Tax Examiner Resume Sample
Vernice Hansen
1979 Felicia Rapids,
Phoenix,
AZ
+1 (555) 337 3993
Work Experience
Tax Examiner Associate
06/2015
-
PRESENT
Los Angeles, CA
- Distinctive career advancement opportunities throughout the State system
- Medical and dental health plans
- Automatic short-term (and optional long-term) disability coverage
- Excellent work-life programs, such as some flexible work schedules, training opportunities and more
- Provide assistance on inquiries initiated by taxpayers by determining information needed to resolve inquiries, and researching pertinent tax data through internal computer systems, accounting records, telephone contact, IRS officials or other agencies
- Take corrective actions to close a case, such as adjusting taxpayer's account, recomputing tax liability, and preparing manual refunds
- Refer possible violations of tax law or cases requiring examination determinations or legal determinations of the tax code
Excise Tax Examiner Prorate & Fuel Tax
12/2012
-
03/2015
San Francisco, CA
- Provide assistance on inquiries initiated by taxpayers by determining information needed to resolve inquiries, and researching pertinent tax data through IDRS, accounting records, telephone contact, IRS officials or other agencies
- Answering questions from taxpayers via telephone, email, or written communication regarding accounts, taxability issues, etc.
- Updating taxpayer accounts based on information provided by the taxpayer
- Assisting taxpayers with the Ohio Business Gateway or other tax filing methods; etc
- Expert user in DOR computer applications
- Significant system testing experience
- Extensive knowledge of GeniSys reporting extensive experience creating customized GeniSys reports to manage inventory and quantify progress and assign staffing resources
- Prior experience showing demonstrated ability working successfully with System Developers in testing and implementation phases.
- Quality Assurance & Review experience administering systemic workflow effectively
Property Tax Examiner
05/2007
-
07/2012
Los Angeles, CA
- Develop procedures and conduct training. Ensures employees are cross-trained
- Expert knowledge of the GeniSys System and Masstax Connect and MeF tax filing
- Extensive knowledge of MGL chapters 62, 62B, 62C, 63, 64C, 64G, 64H and 64I
- Communicate tax information effectively in writing, in person and over the telephone
- Monitors all inventory levels to ensure appropriate staff assignments reflect current backlogs and priorities
- Ensures active communication between all levels of staff through regular meetings and written updates
- Ensures that all affected parties are notified of any problems and resolutions
- Communicates Bureau and Division objectives in a clear and positive light
Education
Strayer University - Prince George's Campus
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Law & Government -- Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, & agency rules pertaining to taxation.
- Taxation Office Practices & Procedures -- Knowledge of office procedures & systems such as managing files & records, designing forms, & other office procedures & terminology.
- Identifies and communicates to management problems including systemic, tax related, procedural and/or operational with recommendations to include training needs
- Reports to management on all activities by submitting accurate status reports, responding promptly to management requests and always following the proper chain of command so that management is kept fully informed of all unit activities
- Customer services skills in communicating verbally and in writing
- Two years of experience supervising business, accounting, auditing, compliance, or tax administration personnel
- Skilled in operating a personal computer with knowledge of word processing and spreadsheet applications in a Windows environment
How to write Tax Examiner Resume
Tax Examiner role is responsible for training, government, credit, database, auditing, security, reporting, research, insurance, travel.
To write great resume for tax examiner job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Examiner Resume
The section contact information is important in your tax examiner resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Tax Examiner Resume
The section work experience is an essential part of your tax examiner resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous tax examiner responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular tax examiner position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Examiner resume experience can include:
- Experience leading a group or training in leadership skills
- Experience facilitating group sessions, writing policies, procedures, training and presenting information
- Experience navigating Gentax system to perform research inquiry, processing returns, and issuing license/credentials
- Experience navigating GenTax to perform research inquiry, processing returns, and issuing license/credentials
- Experience navigating vendor system to perform research inquiry, processing returns, and issuing licenses/credentials
- One year of experience using Microsoft Office products including Word, Excel, Outlook, Visio, PowerPoint and SharePoint
Education on a Tax Examiner Resume
Make sure to make education a priority on your tax examiner resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax examiner experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Tax Examiner Resume
When listing skills on your tax examiner resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical tax examiner skills:
- One year of experience ability to perform intermediate to advanced computer functions
- 3 months' experience in customer service
- Undergraduate core program in business-related field or public administration, which included 3 courses in accounting
- General knowledge of Virginia and Federal tax laws, rules, regulations, forms, schedules, and filing procedures with a concentration in individual income tax
- General knowledge of accounting principles and practices, as well as audit terminology and techniques
- Facilitates and participates in problem resolution with staff
List of Typical Experience For a Tax Examiner Resume
1
Experience For Excise Tax Examiner Prorate & Fuel Tax Resume
- Knowledge and understanding of AZ tax laws and statutes
- Identifies potential changes to business rules and other areas that reduce cases to be worked
- Perform accurate and timely examinations of individual tax returns to determine and recompute tax liabilities
- Educate taxpayers in tax laws, rules and procedures
- Knowledge of individual tax returns and IRS rules and regulations, involving the accurate calculations and application of tax laws, rules and regulations, policies and procedures in a consistent manner to all tax-payers
