A Tax Examining Clerk is responsible for examining tax-related documents, assessing, and collecting taxes, solving tax returns problems, and responding to taxpayer questions and concerns. Primary responsibilities associated with the post are listed on the Tax Examining Clerk Resume as – assessing a collection of various taxes, identifying non-filers and delinquent taxpayers, reviewing tax returns, applications and recording for completeness and accuracy, applying federal and state tax codes, conducting independent audits, determining whether the law allows tax credits and deductions, and maintaining records on each case.
As this position reviews tax returns, the professional examining the same is expected to demonstrate a high degree of accuracy and completeness. Other needed traits include – sharp attention to detail, the ability to spot errors quickly and come up with solutions, and the ability to search missing information easily. A degree in accounting is a basic requirement, however, possessing a CFA or CPA will be preferred.
Summary : To obtain a Tax Examining Clerk position with a dynamic corporation where I can use my energy and skills to develop, motivate, lead and encourage employee productivity.
Learned CAWR procedures for SSA, IRS and IRP case processing and batching.
Received, responded to, and ensured resolution of help center calls.
Reviewed information received from taxpayers and/or other sources to determine corrective action.
Examined original/other documents for completeness.
Coded and perfected tax returns/documents.
Requested research for missing/unclear information.
Experience
10+ Years
Level
Senior
Education
GED
Tax Examining Clerk Resume
Headline : Seeking a Tax Examining Clerk position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : Microsoft Office, Customer Service, Leadership Development, Communications, Data Management, Receptionist, Peoplesoft, Kronos.
Description :
Researched and processed a variety of tax returns and supporting correspondences.
Reviewed taxpayer information to determine action and processing requirements.
Examined original documents for completeness.
Coded and perfected tax returns and documents; received, recorded, sorted, batches, associates, controls, stages, collects, mails, extracts, and distributes incoming and outgoing work.
Maintained updates, purges suspense/closed files.
Examined and perfected documents; determines header data and numbers returns or documents.
Maintained supplies and prepares requisitions.
Experience
5-7 Years
Level
Executive
Education
BA In Public Relations
Tax Examining Clerk Resume
Summary : Currently a Tax Examiner with the Internal Revenue Service. I have a Bachelor of Arts in Mass Media with an emphasis in Public Relations.
Skills : Strong communication and negotiation , expert client relationship , Costomer complaint mgmt, Detailed oriented.
Description :
Currently worked as a Tax Examiner in the Correspondence Proc Team.
Identified and properly routed all documents, forms, and other paperwork used within the unit according to the established guidelines and procedures.
Kept abreast of the changes to our procedure manual and follow them accordingly.
Performed all related clerical functions associated with my procedures in an accurate and timely manner.
Used several forms of verification for determining tax issues, I have the knowledge to use commands such as ERINV, IMFOL, IRPTR, NAMEE, NAMEB, NAMEI, RTVUE, ENMOD, FFINQ, TXMOD, REVIEW, and INOLE in the IDRS system) -Review 6001 to establish if all necessary tax information has been requested, verifying documents are ready for letter input clerks to request additional tax forms to process tax returns for current as well as prior year returns.
Successfully completed letter input and letter input review of 6001's using Its in the IAT tool and the manual.
Successfully researched undelivered letters sent to taxpayers to obtain a better address using local procedures in the IRM.
Experience
10+ Years
Level
Senior
Education
BA
Tax Examining Clerk Resume
Objective : Over 20 + years of customer service with direct and indirect contact with customers Experienced in a variety of merchandise sales and related services Ability to communicate and develop a positive relationship with customers by displaying professionalism Hardworking, eager to learn, and practices professionalism with managerial staff and fellow co-workers.
Skills : Microsoft Office, 10-Key Calculator, DOS.
Description :
Opened, read, routed, and distributed incoming mail or other materials and answer routine letters.
Provided services to customers, such as order placement or account information.
Conducted searches to find needed information, using such sources as the Internet.
Prepared and mailed checks.
Trained and assisted staff with computer usage.
Answered telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
Used computers for various applications, such as database management or word processing.
Experience
2-5 Years
Level
Junior
Education
Associate Of Arts In Business
Tax Examining Clerk Resume
Objective : As a Tax Examining Clerk, responsible for Computing and collecting current and delinquent unemployment insurance taxes from employers within the district, Contacting employers new to the district to establish employment insurance accounts, and informing them of their obligations.
Skills : Microsoft, Windows, Data Entry, Scanning.
Description :
Created, maintained, and entered information into databases.
Set up and managed paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
Prepared and maintained regular production and inventory reports using established formats and sources of data applicable to the program, functional, or organizational reporting requirements.
Prepared special reports as directed, verified certified mail listings, and prepared statutory notices for mailing.
Computed tax based on information received from taxpayers.
Identified questionable entries for referral to the appropriate area.
Compiled and maintained functional and/or assigned area records or reports.
