A Tax Examining Technician works for the government and takes responsibility for administering a wide range of state taxes and fees. Essential duties seen on the Tax Examining Technician Resume include the following – establishing values for various taxable properties; supervising the operation of liquor stores, administering laws pertaining to sales and taxation of alcoholic beverages; resolving account, notice and refund inquiries; providing return compliance assistance; making adjustments to taxpayers account; and issuing manual refunds, and penalties.
A well-drafted resume should mention the following skills – knowledge of taxation procedures and related laws; a professional mannerism, strong numerical skills, computer competencies; organization and planning skills; integrity, knowledge of individual and business tax laws, and the ability to handle tasks with efficiency and accuracy. Most of these technicians hold a degree and are well-trained in accounting and public administration.
Summary : Over10 years of experience at an Insurance firm in accounting and administrative field and 10 years of experience as a customer service representative in various firms and colleges providing the best quality professional service in the accounting field and or management fields while contributing to the success of the firms or organizations.
Skills : Payroll, MicroSoft Office, Tutoring And Proctoring.
Description :
Responsible to focus on the Excess Collection File(XSF) , Department of Justice(DOJ) Intra-Governmental Payment and Collection(IPAC), and Criminal Restitution (CR).
Consistently referenced the IRM and job aids to guarantee that IRS procedures are followed while carrying out daily tasks, while also utilizing multiple systems and research tools, such as IDRS, AMS, RTR, BBTS, ANMF and Accurint.
Reviewed Forms 8758 and 8765 received for completeness before adding or removing items from XSF and conclude if credits can be resolved.
Conducted IDRS research for credit availability, freeze codes to ensure that correct Transaction Codes are being used.
Corroborated with the Statute function for clearance.
Initiated correspondence with the Taxpayer by examining the case and determine which appropriate C letter to send requesting a reply.
Unidentified remittance is another component of this program in which monies have been received but are unable to be applied to a Taxpayers account due to lack of information submitted with remittance.
Experience
10+ Years
Level
Senior
Education
High School Or Equivalent
Sr. Tax Examining Technician Resume
Summary : A director or management position to utilize project management and interior design expertise, to provide clients with creative, functional and aesthetically pleasing environments. Utilization of design experience in corporate interiors, as well as expand current experience and skills in retail, restaurant and hospitality projects.
Skills : Analyzing, Research, Communication, Written Communication.
Description :
Paid high attention to detail and conduct extensive IDRS research.
Determined what information the taxpayer wants to amend.
Corresponded with the taxpayer using the IAT Letter Tool requesting the essential information.
Input information from Form W-7's, correspondence white mail, Form 4442's, and CP notices into the RTS system.
Performed research on correspondence, etc.
Assigned ITIN numbers to foreign applicants that do not qualify for a social security number.
Researched for better addresses on undeliverable mail returned.
Experience
7-10 Years
Level
Management
Education
BS
Jr. Tax Examining Technician Resume
Summary : Tax Examining Technician is responsible for the timely and accurate processing of property and casualty insurance claims. This includes developing and maintaining relationships with carriers, adjusting brokers, adjusters and carriers’ supervisors.
Skills : Crisis Intervention And Conflict Management, Microsoft Office, Coaching, Mentoring, Effective Communication .
Description :
Researched, analyzed, and initiated actions on tax issues obtaining applicable returns, schedules, and all required information for correction.
Resolved tax issues using Input Corrections Operations policies, regulations, procedures and the Internal Revenue Manual (IRM).
Collaborated with subject matter experts from Department of Transportation and Oracle Corporation on the Cars Allowance Rebate System (CARS) program .
Used the EUP, RTS system, as well as the IDRS system to perform research.
Done corrections, overrides, and review the work of employees in group to help the lead, and ensure that they are correctly inputting the information.
Used the Online 5081 system to initiate actions to receive access to programs and resources necessary to do job.
Used the Control-D access to look at reports for the ITIN Operations when necessary.
Experience
7-10 Years
Level
Senior
Education
Associate's
Asst. Tax Examining Technician Resume
Headline : To obtain a full-time social worker position in a clinical or professional setting where would engage in new challenges where there is a need for professional social intervention to assist and support children, individuals, families, veterans, and the elderly.
Skills : MS Word and Excel, Operate cash registers.
Description :
Evaluated all available information and take corrective .
Determined the taxpayer's ability to pay delinquent accounts and takes the actions required to close the account.
Analyzed claims for accuracy in order for the individual to be granted a refund.
Used the GetItServices to input tickets, or check on the status of a ticket, for self to help employees in group, as well as other groups.
Collected taxes from individuals or businesses according to prescribed laws and regulations.
Contacted taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Maintained knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
Experience
5-7 Years
Level
Executive
Education
Graphic Design
Associate Tax Examining Technician Resume
Headline : An energetic professional with ten years expertise in customer service and finance affairs. Recognized for meeting goals and deadlines for time sensitive issues. Strengths include effective rapport building and strategizing customer needs, attention to detail, highly analytical, and excellent problem-solving/decision-making skills.
Skills : Microsoft Word, Customer Service, Client Relations, Clerical, Cashier, Warehouse.
Description :
Depended on individual situation a manual refund of tax was necessary and actions were taken to ensure the proper refund of tax was returned.
