Revenue Agent Resume Samples

Description :

1. Collaborated with other agencies to promote data sharing capabilities.
2. Documented research findings for full assessment and collection of all tax, penalties, and interest due.
3. Trained and Counseled Educated and advised taxpayers of their tax liabilities/responsibilities, filing deadlines.
4. Served as a subject expert on complex inquiries concerning taxable activities involving unregistered businesses, vehicles, vessels.
5. Conducted interviews with taxpayers and taxpayer representatives, educating and advising on liabilities, filing deadlines, and payment obligations.
6. Briefed taxpayers on legal implications of operating a business after revocation.
7. Assisted to taxpayers and others in researching complex tax issues, providing definitive answers to tax questions.

Experience

2-5 Years

Level

Junior

Education

Leadership

Description :

1. Learned the internal workings of the compliance division.
2. Implemented of Liens on property, vehicles, people, due to delinquent taxes.
3. Abatement processed and how the department omits debt and adds debt.
4. Assisted taxpayers through the roll-out of TAP (Tax Payer Access Point).
5. Maintained internal and external working relationships, to ensure the overall collections totals are met.
6. Collected delinquent income, sales/use, and employer withholding taxes Assist and advise taxpayers in the preparation of current or delinquent tax returns, reports.
7. Scheduled Maintain taxpayer accounts to ensure/enforce compliance.

Experience

10+ Years

Level

Senior

Education

Management

Description :

1. Managed case files, maintaining thorough notes, and following up consistently to move through the stages of the collection process.
2. Required extensive investigation and problem-solving, as well as perseverance and creativity in finding methods to collect.
3. Consistently ranked as one of the top three collectors in the state (from a field of 140 revenue agents) both in revenue recovered and cases resolved.
4. Trained new agents in-office procedures as well as working with them in the field.
5. Membered of a three-person team that rewrote compliance directives to incorporate legislation changes and procedure modifications.
6. Directives served as a blueprint for collecting taxes.
7. Assisted in the selection of prospective audits and assisted in the conducting of state income tax audits.
   

Experience

10+ Years

Level

Senior

Education

Bachelor Of Arts

Description :

1. Arranged an installment payment plan when a single payment cannot be made.
2. Set up a process to track and follow up on these accounts.
3. Decided which of various legal actions to take (warrants, garnishments other collection related court actions) and initiate such action.
4. Located debtors through skip tracing by questioning neighbors, friends, relatives, and employers through phone calls and letters.
5. Analyzed financial statements, minutes of corporate meetings, ledgers, and bank statements to identify the responsible officer or employee for tax assessment.
6. Accounted Maintenance Ensure the accuracy of collection account balances.
7. Located misapplied payments or bookkeeping errors and correct them.

Experience

7-10 Years

Level

Management

Education

GED

Description :

1. Communicated audit results to upper management through written reports and oral presentations.
2. Selected as On the Job Instructor supervising and coordinating projects for new hires and preparation and communication of performance evaluations.
3. Developed and presented new hire training programs. Selection for IRS' Aspiring Leaders' Program.
4. Identify and assess business controls, risks, process gaps, and workflow inefficiencies and reporting.
5. Gathered data for a diversified spectrum of complex taxation through interviews, financial research, and regulatory research-based downloads.
6. Composed and drafted all outgoing correspondence and reports for management approvals.
7. Diversified experience with a diversified group of businesses in varying industries.

Experience

7-10 Years

Level

Management

Education

Bachelor Of Science

Description :

1. Provided in-person and over the phone customer service to taxpayers of the State of New Mexico.
2. Processed refunds for participants in the Combined Reporting System tax programs.
3. Collected unpaid taxes from delinquent taxpayers.
4. Led presentations to the public regarding the laws and policies of those participating in the Combined Reporting Systems tax program.
5. Worked with taxpayers on creating payment plans for unpaid taxes. This position allowed work with the public in a helping manner.
6. Observed and monitored incoming packages ensured all packages had correct labels and were not a hazardous material.
7. Supervised and assisted Revenue Agent I in the completion of audits.

Experience

2-5 Years

Level

Junior

Education

AA

Description :

1. Arranged an installment payment plan when a single payment cannot be made.
2. Set up a process to track and follow up on these accounts.
3. Decided which of various legal actions to take (e.g., warrants, garnishments, other collection related court actions) and initiate such action.
4. Located debtors by questioning neighbors, friends, relatives, and employers through phone calls and letters.
5. Analyzed financial statements, minutes of corporate meetings, ledgers, and bank statements. 
6. Identified responsible officers or employees for tax assessment or financial responsibility for the debt.
7. Ensured the accuracy of collection account balances. Locate misapplied payments or bookkeeping errors and correct them.

Experience

2-5 Years

Level

Junior

Education

Project Management

Description :

1. Processed taxpayer income tax returns for audit daily. Prepare bank deposits, reconcile cash, and drop-in safe.
2. Processed certified letter to audit candidates for a federal government department of US treasury.
3. Recorded transactions in the database system and print daily journal reports for the Finance team.
4. Provided customers with receipts for enrolled programs and create and update customer profiles.
5. Processed credit card transactions and reconcile with daily settlement reports.
6. Weekly meetings and daily reported to the management team on staff performance and achievements.
7. Completed purchases and process purchase orders for equipment, supplies for scheduled programs, and staff use.

Experience

5-7 Years

Level

Executive

Education

Diploma

Description :

1. Provided customer service to attorneys, tax and real estate professionals, mortgage companies, and the general public.
2. Negotiated, created, and monitored payment plans for compliance.
3. Researched and created legal actions including attachment, garnishments, and levies on real estate and property taxes.
4. Researched deeds to update tax records for the transfer of property.
5. Researched wills and estates to update tax records for real property.
6. Provided data entry of new construction permits for real estate.
7. Posted payments for tax accounts and for Prepared Food and Beverage Tax accounts.

Experience

7-10 Years

Level

Management

Education

Paralegal Technology

Description :

1. Audited of personal 1040s, Partnership returns, Corporate, and S-Corp return.
2. Reviewed of Forms 940 and 941's to ensure compliance.
3. Internal software program RGS to prepared work papers and prepare reports.
4. QuickBooks software to reviewed records and prepare reports.
5. Correctly apply established tax law, rules, and regulations to assigned inventory.
6. Researched tax laws utilizing CCH and Lexis/Nexis/Westlaw.
7. Applied the IRM and other procedural guidelines.

Experience

10+ Years

Level

Senior

Education

BA

Description :

1. Provided taxpayer assistance for income and business tax accounts.
2. Advised and registered taxpayers for business taxes.
3. Enforced tax laws by serving revocations and working special events.
4. Conducted business and income tax seminars.
5. Developed call campaign guidelines for field operations.
6. Required customer contact with diplomatic, problem-solving skills.
7. Encouraged and return the customer to tax compliance.

Experience

5-7 Years

Level

Executive

Education

Public Administration