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 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 : 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.
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