2
Experience For Property Tax Examiner Resume
- Step 4: Upload your unofficial transcripts with accounting credits
- Step 4: Upload and attach your transcripts, if applicable. Unofficial transcripts are acceptable
- Send to HrRecruit@dol.wa.gov
- 8 Provides on-the-job training and orientation to employees by explaining state and federal tax laws, audit issues and techniques, administrative procedures, and other related subjects and providing ongoing assistance when new employees begin auditing so that employees are well trained and are able to develop their technical training and professionalism
- Conducts office conferences by applying state and federal laws to issues being contested, communicating effectively with taxpayers and their representatives, following established Audit Division policies and procedures and representing the Income Tax Bureau at Appeal and Review when necessary to ensure that office conferences are conducted fairly and professionally
- Conducts office conferences by applying state and federal laws to issues being contested, communicating effectively with taxpayers and their representatives, following established Tax Division policies and procedures and representing the Trustte Tax Bureau at Appeal and Review when necessary to ensure that office conferences are conducted fairly and professionally
- 2 Supervises and coordinates the activities of employees engaged in auditing by communicating instructions and by following policies and procedures established in the Administrative Audit Procedures Manuals, Income Tax Bureau written procedures, ADAP’s, Technical Information releases and the Code of Conduct Manual to ensure effective unit operations
- 2 Supervises and coordinates the activities of employees engaged in auditing by communicating instructions and by following policies and procedures established in the Administrative Audit Procedures Manuals, Trustee Tax Bureau written procedures, ADAP’s, Technical Information releases and the Code of Conduct Manual to ensure effective unit operations
List of Typical Skills For a Tax Examiner Resume
1
Skills For Excise Tax Examiner Prorate & Fuel Tax Resume
- Adheres to all personnel policies and procedures: conducts employee performance evaluations, determines need for disciplinary action and implements corrective action, when appropriate
- Reviews the performance of employees by adhering to the guidelines of the EPRS system to help communicate unit and individual goals and complete fair and honest employee reviews
- Determines the need for disciplinary action when appropriate by following the progressive disciplinary procedures established by DOR to improve the performance of employees and to ensure fair and equal treatment of all employees
- Performs on-going quality reviews of assigned individual work types for both cases in process and completed to ensure appropriateness of resolution and the highest possible accuracy rates
- Complies with all DOR policies and procedures as they relate to Sick and Related Leave, Chain of Command, Personal telephone use, PC Software, E-Mail/Internet and the Code of Conduct Manual
- Communicating with taxpayers, reviewing tax liability, and educating them on filing procedures and regulations
- Business & Accounting – Knowledge of business & accounting principles & practices, & the analysis & reporting of financial data
- Mathematics – Knowledge of arithmetic, algebra, & descriptive statistics & their applications for problem solving
- Performs related tasks as requested
2
Skills For Property Tax Examiner Resume
- Customer & Personal Service – Knowledge of principles & processes for providing customer & personal services including active listening, assessing & understanding customer needs, meeting quality standards for services, & evaluating customer satisfaction
- Law & Government – Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, & agency rules pertaining to taxation.
- Taxation Office Practices & Procedures – Knowledge of office procedures & systems such as managing files & records, designing forms, & other office procedures & terminology.
- Critical Thinking – Using logic & reasoning (including finding relationships among seemingly unrelated events) to identify various solutions, conclusions, or approaches to complex problems; evaluate their strengths & weaknesses (including understanding implications for future decision-making); & choose the most appropriate one
- Oral & Written Comprehension – The ability to listen to, read, & understand information & ideas presented through spoken words, sentences, & writing
- Examine and review refund permit applications and claims, supporting documents, and detailed fuel purchase invoices to determine the tax exemption claimed complies with state and federal regulations
- Determine proper refund amount and make accounting adjustments to claims as necessary
3
Skills For Tax Examiner Associate Resume
- Examine and review the refund claim to determine mathematical accuracy and that supporting documentation is complete in accordance with administrative and legal requirements
- Examine and review fuel tax and heating oil applications, returns, and reports and supporting documentation to determine proper licensing, fuel tax or insurance fee liability, and credit
- Process refunds and tax returns using computerized accounting software
- Reconcile buyer/seller, import/export and other transaction data to ensure fuel reporting is accurate
- Correspond and interpret Washington State statutes, Department of Licensing policies, and requirements as they relate to fuel tax licensing and reporting, verbally and in writing
4
Skills For Prft Excise Tax Examiner Resume
- Determine and verify proper refund eligibility, amount, and request refunds in the GenTax system. Use the previous system to amend tax returns for periods prior to July 2016
- Experience setting up user profiles, responding to user system inquires
- Experience working with databases, SQL (Structured Query Language) programming, or Information Technology Management
- One year of experience performing intermediate to advanced calculating functions on computer
- One year of experience using Microsoft Office products including Word, Excel, Outlook, Visio, PowerPoint, and SharePoint
- One year of experience performing intermediate to advanced computer functions
- Provide assistance and individual training to customers, internal staff, Prorate and Fuel Tax auditors and the public
- Assist e-filers with registration and maintenance of their accounts and direct customers to appropriate state agencies for further assistance (Department of Revenue, Washington Secretary of State, etc.)
