A Tax Examiner will undertake the task of examining and reviewing filed tax returns to ensure accuracy, and also decide if appropriate credits and deductions are applied. Primary accountabilities listed on the Tax Examiner Resume include the following – examining tax returns; working with federal, state and local government, identifying tax payables; conducting audits; handling simple tax filed by individuals, determining the factual basis for refunds; resolving taxation discrepancies; making copies of returns and files; and ensuring all deductions are legitimate.
To undertake the crucial task of tax preparation, review and refund processing, the examiner will require the following skills and abilities – solid analytical skills, ability to determine the right amount of tax, returns, and deductions, a firm understanding of mathematics and accounting; and capability to work and handle stressful situations. A Bachelor’s degree in accounting along with one year of experience in tax analysis is required.
Summary : An individual with a record of success in Collection/Accounts Receivables. A creative individual with a strategic approach to working with a diverse community, providing a high level of professionalism, and consistently meet defined goals. Computer literate in Microsoft Office Applications and Internet Use.
Skills : Microsoft Excel, Powerpoint.
Description :
Provided information to the customer regarding entity types as well as all Business Master File (BMF) filing requirements while the customer was on the phone.
Processed taxpayer BMF correspondence and input corrective action when a different EIN is received for one or both taxpayers.
Processed Individual Master File (IMF), Business Master File (BMF), Employee Plans Master File (PMF), Individual Employer Master File (IEMF), and Subchapter S and Limited Liability entity issues.
Initiated further contact with taxpayers or their representatives if necessary or researched accounts transcripts, Integrated Data Retrieval System (IDRS)/ Microfilm Replacement System (MRS) records and files in other functional areas to obtain required information relative to filing requirements regarding BMF, EPMF and Exempt Organizations Master File (EOMF) status.
Input appropriate action on IDRS or on ISRP to establish or change entity or employee plan modules, to delay or release further notice information supplied by the taxpayer.
Corrected assigned un-portable through taxpayer contact; input necessary corrective action and corrected the un-postable document for reprocessing which will allow it to post.
Processed forms showing the election of filing status by a small business corporation; verified that the corporation meets the criteria for timeliness and eligibility.
Experience
7-10 Years
Level
Management
Education
Technical Science
Seasonal Tax Examiner Resume
Summary : Highly qualified Tax Examiner with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Set up installment agreements for delinquent taxes, review cases for penalty abatement, mentor new employees training and answer questions as they occur.
Assist manager with reports on work completed, reassign work in the team, train team on new changes in programs as they arise, review work for quality and accuracy of procedures.
Assist in preparing Form 1040 returns with VITA and exiling them as a site coordinator as well as assisting others in preparing by answering questions and providing re owes of that work before e-filing returns.
Provide training on programs assigned to the team and do a quality review of work assigned to show progress in learning.
Mentoring new employees through IRS policies and procedures as they apply to their workload or personnel folders.
Prepare workloads, answer questions regarding case so work is completed timely and accurately and prepare reports concerning work completed.
Assist with training to keep employee's skls up to date on programs that need to be worked per management.
Experience
10+ Years
Level
Senior
Education
Business Administration
Tax Examiner/Specialist Resume
Objective : To obtain a position with a growing and reputable company that will offer advancement within the organization, while allowing me to utilize and enhance my skills and attributes.
Skills : Microsoft office, Accounts Payable, Customer Service, Medical Billing.
Description :
Utilize the Electronic Fraud Detection System (EFDS) to identify potentially fraudulent tax returns and/or identity theft.
Access EFD, IDRS, AMS systems to view and/or update taxpayers' accounts regarding payments received, review status of the case, and/or to make account adjustments.
Demonstrate knowledge of IRS functions, programs, policies, regulations, procedures, and operations to evaluate program plans and determine the impact of changes on program goals.
Enter data into an automated system to adjust tax, penalty, and/or credit adjustments.
Use analytical and evaluative methods and analyze tax return data and apply it to the implementation of a wide range of operational programs including the detection and prevention of false refunds, assessing fraud leads received from external sources, detecting and addressing stolen identity refund fraud, and execution of the Frivolous Return Program.
Recognize indications of tax fraud; make determinations and use sound judgment concerning taxpayers' data and responses.
Research EDFS, AMS, and IDRS to respond to refund inquiries (4442s) from taxpayers.
Experience
2-5 Years
Level
Junior
Education
Criminal Justice
Tax Examiner/Analyst Resume
Objective : To acquire a Professional position where I can take my 10+ years of civilian and government experience and knowledge and apply it to a career I can grow in. Currently seeking a position providing opportunities to utilize and advance 10+ years of expert level skills, abilities, and experience in customer service, clerical, Management skills & data entry.
