales and selling expenses for several directors and managers

• Completed special projects assigned by supervisor or the controller

EDUCATION

Bachelor of Science in Accounting

Louisiana Tech University - Ruston, LA

1999 to 2005

ADDITIONAL INFORMATION

SKILLS

• Expert Proficiency in Microsoft Office programs

• Proficient in most federal tax return preparation; income, employment, unemployment, corporate

• Excellent communication skills with the ability to work well with a diverse range of individuals

• Expert in tax research and tax compliance research

• Expert in IRS collection techniques, counter-techniques, time-frames, and appeals processes



Contact this candidate