Personable and analytical professional with strong foundation in financial principles and regulatory compliance. Possesses solid understanding of tax laws and auditing procedures, with proficiency in data analysis and financial reporting. Committed to driving revenue growth and ensuring regulatory adherence to optimize organizational performance.
Known for strategic analysis, tax regulation expertise, and keen problem-solving skills. Proven ability to collaborate effectively within teams, adapt to evolving challenges, and deliver consistent results. Highly reliable and focused on achieving measurable outcomes.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
12
12
years of professional experience
Work History
Revenue Officer
Department of Treasury, Internal Revenue Service
01.2023 - Current
Collects delinquent tax and secures delinquent returns from taxpayers who have not resolved their obligations in response to prior correspondence or other contact
Determines actions necessary to bring taxpayers into full compliance
Takes enforced collection action where appropriate
Conducts interviews with taxpayers (and/or their representatives) in different environments such as the business location, residence or office as part of the investigative process of collecting delinquent taxes and securing delinquent tax returns
Initial contact with the taxpayer or their representatives is usually in the field
Counsels taxpayers on their tax filing, depositing and payment obligations, and provides guidance on a wide range of financial problems to assist the taxpayer in developing a plan of action to resolve all delinquencies
Taxpayers at this level normally include individuals with large gross income from diversified sources, self employed professionals, large sized partnerships, corporations involved in retail, manufacturing, construction, wholesale, hospitals, labor unions, and other businesses or entities
Assets may include such items as patent rights, leasehold interests, royalties, franchise rights, cyber assets and limited foreign financial interests
Taxpayers at this level are often represented by highly sophisticated tax attorneys and CPAs, and may wield considerable political influence or be highly visible in the community
Provides customer service by explaining and respecting the taxpayer's rights, IRS policies and procedures
Provides instructions, and analyzes issues presented by taxpayers, practitioners and IRS employees
Customer service is based upon learning, interpreting, and applying IRM policies and procedures, regulations, court decisions, state and local laws, and various Titles of the United States Code
Takes prompt action to resolve account discrepancies and respond to taxpayer and practitioner requests
Promptly releases federal tax liens when appropriate
Meets taxpayers or their representatives at the business location in order to view the assets or number of employees, or to observe indications of hardship or business failure
Conducts interviews with taxpayers (and/or their representatives) with the purpose of securing complete financial information and assessing the taxpayer's ability to pay outstanding tax obligations
Analyzes sophisticated financial statements that include balance sheets, income statements and profit and loss statements
Analyzes financial information and evaluates assets
Provides guidance on a wide range of financial alternatives to assist taxpayers in identifying options that could assist in paying delinquent taxes in full
Revenue Officer
NC Dept of Revenue
01.2022 - 07.2023
Assist taxpayers and their representatives to determine tax liabilities and educate the public on state tax matters
Educate, evaluate, and provide assistance to taxpayers to promote compliance with State Revenue laws
Determine tax liability as it relates to business and residential objectives
Maintain a high level of tax law knowledge, processes, procedures, and methodology required in administration of each of the different tax schedules
Utilize legal remedies to collect liabilities and professional judgement to when to initiate civil action to employ in order to bring cases to successful resolution
Work independently to examine, research, and verify financial statements, returns and other data
Business Development Analyst
Charter Communications -Spectrum
01.2020 - 01.2022
Sell to key retail accounts in majority residential areas, contact new and existing customers to meet and exceed sales objectives
Participate in sale meetings and on-site training
Negotiate and use persuasion skills to overcome objectives, deliver presentations and demonstrate products to customers
Provide daily recap of results and accomplishments to the management team
Management-Business Development Specialist
Enterprise Rent-A-Car
01.2016 - 01.2020
Implements solutions for employee development, assigning appropriate training to advance employee careers while working in team environment and collaborating with various departments
Assists customers in daily rental process, ensuring they qualify
Handles all accounts receivable for branch, making daily deposits; and handles delinquent account collection reports, collecting past due balances
Spearheads business to business sales (outside sales) to ensure growth of company and branch as well as inside sales in team setting