Coded and edited individual current year tax returns.
Researched rules and regulationed for form line entries.
Amended documents to correct missing.
Provided assistance initiated by tax payers by determining information needed to resolve inquiries.
Researched pertinent tax data through IDRS, accounting record and telephone contact, to resolve tax payer issue.
Evaluated all available information and took corrective actions to close a case such as credit transfers and manual refunds.
Experience
5-7 Years
Level
Executive
Education
BA In Finance
Tax Examining Technician III Resume
Summary : To obtain an increasingly responsible position where customer service and communication skills combined with proven dedication and hard work will be used to meet company objectives.
Checked 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.
Notified taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
Answered questions from taxpayers and assist them in completing tax forms.
Maintained records for each case, including contacts, telephone numbers, and actions taken.
Imposed payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
Sent notices to taxpayers when accounts are delinquent.
Performed detailed research on customer data using a variety of command codes thru IDRS (Integrated Data Retrieval System).
Experience
10+ Years
Level
Senior
Education
BA In Psychology
Tax Examining Technician II Resume
Summary : To obtain an increasingly responsible position where Information technology, customer service and communication skills combined with proven dedication and hard work will be used to meet company objectives.
Skills : Data Entry 40wpm, MS Office, Database Management, Collections, Accounting, Customer Service.
Description :
Processed Form SS-4.
Set-up customer EIN (Employer Identification Number) accounts for business matters, such as Sole-Proprietorships, Corporations, LLC's, Estates & Trusts, etc.
Maintained proper business and financial processes to ensure adherence to internal controls.
Relayed information and progress to management.
Improved work methods, create job aids and provide guidance.
Coordinated with team members to improve work processes then create special teams to implement quality and workflow improvements.
Performed detailed research to secure data available to identify applicants, validate Power of Attorney and ensure proper credit.
Experience
10+ Years
Level
Senior
Education
BA In Psychology
Tax Examining Technician I Resume
Objective : Energetic professional seeking the opportunity to utilize sales and management support experience. A qualified candidate who can develop into a management role valuing diversity, integrity, and employee growth. Able to interface with customers and work with highly technical software or hardware applications. To use professional experience and salesmanship skills to improve the overall growth of the organization.
Skills : AutoCAD, Plotter, Microsoft Office, Microsoft Publisher, Corel Word Prefect.
Description :
Analyzed and reviewed Employment Tax Cases for a wide variety of tax liability issues and compliance to Employment Tax guidelines.
Performed investigative and research duties utilizing applicable databases on Form 2678, CAWR, Form 4137 and Form 8027 cases.
Initiated actions on tax issues by obtaining tax returns, 1099's, W-2's, schedules and all required information to adjust tax payer accounts.
Received calls from taxpayers and/or their representatives to encourage voluntary compliance to all IRC guidelines and Employment Tax laws.
Secures payment of delinquent taxes and filling of all delinquent returns.
Determined proper adjustments, levy source and uncollectable information.
Reviewed any information given and take appropriate action to resolve any taxpayer problems, questions or concerns.
Experience
2-5 Years
Level
Entry Level
Education
Bachelor Of Business
Lead Tax Examining Technician Resume
Objective : Tax Examining Technician is responsible for the collection, processing and analysis of tax information in the United States.
Skills : PC word, excel, Microsoft,email, type 30-40 wpm, telephone, fax, copier, e fax, Team player.
Description :
Protected confidentiality of taxpayer information within the realm of disclosure and privacy laws.
Researched inquiry requests and/or complaints from both internal and external customers and respond verbally and/or in writing.
Analyzed and reviewed Employment Tax Cases for a wide variety of tax liability issues and compliance to Employment Tax guidelines.
Reviewed any information given and take appropriate action to resolve any taxpayer problems, questions or concerns.
Protected confidentiality of taxpayer information within the realm of disclosure and privacy laws.
Analyzed tax related documents for completion and compliance.
Processed tax related documents and correspond with taxpayers.
Experience
0-2 Years
Level
Junior
Education
Master's In Curriculum
Tax Examining Technician Resume
Summary : To obtain a position providing growth and opportunities in areas an asset utilizing expertise. Skilled at generating cost saving opportunities and uplifting management team in implementation of cost reduction initiatives.
Skills : Typing 50 Wpm, Ten Key By Touch, Various Programs Microsoft, Data Entry, Work Independently.
Description :
Interpreted tax laws using the Internal Revenue tax manual and other tax publications.
Examined tax documents and inform customers on tax laws.
Communicated clearly and tactfully with taxpayers in explaining requirements, proposed adjustments, and the applicability of regulations to specific correspondence examination issues.
Resolved taxpayer questions regarding the current status of filer accounts for purposes of suitability recommendations and responds to general telephone inquires.
Extracted information from various automated systems for use in conducting searches for required taxpayers information, for use in investigating problems or errors and researching the cause of error codes.
Performed work that involves analyzing, searching, determining, and initiating appropriate actions on all types of tax issues containing conditions and account relationships that must be resolved to close issues.
Researched a variety of sources, analyzes, and initiates actions on tax issues obtaining applicable returns, schedules, and all required information for correction of accounts and records.
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