Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Heather Joy

Fresno

Summary

Experienced with tax code interpretation, auditing, and compliance review. Utilizes analytical skills to identify discrepancies and ensure accurate tax processing. Strong understanding of regulatory requirements and proficiency in financial record examination.

Professional with strong background in tax analysis and compliance review. Proven track record in ensuring accuracy and adherence to complex regulatory standards. Known for excellent teamwork and adaptability, driving effective collaboration and results. Skilled in data analysis, problem-solving, and regulatory research, always dependable under shifting priorities.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

27
27
years of professional experience

Work History

Tax Examiner

IRS
02.1998 - 05.2025
  • Ensured timely processing of returns through efficient workload management and attention to detail. Communicated with taxpayers in writing and by telephone to explain what documents can to be provided to resolve the case. Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines. Creating training materials using excel, word, power point, etc. Filed unresolved cases in holding area based on time/default requirements for future review. Ensuring work area had needed supplies such as cases of copy paper, file folders, post its, writing utensils.

Education

Required Courses -

Yosemite Highschoo!
Oakhurst, CA

Skills

    Organization skills such as keeping files in order for future use Lifting ability of at least 25lbs Use of various computer programs to create training materials and spreadsheets that contain suspended case file information

Accomplishments

Received performance awards for the last 10 years for outstanding annual appraisals.

Management time off awards for assisting with additional assignments.

Timeline

Tax Examiner

IRS
02.1998 - 05.2025

Required Courses -

Yosemite Highschoo!
Heather Joy