Developed personal sales abilities, earning Elite Sales Member status for several months
Acts as site manager when manager is not on duty, identifying and allocating resources to attain project objectives
Arranges budget and risk plans to maximize profits, and controls procedures to minimize risk/threats
Checks and reviews quality assurance process to deliver quality project to client, maintaining exceptional customer service throughout daily interactions
Verifies fleet, ensuring all vehicles are accounted for; and performs administrative work, including filing, faxing, damage reports, and end-of-day logs
Provided team leaders resources and training to help strengthen their team, and advanced operational systems, processing purchases of Sprint products and services
Developed and maintained long term relations ship with customers to ensure 100% committed business
Assigned in-store appointments to have hardware issues addressed and new products purchases completed
Cross-sold products when they matured and were no longer offered; and upsold additional products with benefits tailored to customer needs
Researched claims due to billing issues and implemented alternative solutions; and initiated tax credit offers on accounts to exceed customer expectations
Troubleshot and hard reset devices that were not working properly
Education
MBA -
Southern New Hampshire University
Manchester, NH
09.2022
BS - Business Management
University of Phoenix
Las Vegas, NV
10.2010
Skills
Staff Coaching/Counseling
Resource Management
Regulatory Compliance
Payroll Administration
Operational Efficiency
Performance Assessments
Organizational Development
Relationship Management
Employee Training
Time-Tracking
Customer Service
Cost Reduction
Auditing techniques
Account monitoring
Interpersonal communication skills
Debt management
Cash flow management
Account reconciliation
Professional Development
Compliance & Safety
CPR & Basic First Aid
Microsoft Excel & Office for Businesses
Previousroles
Office Coordinator, Triboro Land Services
Customer Service Representative, Chicago Title Insurance
Career Overview
Revenue Officer, Department of Treasury, Internal Revenue Service, 01/01/23, Present, Collects delinquent tax and secures delinquent returns from taxpayers who have not resolved their obligations in response to prior correspondence or other contact., Determines actions necessary to bring taxpayers into full compliance., Takes enforced collection action where appropriate., Conducts interviews with taxpayers (and/or their representatives) in different environments such as the business location, residence or office as part of the investigative process of collecting delinquent taxes and securing delinquent tax returns., Counsels taxpayers on their tax filing, depositing and payment obligations, and provides guidance on a wide range of financial problems to assist the taxpayer in developing a plan of action to resolve all delinquencies.
Revenue Officer, NC Dept of Revenue, 01/01/22, Present, Assist taxpayers and their representatives to determine tax liabilities and educate the public on state tax matters., Educate, evaluate, and provide assistance to taxpayers to promote compliance with State Revenue laws., Determine tax liability as it relates to business and residential objectives., Maintain a high level of tax law knowledge, processes, procedures, and methodology required in administration of each of the different tax schedules.
Business Development Analyst, Charter Communications - Spectrum, 01/01/20, 12/31/22, Sell to key retail accounts in majority residential areas, contact new and existing customers to meet and exceed sales objectives., Participate in sale meetings and on-site training., Negotiate and use persuasion skills to overcome objectives, deliver presentations and demonstrate products to customers.
Management-Business Development Specialist, Enterprise Rent-A-Car, 01/01/16, 12/31/20, Implements solutions for employee development, assigning appropriate training to advance employee careers while working in team environment and collaborating with various departments., Assists customers in daily rental process, ensuring they qualify., Handles all accounts receivable for branch, making daily deposits; and handles delinquent account collection reports, collecting past due balances.
Account Representative, Concentrix, 01/01/13, 12/31/16, Provided team leaders resources and training to help strengthen their team, and advanced operational systems, processing purchases of Sprint products and services., Developed and maintained long term relationships with customers to ensure 100% committed business., Researched claims due to billing issues and implemented alternative solutions.
Timeline
Revenue Officer
Department of Treasury, Internal Revenue Service
01.2023 - Current
Revenue Officer
NC Dept of Revenue
01.2022 - 07.2023
Business Development Analyst
Charter Communications -Spectrum
01.2020 - 01.2022
Management-Business Development Specialist
Enterprise Rent-A-Car
01.2016 - 01.2020
Account Representative
Concentrix
01.2013 - 01.2016
MBA -
Southern New Hampshire University
BS - Business Management
University of Phoenix
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