Sales Training
Resume:
WENDY WADE
*****.*******@*****.***
Chicago, IL 60642
Bar Admission
Admitted to Illinois Bar, October 31, 2013
Education
The John Marshall Law School, Chicago, IL
Juris Doctor, January 2013
LLM Taxation Candidate, January 2015
Tax Specialties: Subpart F income, Controlled Foreign Corporations,
FATCA, foreign tax credit, Corporate Taxation Certificate including
extensive coursework in International Corporation Tax, Corporate Tax I,
Corporate Tax II, Partnership Tax, Civil and Criminal Tax, and Real
Estate Taxation. Graduate Tax Society, Member; Advanced Tax Preparation
Activities: VITA Program Certification: InBrief Tax Newsletter, Author;
; Graduate Tax Society, Member; Women's Bar Association, Member
University of Northern Iowa, Cedar Falls, IA
Bachelor of Arts in Finance, Major emphasis in Real Estate, May 1995
Legal Experience
Cook County Mortgage Foreclosure Mediation Program, Chicago, IL
Legal Counsel, February 2014 - July 2014
. Provided legal representation to Cook County residents in all stages
of the foreclosure proceeding.
. Counseled clients on HAMP loan modification, loan workouts, deed in
lieu of foreclosure, short sales, and cash for keys.
. Represented homeowners in foreclosure proceedings with lenders and
negotiate to create optimal foreclosure resolutions.
Internal Revenue Service, Appeals Office, Chicago, IL
7-11 Licensed Intern, September 2012- December 2012
. Represented the IRS in tax appeal cases within the International
Division and Large & Small Business by preparing legal memoranda
detailing IRS Code interpretation.
. Prepared final case analysis outlining controversial issues dealing
with foreign subsidiaries, foreign tax credit, FATCA, Controlled
Foreign Corporations.
. Analyzed IRS Codes, regulatory rulings, and course of action
recommendations of settlement, litigation, or arbitration for optimal
resolution.
. Negotiated on behalf of the IRS in informal hearings with taxpayers
and their attorneys that included compiling deficiency facts, taxpayer
statements, and possible resolution settlements.
. Researched and analyzed the Internal Revenue Code, Regulatory Rulings,
Treasury Regulations, and applicable Federal Court cases to strengthen
the IRS position against taxpayers.
. Analyzed the IRS tax examiner's findings of deficiency for taxpayers
and applied legal theories to agree or disagree with deficiency
findings based on fact and law.
Illinois Department of Revenue, Income Tax Division, Chicago, IL
7-11 Licensed Intern, February 2012- August 2012
. Researched law on issues related to corporate nexus claims,
whistleblower claims, including sales and use tax.
. Participated in departmental meetings and conference calls that
analyzed and discussed legal strategies in cases with large commercial
taxpayers.
. Assisted in tax administrative hearings including the preparation of
evidence and expectation of defense arguments. Corresponded with
administrative judges to gain knowledge of the hearing and procedural
administrative guidelines.
. Resolved and analyzed small case dispositions for IL 1040 individual
income tax deficiencies found by state examiners working with
taxpayers to request additional tax information, documentation, and
communication to settle tax disputes.
VITA, Volunteer Income Tax Assistance, Chicago, IL
Tax Preparation Volunteer, November 2011-April 2012
. Prepared income tax returns for low-income individuals.
. Certified in Advanced Tax Preparation of individual tax returns that
contain complex transactions above an intermediate level.
Law Office of Donald Statland, Chicago, IL
Legal Associate, June 2011-October 2011
. Researched tax law with focus on business and individual claims
against Illinois Department of Revenue and Internal Revenue Service.
. Proposed tax issues and foreseeability of tax consequences of current
customers and potential new client base.
. Managed the filing and preparation of motions for tax cases and a
class action case.
Previous Career Experience
Eagle Production and Development, Boston, MA
Training Facilitator, Independent Employment, 2009-2010
. Trained associates in pharmaceutical software and optimization of the
sales team utilization.
. Provided system trouble shooting and conflict resolution.
American Bank & Trust Co., Davenport, IA
Director of Financial Training, Growth & Development, 2005-2009
. Responsible for all regulatory banking compliance for 250+ employees,
including the creation of education coursework and seminars outlining
regulatory compliance.
. Facilitated 30 educational courses per month on topics including: e-
learning, web-based, classroom, and outside trainings in federal
compliance regulations, sales skills, and management and leadership
seminars.
. Created 150 training courses throughout an IT system conversion
process.
. Nominated member for 2009 BAI National Retail Banking Conference,
planning committee member.
The National Bank, Bettendorf, IA
Commercial Business Development/ Training Officer, 2001-2005
. Generated profit earning relationships that resulted in a 35% increase
in the bank's overall commercial portfolio with B2B sales and
marketing of the Commercial Business Development department.
. Managed all marketing campaigns to increase sales including creating
web marketing campaigns, on-site client demonstrations, and
presentations at financial symposiums.
. Created a new bank-wide training program consisting of classroom and
online training.
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