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Accounting Technician Clerk

Location:
Florence, KY
Posted:
June 23, 2023

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Resume:

Shelly Griffith

**** **** ***** 859-***-****

Florence, KY 41042 adxva5@r.postjobfree.com

PROFESSIONAL EXPERIENCE

July 2018 – Present Internal Revenue Service (IRS), Accounting Tax Examiner 550 Main Street

Cincinnati, Ohio 45202

Primary Duties:

• Responsible for the review and processing of tax returns and other information

• Responsible for the research, corrective action, processing, and preparation of tax reports for personal tax filings.

• Manage problems and errors with the tax system including – analysis of possible solutions, adjustment of taxpayer accounts, preparation of manual refunds and credit transfers.

• Responsible for the computation of applicable tax penalties and interest.

• Perform analyses regarding taxpayer history and transaction posting to ensure timely and accurate closure of case reports.

• Responsible for review and correction of all databases regarding taxpayer history to ensure accuracy.

• Respond to taxpayer inquiries regarding a variety of issues related to schedules and other documentation including but not limited to – resolving account inquiries, advising on taxpayer enforcement actions, and managing sensitive case problems.

• Responsible for the analysis and resolution of tax processing problems.

• Perform quality review for taxpayer letters and communication – in reference to erroneous refunds, excess collections, automated manual refunds, non-master file, certified transcripts, Control D entries, Form 4157 and 2158 to ensure compliance with IRM standards.

• Perform quality review of the Fed State to ensure the state received correct tax information and audits as requested by the taxpayer.

• Trained additional staff to serve as an Account Tax Examiner for the IRS. January 2006- July 2018

Internal Revenue Service (IRS), Accounting Technician 7125 Industrial Rd

Florence, Kentucky 41042

Primary Duties:

• Responsible for the review of accounting data and documents for accuracy, out of balance conditions and identification of discrepancies.

• Identified all error conditions and conducted extensive research before taking corrective actions.

• Classified transactions, maintained balances and reconciled accounts

• Prepared trail and final balances or schedules reflecting the status of accounts.

• Reconciled the General Ledger and subsidiary records, balanced accounts and account data, initiated appropriate collections actions and made adjustments to accounts, as required.

• Initiated contact with other Federal agencies, financial institutions, private vendors or taxpayers to obtain or give information and resolve discrepancies.

• Responsible for the location of missing data – including taxpayer accounts and/or payments.

• Served as a back-up for the Inter-Agent Coordinator – to perform troubleshooting between commercial banks and the Saint Louis Federal Reserve.

April 2005 – January 2006 Internal Revenue Service (IRS), Statistics of Income (SOI) Clerk 7125 Industrial Rd

Florence, Kentucky 41042

Primary Duties:

• Controlled and developed workgroups for approximately 40 different SOI programs including Form 1120, 1065, Shelly Griffith

2

990 series and 8038 series tax and information returns using Statistics of Income Automated Return Tracking System (STARTS) database application.

• Act as a liaison with other campus functions including Error Resolution, Rejects, Unpostables, Examination, and Files to retrieve and forward tax returns in a timely matter.

• Identified, analyzed, and proposed actions to resolve and or correct any situation which impacts the efficiency or economy of the work area and SOI Headquarters by compiling and creating reports and job aides. Date processing.

• Perform extensive research on unidentified items to reduce missing tax return information from SOI data files. I prepared non-selected, unprocessed and or erroneously pulled documents for correction by independently determining the proper action to be taken to resolve the problem from variety of choices.

• Evaluated workflow inventory to prioritize customer needs and ensure timely delivery of returns.

• Established workgroup orders from in-house items and inventory at other offices determining the appropriate return type, volume, and priority.

• Created work groups on STARTS to identify returns for which all SOI processing has been completed to enable release of these returns from SOI control to Files, Examination, or other functions.

• Researched processing status and verify completion of all required photocopying, imaging or other processing for returns included in SOI studies.

• Performed extensive research and located missing return needed for SOI studies and to request returns needed for special projects needed by the SOI division.

June 2003 – April 2005 Internal Revenue Service (IRS), Innocent Spouse Clerk 7125 Industrial Rd

Florence, Kentucky 41042

• Received and acknowledged receipt by forwarding appropriate correspondence to electing and/or non electing spouse.

• Sent taxpayer information requests as instructed and associates incoming correspondence with appropriate case file.

• Established tracking system controls, updated case status by inputting applicable transaction codes into local database, and assists with correcting tracking system errors.

• Researched undeliverable documents including searches for entities such as correct name, address, social security number, filing status, and tax period.

• Maintained, updated, and purged suspense/closed files, requests administrative files and returns, and forwards referrals to appropriate offices.

• Reviewed, sorted, and routed incoming/outgoing mail, answers, and logs telephone calls, and maintains supplies and prepares requisitions.

March 2002 – June 2003 Internal Revenue Service (IRS), Integrated Data Retrieval System Clerk 7125 Industrial Rd

Florence, Kentucky 41042

• Associated computer generated labels with the original adjusted tax return.

• Responsible for the verification of the blocking series on the label does or does not require an original return.

• Analyze tax class and make determination as to whether to associate with tax return or to issue a problem sheet. Using established procedures, ensure tax returns are placed in sequential order.

• Research and locate the Document Locator Number (DLN), and compare to Block Proofing List (PBL).

• Separate the entire flat of labels according to tax class - doc/code and specific type of block.

• Write up divider card for each and determine which side (right or left) the DLN would be written on.

• Provided additional necessary clerical support to the supervisor and performs other duties as assigned. June 2000 – March 2002 Homemaker

Shelly Griffith

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March 1988 – June 2000 Aristech Acrylics, LLC, Office Coordinator 7350 Empire Dr

Florence, Kentucky 41042

• Responsible for the management of sales receipts, billing invoices, and sales and inventory reports for an international chemical and acrylics organization.

• Responsible for backup duties on accounts receivables and payables and data processing.

• Produced and verified monthly statements and balanced end of month accounting data.

• Managed all General ledger balancing.

• Ensuring payroll processing (ADP) including: payroll garnishments, tax-related issues, 1099 payroll and End of year payroll (W2s).

• Responsible for processing, tracking, and balancing of international and domestic freight charges

• Interacted with vendors to resolve freight problems EDUCATION

Thomas More College, Fort Thomas, KY August 2009

Bachelor of Science in Business Administration with an association in accounting PROFESSIONAL SKILLS

• IRS Systems: IAT, BMFOL, BMFPG, ENMOD,

ESTAB, FTDER, FTDRQ, IMFOL, INOLE, NAMEE,

NAMES, NAMEI, NAMEB, IRPTR, LEVYS, MESSG,

MFREQ, RTVUE, SFDIS, XSINQ, CFINK, PGNUM,

SUMRY TERUP$, TXMOD, UPTIN, IDRS, TXMOD,

SUMRY, ISTRA, SSNAD, INOLES, TSMOD/ACTON

ISTSRS, ENMOD, IRPTRO

• Control D, Eons System,

• Bulk data,

• Cash link,

• Ives Program 06/2009,

• TDS System for Ives,

• Singles and Photocopy, Scan

VOLUNTEERING ACTIVITIES AND INTERESTS

• Sunday School Teach

• Responsible for the organization of the Church’s Annual Thanksgiving Church Dinner and the Christmas Toy Drive

• Team Sport Volunteer

• Reading



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