Angela Juarez
Fresno
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
17
17
years of professional experience
4
4
years of post-secondary education
Work History
Tax Examining Technician
Internal Revenue Service, 40 hrs
Fresno
02.2005 - 09.2021
- As a Tax Examining Technician, analyze and process Form 1040X Amended Returns.
- Experience working both current and prior year tax returns.
- Follow specific guidelines by keeping my Internal Revenue Manual (IRM) updated any time a change comes into effect.
- Use my Command Codes (CC's) on IDRS to initiate necessary research for each document.
- Research is done to clarify needed information.
- When research is not enough to validate an adjustment, I use the Correspondex Tool to send a letter for missing information.
- To ensure the quality of my work by using my IRM 3.11.6 and internet to keep current on tax laws and procedures.
- After thorough research is done verifying transaction codes and tax information on original in conjunction with amended return, use X-claim tool to input my adjustment.
- Some account require additional research including other IRM's, SERP and the internet to ensure the taxpayer receives a quality and timely product.
- Reviews Statue year returns, NO TC 150 and routes to other areas to be processed.
- Completed, adjusted & corrected Entity Programs: Form 8822 (address changes), CP 54 (name and SSN/ITIN changes) using CC's on IDRS and IRM 3.13.5.
- Assigned temp numbers when an ITIN or SSN wasn't found.
- Research both valid and invalid segments of IDRS to complete each CP Notice and forms.
- Correct Name and ITIN/SSN's and issued manual refunds.
- SME for Entity Programs and OJI coach for any employee having problems understanding Entity Notices and CP's.
- Selected to be a TAS liaison for DPO. Fields phone calls from other service centers and interacts daily with internal customers.
- Developed a very good and professional rapport with the Tax Payer Advocate office as well as the P & A staff.
- As a Tas Liaison, I demonstrate technical problem identification and resolution skills on a daily basis.
- I worked on TAS cases every other week for 6 years.
- Reviewed and analyzed tax returns to ensure accuracy of information and completeness of forms.
- Conferred with taxpayers and representatives to discuss issues, laws, and regulations related to returns and address problems.
- Researched federal and state laws, regulations and procedures to provide accurate advice to taxpayers.
Education
High School Diploma -
McLane High School
Fresno, CA 08.1985 - 06.1989
Skills
- Microsoft Office Word
- Microsoft Office Excel
- Microsoft Office Power Point
- Microsoft Office Skype
- Microsoft Office Outlook
- IDRS
- X-Claim
- SERP
- AMS
- Correspondex Tool
- CIS
- Customer Service
- Problem solving
References
Michelle L Staton
Lead Tax Examining CPM 2
Michelle.L.Staton@irs.gov
559-500-7269
Raquel Hernandez
IT Specialist
Internal Revenue Service Raquel.Hernandez@irs.gov
559-630-8498
Jennifer Stowers
CPM Supervisory Tax Examiner
Internal Revenue Service Jennifer.L.Stowers@irs.gov
559-500-7270
Jessica Ramirez
Eyelash Specialist
House of Lashes
559-519-3615
Timeline
Tax Examining Technician
Internal Revenue Service, 40 hrs
02.2005 - 09.2021
High School Diploma -
McLane High School
08.1985 - 06.1989