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Tax Specialist / Data Entry Operator

Location:
Chicago, IL
Posted:
October 27, 2016

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Resume:

Ronette Johnson **** S Eberhart Ave Chicago, IL **637 US Mobile: 312-***-****

Evening Phone: 312-***-****

Day Phone: 312-***-**** Email: acw9f3@r.postjobfree.com

Availability: Job Type: Permanent

Work Schedule: Part-Time

Work Experience: Internal Revenue Service

Chicago, IL United States

Tax Specialist (This is a federal job) Supervisor: Craig Chomyok 312-***-****) Okay to contact this Supervisor: Yes

01/1999 - Present Hours per week: 40

Series: 0526 Pay Plan: GS Grade: 11

I am currently working in the Employee Plans Compliance Unit (EPCU). The EPCU is a specialty group under the TEGE, Employee Plans examination function. The Unit was formed to increase the number of taxpayer contacts through the use of compliance checks. EPCU work focuses on specific project activities. Each project is coordinated by a Revenue Agent and depending

on the size and scope of the project, different support personnel are assigned project related responsibilities.

I previously worked on the Partnership Project. I perform a variety of duties that require many different skills. I am responsible for the pre-contact research conducted on each case. This research includes researching taxpayers using IDRS including PMFOLS, NAMEE, INOLE, Business Master File, Employee Plans Master File and Individual Master File, Accurint, EFAST2, FreeErisa.com and the internet. After performing the research I analyze the findings and summarize the results so that the project manager, and anyone else who reviews the case, will have an easy to understand summary of the taxpayer and the potential issues in the case.

Many of the cases in this project have research obstacles which I must overcome. Several of the cases in the project sample do not have correct TINs and I must review yK1 graphs in order to determine the correct TIN to research. I prepare the initial contact letter certified follow-up letters and closing letters to the taxpayer and taxpayer’s representative. I am required to use Microsoft applications including Word, Excel and Access, to mail merged documents and control case activity. I devised a case management system to accurately track cases and ensure timely follow-up on case contacts. I am responsible for entering and monitoring cases using an MS Access inventory control system specific to the Unit called the Research Inventory System for the EPCU (RISE).

I have previously worked on the 401(K) Compliance Check Questionnaire Project. On this project I coordinated the processing and mailing of 1,200 questionnaires which were all sent on the same day; several hundred follow- up letters and 1,200 closing letters. I input and tracked the information received in detailed MS Excel spreadsheets for future analyses. I communicated with the taxpayer to request the questionnaire be completed in a timely manner. This project was closely monitored by Executives in EP and TE/GE and I was responsible for preparing summaries of my activities that could be used to brief these Executives on the progress of the project. Also, as part of this project I developed a procedure that was used to ensure that every possible action was taken to attempt to locate the taxpayers. This included performing extensive research in multiple computer systems and on the internet. This procedure was reviewed and approved by the EP Executives monitoring the project.

I worked on the Governmental Plans Project. I was able to familiarize myself on the pertinent law to contact taxpayers and work with them in completing a complex, lengthy Questionnaire. While working on the Governmental Plans Project, I interacted with Senior Management and the Executive staff on addressing problem issues. I demonstrated my commitment to resolving case problems, as I would often have to navigate through the maze of government bureaucracy to identify the person responsible for pension related matters.

Once the person was found I was instrumental in getting them to comply and respond to the compliance check. I input and tracked the information received in detailed MS Excel spreadsheets for future analyses as directed by the Project Manager. I entered the case activity in the group’s inventory tracking database.

I initially worked on the Funding Deficiency Project, one of the unit's highest volume projects and was involved in the resolution of over 1000 cases reviewed each year. This was approximately a third of the group’s entire case load. I was responsible for maintaining the RISE records for the funding deficiency project to ensure that the taxpayer’s information and case activity is captured correctly in our inventory control system. I was the initial reviewer of correspondence received from the taxpayers in response to the project's inquiries. I can determine what additional steps need to be taken to close the inquiry and whether the case is ready to be forwarded to the Revenue Agent for review.

Many of the support staff in EPCU works one project with one Project Manager, but I continue to work multiple projects with two or more Project Managers at a time, and I also provide additional support to the high volume Multiemployer project during their busy crunch period each year.

Hardins Sysco Food Service

Memphis, TN United States

Medical Merchandising Assistant

Supervisor: TONY MAHAFFEY 901-***-****)

Okay to contact this Supervisor: Yes

05/1995 - 01/2002

Salary: 12.00 USD Per Hour

Hours per week: 40

While working for Sysco, I was the merchandising assistant for the medical merchandisers. We purchased medical supplies for various hospitals in the Memphis area. I also worked with the credit manager and warehouse personnel cutting purchase orders. I input and set up new products for the customer for purchase.

Education: Strayer University Washington DC (Global) United States

Associates Degree Business Administration Completed 03/2016

Harold Washington College Chicago, IL United States Some College Coursework Completed 12/2008

References upon request.



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