Experience
2-5 Years
Level
Junior
Education
Associate Of Arts In Business
Tax Examining Clerk Resume
Objective : As a Tax Examining Clerk, responsible for conducting examinations of general excise, use, withholding, transient accommodations, rental motor vehicle, and income tax returns, including those with claims for credits and those involving questionable business and non-business income, exemptions, deductions, and refunds.
Ordered research, acknowledge correspondence, and purge suspense/closed files.
Made determinations and use sound judgment concerning taxpayers' data and responses.
Verified and updated entries on automated tax systems ( IAT, IDRS, RGS, and ERCS) so that any batch of work or documents can be located and information given on the status and location of cases.
Performed clerical and procedural tasks using an automated tax system that involves: assigning, maintaining, monitoring, or updating work status and inventory records; ordering research.
Acknowledged correspondence, and performed other support activities.
Able to switch programs and tasks as the workload dictates.
Corrected returns according to rules and regulations in IRM, also using past tax returns and or previous situations that may help in making a determination for the issue.
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Tax Examining Clerk Resume
Objective : Tax Examining Clerk with 5 years of experience in Responding to inquiries from the public regarding employment security laws and programs, Auditing payroll records of employers to ensure the correct amount has been paid in unemployment insurance taxes and benefits to claimants, Researching and identifying new employers within their district.
Skills : Tax Manager, Clerical Skills.
Description :
Researched the representatives to make sure their CAF numbers are correct.
Researched representatives to make sure their address on the system is the same as on the form.
Prepared incoming and outgoing mail for distribution.
Used hand or mail-handling machines to time-stamp, open, read, sort, and route incoming mail.
Addressed, sealed, stamped, fold, stuff, and affix postage to outgoing mail or packages.
Researched and updated Automated Under reporter System (AUR).
Monitored, updated work status and inventory records.
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Tax Examining Clerk Resume
Headline : To obtain a Tax Examining Clerk, responsible for Performing complex in-house audits of tax returns to ensure compliance with applicable state laws; participating in undercover operations implemented to determine whether criminal tax violations have been committed; conducting audits and investigations to establish criminal tax violations of in-state and out-of-state businesses, corporations and individuals.
Skills : Communication Skills, Public Relation, Data Entry, MS Office, Organizing Skills, Bilingual.
Description :
Assigned cases to tax examiners to audit or close utilizing automated systems such as ERCS, IDRS, RGS, and IAT tool system.
Analyzed cases to determine if they are statute cases prior to assigning in order to be compliant with the guidelines of statute dates.
Assigned cases to Statute team as well as Restricted Interest team, to ensure the possibility of the blown statute did not occur.
Independently corresponds with analysts in the field to ensure that cases are properly placed in the correct areas and statuses to be processed.
Acted as the Lead in her absence to ensure that the workflow would continue, working closely with management.
Completed daily reports and emailed them to upper management (Department, Operations Manager, and Daytime Manager and Leads).
Presented ideas to management to assist with the process of the workflow.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Tax Examining Clerk Resume
Objective : To obtain a full-time opportunity in an environment that offers a great challenge and the opportunity to help the company advance efficiently and productively.
Skills : Customer Service, Clerical Skills.
Description :
Performed limited research using IDRS (Information Data Retrieval System) Codes and transcript comprehension to locate BOD (Business Operating Division), received dates, and open controls.
Used IDRS, ADR, and AIMS/DI to update information such as telephone numbers and addresses.
Reviewed and analyzed internal documents with the referral of questionable documents to the appropriate area.
Worked with several Tax Examining Technicians, Frontline Managers, Leads, and my peers for the purpose of exchanging information in order to properly work cases and for guidance on problems.
Retrieved, sorted, and distributed mail.
Protected taxpayer information by adhering to the clean desk policy and by verifying taxpayers' addresses and Social Security Numbers before sending any correspondence.
Worked reviews from both my manager and my Lead resulted in 100% accuracy.
Experience
2-5 Years
Level
Junior
Education
Bachelor's In History
Tax Examining Clerk Resume
Summary : Tax Examining Clerk with 6 years of experience in Making referrals to the IRS, LWC, and other LDR Divisions; determines the significance of the violations, what enforcement programs should be provided the information, and prepares reports for referrals; informs taxpayers of tax regulations and requirements for filing.
Skills : MS Office Suite, FHA, VA, Conv. Loans, Blitz Documents, Loan File Set-Up, Familiar With DU And LP.
Description :
Evaluated all available information and take corrective actions, such as credit transfers requests, re-computed tax, and/or penalty and interest.
Accessed relevant systems to view and/or update taxpayers' accounts regarding payments received, review the status of the case, and/or make account adjustments.
Entered data into an automated system to adjust tax, penalty, and/or credit adjustments.
Recognized indications of tax fraud.
Gained 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.
Interpreted the law as it relates to the issues and if it affects the performance and efficiency of the Internal Revenue Service.
Educated taxpayers on future action(s) needed to achieve and offer advice on tax liability.
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