Regulatory Compliance United States

Experienced Professional

United States Citizen

College Graduate

Detail-Oriented Administrative Professional Regulatory Compliance & Litigation Support

Highly organized and detail-driven compliance and appeals specialist with over 15 years of experience supporting federal administrative, legal, and tax functions. Demonstrated success in designing and maintaining file management systems, coordinating high-stakes meetings, and managing complex case documentation across multiple teams. Known for developing streamlined workflows that enhance communication, improve accuracy, and support executive decision-making. A trusted partner in maintaining compliance standards, handling sensitive data, and improving operational efficiency across legal and program integrity functions.

CORE COMPETENCIES

• Organizational Systems Creation:

Designed file tracking, scheduling, and briefing structures that reduced errors and saved time.

• Documentation Management:

Maintained complex records in audit, appeals, and litigation environments with consistent accuracy.

• Administrative Coordination:

Scheduled meetings, prepared legal briefings, and coordinated internal workflows across teams.

• Project and Case Oversight:

Tracked timelines, deadlines, and deliverables to ensure case readiness and compliance alignment.

• Microsoft Office Proficiency:

Advanced in Excel, Outlook, Word, PowerPoint; created templates, trackers, and automated forms.

• Initiative & Precision:

Proactively anticipated needs, prevented errors, and ensured readiness in high-pressure environments.

•Administrative Professional

•Staff Assistant

•Research & Issue Resolution

AREAS OF EXPERTISE

• Financial Reporting

•Bookkeeping

•Tax Law

•Tax Compliance Auditor

•Tax Computation Specialist

Revenue Agent

Career Experience

INTERNAL REVENUE SERVICE

Internal Revenue Agent Examiner, 0512 SBSE, Downers Grove, IL 08/2024 to 4/2025 40 Hrs

Prepared and analyzed reports for compliance reviews across multiple corporate entities, including fraud investigations.

Coordinated in-depth audit engagements, including balance sheet reviews and tax compliance checks, to support risk management objectives.

Monitored financial transactions and tax returns to identify and escalate suspicious or fraudulent activity.

Collaborated with stakeholders to ensure timely resolution of compliance issues and facilitated effective implementation of corrective actions.

INTERNAL REVENUE SERVICE

Staff Assistant Program Management, 0987 TEGE Downers Grove, IL 5/2024 to 8/2024 40 Hrs

•Created a case-tracking matrix for Compliance and Program Integrity staff that improved visibility on deadlines and key issues, reducing missed follow-ups by 40%.

•Prepared, organized, and distributed monthly reports and briefing packets for senior management and committee meetings.

•Developed a shared scheduling and travel planning tracker, allowing seamless coordination across multiple directors and departments.

•Organized case summaries, correspondence logs, and legal intake documentation into a centralized digital archive for team access and reference.

INTERNAL REVENUE SERVICE

Tax Computation Specialist, 0512 GS-13 LB&I Salt Lake City, UT 8/2014 to 5/2024 40 Hrs

•Managed over 1,000 complex tax case files with zero loss of documentation; implemented a digital labeling system for faster document retrieval and audit traceability.

•Created weekly status dashboards summarizing ongoing audit issues, risks, and completion timelines for regional team leads.

•Consolidated fragmented stakeholder input into organized summaries that could be quickly reviewed and escalated by compliance officers.

•Maintained meticulously organized folders of computations, historical audit data, and legal memos used for appeals preparation.

INTERNAL REVENUE SERVICE

Internal Revenue Agent 0512 IRS Appeals Agent Chicago, IL 12/2010 to 8/2014 40 Hrs

• Developed comprehensive exhibits, summaries, and timelines for Tax Court cases involving multi-year, multi-party litigation.

• Designed and maintained standardized Excel templates for Appeals Officers to simplify interest and penalty computations and improve consistency.

•Created documentation folders indexed by issue type, taxpayer structure, and jurisdiction to allow quicker case analysis and reference.

• Resolved accounting discrepancies through conferences with attorneys, taxpayers, and representatives by conducting fact-finding, reviewing documents, and assembling evidence.

INTERNAL REVENUE SERVICE

Internal Revenue Agent, 0512 I R S SBSE - Chicago, IL 12/2007 to 12/2010 40 Hrs

•Managed a caseload of 80+ open audits while ensuring each file included complete workpapers, digital evidence, and interview notes.

•Developed a case review checklist to ensure completeness of documentation and accuracy before submission to supervisors.

•Organized and led fraud case documentation review sessions for cross-functional teams, ensuring structured evidence presentation.

Education

Master of Accountancy – Master of Finance

Keller Graduate School of Management, Chicago, IL

Bachelor of Business Administration Cum Laude, Sigma Beta Delta

Roosevelt University, Chicago, IL

Technical Proficiencies

GAAP QuickBooks Lexus/Nexus Westlaw Microsoft Excel

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