- Experience leading individual and group trainings
5
Skills For Excise Tax Examiner Unclaimed Property Resume
- 12 semester (or 18 quarter) hours of college-level accounting
- An undergraduate core program in a business-related field (business, accounting, finance, economics, etc.) or public administration, AND
- Two accounting courses, AND
- Navigate the vendor system to perform research inquires, processing and registration
- Approve or deny refunds and penalty and interest waiver requests up to $5,000
6
Skills For Tax Examiner Senior Resume
- Refer unusual accounts for further investigation and audit to Prorate and Fuel Tax Audit staff members
- Interact with internal and external groups or organizations, Audit, International Fuel Tax Agreement Unit (IFTA), International Registration Plan (IRP) Unit, Financial Review Unit, and Compliance Unit staff members within Prorate and Fuel Tax Services, petroleum company representatives, fuel consumers, and the general public
- Understand and explain IRP and IFTA agreements, statutes, rules and policies
- 15 mos. exp. in customer service
- One Year as an Excise Tax Examiner 3 or 4
- Experience communicating effectively (both orally and in writing) in order to create reports, letters and other documents using correct punctuation, spelling and grammar in a concise style
- Experience with working independently and in a team environment to complete assigned tasks
- Skilled in organizing various work assignments
7
Skills For Excise Tax Examiner Resume
- Experience with database applications and knowledge of tax compliance programs and processes
- Maintain composure in all situations, and communicate amicably with co-workers and the public
- Communicate effectively (both orally and in writing) in order to create reports, letters and other documents using correct punctuation, spelling and grammar in a concise and clear style
- Work independently and in a team environment to complete assigned tasks
- Email DD214 (Member 4 copy), NGB 22 or signed verification of service letter from USDVA
- Use a subject line of "ETE 2 – Prorate & Fuel Tax"
8
Skills For Tax Examiner Resume
- Serve as the technical lead for the work unit assisting with the examination, analysis and evaluation of the most complex taxpayer accounts, returns, registrations, and Prorate and Fuel Tax (PRFT) financial transactions
- Provide information and guidance to staff on analysis of taxpayer reporting or accounting methods and acts as a divisional or departmental representative to taxpayers, the general public, local government or others
- Serve as a system expert conducting staff training on the PRFT modernization system and helps staff in troubleshooting system issues and errors and provides individualized training to customers and /or participates in group training seminars
- Review unusual or complex applications or registrations for approval or denial of the application, review the pending denial of a license and make a determination, review and deny or accept appeals of licensing and waivers and correspond with the licensee
- Provide guidance and assist other examiners in the requesting, clarifying, and analyzing data received from customers
- Interpret and apply the provisions of existing, new and revised industry standards and agency laws, rules, and regulations to resolve and clarify unusual questions or application of law for complicated and unique accounts
- Correspond with and advise taxpayers of proper reporting and interpretation of laws and department policies, communicate either in writing or orally, educate, assist and advise taxpayers, taxpayer's representatives, and government entities regarding their responsibilities to the department
9
Skills For Excise Tax Examiner Prorate & Fuel Tax Resume
- Initiate and develop process improvement and work efficiency strategies for the first level resolution of system issues, authorizing escalating and monitoring until resolution
- Evaluate, assess and review complex returns, claims, or registrations to determine proper allocation of monies, and proper reporting of liability due
- Authorize to waive penalty or interest charges up to $10,000 and approve refunds between $5,000 and $10,000 or as increased by approval authority and manager authorizes all special power-take-off percentage requests with recommendations
- The experiencemayhave been gainedinthepublic sector,privatesector or VolunteerService.Oneyear ofexperiencerefers tofull-timework; part-timework is consideredona prorated basis
- Examining and reviewing applications and supporting documents to ensure that all required information has been provided and is in compliance with state and federal regulations
- Explaining and interpreting Washington State statutes, DOL policies, and requirements as they relate to fuel tax licensing and reporting, verbally and in writing
10
Skills For Property Tax Examiner Resume
- Communicating with taxpayers, reviewing tax liability and educating them on filing procedures and regulations
- Analyzing tax returns for accuracy
- Determining taxpayer liability through various audit programs based on federal and state tax information
- Interprets and accurately communicates appropriate provisions of MGL MASSTAX, DOR regulations, TIRs, DIRs, etc.; assists staff in researching and articulating this information to taxpayers; complies with DOR and Tax Division policies and procedures
- Reviews all completed cases submitted by employees by examining returns, NIA’s, and all other relevant documents to verify audit issues, calculations and proper presentation to make certain that all work is thorough and accurate before cases are closed
- Represents DOR in public dealings to ensure the highest level of customer service by being professional, courteous, knowledgeable and timely; ensures staff complies with CCB etiquette standards to include: providing their name to the caller
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