Resolve inquiries regarding tax account issues such as tax delinquency, adjust taxpayer accounts and provide information about general Service procedures.
Communicate with taxpayers and their representatives regarding their accounts on notices issued.
Evaluate all available information and take corrective actions, such as credit transfers requests, re-computed tax, and/or penalty and interest.
Access relevant systems to view and/or update taxpayers' accounts regarding payments received review status of the case, and/or to make account adjustments.
Enter data into an automated system to adjust tax, penalty, and/or credit adjustments.
Recognize indications of tax fraud; make determinations and use sound judgment concerning taxpayers' data and responses.
Gain cooperation of taxpayers by explaining the best options available to resolve the problem or question, mutual interests, and to make sure they understand their responsibilities.
Experience
2-5 Years
Level
Junior
Education
Education
Sr. Tax Examiner Resume
Summary : Find employment with a company where my skills and experience will be an asset to the business while expanding my own knowledge and abilities.
Skills : Computer skills, quick learner on business equipment including register and calculator, data entry skills, customer service skills.
Description :
Knowledge of Internal Revenue Service collection techniques and enforcement actions, regulation practices, and other documents to identify the nature and scope of problems and issues.
Advise the taxpayer of options available for meeting tax obligations.
Utilizes Internal Revenue Service codes and manuals, oral and written procedures applicable to most transactions.
Interpreting account information to address a variety of issues and taking into account facts, current guidelines and past transactions.
Resolves well defined tax problems that are covered by specific tax laws, rulings, and processes.
Knowledge of available on-line systems, research materials, technology, and tools to resolve non-controversial issues.
Receives or initiates contacts with taxpayers and/or their representatives and with third parties in moderately structured settings.
Contacts are made to provide, receive, and clarify information.
Experience
10+ Years
Level
Senior
Education
Accounting
Jr. Tax Examiner Resume
Summary : Looking to have the opportunity for professional growth and advancement. Determined to do what it takes to get the job done correctly. Dedicated to stay on task without supervision, and maintain quality and productivity. Accomplished twenty years of a customer service work related fields. Excellent work and attendance records.
Skills : MS Officer, Analyzing Skills.
Description :
Receive and analyze taxpayer inquires to determine the nature of the problem, and determine what information is needed to resolve the problem or case.
Research IRS sources to pertinent data, also contact taxpayers and/or their representatives to obtain necessary information.
Perform the full range of corrections to taxpayer accounts, which includes adjusting accounts.
Respond to taxpayer's inquiries regarding the preparation of a variety of tax returns, related schedules, and other documentation; and manage sensitive case problems designated as requiring specializing handling.
Secure payment of delinquent taxes and filing of delinquent returns.
Recommend lien and/or levy action include imitating supporting information for release.
Protect the confidentially of taxpayer information within the confines of disclosure laws, rules, and regulations.
Process all types of carryback/carryforward cases that may include restricted interest.
Experience
7-10 Years
Level
Management
Education
Health Administration
Tax Examiner III Resume
Headline : Interacted with residents, cleaned up and dressed residents. Helped with equipment and showed residents how to use and operate various mobility and eating apparatus.
Skills : Microsoft Office Suite, Tax Manager.
Description :
Collect taxes from individuals or businesses according to prescribed laws and regulations.
Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
Maintain records for each case, including contacts, telephone numbers, and actions are taken.
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
Enter tax return information into computers for processing.
Review selected tax returns to determine the nature and extent of audits to be performed on them.
Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Tax Examiner I Resume
Objective : An entrepreneurial professional with extensive experience in financial services, accounting, tax research and reporting, and customer service. Works effectively and communicates well with all levels of management both internal and external. A results oriented self-starter with the ability to manage multiple tasks.
Skills : Windows, Microsoft Office, Internet, Customer Service, Management.
Description :
Receive and analyze taxpayer inquiries, requests for adjustment action, and other input documents to determine the nature of the problem.
Research microfilm records, encoder books, and other sources for pertinent data.
Contacts taxpayers and/or their representatives to obtain necessary information.
Perform the full range of corrections to taxpayer accounts, adjust accounts, input credit transfers, recomputed penalty and interest, and initiates manual refunds.
Analyze and make determinations whether to suspend collection for a period of time on balance due notices when corrective action may be necessary.
Analyze and determine a taxpayer's financial condition by an investigation of financial statements.
Prepare notices of Lien, Notices of Levy, Summons, and Release of Levy.
Experience
2-5 Years
Level
Junior
Education
B.A In Sociology
Tax Examiner II Resume
Summary : Hard working graduate with a Bachelors degree in Accounting. Equipped, through hands-on experience, with technical accounting skills and a practical understanding of how to apply accounting and business knowledge. Accuracy and precision in all tasks results in increased efficiency and successful problem resolution. An enthusiastic and motivated individual who is committed to a career in the accounting and/or finance field.
Collect tax information from individuals or businesses according to protocol, regulations, and laws of the IRS.
Resolve errors detected and contact taxpayers by mail, phone or email to address discrepancies and request supporting documents to complete tax forms.
Check tax forms to verify the name, identification number, date, income information, and dependents comply with the data system.
Arrange all additional forms that comply with current tax forms and input the missing information on the proper data system.
Examine tax return forms to determine that all documentations are correct to reward tax returns.
Participate in varies training programs and classes to obtain knowledge on how to process, correct, collect and arrange tax forms and additional information.
Make sure that all individuals tax information, is handled with accurate protocol for secure and safe handling.
Experience
7-10 Years
Level
Management
Education
Health Administration
Tax Examiner III Resume
Summary : To provide excellent social services to the general public and incorporate my extensive skills in the workplace which will contribute to the organizations goals.
Skills : Access, Excel, Interpersonal Skills, Case Management, Inspection, Accounting, Word, Outlook.
Description :
Processed electronically filed tax returns during the tax season.
Assisted Tax Preparers determine and correct the cause of rejected tax returns.
Assisted Tax Payers in resolving all tax-related issues including but not limited to refund and offset questions.
Responsible for corresponding reports to match incorrect social security numbers in comparison to the online signature file.
Code and Edit forms 1120S and 1065 for accuracy, research necessary items that are needed and route to other departments forms that are to be processed in other units.
Create, release, amend, withdraw and enter court recording data for liens.
Complete pay off letters for taxpayers, power of attorney's and/or third-party with proper authorization.
Assist customers, both internal and external with lien related issues and transfer calls as necessary.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Tax Examiner/Auditor Resume
Summary : Actively seeking a position where my many skills as a government employee and business owner will be challenged in a team environment and be an asset to my employer.
Skills : MS Office, Investigating Skills.
Description :
Collected taxes from individuals and businesses according to prescribed Department of Revenue and Internal Revenue Service rules and regulations.
Maintain knowledge of tax code changes, and of accounting procedures.
Maintain records for each case, including contacts, telephone numbers and actions taken.
Confer with taxpayers and their representatives to discuss issues, laws, and regulations involved in returns, and to resolve problems with returns.
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Sent notices to taxpayer's accounts that are delinquent.
Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
Conduct investigations of an estate tax return to verify information or to amend tax liabilities.
Experience
10+ Years
Level
Senior
Education
Master of Science
Lead Tax Examiner Resume
Headline : Determined charges for services requested, collected deposits or payments and arranged for billing Obtained and examined relevant information to assess validity of customer complaints Resolved customers' billing and service complaints Kept records of customer interactions and transactions Trained new employees in accordance to store policy.
Skills : Inventory Control, Data Entry, Customer Service, Typing, Organizational Time Management.
Description :
Access relevant systems to view and/or update taxpayers' accounts regarding payments received review status of the case, and/or to make account adjustments.
Enter data into an automated system to adjust tax, penalty, and/or credit adjustments.
Recognize indications of tax fraud; make determinations and use sound judgment concerning taxpayers' data and responses.
Gain cooperation of taxpayers by explaining the best options available to resolve the problem or question, mutual interests, and to make sure they understand their responsibilities.
Interpret the law as it relates to the issues and if affects the performance and efficiency of the Internal Revenue Service.
Educate taxpayers on future action(s) needed to achieve and offer advice on tax liability.
Experience reviewing accuracy and consistency of financial data.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Tax Examiner Resume
Headline : As a Tax Examiner, responsible for Providing customer service to taxpayers, their representatives, and internal customers by telephone, email, correspondence, and personal interviews, Effectively researching and communicating information regarding interpretation and application of various tax laws, technical/delinquent tax, or account adjustments.
Skills : Type 45 wpm, 10,000 key strokes per hour.
Description :
Retained after the firm closed to lead 6 employees in an extensive audit of 18 months of revenue-producing transactions, researching and organizing thousands of documents, uncovering in previously unbilled revenue.
Conducted analysis of tax forms prepared by taxpayers, tax preparers, and by IRS employees during processing.
Analyzed and initiate action on tax issues, including correspondence with taxpayers.
Researched a variety of sources to correct and perfect tax returns.
Secured payment of delinquent taxes and filing of delinquent returns, and advise taxpayers of appeal procedures.
Served as a training coach, reviewer and technical advisor on issues, including inconsistencies with IRS documentation and procedures.
Prepare and compose direct correspondence with taxpayers on special issues.
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